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, Q3 2021
Institutional positions in i3 Verticals, Inc. as of Sep 30, 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
- 106
- −10 vs. Q2 2021
- Shares held
- 19.3M
- −562.1K (−2.8%) vs. Q2 2021
- Total value
- $468.3M
- −$133.5M (−22.2%) vs. Q2 2021
- New holders
- 7
- 51 more added
- Sold out
- 17
- 31 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 133 | $460.8M |
| Q1 2026 | 145 | $553.9M |
| Q4 2025 | 155 | $671.1M |
| Q3 2025 | 165 | $885.9M |
| Q2 2025 | 151 | $739.6M |
| Q1 2025 | 154 | $566.6M |
| Q4 2024 | 154 | $507.6M |
| Q3 2024 | 137 | $475.2M |
| Q2 2024 | 131 | $484.7M |
| Q1 2024 | 135 | $492.3M |
| Q4 2023 | 149 | $441.0M |
| Q3 2023 | 137 | $450.1M |
| Q2 2023 | 135 | $486.2M |
| Q1 2023 | 139 | $530.4M |
| Q4 2022 | 133 | $514.1M |
| Q3 2022 | 130 | $410.7M |
| Q2 2022 | 128 | $506.2M |
| Q1 2022 | 119 | $543.8M |
| Q4 2021 | 115 | $430.4M |
| Q3 2021 | 106 | $468.3M |
| Q2 2021 | 116 | $601.8M |
| Q1 2021 | 114 | $625.5M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding i3 Verticals, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 932,981 | $22.6M | 0.00% | +20,231+2.2% | Added |
| TimesSquare Capital Management, LLC | 1,069,720 | $25.9M | 0.23% | −100,000−8.5% | Reduced |
| BlackRock Inc. | 1,424,356 | $34.5M | 0.00% | +50,311+3.7% | Added |
| Price T Rowe Associates Inc | 1,757,649 | $42.6M | 0.00% | −4,150−0.2% | Reduced |
| Geneva Capital Management LLC | 1,845,822 | $44.7M | 0.76% | −22,377−1.2% | Reduced |
| JPMorgan Chase & Co | 1,907,252 | $46.2M | 0.01% | −71,517−3.6% | Reduced |
| Friess Associates LLC | 0 | $0 | 0.00% | −52,120−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −49,894−100.0% | Sold out |
| Endeavour Capital Advisors Inc | 0 | $0 | 0.00% | −48,931−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −28,464−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −22,100−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −21,400−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −8,017−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −7,692−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −7,547−100.0% | Sold out |
| LBMC Investment Advisors, LLC | 0 | $0 | 0.00% | −7,450−100.0% | Sold out |
| Connors Investor Services Inc | 0 | $0 | 0.00% | −7,071−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −6,971−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −1,307−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −626−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |