IIIV Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 34.00%

Insider Buying (Last 12 Months): $1,077,873.74

Insider Selling (Last 12 Months): $59,839.49

i3 Verticals Insider Trading History Chart

i3 Verticals Share Price & Price History

^$22.52

▲ +0.19 (0.85%)

As of 04/22/2024 01:00 AM ET

Days: 30 | 90 | 365

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i3 Verticals Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
8/18/2023	Timothy Mckenna	Director	Sell	2,687	$22.27	$59,839.49
5/15/2023	Gregory S. Daily	CEO	Buy	22,377	$21.90	$490,056.30	134,800
5/12/2023	Gregory S. Daily	CEO	Buy	27,623	$21.28	$587,817.44	112,423
11/22/2022	David K Morgan	Director	Buy	1,000	$23.73	$23,730.00	8,000
6/8/2022	Robert Bertke	CTO	Sell	2,324	$24.72	$57,449.28
12/2/2021	Gregory S. Daily	CEO	Buy	53,370	$18.68	$996,951.60
11/22/2021	Frederick Stanford	President	Sell	15,000	$21.21	$318,150.00
6/10/2021	David K. Morgan	Director	Buy	3,000	$31.67	$95,010.00	7,000

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SEC Filings (Institutional Ownership Changes) for i3 Verticals (NASDAQ:IIIV)

