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Parallel Advisors’s i3 Verticals IIIV Stock Holding History

Parallel 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
Q2 		$6.45K Buy
+302
New +$6.29K ﹤0.01% 3118
2022
Q2 		– Sell
-7
Closed – – 3152
2022
Q1 		$0 Sell
7
-205
-97% -$5.05K ﹤0.01% 3102
2021
Q4 		$5K Buy
+212
New +$4.75K ﹤0.01% 2394
2021
Q2 		– Sell
-32
Closed -$1K – 2985
2021
Q1 		$1K Buy
+32
New +$1.02K ﹤0.01% 2634

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

Parallel Advisors's IIIV Position: Q2 2026 in Review

Parallel Advisors opened a new position in i3 Verticals (IIIV) in Q2 2026: 302 shares worth $6.45K. The stake represents ﹤0.01% of the portfolio and ranks #3118 among its holdings. This is a return to the name: Parallel Advisors previously reported a position in IIIV as recently as Q1 2022.

Parallel Advisors first reported a position in IIIV in Q1 2021 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold IIIV as of Q2 2026.

  • Parallel Advisors held 302 shares of i3 Verticals worth $6.45K as of Q2 2026.
  • i3 Verticals was a new Parallel Advisors position in Q2 2026.
  • i3 Verticals made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #3118 holding.
  • Parallel Advisors first reported a position in i3 Verticals in Q1 2021 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.