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Smartleaf Asset Management’s Five Below FIVE Stock Holding History

Smartleaf Asset Management’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
2026
Q1 		$149K Sell
680
-151
-18% -$31.6K 0.01% 917
2025
Q4 		$157K Sell
831
-738
-47% -$120K 0.01% 935
2025
Q3 		$244K Buy
1,569
+972
+163% +$138K 0.02% 658
2025
Q2 		$78K Sell
597
-1,400
-70% -$136K 0.01% 967
2025
Q1 		$146K Buy
1,997
+1,257
+170% +$110K 0.01% 678
2024
Q4 		$77K Buy
740
+18
+2% +$1.72K 0.01% 964
2024
Q3 		$66.8K Buy
722
+100
+16% +$8.42K 0.01% 821
2024
Q2 		$68.8K Buy
622
+73
+13% +$10.1K 0.01% 666
2024
Q1 		$101K Sell
549
-61
-10% -$11.8K 0.02% 516
2023
Q4 		$130K Buy
+610
New +$112K 0.03% 383

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Smartleaf Asset Management's FIVE Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Five Below (FIVE) stake by 18% in Q1 2026, selling an estimated $31.6K and leaving 680 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #917.

Smartleaf Asset Management first reported a position in FIVE in Q4 2023 and has held it in 10 quarters since. The position peaked at $244K in Q3 2025. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Smartleaf Asset Management held 680 shares of Five Below worth $149K as of Q1 2026.
  • Smartleaf Asset Management sold 151 Five Below shares in Q1 2026, an estimated $31.6K.
  • Five Below made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #917 holding.
  • Smartleaf Asset Management first reported a position in Five Below in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Five Below position peaked at $244K in Q3 2025.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.