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 Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$23,089,070

+$3,503,165 QoQ

Shares Held

1,032,606

+32.8% QoQ

Ownership

3.70%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in IIIV Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. holds $93,674,674 across 5 Software - Infrastructure names. IIIV ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATEN	A10 Networks, Inc.	1,459,910	$33,753,119
2	IIIV	i3 Verticals, Inc. This page	1,032,606	$23,089,070
3	MSFT	Microsoft Corp	43,004	$15,918,790
4	PAYS	Paysign, Inc.	2,058,210	$12,143,439
5	ORCL	Oracle Corp	59,617	$8,770,256

All Filings in IIIV

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5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.