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i3 Verticals, Inc.

IIIV
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001728688

No open-market purchases or sales by i3 Verticals, Inc. insiders were filed in the last 90 days; 133 institutions reported holding it in 13F filings for Q2 2026, worth $460.8M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in i3 Verticals, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
114
No complete 13F data for Q4 2020
Shares held
20.1M
No complete 13F data for Q4 2020
Total value
$625.5M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting IIIV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 114 institutions
Q1 2021: 114 institutionsQ2 2021: 116 institutionsQ3 2021: 106 institutionsQ4 2021: 115 institutionsQ1 2022: 119 institutionsQ2 2022: 128 institutionsQ3 2022: 130 institutionsQ4 2022: 133 institutionsQ1 2023: 139 institutionsQ2 2023: 135 institutionsQ3 2023: 137 institutionsQ4 2023: 149 institutionsQ1 2024: 135 institutionsQ2 2024: 131 institutionsQ3 2024: 137 institutionsQ4 2024: 154 institutionsQ1 2025: 154 institutionsQ2 2025: 151 institutionsQ3 2025: 165 institutionsQ4 2025: 155 institutionsQ1 2026: 145 institutionsQ2 2026: 133 institutions
Value heldQ1 2021: $625.5M
Q1 2021: $625.5MQ2 2021: $601.8MQ3 2021: $468.3MQ4 2021: $430.4MQ1 2022: $543.8MQ2 2022: $506.2MQ3 2022: $410.7MQ4 2022: $514.1MQ1 2023: $530.4MQ2 2023: $486.2MQ3 2023: $450.1MQ4 2023: $441.0MQ1 2024: $492.3MQ2 2024: $484.7MQ3 2024: $475.2MQ4 2024: $507.6MQ1 2025: $566.6MQ2 2025: $739.6MQ3 2025: $885.9MQ4 2025: $671.1MQ1 2026: $553.9MQ2 2026: $460.8M
Institutions holding IIIV and their total value by quarter
QuarterHoldersValue
Q2 2026133$460.8M
Q1 2026145$553.9M
Q4 2025155$671.1M
Q3 2025165$885.9M
Q2 2025151$739.6M
Q1 2025154$566.6M
Q4 2024154$507.6M
Q3 2024137$475.2M
Q2 2024131$484.7M
Q1 2024135$492.3M
Q4 2023149$441.0M
Q3 2023137$450.1M
Q2 2023135$486.2M
Q1 2023139$530.4M
Q4 2022133$514.1M
Q3 2022130$410.7M
Q2 2022128$506.2M
Q1 2022119$543.8M
Q4 2021115$430.4M
Q3 2021106$468.3M
Q2 2021116$601.8M
Q1 2021114$625.5M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding i3 Verticals, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding IIIV in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co1,950,090$60.7M0.01%––
Geneva Capital Management LLC1,888,088$58.8M1.00%––
Price T Rowe Associates Inc1,743,345$54.3M0.01%––
BlackRock Inc.1,351,794$42.1M0.00%––
TimesSquare Capital Management, LLC1,187,500$37.0M0.32%––
American Century Companies Inc1,022,188$31.8M0.02%––
Wellington Management Group LLP855,982$26.6M0.00%––
Vanguard Group Inc815,077$25.4M0.00%––
Hood River Capital Management LLC602,548$18.8M0.60%––
Millennium Management LLC523,553$16.3M0.02%––
State Street Corp489,207$15.2M0.00%––
ETF Managers Group, LLC496,865$15.2M0.27%––
Bank of Montreal420,601$13.5M0.01%––
Royal Bank of Canada355,430$11.1M0.00%––
Crosslink Capital Inc353,062$11.0M1.98%––
Covenant Partners, LLC347,208$10.8M4.30%––
Geode Capital Management, LLC323,473$10.1M0.00%––
Wasatch Advisors Inc320,947$9.99M0.04%––
Nicholas Company, Inc.309,145$9.62M0.18%––
Russell Investments Group, Ltd.298,750$9.30M0.02%––
Scout Investments, Inc.296,570$9.23M0.14%––
Wells Fargo & Company230,888$7.19M0.00%––
Confluence Investment Management LLC228,932$7.13M0.10%––
Northern Trust Corp210,834$6.56M0.00%––
Ameriprise Financial Inc186,408$5.80M0.00%––
Ranger Investment Management, L.P.184,595$5.75M0.32%––
Silvercrest Asset Management Group LLC166,705$5.19M0.04%––
