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.

Q4 2023 vs. Q3 2023

How the institutions holding i3 Verticals, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of IIIV: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Q4 2023	Change
Holders	137	149	+12
Shares	21.3M	20.8M	−470.8K (−2.2%)
Value	$450.1M	$441.0M	−$9.09M (−2.0%)

New holders (26)

Institutions that held i3 Verticals, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to IIIV in Q4 2023
Institution	Shares	Value	% of portfolio
Cullen Investment Group, Ltd.	88,717	$1.88M	0.33%
Jane Street Group, LLC	36,446	$771.6K	0.00%
ABS Direct Equity Fund LLC	35,000	$741.0K	0.70%
Lazard Asset Management LLC	25,186	$533.0K	0.00%
Trexquant Investment LP	22,200	$470.0K	0.01%
Balyasny Asset Management LLC	21,669	$458.7K	0.00%
Cubist Systematic Strategies, LLC	20,844	$441.3K	0.01%
Quest Partners LLC	20,382	$431.5K	0.09%
Dynamic Technology Lab Private Ltd	19,572	$414.0K	0.04%
Semanteon Capital Management, LP	17,285	$365.9K	0.25%
Petrus Trust Company, LTA	15,420	$326.4K	0.03%
Nebula Research & Development LLC	14,207	$300.8K	0.09%
Prelude Capital Management, LLC	9,591	$203.0K	0.02%
Keebeck Alpha, LP	9,591	$203.0K	0.16%
Quantbot Technologies LP	4,885	$103.4K	0.01%
Aquatic Capital Management LLC	4,300	$91.0K	0.00%
Point72 Asset Management, L.P.	2,100	$44.5K	0.00%
Cape Investment Advisory, Inc.	1,431	$30.3K	0.01%
Advisory Services Network, LLC	959	$20.3K	0.00%
Quarry LP	806	$17.1K	0.01%
Wolverine Asset Management LLC	791	$16.7K	0.00%
Point72 Middle East FZE	521	$11.0K	0.00%
Lindbrook Capital, LLC	67	$1.42K	0.00%
Clearstead Advisors, LLC	63	$1.33K	0.00%
SYSTM Wealth Solutions LLC	48	$1.02K	0.00%
Farther Finance Advisors, LLC	10	$212	0.00%

Sold out (14)

Institutions that held i3 Verticals, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of IIIV in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Silvercrest Asset Management Group LLC	260,265	$5.50M
Wasatch Advisors Inc	249,393	$5.27M
Allspring Global Investments Holdings, LLC	106,803	$2.26M
Wellington Management Group LLP	86,120	$1.82M
Meros Investment Management, LP	65,743	$1.39M
Wesbanco Bank Inc	49,547	$1.05M
Emerald Mutual Fund Advisers Trust	46,798	$989.3K
Caas Capital Management LP	18,427	$389.5K
Channing Capital Management, LLC	16,198	$342.4K
Mercer Global Advisors Inc	15,208	$321.0K
Virtus Investment Advisers, Inc.	15,177	$320.8K
Occudo Quantitative Strategies LP	12,085	$255.5K
Operose Advisors LLC	618	$13.1K
Signaturefd, LLC	98	$2.07K