IIIV on Nasdaq
i3 Verticals, Inc.
American prepackaged software services company, incorporated in Delaware. Summary from the record
Price unavailable
Last updated Oct 19, 2026.
Overview
Compare with Upland Software, Inc., Exzeo Group, Inc. or ForgeRock, or pick any stock.
- TickerIIIV on Nasdaq1
- IndustryServices-Prepackaged Software1
- HeadquartersNashville, Tennessee1
- Incorporated inDE3
- Business address40 Burton Hills Blvd., Suite 415, Nashville, Tn 372153
- Filer categoryAccelerated filer3
See how the biggest companies compare on our leaderboards
On September 20, 2024, i3 Verticals, LLC, and i3 Holdings Sub, Inc., a wholly-owned subsidiary of i3 Verticals, LLC (“Corporation Seller,” and collectively with i3 Verticals, LLC, the “Sellers”) completed the transactions (such closing, the “Closing”) contemplated by that certain Securities Purchase Agreement dated as of June 26, 2024 (the “Merchant Services Purchase Agreement”), by and among i3 Verticals, LLC, Corporation Seller, the Company (solely for the purpose of providing a guaranty of the obligations of Sellers as set forth in the Purchase Agreement), Payroc Buyer, LLC (“Buyer”), and Payroc WorldAccess, LLC (solely for the purpose of providing a guaranty of the obligations of Buyer as set forth in the Merchant Services Purchase Agreement), the entry into which Merchant Services Purchase Agreement was previously disclosed in a Current Report on Form 8-K filed by the Company on Jun…4 From its latest annual report
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Key numbers, fiscal 2025
What sells
Revenue by product, business segment and region, as the company reports it to the SEC.
Products and services
License and Service brought in 70% of the revenue i3 Verticals, Inc. broke down this way in fiscal 2025.
Products and services by year
| Products and services | 2023 | 2024 | 2025 |
|---|---|---|---|
| License and Service | $134.4M | $131.9M | $149.0M |
| Proprietary Payments Revenue | $46.5M | $50.1M | $54.1M |
| Other Revenue | $8.8M | $9.2M | $10.1M |
Where the money goes
Where each dollar of revenue went, fiscal 2025
- Selling, general and admin54¢$114.7M
- Other costs35¢$75.4M
- Income tax2¢$5.3M
- Profit8¢$17.9M
Out of $213.2M in revenue.2
Where each dollar of operating cash went, fiscal 2025
- Capital spending5¢$1.9M
- Share buybacks95¢$37.6M
Out of $5.7M of cash from operations. Spending exceeded cash from operations; the rest came from savings or borrowing.2
Financial statements
Every line of the income statement as filed: the last 3 fiscal years (annual) or 8 quarters (quarterly), latest first.2
| Period ending | 2025-09-30 | 2024-09-30 | 2023-09-30 |
|---|---|---|---|
| Revenue | $213.2M | $191.2M | $189.7M |
| Other costs of services (excluding depreciation and amortization) | $66.6M | $60.5M | $54.8M |
| Selling, general and administrative | $114.7M | $100.8M | $106.0M |
| Depreciation and amortization | $27.9M | $25.6M | $23.3M |
| Change in fair value of contingent consideration | $234.0K | $22.0K | $10.0M |
| Total operating expenses | $209.4M | $186.9M | $194.1M |
| Income (loss) from operations | $3.8M | $4.4M | -$4.4M |
| Interest expense | $2.3M | $29.3M | $25.1M |
| Other income | -$9.4M | -$3.4M | -$1.2M |
| Total other expenses | -$7.1M | $25.9M | $23.9M |
| Income (loss) before income taxes | $10.9M | -$21.5M | -$28.3M |
| (Benefit from) provision for income taxes | $5.3M | -$5.5M | -$3.5M |
| Net income (loss) from continuing operations | $5.6M | -$16.0M | -$24.8M |
| Net income from discontinued operations, net of income taxes | $20.9M | $191.2M | $22.2M |
| Net income (loss) | $26.5M | $175.1M | -$2.7M |
