Position in IIIV
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,452,214
-$183,800 QoQ
Shares Held
64,947
0.0% QoQ
Ownership
0.233%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IIIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026WESBANCO BANK INC holds $174,239,634 across 12 Software - Infrastructure names. IIIV ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
325,572 | $120,516,986 | |
| 2 | PANW |
Palo Alto Networks Inc
|
177,230 | $28,413,513 | |
| 3 | ORCL |
Oracle Corp
|
89,367 | $13,146,778 | |
| 4 | DOCN |
DigitalOcean Holdings, Inc.
|
46,200 | $3,963,036 | |
| 5 | S |
SentinelOne, Inc.
|
130,100 | $1,675,688 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
10,809 | $1,581,140 | |
| 7 | VRNS |
Varonis Systems Inc
|
68,200 | $1,464,254 | |
| 8 | IIIV |
i3 Verticals, Inc.
This page
|
64,947 | $1,452,214 |
All Filings in IIIV
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,452,214 | 64,947 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $1,636,014 | 64,947 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $2,108,179 | 64,947 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $1,784,743 | 64,947 | Shares | Other | 2025-07-07 | |
| 2025-03-31 | $1,602,242 | 64,947 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $1,496,378 | 64,947 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $1,384,020 | 64,947 | Shares | Other | 2024-10-11 | |
| 2024-06-30 | $1,434,029 | 64,947 | Shares | Other | 2024-07-11 | |
| 2024-03-31 | $1,486,636 | 64,947 | Shares | Other | 2024-04-23 | |
| 2023-09-30 | $1,047,423 | 49,547 | Shares | Other | 2023-12-11 | |
| 2023-06-30 | $821,748 | 35,947 | Shares | Other | 2023-07-13 | |
| 2023-03-31 | $881,779 | 35,947 | Shares | Other | 2023-04-21 | |
| 2022-12-31 | $1,200,886 | 49,338 | Shares | Other | 2023-01-18 | |
| 2022-06-30 | $1,234,436 | 49,338 | Shares | Other | 2022-07-18 | |
| 2022-03-31 | $1,374,556 | 49,338 | Shares | Other | 2022-04-25 | |
| 2021-12-31 | $1,124,413 | 49,338 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $2,166,673 | 89,495 | Shares | Other | 2021-10-12 | |
| 2021-06-30 | $2,704,538 | 89,495 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $2,785,979 | 89,495 | Shares | Other | 2021-05-06 | |
| 2020-09-30 | $2,259,748 | 89,495 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $2,707,223 | 89,495 | Shares | Other | 2020-07-14 | |
| 2020-03-31 | $1,708,459 | 89,495 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||