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O'Neil Global Advisors’s Five Below FIVE Stock Holding History

O'Neil Global Advisors’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
-13,781
Closed -$2.13M – 62
2025
Q3 		$2.13M Buy
+13,781
New +$1.95M 0.39% 26
2021
Q2 		– Sell
-2,899
Closed -$553K – 105
2021
Q1 		$553K Buy
+2,899
New +$546K 0.53% 36

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

O'Neil Global Advisors's FIVE Position: Q4 2025 in Review

O'Neil Global Advisors sold out of Five Below (FIVE) in Q4 2025, closing a stake of 13,781 shares — an estimated $2.13M sold.

O'Neil Global Advisors first reported a position in FIVE in Q1 2021 and held it in 2 quarters. The position peaked at $2.13M in Q3 2025. 552 funds tracked by Wall St. Rank hold FIVE as of Q4 2025.

  • O'Neil Global Advisors reported no remaining Five Below position as of Q4 2025 after selling out during the quarter.
  • O'Neil Global Advisors sold 13,781 Five Below shares in Q4 2025, an estimated $2.13M.
  • O'Neil Global Advisors first reported a position in Five Below in Q1 2021 and held it in 2 quarters.
  • O'Neil Global Advisors's Five Below position peaked at $2.13M in Q3 2025.
  • 552 funds tracked by Wall St. Rank held Five Below as of Q4 2025.

Based on O'Neil Global Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.