Marshall Wace
NVEE

Marshall Wace’s NV5 Global NVEE Stock Holding History

Marshall Wace’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
-50,300
Closed -$1.16M – 3243
2025
Q2 		$1.16M Sell
50,300
-78,980
-61% -$1.58M ﹤0.01% 1791
2025
Q1 		$2.49M Sell
129,280
-120,494
-48% -$2.21M ﹤0.01% 1377
2024
Q4 		$4.71M Buy
249,774
+110,338
+79% +$2.42M 0.01% 1094
2024
Q3 		$3.26M Buy
139,436
+86,404
+163% +$2.05M ﹤0.01% 1168
2024
Q2 		$1.23M Buy
+53,032
New +$1.24M ﹤0.01% 1594
2023
Q3 		– Sell
-90,640
Closed -$2.51M – 2535
2023
Q2 		$2.51M Buy
+90,640
New +$2.22M ﹤0.01% 1292
2021
Q2 		– Sell
-294,892
Closed -$7.12M – 2943
2021
Q1 		$7.12M Buy
+294,892
New +$7.03M 0.03% 632
2019
Q3 		– Sell
-19,624
Closed -$400K – 1861
2019
Q2 		$400K Buy
+19,624
New +$350K ﹤0.01% 1128
2019
Q1 		– Sell
-33,892
Closed -$514K – 1956
2018
Q4 		$514K Buy
33,892
+14,676
+76% +$272K 0.01% 1084
2018
Q3 		$417K Buy
+19,216
New +$396K ﹤0.01% 961
2016
Q4 		– Sell
-140,720
Closed -$1.14M – 1080
2016
Q3 		$1.14M Buy
+140,720
New +$1.11M 0.01% 701

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Marshall Wace's NVEE Position: Q3 2025 in Review

Marshall Wace sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 50,300 shares — an estimated $1.16M sold.

Marshall Wace first reported a position in NVEE in Q3 2016 and held it in 11 quarters. The position peaked at $7.12M in Q1 2021. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Marshall Wace reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Marshall Wace sold 50,300 NV5 Global shares in Q3 2025, an estimated $1.16M.
  • Marshall Wace first reported a position in NV5 Global in Q3 2016 and held it in 11 quarters.
  • Marshall Wace's NV5 Global position peaked at $7.12M in Q1 2021.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.