Feeds › Ownership stakes (13D / 13G)
Ownership stakes (13D / 13G)
Investors who own more than 5% of a company, from activists (13D) to passive holders (13G).
About this data
- What it is
- An investor who owns more than 5% of a public company must say so. Investors who may try to influence the company, such as activists, file the longer Schedule 13D; passive holders file the shorter Schedule 13G.
- Who files it
- The investor, within days of crossing 5%, and again whenever the stake changes materially.
- How current
- We collect new filings throughout the day on SEC business days.
- Worth knowing
- 13G filings are far more common than 13D. A 13D usually means the investor intends to push for changes, so it tends to get more attention.
All of this comes from public filings.
Source and freshness · Information, not investment advice (disclaimer).
Filings per day, last 30 days
13D (activist) 13G (passive)
Latest ownership filings
Showing: ticker IIIV
| Filed | ScheduleBoth report a stake of more than 5%. A 13D is filed by investors who may try to influence the company, such as activists; a 13G by passive holders. | Company | Investor | Shares | % of shares | Filing |
|---|---|---|---|---|---|---|
| Nov 13, 2026 | SCHEDULE 13G/A (amended) | IIIV i3 Verticals, Inc. | James Hanna, III | 1.74M | 9.7% | SCHEDULE 13G/A ↗ |
| Nov 13, 2026 | SCHEDULE 13G/A (amended) | IIIV i3 Verticals, Inc. | North Reef Capital Management GP LLC | 1.74M | 9.7% | SCHEDULE 13G/A ↗ |
| Nov 13, 2026 | SCHEDULE 13G/A (amended) | IIIV i3 Verticals, Inc. | North Reef Capital Management LP | 1.74M | 9.7% | SCHEDULE 13G/A ↗ |
| Oct 30, 2026 | SCHEDULE 13G | IIIV i3 Verticals, Inc. | Vanguard Capital Management | 904,542 | 5.0% | SCHEDULE 13G ↗ |
| Oct 20, 2026 | SCHEDULE 13G/A (amended) | IIIV i3 Verticals, Inc. | Geneva Capital Management LLC | 0 | 0.0% | SCHEDULE 13G/A ↗ |
| Sep 30, 2026 | SCHEDULE 13G | IIIV i3 Verticals, Inc. | MacArthur Robert Symmes | 1.11M | 6.1% | SCHEDULE 13G ↗ |
| Sep 30, 2026 | SCHEDULE 13G | IIIV i3 Verticals, Inc. | Kissel Edward Urban | 1.11M | 6.1% | SCHEDULE 13G ↗ |
| Sep 30, 2026 | SCHEDULE 13G | IIIV i3 Verticals, Inc. | Forager Fund, L.P. | 1.11M | 6.1% | SCHEDULE 13G ↗ |
| Sep 30, 2026 | SCHEDULE 13G | IIIV i3 Verticals, Inc. | Forager Capital Management, LLC | 1.11M | 6.1% | SCHEDULE 13G ↗ |
| Aug 14, 2026 | SCHEDULE 13G | IIIV i3 Verticals, Inc. | Punch & Associates Investment Management, Inc. | 1.10M | 5.6% | SCHEDULE 13G ↗ |
| Aug 14, 2026 | SCHEDULE 13G | IIIV i3 Verticals, Inc. | James Hanna, III | 1.07M | 5.5% | SCHEDULE 13G ↗ |
| Aug 14, 2026 | SCHEDULE 13G | IIIV i3 Verticals, Inc. | North Reef Capital Management GP LLC | 1.07M | 5.5% | SCHEDULE 13G ↗ |
| Aug 14, 2026 | SCHEDULE 13G | IIIV i3 Verticals, Inc. | North Reef Capital Management LP | 1.07M | 5.5% | SCHEDULE 13G ↗ |
| Aug 14, 2026 | SCHEDULE 13G | IIIV i3 Verticals, Inc. | Michael J. Stark | 1.12M | 5.7% | SCHEDULE 13G ↗ |
| Aug 14, 2026 | SCHEDULE 13G | IIIV i3 Verticals, Inc. | Crosslink Capital, Inc. | 1.12M | 5.7% | SCHEDULE 13G ↗ |
| Aug 11, 2026 | SCHEDULE 13G/A (amended) | IIIV i3 Verticals, Inc. | William Blair Investment Management, LLC | 0 | 0.0% | SCHEDULE 13G/A ↗ |
| Jul 31, 2026 | SCHEDULE 13G/A (amended) | IIIV i3 Verticals, Inc. | Vanguard Capital Management | 966,213 | 4.9% | SCHEDULE 13G/A ↗ |
| Jul 28, 2026 | SCHEDULE 13G/A (amended) | IIIV i3 Verticals, Inc. | BlackRock, Inc. | 1.79M | 9.1% | SCHEDULE 13G/A ↗ |
| May 7, 2026 | SCHEDULE 13G | IIIV i3 Verticals, Inc. | William Blair Investment Management, LLC | 1.18M | 5.3% | SCHEDULE 13G ↗ |
| Apr 30, 2026 | SCHEDULE 13G | IIIV i3 Verticals, Inc. | Vanguard Capital Management | 1.11M | 5.0% | SCHEDULE 13G ↗ |
| Mar 27, 2026 | SCHEDULE 13G/A (amended) | IIIV i3 Verticals, Inc. | The Vanguard Group | 0 | 0.0% | SCHEDULE 13G/A ↗ |
| Mar 6, 2026 | SCHEDULE 13G/A (amended) | IIIV i3 Verticals, Inc. | T. Rowe Price Investment Management, Inc. | 705,316 | 3.2% | SCHEDULE 13G/A ↗ |
| Jan 6, 2026 | SCHEDULE 13G/A (amended) | IIIV i3 Verticals, Inc. | Geneva Capital Management LLC | 1.68M | 7.0% | SCHEDULE 13G/A ↗ |
| Nov 14, 2025 | SCHEDULE 13G/A (amended) | IIIV i3 Verticals, Inc. | Michael J. Stark | 938,134 | 3.9% | SCHEDULE 13G/A ↗ |
| Nov 14, 2025 | SCHEDULE 13G/A (amended) | IIIV i3 Verticals, Inc. | Crosslink Capital, Inc. | 938,134 | 3.9% | SCHEDULE 13G/A ↗ |
| Jul 29, 2025 | SCHEDULE 13G/A (amended) | IIIV i3 Verticals, Inc. | The Vanguard Group | 1.85M | 7.6% | SCHEDULE 13G/A ↗ |
| Jun 6, 2025 | SCHEDULE 13G | IIIV i3 Verticals, Inc. | T. Rowe Price Investment Management, Inc. | 3.17M | 13.0% | SCHEDULE 13G ↗ |
| May 15, 2025 | SCHEDULE 13G | IIIV i3 Verticals, Inc. | Michael J. Stark | 1.24M | 5.1% | SCHEDULE 13G ↗ |
| May 15, 2025 | SCHEDULE 13G | IIIV i3 Verticals, Inc. | Crosslink Capital, Inc. | 1.24M | 5.1% | SCHEDULE 13G ↗ |
| Feb 14, 2025 | SCHEDULE 13G/A (amended) | IIIV i3 Verticals, Inc. | Hood River Capital Management LLC | 743,705 | 3.2% | SCHEDULE 13G/A ↗ |
30 items, most recent first (up to 50). Every row links to its original filing. Updated Nov 15, 2026, 5:52 PM EST.
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