PenderFund Capital Management’s NV5 Global NVEE Stock Holding History

PenderFund Capital Management’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	-17,900	Closed	-$413K	–	230
2025 Q2	$413K	Buy	+17,900	New	+$358K	0.1%	63

Other funds holding NVEE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PenderFund Capital Management's NVEE Position: Q3 2025 in Review

PenderFund Capital Management sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 17,900 shares — an estimated $413K sold.

PenderFund Capital Management first reported a position in NVEE in Q2 2025 and held it in 1 quarter. The position peaked at $413K in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

PenderFund Capital Management reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
PenderFund Capital Management sold 17,900 NV5 Global shares in Q3 2025, an estimated $413K.
PenderFund Capital Management first reported a position in NV5 Global in Q2 2025 and held it in 1 quarter.
PenderFund Capital Management's NV5 Global position peaked at $413K in Q2 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on PenderFund Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.