David Shaw’s NV5 Global NVEE Stock Holding History

David Shaw’s Portfolio NVEE Stock Details NVEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9,966	Closed	-$230K	–	4814
2025 Q2	$230K	Buy	+9,966	New	+$199K	﹤0.01%	4003
2025 Q1	–	Sell	-56,082	Closed	-$1.06M	–	4590
2024 Q4	$1.06M	Sell	56,082 -24,042	-30%	-$527K	﹤0.01%	3176
2024 Q3	$1.87M	Buy	80,124 +36,272	+83%	+$862K	﹤0.01%	2757
2024 Q2	$1.02M	Buy	43,852 +31,488	+255%	+$735K	﹤0.01%	3194
2024 Q1	$303K	Sell	12,364 -400	-3%	-$10.4K	﹤0.01%	3726
2023 Q4	$355K	Sell	12,764 -2,836	-18%	-$72K	﹤0.01%	3679
2023 Q3	$375K	Sell	15,600 -1,200	-7%	-$30.9K	﹤0.01%	3528
2023 Q2	$465K	Buy	16,800 +800	+5%	+$19.6K	﹤0.01%	3449
2023 Q1	$416K	Buy	16,000 +2,664	+20%	+$80K	﹤0.01%	3641
2022 Q4	$441K	Hold	13,336	–	–	﹤0.01%	3920
2022 Q3	$413K	Buy	13,336 +936	+8%	+$30.6K	﹤0.01%	4152
2022 Q2	$362K	Buy	+12,400	New	+$372K	﹤0.01%	4276

Other funds holding NVEE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

David Shaw's NVEE Position: Q3 2025 in Review

David Shaw sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 9,966 shares — an estimated $230K sold.

David Shaw first reported a position in NVEE in Q2 2022 and held it in 12 quarters. The position peaked at $1.87M in Q3 2024. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

David Shaw reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
David Shaw sold 9,966 NV5 Global shares in Q3 2025, an estimated $230K.
David Shaw first reported a position in NV5 Global in Q2 2022 and held it in 12 quarters.
David Shaw's NV5 Global position peaked at $1.87M in Q3 2024.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on D.E. Shaw & Co's 13F filing for Q3 2025, filed 14 Nov 2025.