i3 Verticals, Inc.
IIIV- 交易所
- Nasdaq
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001728688
近 90 天，i3 Verticals, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 133 家機構在 13F 申報持有，市值合計 $4.61 億；沒有大師持有。
2026 年第 1 季 13F 持有人
i3 Verticals, Inc. 在 2026/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 145
- 較 2025 年第 4 季 −6 家
- 持有股數
- 2,476 萬
- 較 2025 年第 4 季 −3.32 萬 (−0.1%)
- 總市值
- $5.54 億
- 較 2025 年第 4 季 −$7,098 萬 (−11.4%)
- 新進機構
- 23
- 另有 50 家加碼
- 清倉機構
- 29
- 另有 51 家減碼
另有 4 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 IIIV 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 133 | $4.61 億 |
| 2026 年第 1 季 | 145 | $5.54 億 |
| 2025 年第 4 季 | 155 | $6.71 億 |
| 2025 年第 3 季 | 165 | $8.86 億 |
| 2025 年第 2 季 | 151 | $7.40 億 |
| 2025 年第 1 季 | 154 | $5.67 億 |
| 2024 年第 4 季 | 154 | $5.08 億 |
| 2024 年第 3 季 | 137 | $4.75 億 |
| 2024 年第 2 季 | 131 | $4.85 億 |
| 2024 年第 1 季 | 135 | $4.92 億 |
| 2023 年第 4 季 | 149 | $4.41 億 |
| 2023 年第 3 季 | 137 | $4.50 億 |
| 2023 年第 2 季 | 135 | $4.86 億 |
| 2023 年第 1 季 | 139 | $5.30 億 |
| 2022 年第 4 季 | 133 | $5.14 億 |
| 2022 年第 3 季 | 130 | $4.11 億 |
| 2022 年第 2 季 | 128 | $5.06 億 |
| 2022 年第 1 季 | 119 | $5.44 億 |
| 2021 年第 4 季 | 115 | $4.30 億 |
| 2021 年第 3 季 | 106 | $4.68 億 |
| 2021 年第 2 季 | 116 | $6.02 億 |
| 2021 年第 1 季 | 114 | $6.25 億 |
2026 年第 1 季持有機構
每家機構持有 i3 Verticals, Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | +3+100.0% | 加碼 |
| Essential Partners LLC | 2 | $45 | 0.00% | +2 | 新進 |
| Twin Peaks Wealth Advisors, LLC | 4 | $89 | 0.00% | +4 | 新進 |
| Smartleaf Asset Management LLC | 6 | $137 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 25 | $562 | 0.00% | +20+400.0% | 加碼 |
| Caitong International Asset Management Co., Ltd | 26 | $581 | 0.00% | −1,345−98.1% | 減碼 |
| Central Trust Co | 27 | $604 | 0.00% | +27 | 新進 |
| Marquette Asset Management, LLC | 30 | $671 | 0.00% | +30 | 新進 |
| Root Financial Partners, LLC | 35 | $783 | 0.00% | +35 | 新進 |
| Larson Financial Group LLC | 40 | $894 | 0.00% | −84−67.7% | 減碼 |
| Rothschild Investment LLC | 47 | $1,051 | 0.00% | +22+88.0% | 加碼 |
| US Bancorp | 64 | $1,431 | 0.00% | +64 | 新進 |
| MAI Capital Management | 68 | $1,521 | 0.00% | +68 | 新進 |
| Advisor Group Holdings, Inc. | 85 | $1,900 | 0.00% | −10−10.5% | 減碼 |
| Nisa Investment Advisors, LLC | 88 | $1,968 | 0.00% | −371−80.8% | 減碼 |
| Allworth Financial LP | 111 | $2,482 | 0.00% | +106+2,120.0% | 加碼 |
| Advisors Asset Management, Inc. | 112 | $2,504 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 215 | $4,000 | 0.00% | −1,128−84.0% | 減碼 |
| Jones Financial Companies LLLP | 184 | $4,087 | 0.00% | +184 | 新進 |
| Optiver Holding B.V. | 188 | $4,204 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 240 | $5,366 | 0.00% | +240 | 新進 |
| CoreCap Advisors, LLC | 250 | $5,590 | 0.00% | +35+16.3% | 加碼 |
| GAMMA Investing LLC | 437 | $9,771 | 0.00% | +437 | 新進 |
| Rockefeller Capital Management L.P. | 489 | $1.09 萬 | 0.00% | +37+8.2% | 加碼 |
| Signaturefd, LLC | 496 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 696 | $1.56 萬 | 0.00% | −575−45.2% | 減碼 |
| Versant Capital Management, Inc | 711 | $1.59 萬 | 0.00% | +442+164.3% | 加碼 |
| Huntington National Bank | 720 | $1.61 萬 | 0.00% | +319+79.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 914 | $2.04 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,266 | $2.83 萬 | 0.00% | +1,266 | 新進 |
| CWM, LLC | 1,515 | $3.39 萬 | 0.00% | +122+8.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,699 | $3.80 萬 | 0.00% | +636+59.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,928 | $4.31 萬 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 1,950 | $4.36 萬 | 0.00% | +1,950 | 新進 |
| Advisory Services Network, LLC | 2,103 | $4.70 萬 | 0.00% | +2,103 | 新進 |
| State of Wyoming | 3,128 | $6.99 萬 | 0.01% | +3,128 | 新進 |
| FMR LLC | 3,933 | $8.79 萬 | 0.00% | +1,774+82.2% | 加碼 |
| Harbor Asset Planning, Inc. | 4,000 | $8.94 萬 | 0.08% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 4,515 | $10.1 萬 | 0.00% | −806−15.1% | 減碼 |
| KLP Kapitalforvaltning AS | 4,800 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 4,806 | $10.7 萬 | 0.00% | −379−7.3% | 減碼 |
| SG Americas Securities, LLC | 4,852 | $10.8 萬 | 0.00% | −11,342−70.0% | 減碼 |
| Vanguard Investments Australia, Ltd. | 5,673 | $12.7 萬 | 0.00% | +5,673 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 6,368 | $14.2 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 7,306 | $16.3 萬 | 0.00% | −29,349−80.1% | 減碼 |
| Vanguard Global Advisers, LLC | 8,451 | $18.9 萬 | 0.00% | +8,451 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,459 | $18.9 萬 | 0.00% | −154−1.8% | 減碼 |
| D.A. Davidson & Co. | 8,950 | $20.0 萬 | 0.00% | −2,850−24.2% | 減碼 |
| Janus Henderson Group PLC | 9,615 | $21.5 萬 | 0.00% | 00.0% | 不變 |
| Franklin Resources Inc | 9,677 | $21.6 萬 | 0.00% | −6,736−41.0% | 減碼 |
| Citigroup Inc | 9,815 | $21.9 萬 | 0.00% | +1,604+19.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,343 | $23.1 萬 | 0.00% | +2,492+31.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 10,430 | $23.3 萬 | 0.00% | −13,688−56.8% | 減碼 |
| JPMorgan Chase & Co | 10,632 | $24.3 萬 | 0.00% | −1,350−11.3% | 減碼 |
| Mercer Global Advisors Inc | 11,226 | $25.1 萬 | 0.00% | +949+9.2% | 加碼 |
| Coyle Financial Counsel LLC | 11,552 | $25.8 萬 | 0.05% | −1,910−14.2% | 減碼 |
| Concurrent Investment Advisors, LLC | 12,079 | $27.0 萬 | 0.00% | +347+3.0% | 加碼 |
| McMorgan & Co LLC | 12,271 | $27.4 萬 | 0.04% | −4,110−25.1% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,302 | $27.5 萬 | 0.00% | 00.0% | 不變 |
| Benjamin Edwards Inc | 12,395 | $27.7 萬 | 0.00% | +2,089+20.3% | 加碼 |
| Empowered Funds, LLC | 12,556 | $28.1 萬 | 0.00% | +1,208+10.6% | 加碼 |