84.22% of i3 Verticals stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

i3 Verticals Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/23/2024	Raymond James Financial Services Advisors Inc.	64,706	$1.48M	0.0%	-28.3%	0.194%
4/9/2024	Ferguson Wellman Capital Management Inc.	9,740	$0.22M	0.0%	N/A	0.029%
4/5/2024	Los Angeles Capital Management LLC	15,794	$0.36M	0.0%	-6.2%	0.047%
4/4/2024	Cullen Investment Group LTD.	71,037	$1.59M	0.3%	-19.9%	0.213%
4/1/2024	Confluence Investment Management LLC	151,202	$3.46M	0.0%	N/A	0.453%
3/22/2024	PNC Financial Services Group Inc.	6,515	$0.14M	0.0%	-12.5%	0.020%
2/20/2024	Covenant Partners LLC	260,984	$5.53M	1.7%	-24.1%	0.782%
2/15/2024	Palogic Value Management L.P.	120,000	$2.54M	1.1%	+65.5%	0.360%
2/14/2024	Crosslink Capital Inc.	1,289,426	$27.30M	4.1%	-1.1%	3.864%
2/14/2024	Ranger Investment Management L.P.	1,047,985	$22.19M	1.3%	+2.6%	3.141%
2/14/2024	Scout Investments Inc.	318,293	$6.74M	0.2%	-1.5%	0.954%
2/13/2024	Gabelli Funds LLC	56,000	$1.19M	0.0%	-8.2%	0.168%
2/13/2024	Teton Advisors Inc.	79,791	$1.69M	0.6%	-17.6%	0.239%
2/13/2024	CIBC Private Wealth Group LLC	245,440	$5.20M	0.0%	+147.4%	0.736%
2/13/2024	Campbell & CO Investment Adviser LLC	25,519	$0.54M	0.0%	+57.5%	0.076%
2/13/2024	Rock Creek Group LP	30,000	$0.64M	0.1%	-46.9%	0.090%
2/12/2024	Olympiad Research LP	9,591	$0.20M	0.2%	N/A	0.029%
2/12/2024	1492 Capital Management LLC	46,341	$0.98M	0.6%	+16.7%	0.139%
2/12/2024	Cape Investment Advisory Inc.	1,431	$30K	0.0%	N/A	0.004%
2/9/2024	Quest Partners LLC	20,382	$0.43M	0.1%	N/A	0.061%
2/9/2024	Trexquant Investment LP	22,200	$0.47M	0.0%	N/A	0.067%
2/9/2024	Dynamic Technology Lab Private Ltd	19,572	$0.41M	0.0%	N/A	0.059%
2/8/2024	Great Lakes Advisors LLC	78,284	$1.66M	0.0%	-54.8%	0.235%
2/8/2024	Heartland Advisors Inc.	540,750	$11.45M	0.6%	+0.6%	1.620%
2/7/2024	Jump Financial LLC	20,049	$0.42M	0.0%	+76.8%	0.060%
2/7/2024	Dana Investment Advisors Inc.	52,499	$1.11M	0.1%	-1.5%	0.157%
2/7/2024	BNP Paribas Financial Markets	17,835	$0.38M	0.0%	-15.0%	0.053%
2/7/2024	Geneva Capital Management LLC	1,887,826	$39.97M	0.8%	+0.3%	5.657%
2/6/2024	ABS Direct Equity Fund LLC	35,000	$0.74M	0.7%	N/A	0.105%
2/6/2024	Swiss National Bank	45,800	$0.97M	0.0%	-9.1%	0.137%
2/5/2024	Victory Capital Management Inc.	43,000	$0.91M	0.0%	+2.4%	0.129%
2/2/2024	Semanteon Capital Management LP	17,285	$0.37M	0.2%	N/A	0.052%
1/31/2024	Kornitzer Capital Management Inc. KS	42,600	$0.90M	0.0%	-46.3%	0.128%
1/31/2024	Federated Hermes Inc.	46,346	$0.98M	0.0%	-33.3%	0.139%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	4,992	$0.11M	0.0%	+36.9%	0.015%
1/30/2024	Voss Capital LLC	765,000	$16.20M	1.6%	-18.4%	2.292%
1/30/2024	Cullen Investment Group LTD.	88,717	$1.88M	0.3%	N/A	0.266%
1/29/2024	Shaker Investments LLC OH	23,910	$0.51M	0.2%	+130.5%	0.072%
1/26/2024	Conestoga Capital Advisors LLC	69,582	$1.47M	0.0%	+4.2%	0.209%
1/24/2024	Mirae Asset Global Investments Co. Ltd.	37,223	$0.79M	0.0%	-1.7%	0.112%
1/16/2024	Raymond James Financial Services Advisors Inc.	90,276	$1.91M	0.0%	+4.5%	0.271%
1/16/2024	Raymond James & Associates	79,927	$1.69M	0.0%	+2.9%	0.240%
1/12/2024	SG Americas Securities LLC	7,762	$0.16M	0.0%	+31.0%	0.023%
12/18/2023	Vanguard Group Inc.	1,262,579	$26.69M	0.0%	+0.8%	3.784%
12/11/2023	Wesbanco Bank Inc.	49,547	$1.05M	0.0%	+37.8%	0.148%
12/1/2023	Wellington Management Group LLP	86,120	$1.82M	0.0%	-76.8%	0.258%
11/15/2023	Dana Investment Advisors Inc.	53,282	$1.13M	0.1%	-12.8%	0.160%
11/15/2023	GSA Capital Partners LLP	45,047	$0.95M	0.1%	-32.9%	0.135%
11/15/2023	Ranger Investment Management L.P.	1,021,315	$21.59M	1.4%	-4.3%	3.063%
