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.
Q4 2025 vs. Q3 2025
How the institutions holding i3 Verticals, Inc. changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Of which not filed for Q4 2025 | Q4 2025 | Change |
|---|---|---|---|---|
| Holders | 165 | 2 | 155 | −8 |
| Shares | 27.3M | 67.5K | 26.6M | −595.9K (−2.2%) |
| Value | $885.9M | $2.19M | $671.1M | −$212.6M (−24.1%) |
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held i3 Verticals, Inc. at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| William Blair Investment Management, LLC | 386,385 | $9.73M | 0.03% |
| North Reef Capital Management LP | 75,711 | $1.91M | 0.08% |
| XTX Topco Ltd | 49,030 | $1.24M | 0.03% |
| VARCOV Co. | 28,627 | $721.1K | 0.28% |
| Quantinno Capital Management LP | 18,005 | $453.5K | 0.00% |
| Squarepoint Ops LLC | 13,191 | $332.3K | 0.00% |
| Concurrent Investment Advisors, LLC | 11,732 | $295.5K | 0.00% |
| Estate Planners Group, LLC | 591 | $14.9K | 0.01% |
| Rockefeller Capital Management L.P. | 452 | $11.4K | 0.00% |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $10.1K | 0.00% |
| Plante Moran Financial Advisors, LLC | 355 | $8.94K | 0.00% |
| SageView Advisory Group, LLC | 291 | $7.33K | 0.00% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 269 | $7.00K | 0.00% |
| Aster Capital Management (DIFC) Ltd | 146 | $3.68K | 0.00% |
| SRS Capital Advisors, Inc. | 29 | $731 | 0.00% |
| Covestor Ltd | 3 | $0 | 0.00% |
Sold out (24)
Institutions that held i3 Verticals, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Bank of Montreal | 401,849 | $13.0M |
| Manatuck Hill Partners, LLC | 130,000 | $4.22M |
| Dana Investment Advisors, Inc. | 57,764 | $1.88M |
| Principal Financial Group Inc | 47,126 | $1.53M |
| Federated Hermes, Inc. | 44,113 | $1.43M |
| Ellsworth Advisors, LLC | 30,111 | $966.3K |
| Pitcairn Co | 14,282 | $463.6K |
| Integrated Quantitative Investments LLC | 11,200 | $363.6K |
| STRS Ohio | 10,800 | $350.6K |
| Intrust Bank NA | 9,718 | $315.4K |
| Manufacturers Life Insurance Company, The | 7,940 | $257.7K |
| Arizona State Retirement System | 6,852 | $222.4K |
| Summitry LLC | 6,209 | $201.5K |
| Johnson Financial Group, Inc. | 2,445 | $79.4K |
| Advisory Services Network, LLC | 2,324 | $75.4K |
| Salem Investment Counselors Inc | 1,950 | $63.3K |
| State of Wyoming | 1,880 | $61.0K |
| NBC Securities, Inc. | 1,040 | $33.8K |
| Quadrant Capital Group LLC | 270 | $8.77K |
| Mather Group, LLC. | 240 | $7.79K |
| Spire Wealth Management | 194 | $6.30K |
| Clayton Financial Group LLC | 60 | $1.95K |
| Fortitude Family Office, LLC | 41 | $1.33K |
| GAMMA Investing LLC | 11 | $357 |
Not filed for Q4 2025 yet (2)
Institutions that held i3 Verticals, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Cove Street Capital, LLC | 60,222 | $1.95M |
| Wolverine Trading, LLC | 7,275 | $237.9K |