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 2023 vs. Q2 2023
How the institutions holding i3 Verticals, Inc. changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 135 | 137 | +2 |
| Shares | 21.2M | 21.3M | +66.8K (+0.3%) |
| Value | $486.2M | $450.1M | −$36.1M (−7.4%) |
New holders (14)
Institutions that held i3 Verticals, Inc. at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Assenagon Asset Management S.A. | 322,011 | $6.81M | 0.02% |
| B. Riley Asset Management, LLC | 117,892 | $2.49M | 0.99% |
| CIBC Private Wealth Group, LLC | 99,218 | $2.10M | 0.00% |
| Boothbay Fund Management, LLC | 57,507 | $1.22M | 0.04% |
| Boston Partners | 46,278 | $978.3K | 0.00% |
| Mercer Global Advisors Inc | 15,208 | $321.0K | 0.00% |
| Y-Intercept (Hong Kong) Ltd | 15,025 | $317.6K | 0.03% |
| Occudo Quantitative Strategies LP | 12,085 | $255.5K | 0.03% |
| Principal Financial Group Inc | 9,463 | $200.0K | 0.00% |
| SG Americas Securities, LLC | 5,926 | $125.0K | 0.00% |
| Comerica Bank | 2,569 | $54.3K | 0.00% |
| NBC Securities, Inc. | 842 | $17.0K | 0.00% |
| Qube Research & Technologies Ltd | 724 | $15.3K | 0.00% |
| Operose Advisors LLC | 618 | $13.1K | 0.01% |
Sold out (12)
Institutions that held i3 Verticals, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Neuberger Berman Group LLC | 221,134 | $5.06M |
| Driehaus Capital Management LLC | 108,642 | $2.48M |
| Endeavour Capital Advisors Inc | 21,205 | $484.7K |
| Tiedemann Advisors, LLC | 18,750 | $428.6K |
| Petrus Trust Company, LTA | 13,965 | $319.2K |
| Manufacturers Life Insurance Company, The | 9,120 | $208.5K |
| Lazard Asset Management LLC | 4,938 | $112.0K |
| Quantbot Technologies LP | 3,454 | $79.0K |
| Aquatic Capital Management LLC | 1,700 | $39.0K |
| Northwestern Mutual Wealth Management Co | 670 | $15.3K |
| West Tower Group, LLC | 93 | $2.13K |
| Raleigh Capital Management Inc. | 1 | $22 |