13F

Stock

i3 Verticals, Inc.

IIIV · held by 154 managers

Reported value

$569.1M

Holders

154

+0 new · −1 exited

Holders’ est. mark

−$1.87M

Price effect on 4 books still in the name

Largest holder

$46.1M

Vanguard

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Vanguard1.83M$46.1MHeld
BlackRock, Inc.1.81M$45.6MHeld
GENEVA CAPITAL MANAGEMENT LLC1.68M$42.4MHeld
AltraVue Capital, LLC1.16M$29.3MHeld
JENNISON ASSOCIATES LLC1.09M$27.6MHeld
Long Path Partners LP1.09M$27.5MHeld
CROSSLINK CAPITAL INC951.2K$24MHeld
Ranger Investment Management, L.P.930.6K$23.4MHeld
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.777.5K$19.6MHeld
State Street707.3K$17.8MHeld
Portolan Capital Management, LLC672K$16.9MHeld
12th Street Asset Management Company, LLC595.1K$15MHeld
Forager Capital Management, LLC549.4K$13.8MHeld
DIMENSIONAL FUND ADVISORS LP548.3K$13.8MHeld
HEARTLAND ADVISORS INC546.5K$13.8MHeld
GEODE CAPITAL MANAGEMENT, LLC545.9K$13.8MHeld
RAYMOND JAMES FINANCIAL INC514.4K$13.3MHeld
ROYCE & ASSOCIATES LP504.7K$12.7MHeld
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC386.4K$9.73MHeld
UBS Group AG369.1K$9.3MHeld
NICHOLAS COMPANY, INC.331.3K$8.35MHeld
Russell Investments Group, Ltd.307K$7.73MHeld
LOOMIS SAYLES & CO L P268.2K$6.76MHeld
Legato Capital Management LLC247.4K$6.23MHeld
NORTHERN TRUST CORP244.5K$6.16MHeld
WASATCH ADVISORS LP242.9K$6.12MHeld
ArrowMark Colorado Holdings LLC238K$5.99MHeld
NEW YORK STATE COMMON RETIREMENT FUND233.2K$5.87MHeld
CHARLES SCHWAB INVESTMENT MANAGEMENT INC181.9K$4.58MHeld
Nuveen, LLC159.6K$4.02MHeld
KENNEDY CAPITAL MANAGEMENT LLC136.4K$3.44MHeld
MORGAN STANLEY117.9K$2.97M−$857.1KCut−$1.15M
BANK OF AMERICA CORP /DE/106.8K$2.69M−$776.6KCut−$818.4K
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC104.7K$2.64MHeld
CRAMER ROSENTHAL MCGLYNN LLC99.1K$2.5MHeld
TECTONIC ADVISORS LLC97K$2.44MHeld
OPPENHEIMER ASSET MANAGEMENT INC.91.5K$2.3MHeld
ENVESTNET ASSET MANAGEMENT INC90.6K$2.28MHeld
Bank of New York Mellon Corp83.5K$2.1MHeld
CONFLUENCE INVESTMENT MANAGEMENT LLC82.1K$2.07MHeld
North Reef Capital Management LP75.7K$1.91MHeld
Conestoga Capital Advisors, LLC72.9K$1.84MHeld
Atria Investments, Inc71.8K$1.81MHeld
GAMCO INVESTORS, INC. ET AL70.2K$1.77MHeld
TD Asset Management Inc68.1K$1.72MHeld
STIFEL FINANCIAL CORP65.9K$1.66MHeld
WESBANCO BANK INC64.9K$1.64MHeld
GOLDMAN SACHS GROUP INC53.8K$1.35MHeld
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM49.7K$1.25MHeld
XTX Topco Ltd49K$1.24MHeld
KORNITZER CAPITAL MANAGEMENT INC /KS48.4K$1.22MHeld
WELLS FARGO & COMPANY/MN45.8K$1.15MHeld
Swiss National Bank45K$1.13MHeld
VICTORY CAPITAL MANAGEMENT INC44.9K$1.13MHeld
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC44.6K$1.12MHeld
Mariner, LLC43.7K$1.1MHeld
Citadel39.4K$993.4KHeld
BARCLAYS PLC36.7K$923.3K−$236.2KCut−$131.1K
EverSource Wealth Advisors, LLC34.5K$869.8KHeld
EQUITABLE TRUST CO32.4K$815.8KHeld
Invesco Ltd.31.6K$796.7KHeld
RHUMBLINE ADVISERS30.4K$765.1KHeld
Teton Advisors, LLC30K$755.7KHeld
VARCOV Co.28.6K$721.1KHeld
CULLEN INVESTMENT GROUP, LTD.24.7K$676.6KHeld
Cetera Investment Advisers26K$655.5KHeld
Vident Advisory, LLC25.2K$635.8KHeld
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.24.1K$607.5KHeld
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM21.9K$551.5KHeld
ARGENT CAPITAL MANAGEMENT LLC21.5K$540.8KHeld
DEUTSCHE BANK AG\21.2K$534KHeld
GABELLI FUNDS LLC20K$503.8KHeld
LPL Financial LLC19.7K$497.1KHeld
ALLIANCEBERNSTEIN L.P.18.8K$474.6KHeld
