PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Position in IIIV — i3 Verticals, Inc.

CIK 1238990 EDINA, MN

Back to IIIV Full portfolio

Position in IIIV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$23,485,020

+$395,950 QoQ

Shares Held

1,099,486

+6.5% QoQ

Ownership

4.18%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

of 133 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in IIIV Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. holds $109,716,055 across 5 Software - Infrastructure names. IIIV ranks #2 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATEN	A10 Networks, Inc.	1,188,747	$44,411,587
2	IIIV	i3 Verticals, Inc. This page	1,099,486	$23,485,020
3	PAYS	Paysign, Inc.	2,073,580	$16,982,620
4	MSFT	Microsoft Corp	43,112	$16,081,638
5	ORCL	Oracle Corp	59,742	$8,755,190

All Filings in IIIV

Export CSV

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,485,020	1,099,486	+6.5%	Shares	Sole	2026-08-14
2026-06-30	$23,485,020	1,099,486	—	Shares	Sole	2026-08-14
2026-03-31	$23,089,070	1,032,606	+32.8%	Shares	Sole	2026-05-15
2025-12-31	$19,585,905	777,527	+0.0%	Shares	Sole	2026-02-17
2025-09-30	$25,236,903	777,477	+1.4%	Shares	Sole	2025-11-14
2025-06-30	$21,067,349	766,643	+68.8%	Shares	Sole	2025-08-14
2025-03-31	$11,206,890	454,272	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.