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Nebula Research & Development’s i3 Verticals IIIV Stock Holding History

Nebula Research & Development’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
2025
Q1 		– Sell
-12,742
Closed -$294K – 1037
2024
Q4 		$294K Sell
12,742
-10,887
-46% -$255K 0.03% 715
2024
Q3 		$504K Sell
23,629
-3,610
-13% -$81K 0.06% 549
2024
Q2 		$601K Buy
27,239
+13,814
+103% +$291K 0.1% 370
2024
Q1 		$307K Sell
13,425
-782
-6% -$16.2K 0.07% 523
2023
Q4 		$301K Buy
+14,207
New +$285K 0.09% 439

Other funds holding IIIV

GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Nebula Research & Development's IIIV Position: Q1 2025 in Review

Nebula Research & Development sold out of i3 Verticals (IIIV) in Q1 2025, closing a stake of 12,742 shares — an estimated $294K sold.

Nebula Research & Development first reported a position in IIIV in Q4 2023 and held it in 5 quarters. The position peaked at $601K in Q2 2024. 153 funds tracked by Wall St. Rank hold IIIV as of Q1 2025.

  • Nebula Research & Development reported no remaining i3 Verticals position as of Q1 2025 after selling out during the quarter.
  • Nebula Research & Development sold 12,742 i3 Verticals shares in Q1 2025, an estimated $294K.
  • Nebula Research & Development first reported a position in i3 Verticals in Q4 2023 and held it in 5 quarters.
  • Nebula Research & Development's i3 Verticals position peaked at $601K in Q2 2024.
  • 153 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2025.

Based on Nebula Research & Development's 13F filing for Q1 2025, filed 15 May 2025.