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Bridgewater Associates’s Five Below FIVE Stock Holding History

Bridgewater Associates’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.3M Buy
129,642
+67,747
+109% +$14.6M 0.1% 179
2026
Q1 		$14.1M Sell
61,895
-36,143
-37% -$7.56M 0.06% 208
2025
Q4 		$18.5M Buy
98,038
+76,812
+362% +$12.5M 0.07% 225
2025
Q3 		$3.28M Buy
+21,226
New +$3M 0.01% 592
2023
Q1 		– Sell
-2,970
Closed -$525K – 788
2022
Q4 		$525K Buy
2,970
+694
+30% +$109K ﹤0.01% 718
2022
Q3 		$313K Sell
2,276
-1,559
-41% -$205K ﹤0.01% 823
2022
Q2 		$435K Buy
3,835
+608
+19% +$87.5K ﹤0.01% 910
2022
Q1 		$511K Buy
+3,227
New +$538K ﹤0.01% 887

Other funds holding FIVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bridgewater Associates's FIVE Position: Q2 2026 in Review

Bridgewater Associates increased its Five Below (FIVE) stake by 109% in Q2 2026, buying an estimated $14.6M and bringing the position to 129,642 shares worth $23.3M. The position accounts for 0.1% of the portfolio, ranked #179.

Bridgewater Associates first reported a position in FIVE in Q1 2022 and has held it in 8 quarters since. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Bridgewater Associates held 129,642 shares of Five Below worth $23.3M as of Q2 2026.
  • Bridgewater Associates bought 67,747 Five Below shares in Q2 2026, an estimated $14.6M.
  • Five Below made up 0.1% of Bridgewater Associates's portfolio in Q2 2026, its #179 holding.
  • Bridgewater Associates first reported a position in Five Below in Q1 2022 and has held it in 8 quarters since.
  • 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.