Integral Ad Science

IAS • NASDAQ

Integral Ad Science is a advertising agencies company in the communication services sector on NASDAQ, led by Tania Secor, with a market cap of $1.7B. As of Q3 2025, 98% of shares are held by 167 institutional investors, with VISTA EQUITY PARTNERS III, LLC as the largest holder at 38.96%.

CEOTania Secor

Market Cap$1.7B

Advertising Agencies

Communication Services

Employees880.0

Websiteintegralads.com

Country

United States of America

Overview

Overview of institutional ownership in IAS as of Q3 2025 with a market cap of $1.7B

All Institutions

Institutions: 167
Value Held: $1.7B
Shares Held: 163.4M
Avg Position: $10.0M
Median Position: $429.9K

Hedge Funds

Hedge Funds: 28
Value Held: $251.5M
Shares Held: 24.7M
Avg Position: $9.0M
Median Position: $3.9M

Ownership Breakdown

Institutional (non-HF)

83.11%

$1.4B

Hedge Funds

14.82%

$251.5M

Retail & Other

2.07%

$35.2M

Based on market cap of $1.7B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in IAS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VISTA EQUITY PARTNERS III, LLC Private Equity	Robert Frederick Smith CEO	$661.2M 55.63% of portfolio	38.96% 65.0M shares	Q2 2021 Held for 4y 5m	$1.2B
A Atlas Venture Advisors, Inc. Institution	-	$231.1M 52.79% of portfolio	13.62% 22.7M shares	Q2 2021 Held for 4y 5m	$437.7M
VANGUARD GROUP INC Institution	Salim Ramji CEO	$92.0M 0.00% of portfolio	5.42% 9.0M shares	Q2 2021 Held for 4y 5m	$6.69T
Sunriver Management LLC Hedge Fund•Long/Short	Randolph Willett Cook Founder	$72.4M 7.87% of portfolio	4.27% 7.1M shares	Q1 2023 Held for 2y 8m	$920.0M
B BlackRock, Inc. Institution	-	$68.7M 0.00% of portfolio	4.05% 6.8M shares	Q2 2021 Held for 4y 5m	$5.67T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$60.5M 0.01% of portfolio	3.57% 5.9M shares	Q3 2022 Held for 3y 2m	$466.32B
P P2 Capital Partners, LLC Hedge Fund•Value	Claus Jorgen Moller CEO	$49.1M 10.09% of portfolio	2.90% 4.8M shares	Q4 2023 Held for 1y 11m	$486.7M
O Omni Event Management Ltd Institution	-	$30.5M 3.54% of portfolio	1.80% 3.0M shares	Q3 2025 Held for 2 months	$860.9M
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P. Institution	Dustin David Norris President	$27.3M 2.45% of portfolio	1.61% 2.7M shares	Q3 2025 Held for 2 months	$1.1B
GLAZER CAPITAL, LLC Hedge Fund•Multi-Strategy	Paul Jay Glazer CEO	$21.3M 0.97% of portfolio	1.26% 2.1M shares	Q3 2025 Held for 2 months	$2.2B

Net Capital Flow

Institutional buying and selling activity for IAS in Q3 2025

Traded: +$63.3M
Buyers: 101
Sellers: 89
Total Bought: +$276.2M
Total Sold: −$213.0M
Avg Position: $7.9M

Biggest Buyers

Institution	Net Bought	Current Position
O Omni Event Management Ltd Institution	+$30.5M +3.0M shares	$30.5M 3.0M shares
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P. Institution	+$27.3M +2.7M shares	$27.3M 2.7M shares
GLAZER CAPITAL, LLC Hedge Fund•Multi-Strategy	+$21.3M +2.1M shares	$21.3M 2.1M shares
Vivaldi Asset Management, LLC Fund of Funds	+$21.2M +2.1M shares	$21.2M 2.1M shares
S SOROS FUND MANAGEMENT LLC Institution	+$20.2M +2.0M shares	$20.2M 2.0M shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	+$18.7M +1.8M shares	$19.8M 1.9M shares
A AustralianSuper Pty Ltd Institution	+$12.6M +1.2M shares	$12.6M 1.2M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$11.9M +1.2M shares	$11.9M 1.2M shares
WATER ISLAND CAPITAL LLC Hedge Fund•Event Driven	+$10.9M +1.1M shares	$10.9M 1.1M shares
Polar Securities Inc. Hedge Fund•Multi-Strategy	+$10.2M +1.0M shares	$10.2M 1.0M shares

Biggest Sellers

Institution	Net Sold	Current Position
R Rubric Capital Management LP Hedge Fund•Long/Short	−$24.7M −3.0M shares	Sold Off 0 shares
Corvex Management LP Hedge Fund•Event Driven	−$21.8M −2.6M shares	Sold Off 0 shares
Clearbridge Investments, LLC Long Only Manager	−$19.3M −2.3M shares	Sold Off 0 shares
Sunriver Management LLC Hedge Fund•Long/Short	−$17.3M −1.7M shares	$72.4M 7.1M shares
Ararat Capital Management, LP Hedge Fund•Long/Short	−$15.1M −1.5M shares	$6.8M 668.4K shares
A ALTA FOX CAPITAL MANAGEMENT, LLC Hedge Fund•Long/Short	−$15.0M −1.8M shares	Sold Off 0 shares
S Standard Life Aberdeen plc Institution	−$14.5M −1.4M shares	$3.4M 335.9K shares
I Invenomic Capital Management LP Hedge Fund•Long/Short	−$13.1M −1.6M shares	Sold Off 0 shares
CenterBook Partners LP Hedge Fund•Market Neutral	−$12.0M −1.2M shares	$5.5M 536.1K shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	−$8.6M −1.0M shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IAS in Q3 2025

