Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

I3 VERTICALS INC (IIIV)

145 + Investors. Track Smart Money conviction in IIIV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -14
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — IIIV

Based on 144 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IIIV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
144 funds currently hold this stock — 91% of the 3.0-year high of 158 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IIIV is almost the same as a year ago (-5 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 44% buying

69 buying87 selling
Last quarter: 87 funds reduced or exited vs 69 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 23 → 25 → 32 → 15. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 24% medium ■ 26% new
73 out of 144 hedge funds have held IIIV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -12%, value -32%

Value
-31%
Shares
-12%
Last quarter: funds added -12% more shares while total portfolio value only changed -32%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~15 new funds/quarter

29 → 23 → 25 → 32 → 15 new funds/Q
New funds entering each quarter: 23 → 25 → 32 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 12% 1-2yr ■ 34% new
Of 145 current holders: 78 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
30 of 144 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IIIV

In 2025 Q4, 69 hedge funds were net buyers of IIIV (15 opened a new position, 54 added to an existing one), while 87 reduced or exited (58 trimmed, 29 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 29% of total institutional value in IIIV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -14 funds (more exits than new entries). Total institutional holders: 144.

Hedge Fund Ownership: IIIV

How many hedge funds hold IIIV — quarterly history vs. share price
Quarterly hedge fund ownership of IIIV vs. share price

Market Analysis: IIIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IIIV

Technology Software - Infrastructure

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 1 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: IIIV
2026 Q1 Stats Unlock in 6 days 145 + Investors

Track Smart Money conviction in IIIV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 145 158 -8.23%
13F Shares 24M 27M -12.18%
Total Value $601M $881M -31.8%
New Positions 15 32 -17
Increased Positions 54 55 -1
Closed Positions 29 19 +10
Reduced Positions 59 50 +9
Total Calls 1 2 -50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IIIV

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

145 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IIIV. Verified SEC 13F-HR filings.

Top 25 institutional holders of IIIV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AltraVue Capital, LLC 2.25% 1,170,146 $26.2M
2 12th Street Asset Management Company, LLC 1.91% 522,821 $11.7M
3 GENEVA CAPITAL MANAGEMENT LLC 0.74% 1,555,904 $34.8M
4 HEARTLAND ADVISORS INC 0.69% 606,950 $13.6M
5 Legato Capital Management LLC 0.50% 247,394 $5.5M
6 HARBOR CAPITAL ADVISORS, INC. 0.20% 112,559 $3K
7 NICHOLAS COMPANY, INC. 0.13% 293,827 $6.6M
8 ROYCE & ASSOCIATES LP 0.13% 583,425 $13.0M
9 TECTONIC ADVISORS LLC 0.12% 98,277 $2.2M
10 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.09% 1,176,960 $26.3M
11 Harbor Asset Planning, Inc. 0.08% 4,000 $89K
12 CULLEN INVESTMENT GROUP, LTD. 0.07% 23,156 $518K
13 KENNEDY CAPITAL MANAGEMENT LLC 0.07% 138,284 $3.1M
14 Coyle Financial Counsel LLC 0.05% 11,552 $258K
15 WASATCH ADVISORS LP 0.05% 351,804 $7.9M
16 MCMORGAN & CO LLC 0.04% 12,271 $274K
17 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.04% 120,314 $2.7M
18 WESBANCO BANK INC 0.04% 64,947 $1.5M
19 PITCAIRN CO 0.04% 14,282 $464K
20 EQUITABLE TRUST CO 0.03% 32,386 $724K
21 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.03% 103,905 $2.3M
22 OPPENHEIMER ASSET MANAGEMENT INC. 0.03% 98,851 $2.2M
23 KORNITZER CAPITAL MANAGEMENT INC /KS 0.02% 46,826 $1.0M
24 THRIVENT FINANCIAL FOR LUTHERANS 0.02% 456,077 $10K
25 Simplicity Wealth,LLC 0.02% 14,998 $335K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — I3 VERTICALS INC (IIIV)

What does the Smart Money Trend signal show for IIIV?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IIIV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IIIV?

More sellers than buyers — 44% buying: Last quarter: 87 funds reduced or exited vs 69 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IIIV holders?

Strong quality — 29% AUM from major funds: 30 of 144 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IIIV?

51% of holders stayed for 2+ years: 73 out of 144 hedge funds have held IIIV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.