MORGAN STANLEY

Position in IIIV — i3 Verticals, Inc.

CIK 895421 NEW YORK, NY

Back to IIIV Full portfolio

Position in IIIV

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,361,676

-$335,422 QoQ

Shares Held

63,749

-16.0% QoQ

Ownership

0.242%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#41

of 133 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 58% Shared 0% None 42%

Common Shares in IIIV Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $86,962,413,764 across 153 Software - Infrastructure names. IIIV ranks #96 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	127,674,661	$47,625,202,034
2	PANW	Palo Alto Networks Inc	29,450,112	$10,043,077,185
3	CRWD	CrowdStrike Holdings, Inc.	25,978,188	$4,956,248,589
4	ORCL	Oracle Corp	30,551,196	$4,477,277,765
5	PLTR	Palantir Technologies Inc.	34,021,287	$3,969,263,546
6	NET	Cloudflare, Inc.	15,258,327	$3,742,562,438
7	SNPS	Synopsys Inc	3,768,607	$1,681,062,510
8	FTNT	Fortinet, Inc.	8,561,672	$1,315,244,043

All Filings in IIIV

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,361,676	63,749	-16.0%	Shares	Defined	2026-08-13
2026-03-31	$1,697,098	75,899	-35.6%	Shares	Defined	2026-05-15
2025-12-31	$2,969,696	117,892	-7.2%	Shares	Defined	2026-05-27
2025-09-30	$4,123,196	127,024	-20.1%	Shares	Defined	2026-05-27
2025-06-30	$4,370,059	159,027	+11.4%	Shares	Defined	2025-08-15
2025-03-31	$3,521,121	142,729	+3.4%	Shares	Defined	2025-05-15
2024-12-31	$3,179,493	137,999	-1.8%	Shares	Defined	2025-05-15
2024-09-30	$2,995,756	140,580	-45.5%	Shares	Defined	2025-05-14
2024-06-30	$5,695,774	257,961	-43.7%	Shares	Defined	2025-05-14
2024-03-31	$10,478,969	457,797	+227.8%	Shares	Defined	2024-10-17
2023-12-31	$2,956,175	139,640	+70.9%	Shares	Defined	2024-08-16
2023-09-30	$1,727,557	81,720	-0.3%	Shares	Defined	2023-11-15
2023-06-30	$1,873,855	81,971	+2.3%	Shares	Defined	2023-08-14
2023-03-31	$1,965,143	80,112	-29.7%	Shares	Defined	2023-05-15
2022-12-31	$2,774,416	113,986	-24.6%	Shares	Defined	2023-02-14
2022-09-30	$3,027,631	151,155	-22.1%	Shares	Defined	2022-11-14
2022-06-30	$4,852,450	193,943	+578.5%	Shares	Defined	2022-10-27
2022-03-31	$796,319	28,583	-7.1%	Shares	Defined	2022-10-27
2021-12-31	$701,132	30,765	-35.4%	Shares	Defined	2022-02-14
2021-09-30	$1,153,505	47,646	+85.2%	Shares	Defined	2021-11-15
2021-06-30	$777,529	25,729	-22.8%	Shares	Defined	2021-08-23
2021-03-31	$1,038,121	33,348	+25.0%	Shares	Defined	2021-05-17
2020-12-31	$885,476	26,671	+61.8%	Shares	Defined	2021-02-16
2020-09-30	$416,094	16,479	-16.6%	Shares	Defined	2020-11-13
2020-06-30	$597,588	19,755	+33.0%	Shares	Defined	2020-08-14
2020-03-31	$283,619	14,857	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.