Legal & General Group Plc18.2K$458.2KHeld
Quantinno Capital Management LP18K$453.5KHeld
FRANKLIN RESOURCES INC16.4K$413.4KHeld
MCMORGAN & CO LLC16.4K$412.6KHeld
SEI INVESTMENTS CO15.3K$385.4KHeld
Assenagon Asset Management S.A.15K$378.3KHeld
Simplicity Wealth,LLC14.8K$373.8KHeld
Gotham Asset Management, LLC13.7K$344.8KHeld
MetLife Investment Management, LLC13.5K$340.1KHeld
Coyle Financial Counsel LLC13.5K$339.1KHeld
Squarepoint Ops LLC13.2K$332.3KHeld
TWO SIGMA SECURITIES, LLC12.4K$311.1KHeld
Universal- Beteiligungs- und Servicegesellschaft mbH12.3K$309.9KHeld
JPMORGAN CHASE & CO12K$301.8KHeld
&PARTNERS12K$297.3KHeld
D.A. DAVIDSON & CO.11.8K$297.2KHeld
Concurrent Investment Advisors, LLC11.7K$295.5KHeld
Verition Fund Management LLC11.4K$287.2KHeld
Empowered Funds, LLC11.3K$285.9KHeld
Aquatic Capital Management LLC11.2K$282.5KHeld
INTECH INVESTMENT MANAGEMENT LLC11K$275.9KHeld
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC10.9K$274.6KHeld
LBMC INVESTMENT ADVISORS, LLC10.4K$263.2KHeld
BENJAMIN EDWARDS INC10.3K$259.6KHeld
MERCER GLOBAL ADVISORS INC /ADV10.3K$258.9KHeld
JANUS HENDERSON GROUP PLC9.62K$242.3KHeld
Mitsubishi UFJ Asset Management Co., Ltd.8.61K$217.5KHeld
Ashton Thomas Private Wealth, LLC8.52K$214.7KHeld
Gilliland Jeter Wealth Management LLC8.4K$211.6KHeld
CITIGROUP INC8.21K$206.8KHeld
Zurcher Kantonalbank (Zurich Cantonalbank)7.85K$197.8KHeld
AlphaQuest LLC7.04K$177.4KHeld
Police & Firemen's Retirement System of New Jersey6.37K$160.4KHeld
PNC Financial Services Group, Inc.5.32K$134KHeld
BNP PARIBAS FINANCIAL MARKETS5.18K$130.6KHeld
KLP KAPITALFORVALTNING AS4.8K$120.9KHeld
Harbor Asset Planning, Inc.4K$100.8KHeld
CIBC Private Wealth Group LLC3.29K$83KHeld
T. Rowe Price Investment Management, Inc.3.14M$79.2KHeld
Fidelity2.16K$54.4KHeld
Ameritas Investment Partners, Inc.1.93K$48.6KHeld
Global Retirement Partners, LLC1.84K$46.3KHeld
Caitong International Asset Management Co., Ltd1.37K$34.5KHeld
ROYAL BANK OF CANADA1.34K$34KHeld
COMERICA BANK1.34K$33.8KHeld
Sterling Capital Management LLC1.27K$32KHeld
Tower Research Capital LLC (TRC)1.06K$26.8KHeld
Steward Partners Investment Advisory, LLC914$23KHeld
Thrivent Financial for Lutherans728.5K$18.4KHeld
Estate Planners Group, LLC591$14.9KHeld
SIGNATUREFD, LLC496$12.5KHeld
NISA INVESTMENT ADVISORS, LLC459$11.6KHeld
Rockefeller Capital Management L.P.452$11.4KHeld
HUNTINGTON NATIONAL BANK401$10.1KHeld
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.400$10.1KHeld
Plante Moran Financial Advisors, LLC355$8.94KHeld
SageView Advisory Group, LLC291$7.33KHeld
Versant Capital Management, Inc269$6.78KHeld
UMB Bank, n.a.216$5.44KHeld
CoreCap Advisors, LLC215$5.42KHeld
Optiver Holding B.V.188$4.74KHeld
Aster Capital Management (DIFC) Ltd146$3.68KHeld
Larson Financial Group LLC124$3.12KHeld
HARBOR CAPITAL ADVISORS, INC.116.6K$2.94KHeld
Advisors Asset Management, Inc.112$2.82KHeld
OSAIC HOLDINGS, INC.95$2.39KHeld
Mirae Asset Global Investments Co., Ltd.85$2.14KHeld
Arax Advisory Partners29$731Held
ROTHSCHILD INVESTMENT LLC25$630Held
Parkside Financial Bank & Trust25$630Held
SG Americas Securities, LLC16.2K$408Held
Janney Montgomery Scott LLC14.7K$371Held
PRICE T ROWE ASSOCIATES INC /MD/13.2K$332Held
Smartleaf Asset Management LLC6$155Held
Farther Finance Advisors, LLC5$126Held
Allworth Financial LP5$126−$37Cut−$167
CWM, LLC1.39K$35Held
AMALGAMATED BANK739$19Held
BNP PARIBAS ASSET MANAGEMENT Holding S.A.269$7Held
Covestor Ltd3$0Held

Who left

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.