As of November 7, 2026, 6 holders' latest Schedule 13D or 13G filings report owning 5% or more of I3 Verticals Inc. The largest reported stake is BlackRock, Inc.'s, at 9.1%. 16 filings are on record since July 29, 2025 (Schedule 13G/A, July 28, 2026).
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Key facts
- · Reporting person: Vanguard Capital Management · Sole voting: 107,032 · Shared voting: 0 · Sole dispositive: 904,542 · Shared dispositive: 0 · SCHEDULE 13G, 2026-10-30
- · Reporting person: Geneva Capital Management LLC · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-20
- · Reporting person: Forager Capital Management, LLC · Sole voting: 1,106,474 · Shared voting: 0 · Sole dispositive: 1,106,474 · Shared dispositive: 0 · SCHEDULE 13G, 2026-09-30
- · Reporting person: Crosslink Capital, Inc. · Sole voting: 0 · Shared voting: 1,117,986 · Sole dispositive: 0 · Shared dispositive: 1,117,986 · SCHEDULE 13G, 2026-08-14
- · Reporting person: Punch & Associates Investment Management, Inc. · Sole voting: 1,099,486 · Shared voting: 0 · Sole dispositive: 1,099,486 · Shared dispositive: 0 · SCHEDULE 13G, 2026-08-14
I3 Verticals Inc has 16 Schedule 13D or 13G filings on record since 2025-07-29. 6 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| BlackRock, Inc. | 9.1% | 1,788,119 | SCHEDULE 13G/A, 2026-07-28 | 2026-06-30 |
| Forager Capital Management, LLC | 6.1% | 1,106,474 | SCHEDULE 13G, 2026-09-30 | 2026-09-01 |
| Crosslink Capital, Inc. | 5.7% | 1,117,986 | SCHEDULE 13G, 2026-08-14 | 2026-06-30 |
| Punch & Associates Investment Management, Inc. | 5.6% | 1,099,486 | SCHEDULE 13G, 2026-08-14 | 2026-06-30 |
| North Reef Capital Management LP | 5.5% | 1,075,000 | SCHEDULE 13G, 2026-08-14 | 2026-06-30 |
| Vanguard Capital Management | 5.01% | 904,542 | SCHEDULE 13G, 2026-10-30 | 2026-09-30 |
| T. Rowe Price Investment Management, Inc. | 3.2% | 705,316 | SCHEDULE 13G/A, 2026-03-06 | 2026-02-28 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
| Geneva Capital Management LLC | 0% | 0 | SCHEDULE 13G/A, 2026-10-20 | 2026-09-30 |
| William Blair Investment Management, LLC | 0% | 0 | SCHEDULE 13G/A, 2026-08-11 | 2026-06-30 |
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More on I3 Verticals Inc and the records around it.
I3 Verticals Inc elsewhere on the record
Companies that share a holder
- GENEVA CAPITAL MANAGEMENT LLC also filed stake reports on 1 other company: Construction Partners, Inc. (Sep 2025)
- Crosslink Capital, Inc. also filed stake reports on 4 other companies: WEAVE COMMUNICATIONS, INC. (Oct 2026), SunPower Inc. (Sep 2026), Chime Financial, Inc. (May 2026)
- Punch & Associates Investment Management, Inc. also filed stake reports on 5 other companies: LendingTree, Inc. (Aug 2026), Heritage Global Inc. (May 2026), Viant Technology Inc Cl A (Aug 2025)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,753,394 | 0 | 1,788,119 | 0 | SCHEDULE 13G/A, 2026-07-28 |
| Forager Capital Management, LLC | 1,106,474 | 0 | 1,106,474 | 0 | SCHEDULE 13G, 2026-09-30 |
| Forager Fund, L.P. | 1,106,474 | 0 | 1,106,474 | 0 | SCHEDULE 13G, 2026-09-30 |
| Kissel Edward Urban | 0 | 1,106,474 | 0 | 1,106,474 | SCHEDULE 13G, 2026-09-30 |
| MacArthur Robert Symmes | 0 | 1,106,474 | 0 | 1,106,474 | SCHEDULE 13G, 2026-09-30 |
| Crosslink Capital, Inc. | 0 | 1,117,986 | 0 | 1,117,986 | SCHEDULE 13G, 2026-08-14 |
| Michael J. Stark | 0 | 1,117,986 | 0 | 1,117,986 | SCHEDULE 13G, 2026-08-14 |
| Punch & Associates Investment Management, Inc. | 1,099,486 | 0 | 1,099,486 | 0 | SCHEDULE 13G, 2026-08-14 |
| North Reef Capital Management LP | 0 | 1,075,000 | 0 | 1,075,000 | SCHEDULE 13G, 2026-08-14 |
| North Reef Capital Management GP LLC | 0 | 1,075,000 | 0 | 1,075,000 | SCHEDULE 13G, 2026-08-14 |
| James Hanna, III | 0 | 1,075,000 | 0 | 1,075,000 | SCHEDULE 13G, 2026-08-14 |
| Vanguard Capital Management | 107,032 | 0 | 904,542 | 0 | SCHEDULE 13G, 2026-10-30 |
| Geneva Capital Management LLC | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-10-20 |
| William Blair Investment Management, LLC | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-11 |
The latest filing identifies I3 Verticals Inc by CUSIP 46571Y107 and gives its principal executive office as 40 Burton Hills Blvd, Suite 415, Nashville, TN 37215 (SCHEDULE 13G, 2026-10-30).
