Nuveen
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Nuveen’s i3 Verticals IIIV Stock Holding History

Nuveen’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 		$4.5M Buy
210,866
+51,816
+33% +$1.08M ﹤0.01% 2154
2026
Q1 		$3.56M Sell
159,050
-505
-0.3% -$11.8K ﹤0.01% 2036
2025
Q4 		$4.02M Buy
159,555
+15,682
+11% +$441K ﹤0.01% 2006
2025
Q3 		$4.67M Buy
143,873
+28,895
+25% +$871K ﹤0.01% 1936
2025
Q2 		$3.16M Buy
114,978
+60,800
+112% +$1.52M ﹤0.01% 2096
2025
Q1 		$1.34M Sell
54,178
-3,685
-6% -$93.3K ﹤0.01% 2507
2024
Q4 		$1.33M Hold
57,863
– – ﹤0.01% 2568
2024
Q3 		$1.23M Hold
57,863
– – ﹤0.01% 2660
2024
Q2 		$1.28M Sell
57,863
-115,109
-67% -$2.43M ﹤0.01% 2609
2024
Q1 		$3.96M Buy
172,972
+48,230
+39% +$1M ﹤0.01% 2101
2023
Q4 		$2.64M Buy
124,742
+501
+0.4% +$10.1K ﹤0.01% 2284
2023
Q3 		$2.63M Sell
124,241
-40,974
-25% -$948K ﹤0.01% 2181
2023
Q2 		$3.78M Buy
165,215
+50,623
+44% +$1.18M ﹤0.01% 2057
2023
Q1 		$2.81M Buy
114,592
+6,972
+6% +$183K ﹤0.01% 2196
2022
Q4 		$2.62M Buy
107,620
+33,216
+45% +$749K ﹤0.01% 2261
2022
Q3 		$1.49M Sell
74,404
-13,056
-15% -$318K ﹤0.01% 2553
2022
Q2 		$2.19M Sell
87,460
-17,610
-17% -$444K ﹤0.01% 2394
2022
Q1 		$2.79M Buy
105,070
+38,747
+58% +$955K ﹤0.01% 2361
2021
Q4 		$1.36M Sell
66,323
-5,013
-7% -$112K ﹤0.01% 2738
2021
Q3 		$1.78M Buy
71,336
+6,496
+10% +$187K ﹤0.01% 2724
2021
Q2 		$1.96M Sell
64,840
-58,613
-47% -$1.86M ﹤0.01% 2721
2021
Q1 		$3.84M Buy
123,453
+1,530
+1% +$48.7K ﹤0.01% 2298
2020
Q4 		$4.05M Buy
121,923
+64,534
+112% +$1.73M ﹤0.01% 2177
2020
Q3 		$1.45M Sell
57,389
-1,946
-3% -$52.1K ﹤0.01% 2510
2020
Q2 		$1.79M Sell
59,335
-2,965
-5% -$75.3K ﹤0.01% 2383
2020
Q1 		$1.19M Buy
62,300
+4,787
+8% +$135K ﹤0.01% 2431
2019
Q4 		$1.62M Sell
57,513
-96,850
-63% -$2.29M ﹤0.01% 2510
2019
Q3 		$3.1M Buy
154,363
+56,066
+57% +$1.38M ﹤0.01% 2196
2019
Q2 		$2.9M Buy
+98,297
New +$2.43M ﹤0.01% 2255

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

Nuveen's IIIV Position: Q2 2026 in Review

Nuveen increased its i3 Verticals (IIIV) stake by 33% in Q2 2026, buying an estimated $1.08M and bringing the position to 210,866 shares worth $4.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

Nuveen first reported a position in IIIV in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.67M in Q3 2025. 133 funds tracked by Wall St. Rank hold IIIV as of Q2 2026.

  • Nuveen held 210,866 shares of i3 Verticals worth $4.5M as of Q2 2026.
  • Nuveen bought 51,816 i3 Verticals shares in Q2 2026, an estimated $1.08M.
  • i3 Verticals made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #2154 holding.
  • Nuveen first reported a position in i3 Verticals in Q2 2019 and has held it in 29 quarters since.
  • Nuveen's i3 Verticals position peaked at $4.67M in Q3 2025.
  • 133 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.