Redwood Grove Capital’s NV5 Global NVEE Stock Holding History

Redwood Grove Capital’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	-617,108	Closed	-$14.2M	–	23
2025 Q2	$14.2M	Buy	617,108 +78,000	+14%	+$1.56M	4.73%	9
2025 Q1	$10.4M	Hold	539,108	–	–	3.72%	15
2024 Q4	$10.2M	Hold	539,108	–	–	3.15%	20
2024 Q3	$12.6M	Buy	+539,108	New	+$12.8M	3.42%	18

Other funds holding NVEE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Redwood Grove Capital's NVEE Position: Q3 2025 in Review

Redwood Grove Capital sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 617,108 shares — an estimated $14.2M sold.

Redwood Grove Capital first reported a position in NVEE in Q3 2024 and held it in 4 quarters. The position peaked at $14.2M in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Redwood Grove Capital reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Redwood Grove Capital sold 617,108 NV5 Global shares in Q3 2025, an estimated $14.2M.
Redwood Grove Capital first reported a position in NV5 Global in Q3 2024 and held it in 4 quarters.
Redwood Grove Capital's NV5 Global position peaked at $14.2M in Q2 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

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