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.
13F holders, Q3 2025
Institutional positions in i3 Verticals, Inc. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 165
- +16 vs. Q2 2025
- Shares held
- 27.3M
- +136.5K (+0.5%) vs. Q2 2025
- Total value
- $885.9M
- +$147.8M (+20.0%) vs. Q2 2025
- New holders
- 34
- 54 more added
- Sold out
- 18
- 51 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IIIV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 133 | $460.8M |
| Q1 2026 | 145 | $553.9M |
| Q4 2025 | 155 | $671.1M |
| Q3 2025 | 165 | $885.9M |
| Q2 2025 | 151 | $739.6M |
| Q1 2025 | 154 | $566.6M |
| Q4 2024 | 154 | $507.6M |
| Q3 2024 | 137 | $475.2M |
| Q2 2024 | 131 | $484.7M |
| Q1 2024 | 135 | $492.3M |
| Q4 2023 | 149 | $441.0M |
| Q3 2023 | 137 | $450.1M |
| Q2 2023 | 135 | $486.2M |
| Q1 2023 | 139 | $530.4M |
| Q4 2022 | 133 | $514.1M |
| Q3 2022 | 130 | $410.7M |
| Q2 2022 | 128 | $506.2M |
| Q1 2022 | 119 | $543.8M |
| Q4 2021 | 115 | $430.4M |
| Q3 2021 | 106 | $468.3M |
| Q2 2021 | 116 | $601.8M |
| Q1 2021 | 114 | $625.5M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding i3 Verticals, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 10,952 | $355.5K | 0.00% | −5,583−33.8% | Reduced |
| STRS Ohio | 10,800 | $350.6K | 0.00% | +10,800 | New |
| LBMC Investment Advisors, LLC | 10,450 | $339.2K | 0.02% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,226 | $331.9K | 0.00% | +10,226 | New |
| Intrust Bank NA | 9,718 | $315.4K | 0.03% | +1,103+12.8% | Added |
| Citigroup Inc | 9,631 | $312.6K | 0.00% | +340+3.7% | Added |
| Janus Henderson Group PLC | 9,615 | $311.8K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,172 | $297.7K | 0.00% | +9,172 | New |
| Empowered Funds, LLC | 8,845 | $287.1K | 0.00% | +1,200+15.7% | Added |
| Ashton Thomas Private Wealth, LLC | 8,749 | $284.0K | 0.01% | +8,749 | New |
| D.A. Davidson & Co. | 8,400 | $272.7K | 0.00% | −800−8.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 8,400 | $272.7K | 0.08% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 8,307 | $269.6K | 0.00% | +8,307 | New |
| Manufacturers Life Insurance Company, The | 7,940 | $257.7K | 0.00% | −679−7.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,851 | $254.8K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 7,275 | $237.9K | 0.00% | −2,529−25.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 7,221 | $234.4K | 0.00% | +7,221 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,106 | $230.7K | 0.00% | +240+3.5% | Added |
| Quest Partners LLC | 6,887 | $223.6K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,852 | $222.4K | 0.00% | +6,852 | New |
| Two Sigma Securities, LLC | 6,721 | $218.2K | 0.03% | +6,721 | New |
| Police & Firemen's Retirement System of New Jersey | 6,368 | $206.7K | 0.00% | +1,463+29.8% | Added |
| The PNC Financial Services Group, Inc. | 6,331 | $205.5K | 0.00% | +1,808+40.0% | Added |
| Summitry LLC | 6,209 | $201.5K | 0.01% | +6,209 | New |
| BNP Paribas Arbitrage, SA | 4,621 | $150.0K | 0.00% | +2,423+110.2% | Added |
| KLP Kapitalforvaltning AS | 4,300 | $139.6K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 4,000 | $129.8K | 0.12% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,265 | $106.0K | 0.00% | −1,836−36.0% | Reduced |
| Johnson Financial Group, Inc. | 2,445 | $79.4K | 0.00% | +2,445 | New |
| Advisory Services Network, LLC | 2,324 | $75.4K | 0.00% | +2,324 | New |
| FMR LLC | 2,022 | $65.6K | 0.00% | +143+7.6% | Added |
| Comerica Bank | 1,962 | $63.7K | 0.00% | +252+14.7% | Added |
| Salem Investment Counselors Inc | 1,950 | $63.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,928 | $62.6K | 0.00% | −311−13.9% | Reduced |
| State of Wyoming | 1,880 | $61.0K | 0.01% | +7+0.4% | Added |
| Sterling Capital Management LLC | 1,485 | $48.2K | 0.00% | +908+157.4% | Added |
| NBC Securities, Inc. | 1,040 | $33.8K | 0.00% | +4+0.4% | Added |
| Huntington National Bank | 980 | $31.8K | 0.00% | +13+1.3% | Added |
| Steward Partners Investment Advisory, LLC | 914 | $29.7K | 0.00% | −798−46.6% | Reduced |
| Amalgamated Bank | 785 | $25.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 508 | $16.5K | 0.00% | −58−10.2% | Reduced |
| CWM, LLC | 433 | $14.0K | 0.00% | +23+5.6% | Added |
| Tower Research Capital LLC (TRC) | 287 | $9.32K | 0.00% | −1,933−87.1% | Reduced |
| Versant Capital Management, Inc | 285 | $9.25K | 0.00% | +53+22.8% | Added |
| Quadrant Capital Group LLC | 270 | $8.77K | 0.00% | +270 | New |
| Mather Group, LLC. | 240 | $7.79K | 0.00% | +240 | New |
| CoreCap Advisors, LLC | 215 | $6.98K | 0.00% | +215 | New |
| Signaturefd, LLC | 211 | $6.85K | 0.00% | +211 | New |
| Spire Wealth Management | 194 | $6.30K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 166 | $5.39K | 0.00% | +166 | New |
| Nisa Investment Advisors, LLC | 130 | $4.22K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 115 | $3.73K | 0.00% | −4−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 114 | $3.70K | 0.00% | −43−27.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 98 | $3.18K | 0.00% | +96+4,800.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 71 | $2.31K | 0.00% | −12−14.5% | Reduced |
| Larson Financial Group LLC | 71 | $2.31K | 0.00% | +50+238.1% | Added |
| Clayton Financial Group LLC | 60 | $1.95K | 0.00% | +60 | New |
| Fortitude Family Office, LLC | 41 | $1.33K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $974 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $812 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 22 | $714 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 11 | $357 | 0.00% | +5+83.3% | Added |
| Allworth Financial LP | 9 | $293 | 0.00% | +9 | New |
| Smartleaf Asset Management LLC | 6 | $196 | 0.00% | +6 | New |
| Farther Finance Advisors, LLC | 5 | $162 | 0.00% | +5 | New |
| Palogic Value Management, L.P. | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −35,139−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −29,922−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −28,252−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −18,890−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −10,242−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −8,750−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,778−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | 0 | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Visualize Group LP | 0 | $0 | 0.00% | −294,689−100.0% | Sold out |
| Teton Advisors, Inc. | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |