HI
FIVE icon

Horizon Investments’s Five Below FIVE Stock Holding History

Horizon Investments’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 		$5.41M Buy
30,111
+6,704
+29% +$1.44M 0.06% 268
2026
Q1 		$5.35M Sell
23,407
-5,791
-20% -$1.21M 0.06% 278
2025
Q4 		$5.5M Buy
29,198
+6,027
+26% +$980K 0.07% 233
2025
Q3 		$3.58M Buy
+23,171
New +$3.28M 0.05% 302
2022
Q4 		– Sell
-2,998
Closed -$413K – 542
2022
Q3 		$413K Buy
+2,998
New +$394K 0.01% 352
2022
Q2 		– Sell
-4,775
Closed -$756K – 487
2022
Q1 		$756K Buy
4,775
+821
+21% +$137K 0.02% 268
2021
Q4 		$818K Buy
3,954
+239
+6% +$47K 0.02% 239
2021
Q3 		$657K Buy
3,715
+533
+17% +$106K 0.02% 275
2021
Q2 		$615K Buy
+3,182
New +$608K 0.02% 284

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

Horizon Investments's FIVE Position: Q2 2026 in Review

Horizon Investments increased its Five Below (FIVE) stake by 29% in Q2 2026, buying an estimated $1.44M and bringing the position to 30,111 shares worth $5.41M. The position accounts for 0.06% of the portfolio, ranked #268.

Horizon Investments first reported a position in FIVE in Q2 2021 and has held it in 9 quarters since. The position peaked at $5.5M in Q4 2025. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Horizon Investments held 30,111 shares of Five Below worth $5.41M as of Q2 2026.
  • Horizon Investments bought 6,704 Five Below shares in Q2 2026, an estimated $1.44M.
  • Five Below made up 0.06% of Horizon Investments's portfolio in Q2 2026, its #268 holding.
  • Horizon Investments first reported a position in Five Below in Q2 2021 and has held it in 9 quarters since.
  • Horizon Investments's Five Below position peaked at $5.5M in Q4 2025.
  • 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.