American Century Companies’s i3 Verticals IIIV Stock Holding History

American Century Companies’s Portfolio IIIV Stock Details IIIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-35,139	Closed	-$966K	–	2833
2025 Q2	$966K	Buy	35,139 +6	+0%	+$150	﹤0.01%	2302
2025 Q1	$867K	Buy	35,133 +8,081	+30%	+$205K	﹤0.01%	2296
2024 Q4	$623K	Buy	27,052 +11,962	+79%	+$281K	﹤0.01%	2419
2024 Q3	$322K	Buy	+15,090	New	+$338K	﹤0.01%	2615
2021 Q4	–	Sell	-386,139	Closed	-$9.35M	–	2342
2021 Q3	$9.35M	Sell	386,139 -647,295	-63%	-$18.7M	0.01%	861
2021 Q2	$31.2M	Buy	1,033,434 +11,246	+1%	+$357K	0.02%	580
2021 Q1	$31.8M	Buy	1,022,188 +102,961	+11%	+$3.28M	0.02%	534
2020 Q4	$30.5M	Buy	919,227 +262,594	+40%	+$7.04M	0.02%	512
2020 Q3	$16.6M	Buy	656,633 +356,180	+119%	+$9.54M	0.01%	586
2020 Q2	$9.09M	Buy	300,453 +70,568	+31%	+$1.79M	0.01%	700
2020 Q1	$4.39M	Buy	+229,885	New	+$6.47M	0.01%	745

Other funds holding IIIV

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

LPP

Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

American Century Companies's IIIV Position: Q3 2025 in Review

American Century Companies sold out of i3 Verticals (IIIV) in Q3 2025, closing a stake of 35,139 shares — an estimated $966K sold.

American Century Companies first reported a position in IIIV in Q1 2020 and held it in 11 quarters. The position peaked at $31.8M in Q1 2021. 165 funds tracked by Wall St. Rank hold IIIV as of Q3 2025.

American Century Companies reported no remaining i3 Verticals position as of Q3 2025 after selling out during the quarter.
American Century Companies sold 35,139 i3 Verticals shares in Q3 2025, an estimated $966K.
American Century Companies first reported a position in i3 Verticals in Q1 2020 and held it in 11 quarters.
American Century Companies's i3 Verticals position peaked at $31.8M in Q1 2021.
165 funds tracked by Wall St. Rank held i3 Verticals as of Q3 2025.

Based on American Century Companies's 13F filing for Q3 2025, filed 12 Nov 2025.