IIIV

I3 Verticals Inc-class A

Latest period2024 - Q4Total superinvestors12

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 12 superinvestors own shares of I3 Verticals Inc-class A (IIIV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding I3 Verticals Inc-class A (IIIV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with I3 Verticals Inc-class A (IIIV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with I3 Verticals Inc-class A (IIIV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Steven Farer@Confluence Investment Management Llc
Recent Activity
Decreased -2.35%
0.1%
$6.742M
292,629 shares@ 23.04 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
0.06%
$1.496M
64,947 shares@ 23.05 avg price
David Bordes@Cullen Investment Group, Ltd.
Recent Activity
Decreased -8.44%
0.18%
$1.176M
51,045 shares@ 23.05 avg price
Timothy Monaco@Kings Path Partners Llc
Recent Activity
0.48%
$1.123M
48,745 shares@ 23.05 avg price
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
Decreased -90.86%
0.01%
$759,629
32,970 shares@ 23.05 avg price
Jayme Herbstreit@Argent Capital Management Llc
Recent Activity
Increased 38.56%
0.02%
$516,511
22,418 shares@ 23.05 avg price
Tracey Hill@Lbmc Investment Advisors, Llc
Recent Activity
0.02%
$246,528
10,700 shares@ 23.04 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Increased 62.43%
0.01%
$199,000
8,646 shares@ 23.02 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
0.01%
$44,928
1,950 shares@ 23.04 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
0.01%
$9,608
417 shares@ 23.05 avg price