Security record · archived quarter
IIIV
i3 Verticals, Inc. · Technology · Software - Infrastructure
63Tracked holders
0Δ holders
10.22MShares held
$257.88MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 1.83M | +0.1% | $46.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 1.83M | +0.1% | $46.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 1.83M | +0.1% | $46.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 1.83M | +0.1% | $46.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 1.83M | +0.1% | $46.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 1.81M | +0.6% | $45.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 1.81M | +0.6% | $45.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 1.81M | +0.6% | $45.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 1.81M | +0.6% | $45.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 1.81M | +0.6% | $45.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 1.81M | +0.6% | $45.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 1.81M | +0.6% | $45.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 1.81M | +0.6% | $45.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 1.81M | +0.6% | $45.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 1.81M | +0.6% | $45.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Jennison Associates Llc | 1.09M | — | $27.55M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jennison Associates Llc | 1.09M | — | $27.55M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | State Street Global Advisors ✦ (passive) | 707.34K | +4.3% | $17.82M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 548.28K | — | $13.81M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 548.28K | — | $13.81M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 548.28K | — | $13.81M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 548.28K | — | $13.81M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Geode Capital Management ✦ (passive) | 545.94K | -17.1% | $13.75M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 24 | Geode Capital Management ✦ (passive) | 545.94K | -17.1% | $13.75M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 25 | Raymond James Financial Inc | 514.39K | — | $13.28M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Raymond James Financial Inc | 514.39K | — | $13.28M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Raymond James Financial Inc | 514.39K | — | $13.28M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | UBS Group AG | 369.13K | — | $9.30M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | UBS Group AG | 369.13K | — | $9.30M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | UBS Group AG | 369.13K | — | $9.30M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 306.98K | — | $7.73M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Russell Investments Group, Ltd. | 306.98K | — | $7.73M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 306.98K | — | $7.73M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 306.98K | — | $7.73M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 306.98K | — | $7.73M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Loomis Sayles & Co L P | 268.25K | — | $6.76M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Loomis Sayles & Co L P | 268.25K | — | $6.76M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Northern Trust Corp | 244.47K | — | $6.16M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Northern Trust Corp | 244.47K | — | $6.16M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Northern Trust Corp | 244.47K | — | $6.16M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Northern Trust Corp | 244.47K | — | $6.16M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northern Trust Corp | 244.47K | — | $6.16M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Northern Trust Corp | 244.47K | — | $6.16M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | New York State Common Retirement… | 233.17K | — | $5.87M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Charles Schwab Investment… | 181.95K | — | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Nuveen, LLC | 159.56K | — | $4.02M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Nuveen, LLC | 159.56K | — | $4.02M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 117.89K | -7.2% | $2.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 117.89K | -7.2% | $2.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 117.89K | -7.2% | $2.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 117.89K | -7.2% | $2.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 117.89K | -7.2% | $2.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 117.89K | -7.2% | $2.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Bank Of America Corp /De/ | 106.83K | — | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Bank Of America Corp /De/ | 106.83K | — | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Bank Of America Corp /De/ | 106.83K | — | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Bank Of America Corp /De/ | 106.83K | — | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Bank Of America Corp /De/ | 106.83K | — | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Envestnet Asset Management Inc | 90.64K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 83.52K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 83.52K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 83.52K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 83.52K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 83.52K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | GAMCO Investors ✦ | 70.18K | -4.8% | $1.77M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 66 | Td Asset Management Inc | 68.10K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Stifel Financial Corp | 65.89K | — | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Stifel Financial Corp | 65.89K | — | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Stifel Financial Corp | 65.89K | — | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Goldman Sachs Group ✦ | 53.78K | +0.6% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Goldman Sachs Group ✦ | 53.78K | +0.6% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | State Board Of Administration Of… | 49.71K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Wells Fargo & Company/Mn | 45.78K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Wells Fargo & Company/Mn | 45.78K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Wells Fargo & Company/Mn | 45.78K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Swiss National Bank | 45.00K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Victory Capital Management Inc | 44.91K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | UBS AM, a distinct business unit of… | 44.58K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | UBS AM, a distinct business unit of… | 44.58K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | UBS AM, a distinct business unit of… | 44.58K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | UBS AM, a distinct business unit of… | 44.58K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Mariner, LLC | 43.71K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Citadel Advisors ✦ | 39.44K | -9.4% | $993,418 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 84 | Citadel Advisors ✦ | 39.44K | -9.4% | $993,418 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 85 | Barclays Plc | 36.66K | — | $923,339 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Barclays Plc | 36.66K | — | $923,339 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Invesco Ltd. | 31.63K | — | $796,709 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Invesco Ltd. | 31.63K | — | $796,709 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Invesco Ltd. | 31.63K | — | $796,709 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Invesco Ltd. | 31.63K | — | $796,709 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Invesco Ltd. | 31.63K | — | $796,709 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Rhumbline Advisers | 30.38K | — | $765,136 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Cetera Investment Advisers | 26.02K | — | $655,519 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 24.12K | — | $607,532 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | California State Teachers… | 21.89K | — | $551,459 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Deutsche Bank Ag\ | 21.20K | — | $533,978 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | LPL Financial LLC | 19.74K | — | $497,150 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Alliancebernstein L.P. | 18.84K | — | $474,605 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Legal & General Group Plc | 18.19K | — | $458,156 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Legal & General Group Plc | 18.19K | — | $458,156 | 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: Q4 2025 ·
Methodology ·
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