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.

Q3 2025 vs. Q2 2025

How the institutions holding i3 Verticals, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of IIIV: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Of which not filed for Q3 2025	Q3 2025	Change
Holders	151	2	165	+16
Shares	27.2M	52.6K	27.3M	+136.5K (+0.5%)
Value	$739.6M	$1.44M	$885.9M	+$147.8M (+20.0%)

2 institutions that held it in Q2 2025 haven't filed for Q3 2025 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 Q3 2025 but not at the end of Q2 2025.

Institutions new to IIIV in Q3 2025
Institution	Shares	Value	% of portfolio
Oppenheimer Asset Management Inc.	101,747	$3.30M	0.04%
Mutual of America Capital Management LLC	96,884	$3.14M	0.03%
Tectonic Advisors LLC	88,819	$2.88M	0.16%
Atria Investments LLC	68,341	$2.22M	0.03%
Mariner, LLC	55,820	$1.81M	0.00%
Teton Advisors, LLC	35,000	$1.14M	0.70%
Cetera Investment Advisers	31,187	$1.01M	0.00%
Vident Advisory, LLC	24,660	$800.5K	0.01%
Gotham Asset Management, LLC	18,069	$586.5K	0.00%
Coyle Financial Counsel LLC	16,674	$541.2K	0.12%
State Board of Administration of Florida Retirement System	15,153	$491.9K	0.00%
Simplicity Wealth,LLC	15,127	$491.0K	0.03%
SG Americas Securities, LLC	15,137	$491.0K	0.00%
Benjamin Edwards Inc	12,509	$406.0K	0.00%
STRS Ohio	10,800	$350.6K	0.00%
Universal- Beteiligungs- und Servicegesellschaft mbH	10,226	$331.9K	0.00%
Mercer Global Advisors Inc	9,172	$297.7K	0.00%
Ashton Thomas Private Wealth, LLC	8,749	$284.0K	0.01%
Wiley Bros.-Aintree Capital, LLC	8,307	$269.6K	0.00%
Ferguson Wellman Capital Management, Inc	7,221	$234.4K	0.00%
Arizona State Retirement System	6,852	$222.4K	0.00%
Two Sigma Securities, LLC	6,721	$218.2K	0.03%
Summitry LLC	6,209	$201.5K	0.01%
Johnson Financial Group, Inc.	2,445	$79.4K	0.00%
Advisory Services Network, LLC	2,324	$75.4K	0.00%
Quadrant Capital Group LLC	270	$8.77K	0.00%
Mather Group, LLC.	240	$7.79K	0.00%
CoreCap Advisors, LLC	215	$6.98K	0.00%
Signaturefd, LLC	211	$6.85K	0.00%
Optiver Holding B.V.	166	$5.39K	0.00%
Clayton Financial Group LLC	60	$1.95K	0.00%
Allworth Financial LP	9	$293	0.00%
Smartleaf Asset Management LLC	6	$196	0.00%
Farther Finance Advisors, LLC	5	$162	0.00%

Sold out (18)

Institutions that held i3 Verticals, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of IIIV in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Palogic Value Management, L.P.	120,000	$3.30M
American Century Companies Inc	35,139	$965.6K
Thompson Siegel & Walmsley LLC	29,922	$822.0K
Susquehanna International Group, LLP	28,252	$776.4K
Axq Capital, LP	18,890	$519.1K
Renaissance Technologies LLC	12,000	$329.8K
Sequoia Financial Advisors, LLC	10,242	$281.5K
AlTi Global, Inc.	8,750	$240.4K
Group One Trading, L.P.	2,778	$76.3K
Mount Yale Investment Advisors, LLC	960	$26.4K
Clearstead Advisors, LLC	203	$5.58K
IFP Advisors, Inc	0	$4.92K
SBI Securities Co., Ltd.	66	$1.81K
Aster Capital Management (DIFC) Ltd	58	$1.59K
Beacon Capital Management, LLC	52	$1.43K
SRS Capital Advisors, Inc.	29	$797
National Bank of Canada	4	$110
Visualize Group LP	294,689	–

Not filed for Q3 2025 yet (2)

Institutions that held i3 Verticals, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IIIV in Q2 2025 that haven't filed for Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Teton Advisors, Inc.	35,000	$961.8K
Avantax Advisory Services, Inc.	17,577	$483.0K