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, Q1 2026
Institutional positions in i3 Verticals, Inc. as of Mar 31, 2026. 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
- 145
- −6 vs. Q4 2025
- Shares held
- 24.8M
- −33.2K (−0.1%) vs. Q4 2025
- Total value
- $553.9M
- −$71.0M (−11.4%) vs. Q4 2025
- New holders
- 23
- 50 more added
- Sold out
- 29
- 51 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding i3 Verticals, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | +3+100.0% | Added |
| Essential Partners LLC | 2 | $45 | 0.00% | +2 | New |
| Twin Peaks Wealth Advisors, LLC | 4 | $89 | 0.00% | +4 | New |
| Smartleaf Asset Management LLC | 6 | $137 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 25 | $562 | 0.00% | +20+400.0% | Added |
| Caitong International Asset Management Co., Ltd | 26 | $581 | 0.00% | −1,345−98.1% | Reduced |
| Central Trust Co | 27 | $604 | 0.00% | +27 | New |
| Marquette Asset Management, LLC | 30 | $671 | 0.00% | +30 | New |
| Root Financial Partners, LLC | 35 | $783 | 0.00% | +35 | New |
| Larson Financial Group LLC | 40 | $894 | 0.00% | −84−67.7% | Reduced |
| Rothschild Investment LLC | 47 | $1.05K | 0.00% | +22+88.0% | Added |
| US Bancorp | 64 | $1.43K | 0.00% | +64 | New |
| MAI Capital Management | 68 | $1.52K | 0.00% | +68 | New |
| Advisor Group Holdings, Inc. | 85 | $1.90K | 0.00% | −10−10.5% | Reduced |
| Nisa Investment Advisors, LLC | 88 | $1.97K | 0.00% | −371−80.8% | Reduced |
| Allworth Financial LP | 111 | $2.48K | 0.00% | +106+2,120.0% | Added |
| Advisors Asset Management, Inc. | 112 | $2.50K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 215 | $4.00K | 0.00% | −1,128−84.0% | Reduced |
| Jones Financial Companies LLLP | 184 | $4.09K | 0.00% | +184 | New |
| Optiver Holding B.V. | 188 | $4.20K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 240 | $5.37K | 0.00% | +240 | New |
| CoreCap Advisors, LLC | 250 | $5.59K | 0.00% | +35+16.3% | Added |
| GAMMA Investing LLC | 437 | $9.77K | 0.00% | +437 | New |
| Rockefeller Capital Management L.P. | 489 | $10.9K | 0.00% | +37+8.2% | Added |
| Signaturefd, LLC | 496 | $11.1K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 696 | $15.6K | 0.00% | −575−45.2% | Reduced |
| Versant Capital Management, Inc | 711 | $15.9K | 0.00% | +442+164.3% | Added |
| Huntington National Bank | 720 | $16.1K | 0.00% | +319+79.6% | Added |
| Steward Partners Investment Advisory, LLC | 914 | $20.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,266 | $28.3K | 0.00% | +1,266 | New |
| CWM, LLC | 1,515 | $33.9K | 0.00% | +122+8.8% | Added |
| Tower Research Capital LLC (TRC) | 1,699 | $38.0K | 0.00% | +636+59.8% | Added |
| Ameritas Investment Partners, Inc. | 1,928 | $43.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,950 | $43.6K | 0.00% | +1,950 | New |
| Advisory Services Network, LLC | 2,103 | $47.0K | 0.00% | +2,103 | New |
| State of Wyoming | 3,128 | $69.9K | 0.01% | +3,128 | New |
| FMR LLC | 3,933 | $87.9K | 0.00% | +1,774+82.2% | Added |
| Harbor Asset Planning, Inc. | 4,000 | $89.4K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,515 | $101.0K | 0.00% | −806−15.1% | Reduced |
| KLP Kapitalforvaltning AS | 4,800 | $107.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,806 | $107.5K | 0.00% | −379−7.3% | Reduced |
| SG Americas Securities, LLC | 4,852 | $108.0K | 0.00% | −11,342−70.0% | Reduced |
| Vanguard Investments Australia, Ltd. | 5,673 | $126.8K | 0.00% | +5,673 | New |
| Police & Firemen's Retirement System of New Jersey | 6,368 | $142.4K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 7,306 | $163.4K | 0.00% | −29,349−80.1% | Reduced |
| Vanguard Global Advisers, LLC | 8,451 | $189.0K | 0.00% | +8,451 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,459 | $189.1K | 0.00% | −154−1.8% | Reduced |
| D.A. Davidson & Co. | 8,950 | $200.1K | 0.00% | −2,850−24.2% | Reduced |
