Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

IIIV

i3 Verticals, Inc. · Technology · Software - Infrastructure

17.00 +1.4% mkt cap $406.25M quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
8Tracked holders
Δ holders
1.52MShares held
$33.67MReported value
+0New positions
−0Exits
How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 61 +3 8.91M $190.29M +7 −5
Q1 2026 62 -1 9.21M $206.26M +6 −7
Q4 2025 63 0 10.22M $257.88M
Q3 2025 12 0 5.32M $172.65M +1 −1
Q2 2025 9 -5 5.15M $141.54M −5
Q1 2025 11 0 1.87M $46.23M +1 −1
Q4 2024 11 +2 1.86M $42.94M +2
Q3 2024 8 0 1.55M $33.04M
Q2 2024 8 1.52M $33.67M
Holder count
Who holds it · Q2 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Millennium Management 673.95K $14.88M 0.0% n/c 1 SEC ↗
2 Geode Capital Management (passive) 534.14K $11.80M 0.0% n/c 1 SEC ↗
3 Geode Capital Management (passive) 534.14K $11.80M 0.0% n/c 1 SEC ↗
4 GAMCO Investors 120.01K $2.65M 0.0% n/c 1 SEC ↗
5 D. E. Shaw & Co. 72.20K $1.59M 0.0% n/c 1 SEC ↗
6 Renaissance Technologies 57.00K $1.26M 0.0% n/c 1 SEC ↗
7 Two Sigma Investments 36.39K $803,513 0.0% n/c 1 SEC ↗
8 Citadel Advisors 17.95K $396,336 0.0% n/c 1 SEC ↗
9 Citadel Advisors 17.95K $396,336 0.0% n/c 1 SEC ↗
10 Marshall Wace 12.96K $286,223 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 143 holders, 24.68M shares, $522.45M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2024 · Methodology · Get this via the API