Geneva Capital Management's full exit reduces the known passive institutional base. Monitor for additional 13G/A filings from other holders (Forager Fund, Punch & Associates, William Blair) to see if this is part of a broader institutional rotation out of IIIV.
Price Chart
Executive Summary
Geneva Capital Management LLC filed an amended Schedule 13G reporting a complete exit from its passive stake in i3 Verticals, Inc., disclosing zero shares and 0.0% beneficial ownership as of September 30, 2026. This follows a series of other passive investor filings (Forager Fund, Punch & Associates, William Blair) that have updated stakes over the past 70 days, but Geneva's exit is the most definitive signal of reduced institutional interest.
Key Financial Metrics
Key Facts
- Geneva Capital Management LLC filed a Schedule 13G/A on October 20, 2026, reporting 0 shares of Class A Common Stock and 0.0% beneficial ownership as of September 30, 2026.
- The filing is an amendment indicating a complete exit from the position (previously held shares, now zero).
- The filing is made under Rule 13d-1(b), confirming passive investment intent.
- Geneva Capital Management LLC is a Delaware limited liability company and an investment adviser (IA).
Financial Impact
Complete exit from a previously held stake in i3 Verticals, Inc. — no dollar value disclosed in the filing.
Risk Factors
- Further institutional selling pressure if other passive investors follow Geneva's lead.
- Reduced institutional coverage may lead to lower trading liquidity and valuation support.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000892712-26-000370 |
| Document: 0000892712-26-000370-index.html | 0000892712-26-000370 |
| Document: 0000892712-26-000370.txt | 0000892712-26-000370 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | SC 13G/A | $17.07 $16.94 | ▲ +0.76% | ▲ +1.29% | $17.08 (−0.06%) |
Oct 9, 2026 16d ago | 8-K | $16.20 $16.03 | ▼ −1.05% | ▼ −1.04% | $17.08 (+5.43%) |
Sep 30, 2026 25d ago | SC 13G | $14.46 $14.28 | ▼ −1.21% | ▼ −1.95% | $17.08 (+18.16%) |
Jun 2, 2026 20w ago | 8-K | $19.61 $19.86 | ▲ +1.27% | ▲ +0.88% | $17.08 (−12.90%) |
May 12, 2026 23w ago | 8-K | $18.89 $18.89 | · 0.00% | ▲ +0.00% | $17.08 (−9.58%) |
May 7, 2026 24w ago | 8-K | $21.14 $20.17 | ▼ −4.59% | ▼ −4.82% | $17.08 (−19.21%) |
US Market Status
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