AI
IIIV icon

Atria Investments’s i3 Verticals IIIV Stock Holding History

Atria Investments’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 		$738K Sell
34,560
-37,475
-52% -$781K 0.01% 1287
2026
Q1 		$1.61M Buy
72,035
+198
+0.3% +$4.61K 0.02% 810
2025
Q4 		$1.81M Buy
71,837
+3,496
+5% +$98.4K 0.02% 773
2025
Q3 		$2.22M Buy
+68,341
New +$2.06M 0.03% 681

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

Atria Investments's IIIV Position: Q2 2026 in Review

Atria Investments reduced its i3 Verticals (IIIV) stake by 52% in Q2 2026, selling an estimated $781K and leaving 34,560 shares worth $738K. The position accounts for 0.01% of the portfolio, ranked #1287.

Atria Investments first reported a position in IIIV in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.22M in Q3 2025. 133 funds tracked by Wall St. Rank hold IIIV as of Q2 2026.

  • Atria Investments held 34,560 shares of i3 Verticals worth $738K as of Q2 2026.
  • Atria Investments sold 37,475 i3 Verticals shares in Q2 2026, an estimated $781K.
  • i3 Verticals made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1287 holding.
  • Atria Investments first reported a position in i3 Verticals in Q3 2025 and has held it in 4 quarters since.
  • Atria Investments's i3 Verticals position peaked at $2.22M in Q3 2025.
  • 133 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.