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.
Q1 2023 vs. Q4 2022
How the institutions holding i3 Verticals, Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 133 | 4 | 139 | +10 |
| Shares | 21.1M | 418.6K | 21.6M | +923.5K (+4.5%) |
| Value | $514.1M | $10.2M | $530.4M | +$26.5M (+5.3%) |
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (19)
Institutions that held i3 Verticals, Inc. at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Voss Capital, LLC | 432,191 | $10.6M | 1.36% |
| Great Lakes Advisors, LLC | 287,597 | $7.05M | 0.06% |
| Neuberger Berman Group LLC | 171,139 | $4.20M | 0.00% |
| Federated Hermes, Inc. | 48,472 | $1.19M | 0.00% |
| Mariner, LLC | 45,222 | $1.11M | 0.00% |
| CM Wealth Advisors LLC | 26,655 | $617.0K | 0.12% |
| Rock Creek Group, LP | 25,000 | $613.3K | 0.08% |
| Virtus Investment Advisers, Inc. | 15,177 | $372.3K | 0.26% |
| Petrus Trust Company, LTA | 13,965 | $342.6K | 0.04% |
| D. E. Shaw & Co., Inc. | 12,704 | $311.6K | 0.00% |
| SG Americas Securities, LLC | 12,196 | $299.0K | 0.00% |
| Janus Henderson Group PLC | 9,753 | $239.0K | 0.00% |
| Systematic Financial Management LP | 4,433 | $108.7K | 0.00% |
| Aquatic Capital Management LLC | 300 | $7.00K | 0.00% |
| Quarry LP | 266 | $6.53K | 0.00% |
| Quantbot Technologies LP | 160 | $3.92K | 0.00% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 104 | $2.55K | 0.00% |
| Ronald Blue Trust, Inc. | 65 | $2.00K | 0.00% |
| ClariVest Asset Management LLC | 32 | $1.00K | 0.00% |
Sold out (9)
Institutions that held i3 Verticals, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Simplex Trading, LLC | 12,798 | $311.0K |
| PEAK6 Investments LLC | 11,415 | $277.8K |
| Cubist Systematic Strategies, LLC | 10,182 | $247.8K |
| Graham Capital Management, L.P. | 9,605 | $233.8K |
| Teacher Retirement System of Texas | 9,014 | $219.0K |
| GWM Advisors LLC | 400 | $9.74K |
| IFP Advisors, Inc | 191 | $4.00K |
| Accurate Wealth Management, LLC | 32 | $884 |
| Lindbrook Capital, LLC | 8 | $195 |
Not filed for Q1 2023 yet (4)
Institutions that held i3 Verticals, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Rothschild & Co Asset Management US Inc. | 310,728 | $7.56M |
| Monarch Partners Asset Management LLC | 107,071 | $2.61M |
| Sargent Bickham Lagudis LLC | 500 | $12.2K |
| Trustcore Financial Services, LLC | 265 | $6.45K |