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.

Q2 2025 vs. Q1 2025

How the institutions holding i3 Verticals, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025 All holders in Q1 2025

13F holders of IIIV: Q1 2025 compared with Q2 2025
Measure	Q1 2025	Of which not filed for Q2 2025	Q2 2025	Change
Holders	154	1	151	−2
Shares	23.0M	23	27.2M	+4.24M (+18.4%)
Value	$566.6M	$567	$739.6M	+$173.0M (+30.5%)

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held i3 Verticals, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to IIIV in Q2 2025
Institution	Shares	Value	% of portfolio
Wasatch Advisors Inc	300,994	$8.27M	0.04%
12th Street Asset Management Company, LLC	234,702	$6.45M	1.11%
Loomis Sayles & Co L P	226,000	$6.21M	0.01%
Jennison Associates LLC	160,259	$4.40M	0.00%
ArrowMark Colorado Holdings LLC	159,801	$4.39M	0.08%
TD Asset Management Inc	65,528	$1.80M	0.00%
Manatuck Hill Partners, LLC	40,000	$1.10M	0.41%
Ellsworth Advisors, LLC	30,754	$845.1K	0.21%
Axq Capital, LP	18,890	$519.1K	0.17%
Janney Montgomery Scott LLC	14,578	$401.0K	0.00%
Sequoia Financial Advisors, LLC	10,242	$281.5K	0.00%
Wolverine Trading, LLC	9,804	$259.2K	0.01%
LPL Financial LLC	9,214	$253.2K	0.00%
Intrust Bank NA	8,615	$236.7K	0.02%
Empowered Funds, LLC	7,645	$210.1K	0.00%
Harbor Asset Planning, Inc.	4,000	$109.9K	0.10%
Mount Yale Investment Advisors, LLC	960	$26.4K	0.00%
Spire Wealth Management	194	$5.33K	0.00%
Aster Capital Management (DIFC) Ltd	58	$1.59K	0.00%
Fortitude Family Office, LLC	41	$1.13K	0.00%
Global Retirement Partners, LLC	22	$605	0.00%
Larson Financial Group LLC	21	$577	0.00%
GAMMA Investing LLC	6	$165	0.00%
National Bank of Canada	4	$110	0.00%
Caitong International Asset Management Co., Ltd	2	$55	0.00%

Sold out (27)

Institutions that held i3 Verticals, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of IIIV in Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Ameriprise Financial Inc	339,681	$8.38M
Marshall Wace, LLP	332,828	$8.21M
AYAL Capital Advisors Ltd	243,707	$6.01M
Kent Lake PR LLC	239,642	$5.91M
Harbert Fund Advisors, Inc.	78,597	$1.94M
Mariner, LLC	70,433	$1.74M
Dark Forest Capital Management LP	44,353	$1.09M
Man Group plc	36,020	$888.6K
Millennium Management LLC	34,041	$839.8K
Arrowstreet Capital, Limited Partnership	24,019	$592.5K
TBH Global Asset Management, LLC	23,339	$575.8K
D. E. Shaw & Co., Inc.	20,897	$515.5K
STRS Ohio	16,600	$409.5K
Kapitalo Investimentos Ltda	11,873	$292.9K
Corebridge Financial, Inc.	11,156	$275.2K
SG Americas Securities, LLC	10,392	$256.0K
AQR Capital Management LLC	8,467	$208.9K
Meeder Asset Management Inc	6,122	$151.0K
Simplex Trading, LLC	4,289	$105.0K
Johnson Financial Group, Inc.	2,912	$71.8K
Quadrant Capital Group LLC	270	$6.66K
Mather Group, LLC.	240	$5.92K
New York State Teachers Retirement System	100	$2.00K
First Horizon Advisors, Inc.	79	$1.95K
Fifth Third Bancorp	35	$863
Coldstream Capital Management Inc	26	$642
Smartleaf Asset Management LLC	6	$147

Not filed for Q2 2025 yet (1)

Institutions that held i3 Verticals, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IIIV in Q1 2025 that haven't filed for Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Lindbrook Capital, LLC	23	$567