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HEARTLAND ADVISORS INC

Position in IIIV — i3 Verticals, Inc.

CIK 937394 MILWAUKEE, WI

Position in IIIV

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$20,617,740
+$7,046,338 QoQ
Shares Held
965,250
+59.0% QoQ
Ownership
3.67%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#7
of 133 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in IIIV Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

HEARTLAND ADVISORS INC holds $45,149,458 across 4 Software - Infrastructure names. IIIV ranks #2 (45.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 IIIV
i3 Verticals, Inc.
This page
965,250 $20,617,740

All Filings in IIIV

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $20,617,740 965,250
2026-03-31 $13,571,402 606,950
2025-12-31 $13,767,594 546,550
2025-09-30 $17,697,192 545,200
2025-06-30 $17,768,348 646,592
2025-03-31 $18,729,464 759,200
2024-12-31 $18,698,112 811,550
2024-09-30 $17,311,178 812,350
2024-06-30 $15,881,040 719,250
2024-03-31 $13,729,422 599,800
2023-12-31 $11,447,677 540,750
2023-09-30 $11,358,733 537,310
2023-06-30 $11,707,749 512,150
2023-03-31 $9,812,000 400,000
2022-12-31 $9,736,000 400,000
2022-09-30 $4,020,021 200,700