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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.

Q3 2022 vs. Q2 2022

How the institutions holding i3 Verticals, Inc. changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of IIIV: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders1282130+4
Shares20.2M230.4K20.5M+492.7K (+2.5%)
Value$506.2M$5.76M$410.7M−$89.8M (−17.9%)

2 institutions that held it in Q2 2022 haven't filed for Q3 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 Q3 2022 but not at the end of Q2 2022.

Institutions new to IIIV in Q3 2022
InstitutionSharesValue% of portfolio
Heartland Advisors Inc200,700$4.02M0.30%
Meros Investment Management, LP111,052$2.22M2.29%
Citadel Advisors LLC81,261$1.63M0.00%
Mirae Asset Global Investments Co., Ltd.76,827$1.54M0.00%
Capstone Investment Advisors, LLC27,248$546.0K0.01%
Jump Financial, LLC20,300$407.0K0.02%
Cubist Systematic Strategies, LLC19,722$395.0K0.00%
Mackenzie Financial Corp16,989$340.0K0.00%
AQR Capital Management LLC13,796$276.0K0.00%
Jane Street Group, LLC13,365$268.0K0.00%
Simplex Trading, LLC12,652$253.0K0.01%
Susquehanna Fundamental Investments, LLC12,334$247.0K0.00%
Tudor Investment Corp Et Al10,863$218.0K0.01%
Shaker Investments LLC10,132$203.0K0.14%
SG Americas Securities, LLC7,548$151.0K0.00%
Quantbot Technologies LP3,587$71.0K0.01%
Ensign Peak Advisors, Inc2,190$44.0K0.00%
Allworth Financial LP592$12.0K0.00%
Point72 Hong Kong Ltd464$9.00K0.00%
AlphaMark Advisors, LLC150$3.00K0.00%
Manchester Capital Management LLC26$1.00K0.00%

Sold out (17)

Institutions that held i3 Verticals, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.

Not filed for Q3 2022 yet (2)

Institutions that held i3 Verticals, Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IIIV in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Farmer Steven Patrick229,132$5.73M
Private Capital Group, LLC1,231$31.0K