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IIIV I3 Verticals Inc.

Information Technology, filed as I3 VERTICALS INC (COM CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 1 Owner
  • Max 0.0%
  • $15M
  • 1 add

In 2026 Q2 First Eagle Investment Management added to I3 Verticals.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (First Eagle Investment Management). Not free-float ownership.

  1. First Eagle Investment Manage... Add 0.03%

Who owns IIIV

Sorted by value, long equity only, as of 2026 Q2.

History
First Eagle Investment Management 0.03%, was 0.02% Add +89.2% 723,009 $15M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by IIIV's executives, directors and 10% owners in the last 12 months, from their Form 4s

All IIIV insider trades
  • $962K bought by 1 insider
  • $705K sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Gregory S Daily CEO
    Buy
    $962K 50,000 shares at $19.23 New stake
    Traded May 14 Filed May 14
    ↗
  2. Paul Christians Chief Revenue Officer
    Sale
    $142K 6,122 shares at $23.23 16% of stake
    Traded Mar 6 Filed Mar 9
    ↗
  3. Paul Christians Chief Revenue Officer
    Sale
    $209K 9,000 shares at $23.27 16% of stake
    Traded Dec 3, 2025 Filed Dec 4, 2025
    ↗
  4. Paul Christians Chief Revenue Officer
    Sale
    $78K 3,292 shares at $23.78 5.7% of stake
    Traded Nov 26, 2025 Filed Dec 1, 2025
    ↗
  5. Frederick Stanford President
    Sale
    $275K 11,347 shares at $24.21 21% of stake
    Traded Nov 21, 2025 Filed Nov 25, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 14 share withholdings for taxes, 12 stock grants, and 2 other transactions.

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 8.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,8.01,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $370.24M $229.92M $213.16M
Gross profit $333.33M — —
Gross margin * 90.0% — —
Net income -$0.811M $113.34M $17.87M
Net margin * -0.2% 49.3% 8.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $85.54M $153.39M $137.62M
Total non-current assets * $795.95M $577.28M $500.79M
Total assets $881.49M $730.68M $638.41M
Total current liabilities $93.46M $164.73M $70.69M
Total non-current liabilities * $459.74M $50.58M $50M
Total equity $236.75M $379.74M $389.58M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $34.5M $48.41M $5.69M
Cash from investing -$121.52M $396.15M $76.46M
Cash from financing $75.65M -$367.36M -$104.41M
Net change in cash * -$11.36M $77.2M -$22.26M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.