GENEVA CAPITAL MANAGEMENT LLC

Position in IIIV — i3 Verticals, Inc.

CIK 1009232 MILWAUKEE, WI

Back to IIIV Full portfolio

Position in IIIV

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$34,790,012

-$7,591,684 QoQ

Shares Held

1,555,904

-7.5% QoQ

Ownership

5.57%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97.47702943112171.ToString("F0")% Shared 0.ToString("F0")% None 2.5229705688782857.ToString("F0")%

Common Shares in IIIV Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

GENEVA CAPITAL MANAGEMENT LLC holds $36,737,846 across 2 Software - Infrastructure names. IIIV ranks #1 (94.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IIIV	i3 Verticals, Inc. This page	1,555,904	$34,790,012
2	MSFT	Microsoft Corp	5,262	$1,947,834

All Filings in IIIV

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$34,790,012	1,555,904	-7.5%	Shares	Other	2026-05-06
2025-12-31	$42,381,696	1,682,481	0.0%	Shares	Sole	2026-02-12
2025-12-31	$42,381,696	1,682,481	-10.6%	Shares	Sole	2026-01-06
2025-09-30	$61,074,755	1,881,539	-0.3%	Shares	Other	2025-11-13
2025-06-30	$51,874,022	1,887,701	+5.7%	Shares	Other	2025-08-05
2025-03-31	$44,069,747	1,786,370	+0.1%	Shares	Other	2025-05-09
2024-12-31	$41,130,085	1,785,160	-1.1%	Shares	Other	2025-02-06
2024-09-30	$38,472,604	1,805,378	-4.5%	Shares	Sole	2024-11-05
2024-06-30	$41,746,456	1,890,691	-1.5%	Shares	Defined	2024-08-14
2024-03-31	$43,928,130	1,919,097	+1.7%	Shares	Sole	2024-05-03
2023-12-31	$39,965,276	1,887,826	+0.3%	Shares	Sole	2024-02-07
2023-09-30	$39,791,969	1,882,307	-1.4%	Shares	Sole	2023-11-13
2023-06-30	$43,662,027	1,909,975	-0.1%	Shares	Sole	2023-08-01
2023-03-31	$46,880,434	1,911,147	+1.7%	Shares	Sole	2023-05-15
2022-12-31	$45,736,464	1,879,066	+0.0%	Shares	Sole	2023-02-07
2022-09-30	$37,627,295	1,878,547	+3.8%	Shares	Sole	2022-11-02
2022-06-30	$45,286,398	1,810,008	-1.0%	Shares	Sole	2022-08-02
2022-03-31	$50,921,838	1,827,776	+4.8%	Shares	Sole	2022-05-02
2021-12-31	$39,736,711	1,743,603	-5.5%	Shares	Sole	2022-02-02
2021-09-30	$44,687,349	1,845,822	-1.2%	Shares	Sole	2021-11-08
2021-06-30	$56,456,971	1,868,199	-1.1%	Shares	Sole	2021-08-11
2021-03-31	$58,776,178	1,888,088	+24.5%	Shares	Sole	2021-05-03
2020-12-31	$50,365,661	1,517,038	+2.9%	Shares	Sole	2021-02-02
2020-09-30	$37,211,707	1,473,731	+60.1%	Shares	Sole	2020-11-12
2020-06-30	$27,844,428	920,477	+78.0%	Shares	Sole	2020-08-13
2020-03-31	$9,873,442	517,205	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.