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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
FMR LLC31$1.00K0.00%––
Parallel Advisors, LLC32$1.00K0.00%––
HM Payson & Co72$2.00K0.00%––
IFP Advisors, Inc100$3.00K0.00%––
Glen Eagle Advisors, LLC160$4.98K0.00%––
Trustcore Financial Services, LLC265$8.00K0.00%––
Sargent Bickham Lagudis LLC500$16.0K0.00%––
Quadrant Capital Group LLC626$19.0K0.00%––
Simplex Trading, LLC751$23.0K0.00%––
Steward Partners Investment Advisory, LLC1,000$31.1K0.00%––
Citigroup Inc1,228$38.0K0.00%––
Ameritas Investment Partners, Inc.1,552$48.0K0.00%––
Legal & General Group Plc2,028$63.0K0.00%––
Financial Management Professionals, Inc.2,079$65.0K0.02%––
Advisor Group Holdings, Inc.2,257$70.0K0.00%––
BNP Paribas Arbitrage, SA2,437$75.9K0.00%––
Tower Research Capital LLC (TRC)3,824$119.0K0.00%––
US Bancorp4,811$150.0K0.00%––
Metropolitan Life Insurance Co5,142$160.0K0.00%––
SG Americas Securities, LLC5,356$167.0K0.00%––
Susquehanna Fundamental Investments, LLC6,623$206.0K0.00%––
Jane Street Group, LLC6,615$206.0K0.00%––
AQR Capital Management LLC6,748$210.0K0.00%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.6,802$212.0K0.00%––
Connors Investor Services Inc7,071$220.0K0.02%––
MetLife Investment Management7,082$220.4K0.00%––
Sheaff Brock Investment Advisors, LLC7,692$239.0K0.03%––
Voya Investment Management LLC7,774$242.0K0.00%––
D. E. Shaw & Co., Inc.8,193$255.0K0.00%––
Citadel Advisors LLC8,493$264.0K0.00%––
UBS Group AG8,728$272.0K0.00%––
Cubist Systematic Strategies, LLC10,127$315.0K0.00%––
SEI Investments Co9,034$325.0K0.00%––
Engineers Gate Manager LP10,591$330.0K0.02%––
American International Group, Inc.10,800$336.0K0.00%––
Manufacturers Life Insurance Company, The11,006$343.0K0.00%––
Mesirow Financial Investment Management, Inc.11,342$353.0K0.96%––
WealthShield Partners, LLC11,654$363.0K0.07%––
Lazard Asset Management LLC12,565$391.0K0.00%––
Deutsche Bank AG13,094$408.0K0.00%––
Gabelli Funds LLC15,000$467.0K0.00%––
New York State Common Retirement Fund15,500$482.0K0.00%––
Pentwater Capital Management LP16,000$498.0K0.01%––
Barclays PLC16,038$499.0K0.00%––
Rhumbline Advisers17,260$537.0K0.00%––
Victory Capital Management Inc20,348$633.0K0.00%––
Franklin Resources Inc22,100$688.0K0.00%––
Grandeur Peak Global Advisors, LLC22,900$713.0K0.04%––
TBH Global Asset Management, LLC23,339$726.0K0.19%––
Susquehanna International Group, LLP27,738$863.0K0.00%––
California State Teachers Retirement System28,028$872.0K0.00%––
Goldman Sachs Group Inc28,416$884.0K0.00%––
Aviva PLC28,464$886.0K0.00%––
California Public Employees Retirement System30,000$934.0K0.00%––
Envestnet Asset Management Inc32,503$1.01M0.00%––
Morgan Stanley33,348$1.04M0.00%––
Marshall Wace North America L.P.34,252$1.07M0.00%––
Parametric Portfolio Associates LLC34,713$1.08M0.00%––
Assenagon Asset Management S.A.35,758$1.11M0.01%––
Penn Capital Management Co Inc37,718$1.17M0.12%––
Invesco Ltd.37,826$1.18M0.00%––
Bank of America Corp41,556$1.29M0.00%––
Charles Schwab Investment Management Inc46,977$1.46M0.00%––
Raymond James Financial Services Advisors, Inc.47,936$1.49M0.00%––
Two Sigma Advisers, LP50,300$1.57M0.00%––
Tiedemann Advisors, LLC50,513$1.57M0.07%––
Two Sigma Investments, LP52,591$1.64M0.00%––
Essex Investment Management Co LLC56,076$1.75M0.21%––
Conestoga Capital Advisors, LLC57,700$1.80M0.03%––
Second Curve Capital LLC60,000$1.87M2.63%––
Stifel Financial Corp67,480$2.10M0.00%––
Arrowstreet Capital, Limited Partnership67,795$2.11M0.00%––
Kornitzer Capital Management Inc72,800$2.27M0.04%––
Raymond James & Associates75,283$2.34M0.00%––
Endeavour Capital Advisors Inc76,576$2.38M0.29%––
Harbert Fund Advisors, Inc.81,606$2.54M1.71%––
Wesbanco Bank Inc89,495$2.79M0.11%––
Gamco Investors, Inc. Et Al90,983$2.83M0.02%––
Avalon Investment & Advisory101,521$3.16M0.07%––
Teton Advisors, Inc.104,000$3.24M0.46%––
Squarepoint Ops LLC107,120$3.33M0.03%––
Full18 Capital LLC122,683$3.56M1.73%––
Bank of New York Mellon Corp118,787$3.70M0.00%––
Marshall Wace, LLP120,882$3.76M0.02%––
Nuveen Asset Management, LLC123,453$3.84M0.00%––
Friess Associates LLC124,535$3.88M1.51%––
Dimensional Fund Advisors LP155,592$4.84M0.00%––
Silvercrest Asset Management Group LLC166,705$5.19M0.04%––
Ranger Investment Management, L.P.184,595$5.75M0.32%––
Ameriprise Financial Inc186,408$5.80M0.00%––
Northern Trust Corp210,834$6.56M0.00%––
Confluence Investment Management LLC228,932$7.13M0.10%––
Wells Fargo & Company230,888$7.19M0.00%––
Scout Investments, Inc.296,570$9.23M0.14%––
Russell Investments Group, Ltd.298,750$9.30M0.02%––
Nicholas Company, Inc.309,145$9.62M0.18%––
Wasatch Advisors Inc320,947$9.99M0.04%––
Geode Capital Management, LLC323,473$10.1M0.00%––
Covenant Partners, LLC347,208$10.8M4.30%––
Crosslink Capital Inc353,062$11.0M1.98%––