Chuck Royce's IIIV Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 583,425 shares of i3 Verticals, Inc. (IIIV) worth $13.05 M, representing 0.13% of the portfolio. First purchased in 2024-Q1, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in IIIV, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 290,000 shares. Largest reduction occurred in Q2 2025, reducing 98,518 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's i3 Verticals (IIIV) Holding Value Over Time
Track share changes against reported price movement
Quarterly i3 Verticals (IIIV) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +78,693 | Add 15.59% | 583,425 | $22.36 |
| Q4 2025 | +35,390 | Add 7.54% | 504,732 | $25.19 |
| Q3 2025 | +45,940 | Add 10.85% | 469,342 | $32.46 |
| Q2 2025 | -98,518 | Reduce 18.88% | 423,402 | $27.48 |
| Q1 2025 | -19,430 | Reduce 3.59% | 521,920 | $24.67 |
| Q4 2024 | +52,510 | Add 10.74% | 541,350 | $23.04 |
| Q3 2024 | +48,840 | Add 11.10% | 488,840 | $21.31 |
| Q2 2024 | +290,000 | Add 193.33% | 440,000 | $22.08 |
| Q1 2024 | +150,000 | New Buy | 150,000 | $22.89 |
Chuck Royce's i3 Verticals Investment FAQs
Chuck Royce first purchased i3 Verticals, Inc. (IIIV) in Q1 2024, acquiring 150,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held i3 Verticals, Inc. (IIIV) for 9 quarters since Q1 2024.
Chuck Royce's largest addition to i3 Verticals, Inc. (IIIV) was in Q2 2024, adding 440,000 shares worth $9.72 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 583,425 shares of i3 Verticals, Inc. (IIIV), valued at approximately $13.05 M.
As of the Q1 2026 filing, i3 Verticals, Inc. (IIIV) represents approximately 0.13% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in i3 Verticals, Inc. (IIIV) was 583,425 shares, as reported at the end of Q1 2026.