Steve Schonfeld’s NV5 Global NVEE Stock Holding History

Steve Schonfeld’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	-1,079,081	Closed	-$24.9M	–	2455
2025 Q2	$24.9M	Buy	1,079,081 +1,054,861	+4,355%	+$21.1M	0.17%	119
2025 Q1	$467K	Buy	+24,220	New	+$444K	﹤0.01%	1612
2019 Q4	–	Sell	-13,560	Closed	-$231K	–	1425
2019 Q3	$231K	Buy	+13,560	New	+$246K	0.01%	869

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

Steve Schonfeld's NVEE Position: Q3 2025 in Review

Steve Schonfeld sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 1,079,081 shares — an estimated $24.9M sold.

Steve Schonfeld first reported a position in NVEE in Q3 2019 and held it in 3 quarters. The position peaked at $24.9M in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Steve Schonfeld reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Steve Schonfeld sold 1,079,081 NV5 Global shares in Q3 2025, an estimated $24.9M.
Steve Schonfeld first reported a position in NV5 Global in Q3 2019 and held it in 3 quarters.
Steve Schonfeld's NV5 Global position peaked at $24.9M in Q2 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.