Prelude Capital Management’s NV5 Global NVEE Stock Holding History

Prelude 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	-37,796	Closed	-$873K	–	1310
2025 Q2	$873K	Buy	+37,796	New	+$756K	0.08%	293
2022 Q1	–	Sell	-45,588	Closed	-$1.57M	–	2101
2021 Q4	$1.57M	Buy	+45,588	New	+$1.31M	0.04%	396
2019 Q1	–	Sell	-408	Closed	-$6K	–	2043
2018 Q4	$6K	Sell	408 -992	-71%	-$18.4K	﹤0.01%	1551
2018 Q3	$30K	Buy	+1,400	New	+$28.9K	﹤0.01%	1240
2016 Q3	–	Sell	-11,692	Closed	-$83K	–	1744
2016 Q2	$83K	Buy	+11,692	New	+$78.8K	0.01%	826

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

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

Prelude Capital Management sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 37,796 shares — an estimated $873K sold.

Prelude Capital Management first reported a position in NVEE in Q2 2016 and held it in 5 quarters. The position peaked at $1.57M in Q4 2021. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Prelude Capital Management reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Prelude Capital Management sold 37,796 NV5 Global shares in Q3 2025, an estimated $873K.
Prelude Capital Management first reported a position in NV5 Global in Q2 2016 and held it in 5 quarters.
Prelude Capital Management's NV5 Global position peaked at $1.57M in Q4 2021.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

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