| Net income (loss) from continuing operations attributable to non-controlling interest | $2.0M | -$5.2M | -$8.2M |
| Net income from discontinued operations attributable to non-controlling interest | $6.6M | $67.0M | $6.4M |
| Net income (loss) attributable to non-controlling interest | $8.6M | $61.8M | -$1.8M |
| Net income (loss) from continuing operations attributable to i3 Verticals, Inc. | $3.6M | -$10.9M | -$16.6M |
| Net income from discontinued operations attributable to i3 Verticals, Inc. | $14.2M | $124.2M | $15.8M |
| Net income (loss) attributable to i3 Verticals, Inc. | $17.9M | $113.3M | -$811.0K |
| Basic (in USD per share) | $0 | -$0 | -$1 |
| Diluted (in USD per share) | $0 | -$0 | -$1 |
| Basic (in USD per share) | $1 | $5 | $1 |
| Diluted (in USD per share) | $1 | $5 | $1 |
| Basic for continuing and discontinued operations (in shares) | 23.9M shares | 23.4M shares | 23.1M shares |
| Diluted for continuing and discontinued operations (in shares) diluted (in shares) | 34.2M shares | 33.9M shares | 33.2M shares |
| Period ending | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | 2023-12-31 |
|---|---|---|---|---|---|---|---|---|
| Other costs of services (excluding depreciation and amortization) | $17.7M | $16.7M | $16.6M | $15.6M | $16.1M | $15.3M | $15.2M | $13.9M |
| Income (loss) from operations | $1.5M | -$4.8M | $5.1M | $2.1M | $3.4M | -$1.3M | $2.0M | $276.0K |
| Net income (loss) from continuing operations attributable to i3 Verticals, Inc. | $1.2M | -$410.0K | $1.0M | $1.9M | $6.5M | -$11.8M | -$2.0M | -$3.5M |
| Net income from discontinued operations attributable to i3 Verticals, Inc. | $1.9M | $13.3M | -$1.2M | $201.0K | $111.4M | $4.3M | $3.9M | $4.6M |
| Net income (loss) attributable to i3 Verticals, Inc. | $3.1M | $12.9M | -$154.0K | $2.1M | $117.9M | -$7.5M | $1.9M | $1.1M |
| Basic (in USD per share) | $0 | -$0 | $0 | $0 | $0 | -$0 | -$0 | -$0 |
| Diluted (in USD per share) | $0 | -$0 | $0 | $0 | $0 | -$0 | -$0 | -$0 |
| Basic (in USD per share) | $0 | $1 | -$0 | $0 | $5 | $0 | $0 | $0 |
| Diluted (in USD per share) | $0 | $1 | -$0 | $0 | $5 | $0 | $0 | $0 |
Every line of the balance sheet as filed: the last 4 fiscal years (annual) or 4 quarters (quarterly), latest first.2
| Period ending | 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 |
|---|---|---|---|---|
| Cash and cash equivalents | $66.7M | $86.5M | ||
| Accounts receivable, net | $58.5M | $50.8M | ||
| Settlement assets | $411.0K | $632.0K | $4.9M | $7.5M |
| Prepaid expenses and other current assets | $12.1M | $10.0M | ||
| Current assets held for sale | $0 | $5.5M | ||
| Total current assets | $137.6M | $153.4M | ||
| Property and equipment, net | $7.2M | $8.3M | ||
| Restricted cash | $250.0K | $2.4M | ||
| Capitalized software, net | $48.3M | $54.0M | ||
| Goodwill | $248.5M | $243.0M | $230.3M | |
| Intangible assets, net | $135.8M | $140.7M | ||
| Deferred tax asset | $49.1M | $48.4M | ||
| Operating lease right-of-use assets | $4.6M | $6.3M | ||
| Other assets | $7.1M | $6.7M | ||
| Long-term assets held for sale | $0 | $67.4M | ||
| Total assets | $638.4M | $730.7M | ||
| Accounts payable | $6.2M | $4.9M | ||
| Current portion of long-term debt | $0 | $26.2M | ||
| Accrued expenses and other current liabilities | $24.5M | $88.3M | ||
| Settlement obligations | $411.0K | $632.0K | ||
| Deferred revenue | $37.7M | $38.4M | ||
| Current portion of operating lease liabilities | $1.8M | $2.3M | ||
| Current liabilities held for sale | $0 | $4.1M | ||
| Total current liabilities | $70.7M | $164.7M | ||
| Long-term tax receivable agreement obligations | $32.2M | $29.3M | ||
