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i3 Verticals

145 hedge funds and large institutions have $554M invested in i3 Verticals in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.97% more ownership

Funds ownership: 111.08%112.05% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 51

6% less funds holding

Funds holding: 155145 (-10)

17% less capital invested

Capital invested by funds: $671M → $554M (-$117M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
50
Reduced
51
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$39.7M -$814K -34,999 -2%
GCM
2
Geneva Capital Management
Wisconsin
$34.8M -$2.95M -126,577 -8%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$26.3M +$18.4M +790,575 +205%
AC
4
AltraVue Capital
Washington
$26.2M +$146K +6,280 +0.5%
PAIM
5
Punch & Associates Investment Management
Minnesota
$23.1M +$5.94M +255,079 +33%
NRCM
6
North Reef Capital Management
California
$22.9M +$22.1M +949,289 +1,254%
CC
7
Crosslink Capital
California
$21.6M +$344K +14,785 +2%
VCM
8
Vanguard Capital Management
Pennsylvania
$21.5M +$22.4M +963,150 New
RIM
9
Ranger Investment Management
Texas
$20.7M -$109K -4,670 -0.5%
Jennison Associates
10
Jennison Associates
New York
$19.5M -$5.21M -223,711 -20%
LPP
11
Long Path Partners
Connecticut
$18.3M -$6.37M -273,793 -25%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$15.7M -$56.8M -2,440,957 -78%
State Street
13
State Street
Massachusetts
$15.5M -$320K -13,735 -2%
VPM
14
Vanguard Portfolio Management
Pennsylvania
$15.4M +$16M +687,729 New
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$13.8M +$1.6M +68,573 +13%
HA
16
Heartland Advisors
Wisconsin
$13.6M +$1.41M +60,400 +11%
RA
17
Royce & Associates
New York
$13M +$1.83M +78,693 +16%
FCM
18
Forager Capital Management
Alabama
$13M +$698K +30,000 +5%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$12M -$168K -7,229 -1%
1SAMC
20
12th Street Asset Management Company
Tennessee
$11.7M -$1.68M -72,288 -12%
Raymond James Financial
21
Raymond James Financial
Florida
$11.4M -$376K -16,145 -3%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$10.2M -$6.34M -272,428 -37%
UBS Group
23
UBS Group
Switzerland
$9.4M +$1.19M +51,052 +14%
First Eagle Investment Management
24
First Eagle Investment Management
New York
$8.54M +$8.89M +382,137 New
WA
25
Wasatch Advisors
Utah
$7.87M +$2.53M +108,917 +45%