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&Partners’s i3 Verticals IIIV Stock Holding History

&Partners’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
-11,996
Closed -$297K – 2440
2025
Q4 		$297K Buy
11,996
+3,689
+44% +$104K ﹤0.01% 1917
2025
Q3 		$270K Buy
+8,307
New +$250K ﹤0.01% 1813

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

&Partners's IIIV Position: Q1 2026 in Review

&Partners sold out of i3 Verticals (IIIV) in Q1 2026, closing a stake of 11,996 shares — an estimated $297K sold.

&Partners first reported a position in IIIV in Q3 2025 and held it in 2 quarters. The position peaked at $297K in Q4 2025. 145 funds tracked by Wall St. Rank hold IIIV as of Q1 2026.

  • &Partners reported no remaining i3 Verticals position as of Q1 2026 after selling out during the quarter.
  • &Partners sold 11,996 i3 Verticals shares in Q1 2026, an estimated $297K.
  • &Partners first reported a position in i3 Verticals in Q3 2025 and held it in 2 quarters.
  • &Partners's i3 Verticals position peaked at $297K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.