| Operating lease liabilities, less current portion | $3.0M | $4.9M | ||
| Other long-term liabilities | $14.8M | $14.9M | ||
| Long-term liabilities held for sale | $0 | $1.4M | ||
| Total liabilities | $120.7M | $215.3M | ||
| Preferred stock, par value $0.0001 per share, 10,000,000 shares authorized; 0 shares issued and outstanding as of September 30, 2025 and 2024 | $0 | $0 | ||
| Additional paid-in-capital | $271.3M | $279.3M | ||
| Accumulated earnings | $118.3M | $100.4M | ||
| Total stockholders' equity | $389.6M | $379.7M | ||
| Non-controlling interest | $128.1M | $135.6M | ||
| Total equity | $517.7M | $515.4M | $328.3M | $307.7M |
| Total liabilities and equity | $638.4M | $730.7M | ||
| Preferred stock, par value (in USD per share) | $0.00 | $0.00 | ||
| Preferred stock, authorized (in shares) | 10.0M shares | 10.0M shares | ||
| Preferred stock, issued (in shares) | 0 shares | 0 shares | ||
| Preferred stock, outstanding (in shares) | 0 shares | 0 shares |
| Period ending | 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 |
|---|---|---|---|---|
| Cash and cash equivalents | $66.7M | $86.5M | ||
| Accounts receivable, net | $58.5M | $50.8M | ||
| Settlement assets | $411.0K | $632.0K | $4.9M | $7.5M |
| Prepaid expenses and other current assets | $12.1M | $10.0M | ||
| Current assets held for sale | $0 | $5.5M | ||
| Total current assets | $137.6M | $153.4M | ||
| Property and equipment, net | $7.2M | $8.3M | ||
| Restricted cash | $250.0K | $2.4M | ||
| Capitalized software, net | $48.3M | $54.0M | ||
| Goodwill | $248.5M | $243.0M | $230.3M | |
| Intangible assets, net | $135.8M | $140.7M | ||
| Deferred tax asset | $49.1M | $48.4M | ||
| Operating lease right-of-use assets | $4.6M | $6.3M | ||
| Other assets | $7.1M | $6.7M | ||
| Long-term assets held for sale | $0 | $67.4M | ||
| Total assets | $638.4M | $730.7M | ||
| Accounts payable | $6.2M | $4.9M | ||
| Current portion of long-term debt | $0 | $26.2M | ||
| Accrued expenses and other current liabilities | $24.5M | $88.3M | ||
| Settlement obligations | $411.0K | $632.0K | ||
| Deferred revenue | $37.7M | $38.4M | ||
| Current portion of operating lease liabilities | $1.8M | $2.3M | ||
| Current liabilities held for sale | $0 | $4.1M | ||
| Total current liabilities | $70.7M | $164.7M | ||
| Long-term tax receivable agreement obligations | $32.2M | $29.3M | ||
| Operating lease liabilities, less current portion | $3.0M | $4.9M | ||
| Other long-term liabilities | $14.8M | $14.9M | ||
| Long-term liabilities held for sale | $0 | $1.4M | ||
| Total liabilities | $120.7M | $215.3M | ||
| Preferred stock, par value $0.0001 per share, 10,000,000 shares authorized; 0 shares issued and outstanding as of September 30, 2025 and 2024 | $0 | $0 | ||
| Additional paid-in-capital | $271.3M | $279.3M | ||
| Accumulated earnings | $118.3M | $100.4M | ||
| Total stockholders' equity | $389.6M | $379.7M | ||
| Non-controlling interest | $128.1M | $135.6M | ||
| Total equity | $517.7M | $515.4M | $328.3M | $307.7M |
| Total liabilities and equity | $638.4M | $730.7M | ||
| Preferred stock, par value (in USD per share) | $0.00 | $0.00 | ||
| Preferred stock, authorized (in shares) | 10.0M shares | 10.0M shares | ||
| Preferred stock, issued (in shares) | 0 shares | 0 shares | ||
| Preferred stock, outstanding (in shares) | 0 shares | 0 shares |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 3 fiscal years, latest first.2
| Period ending | 2025-09-30 | 2024-09-30 | 2023-09-30 |
|---|---|---|---|
| Net income (loss) | $26.5M | $175.1M | -$2.7M |
| Depreciation and amortization | $29.8M | $37.4M | $36.5M |
| Equity-based compensation | $18.3M | $26.3M | $27.9M |
