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Ground Swell Capital’s Five Below FIVE Stock Holding History

Ground Swell 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
Q4 		– Sell
-3,246
Closed -$502K – 120
2025
Q3 		$502K Buy
+3,246
New +$459K 1.1% 27
2014
Q3 		– Sell
-453
Closed -$18K – 2506
2014
Q2 		$18K Buy
+453
New +$17.3K 0.03% 441

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
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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ground Swell Capital's FIVE Position: Q4 2025 in Review

Ground Swell Capital sold out of Five Below (FIVE) in Q4 2025, closing a stake of 3,246 shares — an estimated $502K sold.

Ground Swell Capital first reported a position in FIVE in Q2 2014 and held it in 2 quarters. The position peaked at $502K in Q3 2025. 552 funds tracked by Wall St. Rank hold FIVE as of Q4 2025.

  • Ground Swell Capital reported no remaining Five Below position as of Q4 2025 after selling out during the quarter.
  • Ground Swell Capital sold 3,246 Five Below shares in Q4 2025, an estimated $502K.
  • Ground Swell Capital first reported a position in Five Below in Q2 2014 and held it in 2 quarters.
  • Ground Swell Capital's Five Below position peaked at $502K in Q3 2025.
  • 552 funds tracked by Wall St. Rank held Five Below as of Q4 2025.

Based on Ground Swell Capital's 13F filing for Q4 2025, filed 4 Feb 2026.