11/14/2023	Meros Investment Management LP	65,743	$1.39M	0.8%	-65.2%	0.197%
11/14/2023	B. Riley Asset Management LLC	117,892	$2.49M	1.0%	N/A	0.354%
11/13/2023	Federated Hermes Inc.	69,487	$1.47M	0.0%	+19.5%	0.208%
11/13/2023	Rock Creek Group LP	56,484	$1.19M	0.1%	-4.8%	0.169%
11/13/2023	Stifel Financial Corp	86,269	$1.82M	0.0%	-2.1%	0.259%
11/13/2023	Mariner LLC	42,425	$0.90M	0.0%	-6.6%	0.127%
11/13/2023	PNC Financial Services Group Inc.	7,442	$0.16M	0.0%	-11.3%	0.022%
11/9/2023	Scout Investments Inc.	323,283	$6.59M	0.2%	-2.8%	0.970%
11/8/2023	Campbell & CO Investment Adviser LLC	16,202	$0.34M	0.0%	+37.5%	0.049%
11/8/2023	Gabelli Funds LLC	61,000	$1.29M	0.0%	-9.0%	0.183%
11/8/2023	Gamco Investors INC. ET AL	127,971	$2.71M	0.0%	-20.2%	0.384%
11/8/2023	Heartland Advisors Inc.	537,310	$11.36M	0.6%	+4.9%	1.612%
11/8/2023	Boston Partners	46,278	$0.98M	0.0%	N/A	0.139%
11/7/2023	Great Lakes Advisors LLC	173,074	$3.66M	0.0%	-18.1%	0.519%
11/7/2023	Barclays PLC	8,194	$0.17M	0.0%	-6.9%	0.025%
11/7/2023	Jump Financial LLC	11,340	$0.24M	0.0%	-24.9%	0.034%
11/6/2023	Assenagon Asset Management S.A.	322,011	$6.81M	0.0%	N/A	0.966%
11/6/2023	Victory Capital Management Inc.	41,975	$0.89M	0.0%	-5.7%	0.126%
11/2/2023	Principal Financial Group Inc.	9,463	$0.20M	0.0%	N/A	0.028%
10/27/2023	Allspring Global Investments Holdings LLC	106,803	$2.26M	0.0%	-58.0%	0.320%
10/27/2023	Emerald Mutual Fund Advisers Trust	46,798	$0.99M	0.1%	-67.9%	0.140%
10/26/2023	Mirae Asset Global Investments Co. Ltd.	37,859	$0.80M	0.0%	-2.3%	0.114%
10/24/2023	Bank of New York Mellon Corp	114,906	$2.43M	0.0%	+1.5%	0.345%
10/24/2023	Raymond James Financial Services Advisors Inc.	86,372	$1.83M	0.0%	+1.8%	0.259%
10/24/2023	Raymond James & Associates	77,660	$1.64M	0.0%	+28.7%	0.233%
10/19/2023	Voss Capital LLC	937,083	$19.81M	2.5%	+36.9%	2.811%
10/13/2023	SG Americas Securities LLC	5,926	$0.13M	0.0%	N/A	0.018%
10/10/2023	Confluence Investment Management LLC	175,515	$3.71M	0.1%	-6.2%	0.526%
9/1/2023	Portside Wealth Group LLC	114,760	$2.62M	0.2%	N/A	0.344%
8/15/2023	Ranger Investment Management L.P.	1,067,730	$24.41M	1.5%	+5.6%	3.208%
8/15/2023	Caas Capital Management LP	18,427	$0.42M	0.0%	N/A	0.055%
8/14/2023	State of Wyoming	13,798	$0.32M	0.1%	+170.2%	0.041%
8/14/2023	Portolan Capital Management LLC	583,127	$13.33M	1.2%	-4.4%	1.752%
8/14/2023	Driehaus Capital Management LLC	108,642	$2.48M	0.0%	-67.9%	0.326%
8/14/2023	Silvercrest Asset Management Group LLC	209,530	$4.79M	0.0%	+16.4%	0.630%
8/11/2023	Meros Investment Management LP	189,083	$4.32M	2.1%	+14.0%	0.568%
8/11/2023	Sei Investments Co.	169,804	$3.88M	0.0%	+3.3%	0.510%
8/11/2023	ExodusPoint Capital Management LP	26,280	$0.60M	0.0%	N/A	0.079%
8/10/2023	Teton Advisors Inc.	96,791	$2.21M	0.6%	-4.9%	0.291%
8/10/2023	Gamco Investors INC. ET AL	160,338	$3.67M	0.0%	-4.2%	0.482%
8/10/2023	Mirae Asset Global Investments Co. Ltd.	38,753	$0.89M	0.0%	-6.3%	0.116%
8/10/2023	Great Lakes Advisors LLC	211,249	$4.83M	0.0%	-26.5%	0.635%
8/10/2023	Russell Investments Group Ltd.	326,719	$7.47M	0.0%	+4.5%	0.982%
8/9/2023	Rock Creek Group LP	59,336	$1.36M	0.2%	+137.3%	0.178%
8/9/2023	Mitsubishi UFJ Kokusai Asset Management Co. Ltd.	3,821	$87K	0.0%	+20.8%	0.011%
8/8/2023	Wasatch Advisors LP	286,319	$6.55M	0.0%	-10.3%	0.860%
8/4/2023	Envestnet Asset Management Inc.	86,990	$1.99M	0.0%	-5.7%	0.261%
8/3/2023	Los Angeles Capital Management LLC	16,836	$0.39M	0.0%	+4.3%	0.051%
8/3/2023	Bank of New York Mellon Corp	113,157	$2.59M	0.0%	-1.9%	0.340%
8/2/2023	Bank of Montreal Can	401,553	$9.40M	0.0%	N/A	1.207%
8/1/2023	Geneva Capital Management LLC	1,909,975	$43.66M	0.9%	-0.1%	5.739%