| MetLife Investment Management | 13,503 | $30.2 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 13,600 | $30.4 萬 | 0.00% | +13,600 | 新進 |
| LBMC Investment Advisors, LLC | 14,326 | $32.0 萬 | 0.02% | +3,876+37.1% | 加碼 |
| SEI Investments Co | 14,902 | $33.3 萬 | 0.00% | −400−2.6% | 減碼 |
| Simplicity Wealth,LLC | 14,998 | $33.5 萬 | 0.02% | +157+1.1% | 加碼 |
| Assenagon Asset Management S.A. | 15,019 | $33.6 萬 | 0.00% | 00.0% | 不變 |
| Vanguard Asset Management, Ltd | 15,476 | $34.6 萬 | 0.00% | +15,476 | 新進 |
| Price T Rowe Associates Inc | 16,304 | $36.5 萬 | 0.00% | +3,154+24.0% | 加碼 |
| Vident Advisory, LLC | 16,533 | $37.0 萬 | 0.00% | −8,707−34.5% | 減碼 |
| Gabelli Funds LLC | 20,000 | $44.7 萬 | 0.00% | 00.0% | 不變 |
| Kings Path Partners LLC | 20,275 | $45.3 萬 | 0.16% | 00.0% | 不變 |
| Alliancebernstein L.P. | 18,841 | $47.5 萬 | 0.00% | 00.0% | 不變 |
| California State Teachers Retirement System | 21,670 | $48.5 萬 | 0.00% | −222−1.0% | 減碼 |
| Cullen Investment Group, Ltd. | 23,156 | $51.8 萬 | 0.07% | −1,500−6.1% | 減碼 |
| Legal & General Group Plc | 24,579 | $55.0 萬 | 0.00% | +6,391+35.1% | 加碼 |
| Deutsche Bank AG | 24,643 | $55.1 萬 | 0.00% | +3,445+16.3% | 加碼 |
| LPL Financial LLC | 25,327 | $56.6 萬 | 0.00% | +5,591+28.3% | 加碼 |
| Wells Fargo & Company | 26,626 | $59.5 萬 | 0.00% | −19,156−41.8% | 減碼 |
| Cetera Investment Advisers | 26,636 | $59.6 萬 | 0.00% | +613+2.4% | 加碼 |
| Rhumbline Advisers | 29,171 | $65.2 萬 | 0.00% | −1,204−4.0% | 減碼 |
| Quantinno Capital Management LP | 29,884 | $66.8 萬 | 0.00% | +11,879+66.0% | 加碼 |
| Teton Advisors, LLC | 30,000 | $67.1 萬 | 0.47% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 31,835 | $71.2 萬 | 0.00% | −12,741−28.6% | 減碼 |
| Mariner, LLC | 32,126 | $71.8 萬 | 0.00% | −11,585−26.5% | 減碼 |
| Equitable Trust Co | 32,386 | $72.4 萬 | 0.03% | 00.0% | 不變 |
| Invesco Ltd. | 32,929 | $73.6 萬 | 0.00% | +1,301+4.1% | 加碼 |
| Argent Capital Management LLC | 33,386 | $74.7 萬 | 0.02% | +11,918+55.5% | 加碼 |
| HRT Financial LP | 35,874 | $80.2 萬 | 0.00% | +35,874 | 新進 |
| State Board of Administration of Florida Retirement System | 36,626 | $81.9 萬 | 0.00% | −13,086−26.3% | 減碼 |
| Swiss National Bank | 45,000 | $100.6 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 45,123 | $100.9 萬 | 0.02% | −3,907−8.0% | 減碼 |
| Kornitzer Capital Management Inc | 46,826 | $104.7 萬 | 0.02% | −1,580−3.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 47,626 | $106.5 萬 | 0.03% | +13,095+37.9% | 加碼 |
| Citadel Advisors LLC | 52,704 | $117.8 萬 | 0.00% | +13,267+33.6% | 加碼 |
| Wesbanco Bank Inc | 64,947 | $145.2 萬 | 0.04% | 00.0% | 不變 |
| Atria Investments LLC | 72,035 | $161.1 萬 | 0.02% | +198+0.3% | 加碼 |
| Morgan Stanley | 75,899 | $169.7 萬 | 0.00% | −41,993−35.6% | 減碼 |
| Bank of New York Mellon Corp | 77,061 | $172.3 萬 | 0.00% | −6,459−7.7% | 減碼 |
| Gamco Investors, Inc. Et Al | 77,341 | $172.9 萬 | 0.02% | +7,158+10.2% | 加碼 |