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SRS Investment Management’s Five Below FIVE Stock Holding History

SRS Investment 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
Q2 		$199M Buy
1,105,109
+382,283
+53% +$82.3M 1.84% 17
2026
Q1 		$165M Buy
+722,826
New +$151M 1.74% 17
2024
Q4 		– Sell
-148,377
Closed -$13.1M – 23
2024
Q3 		$13.1M Buy
+148,377
New +$12.5M 0.2% 18

Other funds holding FIVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SRS Investment Management's FIVE Position: Q2 2026 in Review

SRS Investment Management increased its Five Below (FIVE) stake by 53% in Q2 2026, buying an estimated $82.3M and bringing the position to 1,105,109 shares worth $199M. The position accounts for 1.84% of the portfolio, ranked #17.

SRS Investment Management first reported a position in FIVE in Q3 2024 and has held it in 3 quarters since. 610 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • SRS Investment Management held 1,105,109 shares of Five Below worth $199M as of Q2 2026.
  • SRS Investment Management bought 382,283 Five Below shares in Q2 2026, an estimated $82.3M.
  • Five Below made up 1.84% of SRS Investment Management's portfolio in Q2 2026, its #17 holding.
  • SRS Investment Management first reported a position in Five Below in Q3 2024 and has held it in 3 quarters since.
  • 610 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on SRS Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.