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.

Q1 2025 vs. Q4 2024

How the institutions holding i3 Verticals, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of IIIV: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	154	1	154	+1
Shares	22.0M	57.9K	23.0M	+999.9K (+4.6%)
Value	$507.6M	$1.33M	$566.6M	+$60.4M (+11.9%)

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (24)

Institutions that held i3 Verticals, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to IIIV in Q1 2025
Institution	Shares	Value	% of portfolio
Punch & Associates Investment Management, Inc.	454,272	$11.2M	0.73%
T. Rowe Price Investment Management, Inc.	406,076	$10.0M	0.01%
Visualize Group LP	284,287	$7.01M	2.31%
Harbor Capital Advisors, Inc.	272,044	$6.71M	0.31%
Thrivent Financial for Lutherans	146,105	$3.60M	0.01%
Nuveen, LLC	54,178	$1.34M	0.00%
Principal Financial Group Inc	50,796	$1.25M	0.00%
Man Group plc	36,020	$888.6K	0.00%
Thompson Siegel & Walmsley LLC	30,019	$741.0K	0.01%
Intech Investment Management LLC	16,535	$407.9K	0.00%
Franklin Resources Inc	15,067	$371.7K	0.00%
Kapitalo Investimentos Ltda	11,873	$292.9K	0.06%
D.A. Davidson & Co.	9,400	$231.9K	0.00%
AQR Capital Management LLC	8,467	$208.9K	0.00%
Gilliland Jeter Wealth Management LLC	8,400	$207.2K	0.07%
Manufacturers Life Insurance Company, The	8,217	$202.7K	0.00%
Meeder Asset Management Inc	6,122	$151.0K	0.01%
Clearstead Advisors, LLC	203	$5.01K	0.00%
New York State Teachers Retirement System	100	$2.00K	0.00%
SBI Securities Co., Ltd.	66	$1.63K	0.00%
Fifth Third Bancorp	35	$863	0.00%
Advisors Asset Management, Inc.	34	$839	0.00%
Coldstream Capital Management Inc	26	$642	0.00%
Parkside Financial Bank & Trust	25	$618	0.00%

Sold out (23)

Institutions that held i3 Verticals, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of IIIV in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Hood River Capital Management LLC	743,705	$17.1M
Voss Capital, LLC	110,000	$2.53M
Covenant Partners, LLC	60,869	$1.40M
Bastion Asset Management Inc.	54,021	$1.24M
Two Sigma Investments, LP	52,296	$1.20M
North Reef Capital Management LP	46,069	$1.06M
ExodusPoint Capital Management, LP	38,374	$884.0K
Continental Advisors LLC	32,969	$759.6K
Jane Street Group, LLC	32,765	$754.9K
HRT Financial LP	29,594	$681.0K
XTX Topco Ltd	15,317	$352.9K
Dynamic Technology Lab Private Ltd	14,924	$344.0K
Squarepoint Ops LLC	12,774	$294.3K
Nebula Research & Development LLC	12,742	$293.6K
Sanctuary Advisors, LLC	11,364	$285.5K
Cresset Asset Management, LLC	11,373	$262.0K
Oxford Asset Management LLP	11,098	$255.7K
B. Riley Asset Management, LLC	11,000	$253.4K
Rock Creek Group, LP	9,979	$229.9K
Petrus Trust Company, LTA	9,177	$211.4K
Venturi Wealth Management, LLC	233	$5.37K
Creative Planning	39	$899
Caitong International Asset Management Co., Ltd	11	$253

Not filed for Q1 2025 yet (1)

Institutions that held i3 Verticals, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IIIV in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nuveen Asset Management, LLC	57,863	$1.33M