SCA
NVEE

Summit Creek Advisors’s NV5 Global NVEE Stock Holding History

Summit Creek Advisors’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
-165,040
Closed -$3.81M – 70
2025
Q2 		$3.81M Sell
165,040
-309,460
-65% -$6.19M 0.53% 52
2025
Q1 		$9.14M Sell
474,500
-560
-0.1% -$10.3K 1.34% 35
2024
Q4 		$8.95M Buy
475,060
+1,508
+0.3% +$33.1K 1.18% 39
2024
Q3 		$11.1M Sell
473,552
-28,108
-6% -$668K 1.5% 35
2024
Q2 		$11.7M Sell
501,660
-35,240
-7% -$823K 1.6% 31
2024
Q1 		$13.2M Buy
536,900
+3,740
+0.7% +$97.1K 1.66% 30
2023
Q4 		$14.8M Sell
533,160
-38,608
-7% -$981K 1.98% 27
2023
Q3 		$13.8M Buy
571,768
+2,056
+0.4% +$53K 1.87% 25
2023
Q2 		$15.8M Buy
569,712
+524
+0.1% +$12.9K 1.97% 20
2023
Q1 		$14.8M Buy
569,188
+4,280
+0.8% +$128K 1.93% 22
2022
Q4 		$18.7M Sell
564,908
-19,384
-3% -$674K 2.54% 12
2022
Q3 		$18.1M Sell
584,292
-20,712
-3% -$677K 2.49% 15
2022
Q2 		$17.7M Sell
605,004
-83,336
-12% -$2.5M 2.25% 20
2022
Q1 		$22.9M Sell
688,340
-73,612
-10% -$2.16M 2.6% 13
2021
Q4 		$26.3M Sell
761,952
-133,768
-15% -$3.85M 2.64% 11
2021
Q3 		$22.1M Buy
895,720
+141,396
+19% +$3.48M 2.33% 15
2021
Q2 		$17.8M Sell
754,324
-27,640
-4% -$628K 2.13% 19
2021
Q1 		$18.9M Sell
781,964
-222,044
-22% -$5.29M 2.25% 21
2020
Q4 		$19.8M Sell
1,004,008
-290,080
-22% -$4.88M 2.54% 12
2020
Q3 		$17.1M Sell
1,294,088
-36,968
-3% -$493K 2.53% 11
2020
Q2 		$16.9M Buy
1,331,056
+132,484
+11% +$1.49M 2.49% 14
2020
Q1 		$12.4M Buy
1,198,572
+110,860
+10% +$1.48M 2.47% 14
2019
Q4 		$13.7M Sell
1,087,712
-13,800
-1% -$201K 2.14% 16
2019
Q3 		$18.8M Buy
1,101,512
+34,480
+3% +$627K 3.15% 4
2019
Q2 		$21.7M Buy
1,067,032
+3,040
+0.3% +$54.3K 3.65% 3
2019
Q1 		$15.8M Buy
1,063,992
+164,240
+18% +$2.83M 2.81% 8
2018
Q4 		$13.6M Buy
899,752
+79,012
+10% +$1.47M 2.75% 9
2018
Q3 		$17.8M Sell
820,740
-91,588
-10% -$1.89M 2.85% 7
2018
Q2 		$15.8M Buy
912,328
+1,528
+0.2% +$23.8K 2.84% 7
2018
Q1 		$12.7M Buy
910,800
+80
+0% +$986 2.31% 15
2017
Q4 		$12.3M Sell
910,720
-14,240
-2% -$193K 2.32% 19
2017
Q3 		$12.6M Sell
924,960
-7,540
-0.8% -$85.4K 2.49% 12
2017
Q2 		$9.91M Sell
932,500
-66,240
-7% -$639K 2.04% 22
2017
Q1 		$9.39M Sell
998,740
-176,224
-15% -$1.66M 1.97% 26
2016
Q4 		$9.81M Buy
1,174,964
+277,100
+31% +$2.27M 1.68% 31
2016
Q3 		$7.25M Buy
+897,864
New +$7.1M 1.19% 42

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Summit Creek Advisors's NVEE Position: Q3 2025 in Review

Summit Creek Advisors sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 165,040 shares — an estimated $3.81M sold.

Summit Creek Advisors first reported a position in NVEE in Q3 2016 and held it in 36 quarters. The position peaked at $26.3M in Q4 2021. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Summit Creek Advisors reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Summit Creek Advisors sold 165,040 NV5 Global shares in Q3 2025, an estimated $3.81M.
  • Summit Creek Advisors first reported a position in NV5 Global in Q3 2016 and held it in 36 quarters.
  • Summit Creek Advisors's NV5 Global position peaked at $26.3M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Summit Creek Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.