| Amortization of debt discount and issuance costs | $961.0K | $1.2M | $1.5M |
| Gain on repurchase of exchangeable notes | $0 | -$2.4M | $0 |
| Loss on sale of exchangeable senior note hedges | $0 | $245.0K | $0 |
| Gain on repurchases of warrants | $0 | -$105.0K | $0 |
| Net gain on sale of investments | $0 | $0 | -$295.0K |
| Gain on sale of businesses | -$26.0M | -$205.6M | $0 |
| Write down of intangible asset | $0 | $0 | $2.7M |
| Provision for (Benefit from) deferred income taxes | $5.0M | $434.0K | -$5.9M |
| Non-cash lease expense | $2.5M | $4.5M | $4.7M |
| Other non-cash adjustments to net income (loss) | $437.0K | $1.3M | $1.5M |
| Increase (Decrease) in non-cash contingent consideration expense from original estimate | $1.5M | -$690.0K | $10.8M |
| Accounts receivable | -$7.4M | $9.6M | -$7.7M |
| Prepaid expenses and other current assets | -$2.2M | -$603.0K | $1.5M |
| Other assets | -$2.0M | -$1.7M | -$1.9M |
| Accounts payable | $1.0M | -$3.2M | $1.7M |
| Accrued expenses and other current liabilities | -$32.1M | $28.0M | $318.0K |
| Acquisition escrow obligations | -$2.2M | -$1.8M | -$8.3M |
| Deferred revenue | -$1.8M | $2.0M | -$1.3M |
| Operating lease liabilities | -$3.2M | -$4.6M | -$4.5M |
| Other long-term liabilities | -$2.9M | -$10.5M | $0 |
| Contingent consideration paid in excess of original estimates | -$760.0K | -$6.6M | -$19.3M |
| Net cash provided by operating activities | $5.7M | $48.4M | $37.2M |
| Expenditures for property and equipment | -$1.9M | -$3.0M | -$4.2M |
| Proceeds from sale of property and equipment | $1.5M | $618.0K | $0 |
| Expenditures for capitalized software | -$8.2M | -$12.0M | -$12.2M |
| Purchases of merchant portfolios and residual buyouts | -$12.0K | -$5.4M | -$2.2M |
| Acquisitions of businesses, net of cash acquired | -$11.0M | -$19.1M | -$102.0M |
| Payments for other investing activities | $0 | -$94.0K | -$1.3M |
| Proceeds from investments | $0 | $0 | $295.0K |
| Net cash provided by (used in) investing activities | $76.5M | $396.1M | -$121.5M |
| Proceeds from revolving credit facility | $58.4M | $387.0M | $365.0M |
| Payments on revolving credit facility | -$58.4M | -$659.5M | -$281.5M |
| Payments to extinguish exchangeable notes | -$26.2M | $0 | $0 |
| Payments for repurchase of exchangeable notes | $0 | -$87.8M | $0 |
| Proceeds from sale of exchangeable senior note hedges | $0 | $1.2M | $0 |
| Payments for repurchases of warrants | $0 | -$552.0K | $0 |
| Payments of debt issuance costs | -$256.0K | -$930.0K | -$694.0K |
| Payments for repurchases of Class A common stock | -$37.6M | $0 | $0 |
| Net payments for settlement obligations | -$221.0K | -$4.2M | -$2.7M |
| Cash paid for contingent consideration | -$817.0K | -$760.0K | -$6.8M |
| Payments for required distributions to members or on behalf of members for tax obligations | -$25.3M | -$1.1M | $0 |
| Payments for required distributions to members under the Tax Receivable Agreement | -$10.0M | $0 | $0 |
| Proceeds from stock option exercises | $300.0K | $25.0K | $180.0K |
| Payments for employee's tax withholdings from net settled stock option exercises and RSU releases | -$4.3M | -$708.0K | -$490.0K |
| Net cash (used in) provided by financing activities | -$104.4M | -$367.4M | $73.0M |
| Net (decrease) increase in cash, cash equivalents, and restricted cash | -$22.3M | $77.2M | -$11.4M |
| Cash paid for interest | $931.0K | $29.5M | $21.5M |
| Cash paid for income taxes, net of refunds | $34.9M | $7.3M | $3.2M |
No quarter-by-quarter statement was filed.
Leadership
Who has led i3 Verticals, Inc., and when. Pick a name to see everywhere that person has worked.
Chief executive
Chief financial officer
Chief operating officer
- Chief executive officerGregory S. Daily Jun 20, 2018 to now14
- PresidentChristopher Laisure Nov 17, 2022 to now15
- PresidentFrederick Stanford Jun 20, 2018 to Nov 17, 202216
- Chief financial officerClay M. Whitson Jun 20, 2018 to Feb 14, 202417
- Chief operating officerPaul Christians Nov 17, 2022 to Feb 14, 202418
- Chief operating officerDavid Scott Meriwether Nov 26, 2019 to Feb 12, 202119
Board members and other officers (12)
- Chief Strategy OfficerClay M. Whitson Jan 24, 2025 to now20
- Chief Revenue OfficerPaul Christians Feb 12, 2025 to now21
- Chief Technology OfficerPete Panagakis Aug 30, 2022 to Feb 14, 202422
- SVP - FinanceDavid Scott Meriwether Jun 20, 2018 to Feb 20, 201923
- Chief Technology OfficerRobert Bertke Jun 20, 2018 to Jun 9, 202224
- Board memberDecosta Jenkins Nov 24, 2021 to now25
- Board memberClay M. Whitson Jun 20, 2018 to now17
- Board memberDavid K. Morgan Jun 20, 2018 to now26
- Board memberDavid M. Wilds Jun 20, 2018 to now27
- Board memberElizabeth S. Courtney Jun 20, 2018 to now28
- Board memberGregory S. Daily Jun 20, 2018 to now14
- General counselPaul Maple Jun 20, 2018 to now29
Timeline
- Jun 20, 2018New chief executive Gregory S. Daily becomes CEO14
Filings
252 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 38 major events, 119 insider forms, 36 large holders, 39 other. The latest 20:
- Oct 9, 20268-K EDGAR
- Sep 30, 2026SCHEDULE 13G EDGAR
- Sep 22, 20264 EDGAR
- Aug 14, 2026SCHEDULE 13G EDGAR
- Aug 14, 2026SCHEDULE 13G EDGAR
- Aug 14, 2026SCHEDULE 13G EDGAR
- Aug 11, 2026SCHEDULE 13G/A EDGAR
- Aug 7, 202610-Q EDGAR
- Aug 6, 20268-K EDGAR
- Jul 31, 2026SCHEDULE 13G/A EDGAR
- Jul 28, 2026SCHEDULE 13G/A EDGAR
- Jun 2, 20268-K EDGAR
- May 14, 20264 EDGAR
- May 12, 20268-K EDGAR
- May 8, 202610-Q EDGAR
- May 7, 20268-K EDGAR
- May 7, 2026SCHEDULE 13G EDGAR
- Apr 30, 2026SCHEDULE 13G EDGAR
- Mar 27, 2026SCHEDULE 13G/A EDGAR
- Mar 9, 20264 EDGAR
The 252 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
24 open-market trades by officers, directors and large owners since October 2021: 9 buys and 15 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| May 14, 2026 | DAILY GREGORY SChief Executive Officer | Buy | 50,000 | $19.23 | $961.5K | Form 4 |
| Mar 6, 2026 | CHRISTIANS PAULChief Revenue Officer | Sale | 6,122 | $23.23 | $142.2K | Form 4 |
| Dec 3, 2025 | CHRISTIANS PAULChief Revenue Officer | Sale | 9,000 | $23.27 | $209.4K | Form 4 |
| Nov 26, 2025 | CHRISTIANS PAULChief Revenue Officer | Sale | 3,292 | $23.78 | $78.3K | Form 4 |
| Nov 21, 2025 | STANFORD FREDERICKPresident | Sale | 11,347 | $24.21 | $274.7K | Form 4 |
| Sep 11, 2025 | MAPLE PAULGeneral Counsel and Secretary | Sale | 2,500 | $31.04 | $77.6K | Form 4 |
| Aug 29, 2025 | CHRISTIANS PAULChief Revenue Officer | Sale | 1,890 | $31.40 | $59.3K | Form 4 |
| Aug 12, 2025 | MCKENNA TIMOTHYDirector | Sale | 6,882 | $31.81 | $218.9K | Form 4 |
| May 15, 2025 | SMITH GEOFFREY C.Chief Financial Officer | Sale | 8,404 | $26.56 | $223.2K | Form 4 |