Dimensional Fund Advisors LP155,592$4.84M0.00%––
Friess Associates LLC124,535$3.88M1.51%––
Nuveen Asset Management, LLC123,453$3.84M0.00%––
Marshall Wace, LLP120,882$3.76M0.02%––
Bank of New York Mellon Corp118,787$3.70M0.00%––
Full18 Capital LLC122,683$3.56M1.73%––
Squarepoint Ops LLC107,120$3.33M0.03%––
Teton Advisors, Inc.104,000$3.24M0.46%––
Avalon Investment & Advisory101,521$3.16M0.07%––
Gamco Investors, Inc. Et Al90,983$2.83M0.02%––
Wesbanco Bank Inc89,495$2.79M0.11%––
Harbert Fund Advisors, Inc.81,606$2.54M1.71%––
Endeavour Capital Advisors Inc76,576$2.38M0.29%––
Raymond James & Associates75,283$2.34M0.00%––
Kornitzer Capital Management Inc72,800$2.27M0.04%––
Arrowstreet Capital, Limited Partnership67,795$2.11M0.00%––
Stifel Financial Corp67,480$2.10M0.00%––
Second Curve Capital LLC60,000$1.87M2.63%––
Conestoga Capital Advisors, LLC57,700$1.80M0.03%––
Essex Investment Management Co LLC56,076$1.75M0.21%––
Two Sigma Investments, LP52,591$1.64M0.00%––
Tiedemann Advisors, LLC50,513$1.57M0.07%––
Two Sigma Advisers, LP50,300$1.57M0.00%––
Raymond James Financial Services Advisors, Inc.47,936$1.49M0.00%––
Charles Schwab Investment Management Inc46,977$1.46M0.00%––
Bank of America Corp41,556$1.29M0.00%––
Invesco Ltd.37,826$1.18M0.00%––
Penn Capital Management Co Inc37,718$1.17M0.12%––
Assenagon Asset Management S.A.35,758$1.11M0.01%––
Parametric Portfolio Associates LLC34,713$1.08M0.00%––
Marshall Wace North America L.P.34,252$1.07M0.00%––
Morgan Stanley33,348$1.04M0.00%––
Envestnet Asset Management Inc32,503$1.01M0.00%––
California Public Employees Retirement System30,000$934.0K0.00%––
Aviva PLC28,464$886.0K0.00%––
Goldman Sachs Group Inc28,416$884.0K0.00%––
California State Teachers Retirement System28,028$872.0K0.00%––
Susquehanna International Group, LLP27,738$863.0K0.00%––
TBH Global Asset Management, LLC23,339$726.0K0.19%––
Grandeur Peak Global Advisors, LLC22,900$713.0K0.04%––
Franklin Resources Inc22,100$688.0K0.00%––
Victory Capital Management Inc20,348$633.0K0.00%––
Rhumbline Advisers17,260$537.0K0.00%––
Barclays PLC16,038$499.0K0.00%––
Pentwater Capital Management LP16,000$498.0K0.01%––
New York State Common Retirement Fund15,500$482.0K0.00%––
Gabelli Funds LLC15,000$467.0K0.00%––
Deutsche Bank AG13,094$408.0K0.00%––
Lazard Asset Management LLC12,565$391.0K0.00%––
WealthShield Partners, LLC11,654$363.0K0.07%––
Mesirow Financial Investment Management, Inc.11,342$353.0K0.96%––
Manufacturers Life Insurance Company, The11,006$343.0K0.00%––
American International Group, Inc.10,800$336.0K0.00%––
Engineers Gate Manager LP10,591$330.0K0.02%––
SEI Investments Co9,034$325.0K0.00%––
Cubist Systematic Strategies, LLC10,127$315.0K0.00%––
UBS Group AG8,728$272.0K0.00%––
Citadel Advisors LLC8,493$264.0K0.00%––
D. E. Shaw & Co., Inc.8,193$255.0K0.00%––
Voya Investment Management LLC7,774$242.0K0.00%––
Sheaff Brock Investment Advisors, LLC7,692$239.0K0.03%––
MetLife Investment Management7,082$220.4K0.00%––
Connors Investor Services Inc7,071$220.0K0.02%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.6,802$212.0K0.00%––
AQR Capital Management LLC6,748$210.0K0.00%––
Susquehanna Fundamental Investments, LLC6,623$206.0K0.00%––
Jane Street Group, LLC6,615$206.0K0.00%––
SG Americas Securities, LLC5,356$167.0K0.00%––
Metropolitan Life Insurance Co5,142$160.0K0.00%––
US Bancorp4,811$150.0K0.00%––
Tower Research Capital LLC (TRC)3,824$119.0K0.00%––
BNP Paribas Arbitrage, SA2,437$75.9K0.00%––
Advisor Group Holdings, Inc.2,257$70.0K0.00%––