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 2024 vs. Q4 2023
How the institutions holding i3 Verticals, Inc. changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 149 | 135 | −14 |
| Shares | 20.8M | 21.5M | +696.7K (+3.3%) |
| Value | $441.0M | $492.3M | +$51.3M (+11.6%) |
New holders (21)
Institutions that held i3 Verticals, Inc. at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cooper Creek Partners Management LLC | 351,891 | $8.05M | 0.33% |
| Greenland Capital Management LP | 179,100 | $4.10M | 0.68% |
| Royce & Associates LP | 150,000 | $3.43M | 0.03% |
| Shellback Capital, LP | 130,087 | $2.98M | 0.20% |
| G2 Investment Partners Management LLC | 100,000 | $2.29M | 0.61% |
| Wesbanco Bank Inc | 64,947 | $1.49M | 0.06% |
| Squarepoint Ops LLC | 51,087 | $1.17M | 0.00% |
| Man Group plc | 50,654 | $1.16M | 0.00% |
| Manatuck Hill Partners, LLC | 30,000 | $686.7K | 0.30% |
| New York Life Investment Management LLC | 16,238 | $371.7K | 0.00% |
| Ferguson Wellman Capital Management, Inc | 9,740 | $222.9K | 0.00% |
| EntryPoint Capital, LLC | 9,171 | $209.9K | 0.19% |
| Argent Capital Management LLC | 8,755 | $200.4K | 0.01% |
| AlTi Global, Inc. | 8,750 | $200.3K | 0.01% |
| Gilliland Jeter Wealth Management LLC | 8,400 | $192.3K | 0.07% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 470 | $10.8K | 0.00% |
| Quadrant Capital Group LLC | 270 | $6.18K | 0.00% |
| CWM, LLC | 145 | $3.00K | 0.00% |
| Beacon Capital Management, LLC | 52 | $1.19K | 0.00% |
| Cornerstone Planning Group LLC | 19 | $426 | 0.00% |
| Rothschild Investment LLC | 5 | $114 | 0.00% |
Sold out (35)
Institutions that held i3 Verticals, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.