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.

Q2 2022 vs. Q1 2022

How the institutions holding i3 Verticals, Inc. changed between Q1 2022 and Q2 2022.

All holders in Q2 2022 All holders in Q1 2022

13F holders of IIIV: Q1 2022 compared with Q2 2022
Measure	Q1 2022	Of which not filed for Q2 2022	Q2 2022	Change
Holders	119	4	128	+13
Shares	19.5M	536.3K	20.2M	+1.21M (+6.4%)
Value	$543.8M	$14.0M	$506.2M	−$23.5M (−4.4%)

4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held i3 Verticals, Inc. at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to IIIV in Q2 2022
Institution	Shares	Value	% of portfolio
Driehaus Capital Management LLC	447,489	$11.2M	0.18%
Farmer Steven Patrick	229,132	$5.73M	0.09%
Rothschild & Co Asset Management US Inc.	135,521	$3.39M	0.05%
Dana Investment Advisors, Inc.	57,593	$1.44M	0.07%
Tiedemann Advisors, LLC	50,000	$1.25M	0.09%
Alpha DNA Investment Management LLC	38,772	$969.0K	0.86%
AE Wealth Management LLC	19,519	$488.0K	0.00%
Graham Capital Management, L.P.	16,910	$423.0K	0.02%
Pitcairn Co	16,578	$415.0K	0.04%
Campbell & CO Investment Adviser LLC	16,177	$405.0K	0.11%
Engineers Gate Manager LP	15,800	$395.0K	0.01%
Renaissance Technologies LLC	10,500	$263.0K	0.00%
Intrust Bank NA	8,266	$207.0K	0.03%
Scissortail Wealth Management, LLC	4,420	$101.0K	0.04%
The PNC Financial Services Group, Inc.	1,669	$42.0K	0.00%
Private Capital Group, LLC	1,231	$31.0K	0.02%
Altshuler Shaham Ltd	1,205	$30.0K	0.00%
Huntington National Bank	859	$21.0K	0.00%
Umb Bank N A	784	$20.0K	0.00%
Nisa Investment Advisors, LLC	700	$18.0K	0.00%
Macroview Investment Management LLC	482	$12.0K	0.02%
Farmers & Merchants Investments Inc	400	$10.0K	0.00%
First Horizon Advisors, Inc.	121	$3.00K	0.00%
National Bank of Canada	40	$1.00K	0.00%
Lindbrook Capital, LLC	21	$1.00K	0.00%

Sold out (12)

Institutions that held i3 Verticals, Inc. at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of IIIV in Q2 2022
Institution	Shares, Q1 2022	Value, Q1 2022
Two Sigma Investments, LP	53,200	$1.48M
Squarepoint Ops LLC	42,407	$1.18M
Citadel Advisors LLC	27,198	$757.0K
Two Sigma Advisers, LP	19,800	$552.0K
PEAK6 Investments LLC	10,330	$288.0K
Cubist Systematic Strategies, LLC	9,742	$271.0K
Sheaff Brock Investment Advisors, LLC	7,692	$214.0K
LBMC Investment Advisors, LLC	7,450	$208.0K
Jump Financial, LLC	7,245	$201.0K
Group One Trading, L.P.	600	$17.0K
Aquatic Capital Management LLC	100	$3.00K
Parallel Advisors, LLC	7	$0

Not filed for Q2 2022 yet (4)

Institutions that held i3 Verticals, Inc. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IIIV in Q1 2022 that haven't filed for Q2 2022
Institution	Shares, Q1 2022	Value, Q1 2022
Full18 Capital LLC	392,153	$10.0M
Parametric Portfolio Associates LLC	120,608	$3.36M
Susquehanna Fundamental Investments, LLC	20,029	$558.0K
Amalgamated Financial Corp.	3,483	$97.0K