i3 Verticals, Inc.

IIIV

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001728688

SEC filings (opens in a new tab)

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.

Q1 2022 vs. Q4 2021

How the institutions holding i3 Verticals, Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022 All holders in Q4 2021

13F holders of IIIV: Q4 2021 compared with Q1 2022
Measure	Q4 2021	Of which not filed for Q1 2022	Q1 2022	Change
Holders	115	1	119	+5
Shares	18.9M	60.0K	19.5M	+731.4K (+3.9%)
Value	$430.4M	$1.37M	$543.8M	+$114.7M (+26.7%)

1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (21)

Institutions that held i3 Verticals, Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to IIIV in Q1 2022
Institution	Shares	Value	% of portfolio
Voya Investment Management LLC	644,998	$18.0M	0.04%
Portolan Capital Management, LLC	271,833	$7.57M	0.60%
Monarch Partners Asset Management LLC	90,685	$2.53M	0.56%
Kennedy Capital Management, Inc.	78,917	$2.20M	0.05%
Jackson Creek Investment Advisors LLC	41,078	$1.14M	0.42%
Alliancebernstein L.P.	21,795	$607.0K	0.00%
Susquehanna Fundamental Investments, LLC	20,029	$558.0K	0.01%
UBS Asset Management Americas Inc	15,712	$437.7K	0.00%
TownSquare Capital, LLC	14,431	$402.0K	0.01%
CapWealth Advisors, LLC	10,796	$301.0K	0.03%
PEAK6 Investments LLC	10,330	$288.0K	0.01%
Connors Investor Services Inc	8,071	$225.0K	0.02%
Sheaff Brock Investment Advisors, LLC	7,692	$214.0K	0.02%
LBMC Investment Advisors, LLC	7,450	$208.0K	0.02%
PDT Partners, LLC	7,478	$208.0K	0.02%
Amalgamated Bank	3,483	$97.0K	0.00%
Amalgamated Financial Corp.	3,483	$97.0K	0.00%
FMR LLC	793	$22.0K	0.00%
Allspring Global Investments Holdings, LLC	629	$17.0K	0.00%
Rockefeller Capital Management L.P.	100	$2.00K	0.00%
Beacon Capital Management, LLC	35	$1.00K	0.00%

Sold out (16)

Institutions that held i3 Verticals, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of IIIV in Q1 2022
Institution	Shares, Q4 2021	Value, Q4 2021
Weiss Multi-Strategy Advisers LLC	250,104	$5.70M
Penn Capital Management Co Inc	103,391	$2.50M
Tiedemann Advisors, LLC	50,513	$1.15M
Gsa Capital Partners LLP	49,074	$1.12M
Healthcare of Ontario Pension Plan Trust Fund	47,900	$1.09M
Assenagon Asset Management S.A.	31,388	$715.0K
Engineers Gate Manager LP	29,317	$668.0K
ExodusPoint Capital Management, LP	13,731	$313.0K
Rothschild Investment Corp	12,200	$278.0K
Paloma Partners Management Co	12,091	$276.0K
Psagot Value Holdings Ltd. / (Israel)	10,450	$238.0K
Aristides Capital LLC	10,000	$228.0K
SG Americas Securities, LLC	5,235	$119.0K
Scissortail Wealth Management, LLC	4,420	$101.0K
Quantbot Technologies LP	1,800	$41.0K
Simplex Trading, LLC	1,350	$30.0K

Not filed for Q1 2022 yet (1)

Institutions that held i3 Verticals, Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IIIV in Q4 2021 that haven't filed for Q1 2022
Institution	Shares, Q4 2021	Value, Q4 2021
Second Curve Capital LLC	60,000	$1.37M