Mariner
IIIV icon

Mariner’s i3 Verticals IIIV Stock Holding History

Mariner’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 		$718K Sell
32,126
-11,585
-27% -$270K ﹤0.01% 2219
2025
Q4 		$1.1M Sell
43,711
-12,109
-22% -$341K ﹤0.01% 1884
2025
Q3 		$1.81M Buy
+55,820
New +$1.68M ﹤0.01% 1504
2025
Q2 		– Sell
-70,433
Closed -$1.74M – 3569
2025
Q1 		$1.74M Buy
70,433
+45,899
+187% +$1.16M ﹤0.01% 1321
2024
Q4 		$565K Buy
24,534
+126
+0.5% +$2.96K ﹤0.01% 2095
2024
Q3 		$520K Sell
24,408
-17,878
-42% -$401K ﹤0.01% 2101
2024
Q2 		$934K Buy
42,286
+2
+0% +$42 ﹤0.01% 1552
2024
Q1 		$968K Buy
42,284
+160
+0.4% +$3.32K ﹤0.01% 1521
2023
Q4 		$892K Sell
42,124
-301
-0.7% -$6.04K ﹤0.01% 1510
2023
Q3 		$897K Sell
42,425
-3,020
-7% -$69.9K ﹤0.01% 1379
2023
Q2 		$1.04M Buy
45,445
+223
+0.5% +$5.2K ﹤0.01% 1286
2023
Q1 		$1.11M Buy
+45,222
New +$1.19M ﹤0.01% 1213

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

Mariner's IIIV Position: Q1 2026 in Review

Mariner reduced its i3 Verticals (IIIV) stake by 27% in Q1 2026, selling an estimated $270K and leaving 32,126 shares worth $718K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

Mariner first reported a position in IIIV in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.81M in Q3 2025. 145 funds tracked by Wall St. Rank hold IIIV as of Q1 2026.

  • Mariner held 32,126 shares of i3 Verticals worth $718K as of Q1 2026.
  • Mariner sold 11,585 i3 Verticals shares in Q1 2026, an estimated $270K.
  • i3 Verticals made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2219 holding.
  • Mariner first reported a position in i3 Verticals in Q1 2023 and has held it in 12 quarters since.
  • Mariner's i3 Verticals position peaked at $1.81M in Q3 2025.
  • 145 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.