| Janus Henderson Group PLC | 9,615 | $215.1K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 9,677 | $216.4K | 0.00% | −6,736−41.0% | Reduced |
| Citigroup Inc | 9,815 | $219.5K | 0.00% | +1,604+19.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,343 | $231.3K | 0.00% | +2,492+31.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 10,430 | $233.2K | 0.00% | −13,688−56.8% | Reduced |
| JPMorgan Chase & Co | 10,632 | $243.5K | 0.00% | −1,350−11.3% | Reduced |
| Mercer Global Advisors Inc | 11,226 | $251.0K | 0.00% | +949+9.2% | Added |
| Coyle Financial Counsel LLC | 11,552 | $258.3K | 0.05% | −1,910−14.2% | Reduced |
| Concurrent Investment Advisors, LLC | 12,079 | $270.1K | 0.00% | +347+3.0% | Added |
| McMorgan & Co LLC | 12,271 | $274.4K | 0.04% | −4,110−25.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,302 | $275.1K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 12,395 | $277.1K | 0.00% | +2,089+20.3% | Added |
| Empowered Funds, LLC | 12,556 | $280.8K | 0.00% | +1,208+10.6% | Added |
| MetLife Investment Management | 13,503 | $301.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,600 | $304.1K | 0.00% | +13,600 | New |
| LBMC Investment Advisors, LLC | 14,326 | $320.3K | 0.02% | +3,876+37.1% | Added |
| SEI Investments Co | 14,902 | $333.1K | 0.00% | −400−2.6% | Reduced |
| Simplicity Wealth,LLC | 14,998 | $335.4K | 0.02% | +157+1.1% | Added |
| Assenagon Asset Management S.A. | 15,019 | $335.8K | 0.00% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 15,476 | $346.0K | 0.00% | +15,476 | New |
| Price T Rowe Associates Inc | 16,304 | $365.0K | 0.00% | +3,154+24.0% | Added |
| Vident Advisory, LLC | 16,533 | $369.7K | 0.00% | −8,707−34.5% | Reduced |
| Gabelli Funds LLC | 20,000 | $447.2K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 20,275 | $453.3K | 0.16% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 18,841 | $474.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 21,670 | $484.5K | 0.00% | −222−1.0% | Reduced |
| Cullen Investment Group, Ltd. | 23,156 | $517.8K | 0.07% | −1,500−6.1% | Reduced |
| Legal & General Group Plc | 24,579 | $549.6K | 0.00% | +6,391+35.1% | Added |
| Deutsche Bank AG | 24,643 | $551.0K | 0.00% | +3,445+16.3% | Added |
| LPL Financial LLC | 25,327 | $566.3K | 0.00% | +5,591+28.3% | Added |
| Wells Fargo & Company | 26,626 | $595.4K | 0.00% | −19,156−41.8% | Reduced |
| Cetera Investment Advisers | 26,636 | $595.6K | 0.00% | +613+2.4% | Added |
| Rhumbline Advisers | 29,171 | $652.3K | 0.00% | −1,204−4.0% | Reduced |
| Quantinno Capital Management LP | 29,884 | $668.2K | 0.00% | +11,879+66.0% | Added |
| Teton Advisors, LLC | 30,000 | $670.8K | 0.47% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 31,835 | $711.8K | 0.00% | −12,741−28.6% | Reduced |
| Mariner, LLC | 32,126 | $718.2K | 0.00% | −11,585−26.5% | Reduced |
| Equitable Trust Co | 32,386 | $724.2K | 0.03% | 00.0% | Unchanged |
| Invesco Ltd. | 32,929 | $736.3K | 0.00% | +1,301+4.1% | Added |
| Argent Capital Management LLC | 33,386 | $746.5K | 0.02% | +11,918+55.5% | Added |
| HRT Financial LP | 35,874 | $802.0K | 0.00% | +35,874 | New |
| State Board of Administration of Florida Retirement System | 36,626 | $819.0K | 0.00% | −13,086−26.3% | Reduced |
| Swiss National Bank | 45,000 | $1.01M | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 45,123 | $1.01M | 0.02% | −3,907−8.0% | Reduced |
| Kornitzer Capital Management Inc | 46,826 | $1.05M | 0.02% | −1,580−3.3% | Reduced |
| EverSource Wealth Advisors, LLC | 47,626 | $1.06M | 0.03% | +13,095+37.9% | Added |
| Citadel Advisors LLC | 52,704 | $1.18M | 0.00% | +13,267+33.6% | Added |
| Wesbanco Bank Inc | 64,947 | $1.45M | 0.04% | 00.0% | Unchanged |
| Atria Investments LLC | 72,035 | $1.61M | 0.02% | +198+0.3% | Added |
| Morgan Stanley | 75,899 | $1.70M | 0.00% | −41,993−35.6% | Reduced |
| Bank of New York Mellon Corp | 77,061 | $1.72M | 0.00% | −6,459−7.7% | Reduced |
| Gamco Investors, Inc. Et Al | 77,341 | $1.73M | 0.02% | +7,158+10.2% | Added |