New Positions: 36
New Value: $154.0M
Exited Positions: 44
Exited Value: $124.8M

New Positions

Institution	Position Value
O Omni Event Management Ltd Institution	$30.5M 3.0M shares
GLAZER CAPITAL, LLC Hedge Fund•Multi-Strategy	$21.3M 2.1M shares
Vivaldi Asset Management, LLC Fund of Funds	$21.2M 2.1M shares
S SOROS FUND MANAGEMENT LLC Institution	$20.2M 2.0M shares
A AustralianSuper Pty Ltd Institution	$12.6M 1.2M shares
WATER ISLAND CAPITAL LLC Hedge Fund•Event Driven	$10.9M 1.1M shares
CNH PARTNERS LLC Hedge Fund•Multi-Strategy	$10.1M 991.7K shares
ALPINE ASSOCIATES MANAGEMENT INC. Hedge Fund•Merger Arb	$6.5M 641.1K shares
P Pacer Advisors, Inc. Institution	$5.9M 582.5K shares
GABELLI FUNDS LLC Long Only Manager	$3.9M 383.8K shares

Exited Positions

Institution	Previous Position
R Rubric Capital Management LP Hedge Fund•Long/Short	$24.7M 3.0M shares
Corvex Management LP Hedge Fund•Event Driven	$21.8M 2.6M shares
Clearbridge Investments, LLC Long Only Manager	$19.3M 2.3M shares
A ALTA FOX CAPITAL MANAGEMENT, LLC Hedge Fund•Long/Short	$15.0M 1.8M shares
I Invenomic Capital Management LP Hedge Fund•Long/Short	$13.1M 1.6M shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	$8.6M 1.0M shares
FRONTIER CAPITAL MANAGEMENT CO LLC Long Only Manager	$6.8M 822.6K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$1.9M 232.3K shares
O one8zero8, LLC Institution	$1.7M 209.4K shares
H HRT FINANCIAL LLC Institution	$1.4M 170.2K shares

Options Activity

Institutions with the largest Call and Put options positions in IAS as of Q3 2025

Call Positions: 2
Call Value: $862.4K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$609.2K 599.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$253.2K 249.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IAS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
VISTA EQUITY PARTNERS III, LLC Private Equity	Robert Frederick Smith CEO	55.63% $661.2M	38.96% 65.0M shares	Q2 2021 Held for 4y 5m	$1.2B
A Atlas Venture Advisors, Inc. Institution	-	52.79% $231.1M	13.62% 22.7M shares	Q2 2021 Held for 4y 5m	$437.7M
P P2 Capital Partners, LLC Hedge Fund•Value	Claus Jorgen Moller CEO	10.09% $49.1M	2.90% 4.8M shares	Q4 2023 Held for 1y 11m	$486.7M
Sunriver Management LLC Hedge Fund•Long/Short	Randolph Willett Cook Founder	7.87% $72.4M	4.27% 7.1M shares	Q1 2023 Held for 2y 8m	$920.0M
C Circumference Group LLC Hedge Fund•Multi-Strategy	Jeffrey Howard Fox CEO	5.37% $4.6M	0.27% 450.0K shares	Q2 2024 Held for 1y 5m	$85.2M
M MONIMUS CAPITAL MANAGEMENT, LP Hedge Fund•Long/Short	Brian Jeffrey Bellinger Managing Partner	3.61% $4.7M	0.28% 464.1K shares	Q4 2024 Held for 11 months	$130.6M
O Omni Event Management Ltd Institution	-	3.54% $30.5M	1.80% 3.0M shares	Q3 2025 Held for 2 months	$860.9M
Ararat Capital Management, LP Hedge Fund•Long/Short	Raffi Charles Tokatlian Managing Partner	3.44% $6.8M	0.40% 668.4K shares	Q2 2024 Held for 1y 5m	$197.8M
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P. Institution	Dustin David Norris President	2.45% $27.3M	1.61% 2.7M shares	Q3 2025 Held for 2 months	$1.1B
WATER ISLAND CAPITAL LLC Hedge Fund•Event Driven	John Sabbott Orrico CIO	1.70% $10.9M	0.64% 1.1M shares	Q3 2025 Held for 2 months	$641.5M

Hedge Fund Spotlight

Discover hedge funds investing in IAS

MONIMUS CAPITAL MANAGEMENT, LP

Hedge Fund • Long/Short

Portfolio ManagerBrian Jeffrey Bellinger

Portfolio Value: $130.6M
Positions: 54
Last Reported: Q3 2025

Sector Allocation

Position in Integral Ad Science

Market Value: $4.7M
Shares Held: 464.1K
Portfolio Weight: 3.61%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Potbelly Corporation PBPB	Restaurants Consumer Cyclical	$9.9M	7.60%
2 Dollar Tree DLTR	Discount Stores Consumer Defensive	$7.4M	5.68%
3 Spectrum Brands Holdings SPB	Household & Personal Products Consumer Defensive	$7.4M	5.68%