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 2024 vs. Q3 2024

How the institutions holding i3 Verticals, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of IIIV: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	137	4	154	+21
Shares	22.3M	306.2K	22.0M	+48.6K (+0.2%)
Value	$475.2M	$6.83M	$507.6M	+$39.2M (+8.4%)

4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held i3 Verticals, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to IIIV in Q4 2024
Institution	Shares	Value	% of portfolio
AltraVue Capital, LLC	911,146	$21.0M	1.75%
Forager Capital Management, LLC	765,000	$17.6M	7.38%
Raymond James Financial Inc	577,832	$13.3M	0.00%
Legato Capital Management LLC	183,724	$4.23M	0.55%
Kent Lake PR LLC	150,000	$3.46M	1.46%
Bastion Asset Management Inc.	54,021	$1.24M	0.82%
ExodusPoint Capital Management, LP	38,374	$884.0K	0.01%
Arrowstreet Capital, Limited Partnership	36,111	$832.0K	0.00%
Equitable Trust Co	32,386	$746.2K	0.04%
Verition Fund Management LLC	26,642	$613.8K	0.00%
Integrated Quantitative Investments LLC	16,871	$388.7K	0.19%
STRS Ohio	16,600	$382.5K	0.00%
XTX Topco Ltd	15,317	$352.9K	0.03%
Aquatic Capital Management LLC	15,006	$345.7K	0.01%
Dynamic Technology Lab Private Ltd	14,924	$344.0K	0.06%
Dark Forest Capital Management LP	13,265	$305.6K	0.05%
Squarepoint Ops LLC	12,774	$294.3K	0.00%
Susquehanna International Group, LLP	12,608	$290.5K	0.00%
Oxford Asset Management LLP	11,098	$255.7K	0.11%
Petrus Trust Company, LTA	9,177	$211.4K	0.02%
Price T Rowe Associates Inc	9,092	$210.0K	0.00%
AlTi Global, Inc.	8,750	$201.6K	0.00%
Simplex Trading, LLC	5,794	$133.0K	0.00%
Police & Firemen's Retirement System of New Jersey	4,905	$113.0K	0.00%
KLP Kapitalforvaltning AS	4,300	$99.1K	0.00%
Johnson Financial Group, Inc.	2,912	$72.5K	0.00%
Group One Trading, L.P.	912	$21.0K	0.00%
Mather Group, LLC.	240	$5.53K	0.00%
Cove Street Capital, LLC	237	$5.46K	0.01%
Versant Capital Management, Inc	232	$5.34K	0.00%
Creative Planning	39	$899	0.00%
SRS Capital Advisors, Inc.	29	$669	0.00%
IFP Advisors, Inc	0	$276	0.00%
Caitong International Asset Management Co., Ltd	11	$253	0.00%

Sold out (13)

Institutions that held i3 Verticals, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of IIIV in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
TimesSquare Capital Management, LLC	533,680	$11.4M
Boothbay Fund Management, LLC	149,608	$3.19M
ABS Direct Equity Fund LLC	35,000	$745.9K
Bares Capital Management, Inc.	15,655	$333.6K
Atom Investors LP	10,225	$217.9K
Ferguson Wellman Capital Management, Inc	9,740	$207.6K
Gilliland Jeter Wealth Management LLC	8,400	$179.0K
Quantbot Technologies LP	5,124	$109.2K
nVerses Capital, LLC	200	$4.26K
Capital Performance Advisors LLP	165	$3.52K
Ronald Blue Trust, Inc.	69	$1.52K
Bessemer Group Inc	55	$1.00K
Covestor Ltd	21	$0

Not filed for Q4 2024 yet (4)

Institutions that held i3 Verticals, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IIIV in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Scout Investments, Inc.	235,071	$5.31M
Raymond James Financial Services Advisors, Inc.	39,099	$833.2K
Raymond James & Associates	31,976	$681.4K
ClariVest Asset Management LLC	19	$420