AI
IIIV icon

Atom Investors’s i3 Verticals IIIV Stock Holding History

Atom Investors’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
2026
Q2 		$489K Buy
+22,910
New +$477K 0.04% 569
2024
Q4 		– Sell
-10,225
Closed -$218K – 559
2024
Q3 		$218K Buy
+10,225
New +$229K 0.02% 407

Other funds holding IIIV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Atom Investors's IIIV Position: Q2 2026 in Review

Atom Investors opened a new position in i3 Verticals (IIIV) in Q2 2026: 22,910 shares worth $489K. The stake represents 0.04% of the portfolio and ranks #569 among its holdings. This is a return to the name: Atom Investors previously reported a position in IIIV as recently as Q3 2024.

Atom Investors first reported a position in IIIV in Q3 2024 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold IIIV as of Q2 2026.

  • Atom Investors held 22,910 shares of i3 Verticals worth $489K as of Q2 2026.
  • i3 Verticals was a new Atom Investors position in Q2 2026.
  • i3 Verticals made up 0.04% of Atom Investors's portfolio in Q2 2026, its #569 holding.
  • Atom Investors first reported a position in i3 Verticals in Q3 2024 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.