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
2024 Q4	–	Sell	-10,225	Closed	-$218K	–	559
2024 Q3	$218K	Buy	+10,225	New	+$229K	0.02%	407

Other funds holding IIIV

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

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

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

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

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

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

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Atom Investors's IIIV Position: Q4 2024 in Review

Atom Investors sold out of i3 Verticals (IIIV) in Q4 2024, closing a stake of 10,225 shares — an estimated $218K sold.

Atom Investors first reported a position in IIIV in Q3 2024 and held it in 1 quarter. The position peaked at $218K in Q3 2024. 153 funds tracked by Wall St. Rank hold IIIV as of Q4 2024.

Atom Investors reported no remaining i3 Verticals position as of Q4 2024 after selling out during the quarter.
Atom Investors sold 10,225 i3 Verticals shares in Q4 2024, an estimated $218K.
Atom Investors first reported a position in i3 Verticals in Q3 2024 and held it in 1 quarter.
Atom Investors's i3 Verticals position peaked at $218K in Q3 2024.
153 funds tracked by Wall St. Rank held i3 Verticals as of Q4 2024.

Based on Atom Investors's 13F filing for Q4 2024, filed 14 Feb 2025.