Data available starting January 2016

i3 Verticals, Inc. provides integrated payment and software solutions primarily to the public sector and healthcare markets in the United States. It operates in two segments, Software and Services, and Merchant Services. The company offers payment processing services that enables upper and lower court case management, collections, finance and accounting, motor vehicle and carrier registration, e-filing and taxation, license plate inventory, property tax management, utility billing, professional licensing, document workflow, and law enforcement software; assists public schools in completing payment processing functions, including accepting payments for online or at school lunches, and school activities. It also provides software platforms, such as electronic healthcare records and revenue cycle management solutions; insurance adjudication, patient engagement platforms, billing, scheduling, and integrated payments solutions; and workflow software and associated professional services to medical insurance payers. In addition, the company engages in software licenses and subscriptions, transaction-based fees, ongoing software maintenance and support, and other software-related solutions; and payment processing and gateway fees, as well as other related fixed transaction or service fees. Further, it sells equipment, and offers non-software related professional services. The company offers its solutions to clients through direct sales force; distribution partners comprising independent software vendors, independent sales organizations, and value-added resellers. i3 Verticals, Inc. was founded in 2012 and is headquartered in Nashville, Tennessee.

Today's Range

Now: $22.52

$22.31

$22.81

50 Day Range

MA: $22.10

$19.22

$23.79

52 Week Range

Now: $22.52

$17.54

$25.70

Volume

185,860 shs

Average Volume

234,258 shs

Market Capitalization

$751.49 million

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.57

Who are the company insiders with the largest holdings of i3 Verticals?: i3 Verticals' top insider shareholders include:
Gregory S Daily (CEO)
David K Morgan (Director)
Robert Bertke (CTO)
Timothy Mckenna (Director)
Learn More about top insider investors at i3 Verticals.
Who are the major institutional investors of i3 Verticals?: i3 Verticals' top institutional shareholders include:
Confluence Investment Management LLC — 0.45%
Cullen Investment Group LTD. — 0.21%
Raymond James Financial Services Advisors Inc. — 0.19%
Los Angeles Capital Management LLC — 0.05%
Ferguson Wellman Capital Management Inc. — 0.03%
Learn More about top institutional investors of i3 Verticals stock.
Which major investors are selling i3 Verticals stock?: Within the previous quarter, IIIV stock was sold by these institutional investors:
Raymond James Financial Services Advisors Inc.
Cullen Investment Group LTD.
Los Angeles Capital Management LLC
Which major investors are buying i3 Verticals stock?: Within the previous quarter, IIIV stock was acquired by institutional investors including:
Confluence Investment Management LLC
Ferguson Wellman Capital Management Inc.
Within the previous year, these company insiders have bought i3 Verticals stock:
Gregory S Daily (CEO)
David K Morgan (Director)
Learn More investors buying i3 Verticals stock.