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, Q4 2021
Institutional positions in i3 Verticals, Inc. as of Dec 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
- 115
- +11 vs. Q3 2021
- Shares held
- 18.9M
- −418.2K (−2.2%) vs. Q3 2021
- Total value
- $430.4M
- −$37.3M (−8.0%) vs. Q3 2021
- New holders
- 21
- 52 more added
- Sold out
- 10
- 28 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding i3 Verticals, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 346,143 | $7.89M | 0.00% | +155,340+81.4% | Added |
| Geode Capital Management, LLC | 376,763 | $8.59M | 0.00% | +1240.0% | Added |
| Ranger Investment Management, L.P. | 440,178 | $10.0M | 0.55% | +201,737+84.6% | Added |
| Bank of Montreal | 429,142 | $10.0M | 0.01% | −46,826−9.8% | Reduced |
| State Street Corp | 487,514 | $11.1M | 0.00% | −23,932−4.7% | Reduced |
| EverSource Wealth Advisors, LLC | 526,275 | $12.0M | 3.36% | +526,275 | New |
| Wasatch Advisors Inc | 544,110 | $12.4M | 0.05% | +223,163+69.5% | Added |
| Crosslink Capital Inc | 559,290 | $12.7M | 2.02% | +207,788+59.1% | Added |
| Hood River Capital Management LLC | 598,704 | $13.6M | 0.41% | +127,131+27.0% | Added |
| Vanguard Group Inc | 814,830 | $18.6M | 0.00% | −118,151−12.7% | Reduced |
| Wellington Management Group LLP | 1,057,395 | $24.1M | 0.00% | +227,067+27.3% | Added |
| Millennium Management LLC | 1,082,775 | $24.7M | 0.03% | +365,358+50.9% | Added |
| BlackRock Inc. | 1,520,925 | $34.7M | 0.00% | +96,569+6.8% | Added |
| Price T Rowe Associates Inc | 1,554,650 | $35.4M | 0.00% | −202,999−11.5% | Reduced |
| Geneva Capital Management LLC | 1,743,603 | $39.7M | 0.64% | −102,219−5.5% | Reduced |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −1,069,720−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −386,139−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −112,216−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −56,700−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −15,503−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −8,369−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −2,083−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −754−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| Psagot Investment House Ltd. | – | – | – | – | Not filed |