| May 13, 2025 | WILDS DAVID MDirector | Sale | 218,400 | $24.81 | $5.4M | Form 4 |
| May 13, 2025 | HARRISON JOHN C.Director | Sale | 78,597 | $24.81 | $1.9M | Form 4 |
| May 13, 2025 | HARVEY ROBERT BURTONDirector | Sale | 71,860 | $24.81 | $1.8M | Form 4 |
| Nov 27, 2024 | STANFORD FREDERICKPresident | Sale | 17,577 | $25.28 | $444.3K | Form 4 |
| Nov 25, 2024 | DAILY GREGORY SChief Executive Officer | Buy | 40,000 | $24.06 | $962.4K | Form 4 |
| Nov 22, 2024 | DAILY GREGORY SChief Executive Officer | Buy | 48,544 | $23.51 | $1.1M | Form 4 |
| Aug 18, 2023 | MCKENNA TIMOTHYDirector | Sale | 2,687 | $22.27 | $59.8K | Form 4 |
| May 15, 2023 | DAILY GREGORY SChief Executive Officer | Buy | 22,377 | $21.90 | $490.1K | Form 4 |
| May 12, 2023 | DAILY GREGORY SChief Executive Officer | Buy | 27,623 | $21.28 | $587.8K | Form 4 |
| Nov 23, 2022 | MORGAN DAVID K.Director | Buy | 2,000 | $24.80 | $49.6K | Form 4 |
| Nov 22, 2022 | MORGAN DAVID K.Director | Buy | 1,000 | $23.73 | $23.7K | Form 4 |
All 24 trades can be filtered by person here when JavaScript is on.
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- Forager Capital Management, LLCSCHEDULE 13G, 1 filing Sep 30, 202630
- CROSSLINK CAPITAL INCSCHEDULE 13G, 3 filings May 15, 2025 to Aug 14, 202631
- North Reef Capital Management LPSCHEDULE 13G, 1 filing Aug 14, 202632
- PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.SCHEDULE 13G, 1 filing Aug 14, 202633
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCSCHEDULE 13G/A, 2 filings May 7, 2026 to Aug 11, 202634
- VANGUARD CAPITAL MANAGEMENT LLCSCHEDULE 13G/A, 2 filings Apr 30, 2026 to Jul 31, 202635
- BlackRockSCHEDULE 13G/A, 1 filing Jul 28, 202636
- VANGUARD GROUP INCSCHEDULE 13G/A, 4 filings Feb 9, 2023 to Mar 27, 202637
- T. Rowe Price Investment Management, Inc.SCHEDULE 13G/A, 2 filings Jun 6, 2025 to Mar 6, 202638
- GENEVA CAPITAL MANAGEMENT LLCSCHEDULE 13G/A, 4 filings Feb 11, 2022 to Jan 6, 202639
- Hood River Capital Management LLCSCHEDULE 13G/A, 2 filings Nov 14, 2024 to Feb 14, 202540
- Gregory S. DailySC 13G/A, 2 filings Feb 9, 2022 to Feb 14, 202441
- PRICE T ROWE ASSOCIATES INC /MD/SC 13G/A, 2 filings Feb 14, 2022 to Feb 14, 202342
- INTEGRATED CORE STRATEGIES (US) LLCSC 13G/A, 2 filings Dec 17, 2021 to Feb 14, 202243
- TimesSquare Capital Management, LLCSC 13G/A, 1 filing Feb 11, 202244
- WELLINGTON TRUST Co N ASC 13G/A, 1 filing Feb 4, 202245
- Wellington Management CompanySC 13G/A, 1 filing Feb 4, 202246
- JPMorgan ChaseSC 13G/A, 1 filing Dec 7, 202147
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
13F reports cover disclosed long positions in U.S. stocks only.
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- 11
- 12
- 13
- 14
- 15SEC EDGARChristopher Laisure, President
- 16SEC EDGARFrederick Stanford, President
- 17
- 18
- 19
- 20
- 21
- 22
- 23
- 24
- 25SEC EDGARDecosta Jenkins, Board member
- 26SEC EDGARDavid K. Morgan, Board member
- 27SEC EDGARDavid M. Wilds, Board member
- 28SEC EDGARElizabeth S. Courtney, Board member
- 29SEC EDGARPaul Maple, General counsel
- 30
- 31
- 32
- 33
- 34
- 35
- 36
- 37
- 38
- 39
- 40
- 41
- 42
- 43
- 44
- 45
- 46
- 47