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FIVE icon

Inspire Investing’s Five Below FIVE Stock Holding History

Inspire Investing’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
Q1 		$654K Buy
+2,864
New +$599K 0.04% 402
2023
Q3 		– Sell
-1,595
Closed -$313K – 834
2023
Q2 		$313K Buy
1,595
+281
+21% +$54.9K 0.04% 638
2023
Q1 		$271K Sell
1,314
-18
-1% -$3.54K 0.03% 755
2022
Q4 		$236K Sell
1,332
-153
-10% -$24.1K 0.03% 540
2022
Q3 		$204K Sell
1,485
-380
-20% -$49.9K 0.03% 726
2022
Q2 		$212K Buy
1,865
+395
+27% +$56.8K 0.03% 515
2022
Q1 		$233K Buy
1,470
+263
+22% +$43.9K 0.03% 751
2021
Q4 		$250K Buy
1,207
+19
+2% +$3.74K 0.03% 446
2021
Q3 		$210K Buy
+1,188
New +$237K 0.03% 786
2018
Q1 		– Sell
-853
Closed -$57K – 374
2017
Q4 		$57K Buy
+853
New +$51.2K 0.05% 463

Other funds holding FIVE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return