What the percentages are based on
6.1%. The percentages of beneficial ownership reported herein, and on each Reporting Person's cover page to this Schedule 13G, are based on a total of 18,019,748 shares of Common Stock issued and outstanding as of August 6, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q for its fiscal quarter ended June 30, 2026, filed with the Securities and Exchange Commission on August 7, 2026.Forager Capital Management, LLC, SCHEDULE 13G, 2026-09-30
Row 11 of each Reporting Person's cover page to this Schedule 13G sets forth the percentage of the securities of the Issuer beneficially owned by such Reporting Person as of June 30, 2026 and is incorporated by reference.Crosslink Capital, Inc., SCHEDULE 13G, 2026-08-14
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-29 | The Vanguard Group | 7.6% | SCHEDULE 13G/A |
| 2025-11-14 | Crosslink Capital, Inc. | 3.9% | SCHEDULE 13G/A |
| 2026-01-06 | Geneva Capital Management LLC | 7% | SCHEDULE 13G/A |
| 2026-03-06 | T. Rowe Price Investment Management, Inc. | 3.2% | SCHEDULE 13G/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-30 | Vanguard Capital Management | 5.03% | SCHEDULE 13G |
| 2026-05-07 | William Blair Investment Management, LLC | 5.3% | SCHEDULE 13G |
| 2026-07-28 | BlackRock, Inc. | 9.1% | SCHEDULE 13G/A |
| 2026-07-31 | Vanguard Capital Management | 4.94% | SCHEDULE 13G/A |
| 2026-08-11 | William Blair Investment Management, LLC | 0% | SCHEDULE 13G/A |
| 2026-08-14 | Crosslink Capital, Inc. | 5.7% | SCHEDULE 13G |
| 2026-08-14 | North Reef Capital Management LP | 5.5% | SCHEDULE 13G |
| 2026-08-14 | Punch & Associates Investment Management, Inc. | 5.6% | SCHEDULE 13G |
| 2026-09-30 | Forager Capital Management, LLC | 6.1% | SCHEDULE 13G |
| 2026-10-20 | Geneva Capital Management LLC | 0% | SCHEDULE 13G/A |
| 2026-10-30 | Vanguard Capital Management | 5.01% | SCHEDULE 13G |
Questions about who owns I3 Verticals Inc
Who owns I3 Verticals Inc?
On this page, 6 holders' latest ownership filings report 5% or more of I3 Verticals Inc: BlackRock, Inc. (9.1%, Schedule 13G/A, filed 2026-07-28), Forager Capital Management, LLC (6.1%, Schedule 13G, filed 2026-09-30), Crosslink Capital, Inc. (5.7%, Schedule 13G, filed 2026-08-14), Punch & Associates Investment Management, Inc. (5.6%, Schedule 13G, filed 2026-08-14) and North Reef Capital Management LP (5.5%, Schedule 13G, filed 2026-08-14); 1 more is listed above.
Who are the largest shareholders of I3 Verticals Inc?
By the share each holder's latest filing reports, the largest holders of I3 Verticals Inc on this page are BlackRock, Inc. (9.1%), Forager Capital Management, LLC (6.1%) and Crosslink Capital, Inc. (5.7%).
When did BlackRock, Inc. buy into I3 Verticals Inc?
The filings give report dates, not purchase dates. The earliest filing from BlackRock, Inc. on this page is the Schedule 13G/A, filed 2026-07-28, reporting 9.1%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 16 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.