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Conestoga Capital Advisors’s i3 Verticals IIIV Stock Holding History

Conestoga Capital Advisors’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
Q1 		– Sell
-72,902
Closed -$1.84M – 118
2025
Q4 		$1.84M Buy
72,902
+3,350
+5% +$94.3K 0.03% 70
2025
Q3 		$2.26M Sell
69,552
-220
-0.3% -$6.63K 0.04% 65
2025
Q2 		$1.92M Hold
69,772
– – 0.03% 66
2025
Q1 		$1.72M Hold
69,772
– – 0.03% 70
2024
Q4 		$1.61M Sell
69,772
-230
-0.3% -$5.39K 0.02% 75
2024
Q3 		$1.49M Hold
70,002
– – 0.02% 73
2024
Q2 		$1.55M Sell
70,002
-220
-0.3% -$4.64K 0.02% 75
2024
Q1 		$1.61M Buy
70,222
+640
+0.9% +$13.3K 0.02% 75
2023
Q4 		$1.47M Buy
69,582
+2,780
+4% +$55.8K 0.02% 77
2023
Q3 		$1.41M Hold
66,802
– – 0.02% 70
2023
Q2 		$1.53M Hold
66,802
– – 0.02% 71
2023
Q1 		$1.64M Hold
66,802
– – 0.03% 70
2022
Q4 		$1.63M Hold
66,802
– – 0.03% 70
2022
Q3 		$1.34M Hold
66,802
– – 0.03% 77
2022
Q2 		$1.67M Sell
66,802
-493
-0.7% -$12.4K 0.03% 76
2022
Q1 		$1.88M Sell
67,295
-26,980
-29% -$665K 0.03% 75
2021
Q4 		$2.15M Buy
94,275
+27,075
+40% +$607K 0.03% 78
2021
Q3 		$1.63M Buy
67,200
+8,325
+14% +$240K 0.02% 89
2021
Q2 		$1.78M Buy
58,875
+1,175
+2% +$37.3K 0.03% 86
2021
Q1 		$1.8M Buy
+57,700
New +$1.84M 0.03% 84

Other funds holding IIIV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Conestoga Capital Advisors's IIIV Position: Q1 2026 in Review

Conestoga Capital Advisors sold out of i3 Verticals (IIIV) in Q1 2026, closing a stake of 72,902 shares — an estimated $1.84M sold.

Conestoga Capital Advisors first reported a position in IIIV in Q1 2021 and held it in 20 quarters. The position peaked at $2.26M in Q3 2025. 145 funds tracked by Wall St. Rank hold IIIV as of Q1 2026.

  • Conestoga Capital Advisors reported no remaining i3 Verticals position as of Q1 2026 after selling out during the quarter.
  • Conestoga Capital Advisors sold 72,902 i3 Verticals shares in Q1 2026, an estimated $1.84M.
  • Conestoga Capital Advisors first reported a position in i3 Verticals in Q1 2021 and held it in 20 quarters.
  • Conestoga Capital Advisors's i3 Verticals position peaked at $2.26M in Q3 2025.
  • 145 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2026.

Based on Conestoga Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.