I3 VERTICALS INC

Ticker: IIIV CUSIP: 46571Y107 Class: Common Stock

Note: Option positions (PUT/CALL) are excluded.

Increased Positions (45)

Long Path Partners LP
Value ($000) $27,543 (-18.4%) Shares 1,093,418 (+5.2%)
CROSSLINK CAPITAL INC
Value ($000) $23,961 (-21.3%) Shares 951,216 (+1.4%)
EverSource Wealth Advisors, LLC
Value ($000) $870 (+56.9%) Shares 34,531 (+102.2%)
TWO SIGMA SECURITIES, LLC
Value ($000) $311 (+42.6%) Shares 12,351 (+83.8%)
ROYCE & ASSOCIATES LP
Value ($000) $12,714 (-16.5%) Shares 504,732 (+7.5%)
TECTONIC ADVISORS LLC
Value ($000) $2,443 (-15.3%) Shares 96,985 (+9.2%)
JENNISON ASSOCIATES LLC
Value ($000) $27,552 (-9.6%) Shares 1,093,762 (+16.5%)
Caitong International Asset Management Co., Ltd
Value ($000) $35 (+985.7%) Shares 1,371 (+1299.0%)
UBS Group AG
Value ($000) $9,299 (+48.5%) Shares 369,135 (+91.3%)
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM
Value ($000) $1,252 (+154.6%) Shares 49,712 (+228.1%)
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
Value ($000) $2,636 (-16.2%) Shares 104,662 (+8.0%)
STATE STREET CORP
Value ($000) $17,818 (-19.0%) Shares 707,344 (+4.3%)
Russell Investments Group, Ltd.
Value ($000) $7,733 (-19.0%) Shares 306,983 (+4.3%)
Nuveen, LLC
Value ($000) $4,019 (-13.9%) Shares 159,555 (+10.9%)
Conestoga Capital Advisors, LLC
Value ($000) $1,836 (-18.7%) Shares 72,902 (+4.8%)
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
Value ($000) $275 (+17.2%) Shares 10,901 (+51.0%)
Atria Investments, Inc
Value ($000) $1,810 (-18.4%) Shares 71,837 (+5.1%)
WELLS FARGO & COMPANY/MN
Value ($000) $1,153 (-5.4%) Shares 45,782 (+21.9%)
&PARTNERS
Value ($000) $297 (+10.3%) Shares 11,996 (+44.4%)
D.A. DAVIDSON & CO.
Value ($000) $297 (+9.0%) Shares 11,800 (+40.5%)

Decreased Positions (59)

Forager Capital Management, LLC
Value ($000) $13,839 (-35.9%) Shares 549,401 (-17.4%)
12th Street Asset Management Company, LLC
Value ($000) $14,991 (-24.3%) Shares 595,109 (-2.4%)
Ranger Investment Management, L.P.
Value ($000) $23,441 (-24.5%) Shares 930,558 (-2.7%)
MCMORGAN & CO LLC
Value ($000) $413 (-88.3%) Shares 16,381 (-85.0%)
Portolan Capital Management, LLC
Value ($000) $16,927 (-30.3%) Shares 671,987 (-10.1%)
GENEVA CAPITAL MANAGEMENT LLC
Value ($000) $42,382 (-30.6%) Shares 1,682,481 (-10.6%)
Teton Advisors, LLC
Value ($000) $756 (-33.5%) Shares 30,000 (-14.3%)
CRAMER ROSENTHAL MCGLYNN LLC
Value ($000) $2,497 (-34.5%) Shares 99,143 (-15.6%)
T. Rowe Price Investment Management, Inc.
Value ($000) $13 (-87.4%) Shares 512,862 (-83.7%)
Coyle Financial Counsel LLC
Value ($000) $339 (-37.3%) Shares 13,462 (-19.3%)
WASATCH ADVISORS LP
Value ($000) $6,118 (-37.4%) Shares 242,887 (-19.4%)
ArrowMark Colorado Holdings LLC
Value ($000) $5,994 (-27.5%) Shares 237,965 (-6.6%)
HARBOR CAPITAL ADVISORS, INC.
Value ($000) $3 (-29.1%) Shares 116,581 (-8.7%)
CONFLUENCE INVESTMENT MANAGEMENT LLC
Value ($000) $2,068 (-35.4%) Shares 82,095 (-16.7%)
Aquatic Capital Management LLC
Value ($000) $283 (-62.9%) Shares 11,215 (-52.1%)
CULLEN INVESTMENT GROUP, LTD.
Value ($000) $677 (-23.7%) Shares 24,656 (-8.1%)
OPPENHEIMER ASSET MANAGEMENT INC.
Value ($000) $2,304 (-30.2%) Shares 91,484 (-10.1%)
GEODE CAPITAL MANAGEMENT, LLC
Value ($000) $13,754 (-35.7%) Shares 545,940 (-17.1%)
VICTORY CAPITAL MANAGEMENT INC
Value ($000) $1,131 (-66.7%) Shares 44,905 (-57.1%)
ENVESTNET ASSET MANAGEMENT INC
Value ($000) $2,283 (-52.8%) Shares 90,640 (-39.1%)

Exited Positions (24)