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FIVE icon

FORA Capital’s Five Below FIVE Stock Holding History

FORA Capital’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
2025
Q3 		– Sell
-29,613
Closed -$3.88M – 557
2025
Q2 		$3.88M Buy
+29,613
New +$2.88M 0.43% 58
2024
Q3 		– Sell
-14,883
Closed -$1.62M – 487
2024
Q2 		$1.62M Buy
+14,883
New +$2.06M 0.2% 164
2023
Q4 		– Sell
-14,303
Closed -$2.3M – 500
2023
Q3 		$2.3M Buy
+14,303
New +$2.61M 0.2% 143
2023
Q2 		– Sell
-1,345
Closed -$277K – 447
2023
Q1 		$277K Sell
1,345
-4,446
-77% -$876K 0.03% 439
2022
Q4 		$1.02M Buy
+5,791
New +$911K 0.17% 163
2022
Q3 		– Sell
-7,615
Closed -$864K – 463
2022
Q2 		$864K Buy
7,615
+6,355
+504% +$914K 0.17% 169
2022
Q1 		$202K Buy
+1,260
New +$210K 0.04% 485
2021
Q3 		– Sell
-1,059
Closed -$205K – 525
2021
Q2 		$205K Sell
1,059
-2,084
-66% -$398K 0.04% 433
2021
Q1 		$600K Sell
3,143
-1,978
-39% -$373K 0.2% 124
2020
Q4 		$896K Buy
+5,121
New +$758K 0.14% 170
2020
Q3 		– Sell
-3,137
Closed -$335K – 755
2020
Q2 		$335K Sell
3,137
-1,036
-25% -$97.1K 0.11% 231
2020
Q1 		$294K Buy
+4,173
New +$425K 0.06% 352

Other funds holding FIVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FORA Capital's FIVE Position: Q3 2025 in Review

FORA Capital sold out of Five Below (FIVE) in Q3 2025, closing a stake of 29,613 shares — an estimated $3.88M sold.

FORA Capital first reported a position in FIVE in Q1 2020 and held it in 12 quarters. The position peaked at $3.88M in Q2 2025. 502 funds tracked by Wall St. Rank hold FIVE as of Q3 2025.

  • FORA Capital reported no remaining Five Below position as of Q3 2025 after selling out during the quarter.
  • FORA Capital sold 29,613 Five Below shares in Q3 2025, an estimated $3.88M.
  • FORA Capital first reported a position in Five Below in Q1 2020 and held it in 12 quarters.
  • FORA Capital's Five Below position peaked at $3.88M in Q2 2025.
  • 502 funds tracked by Wall St. Rank held Five Below as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.