VI
NVEE

Versor Investments’s NV5 Global NVEE Stock Holding History

Versor Investments’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
Q1 		– Sell
-16,624
Closed -$313K – 885
2024
Q4 		$313K Sell
16,624
-200
-1% -$4.39K 0.05% 551
2024
Q3 		$393K Buy
16,824
+3,224
+24% +$76.6K 0.06% 498
2024
Q2 		$316K Hold
13,600
– – 0.06% 500
2024
Q1 		$333K Buy
+13,600
New +$353K 0.07% 459
2023
Q2 		– Sell
-10,428
Closed -$271K – 767
2023
Q1 		$271K Buy
+10,428
New +$313K 0.04% 532

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Versor Investments's NVEE Position: Q1 2025 in Review

Versor Investments sold out of NV5 Global (NVEE) in Q1 2025, closing a stake of 16,624 shares — an estimated $313K sold.

Versor Investments first reported a position in NVEE in Q1 2023 and held it in 5 quarters. The position peaked at $393K in Q3 2024. 224 funds tracked by Wall St. Rank hold NVEE as of Q1 2025.

  • Versor Investments reported no remaining NV5 Global position as of Q1 2025 after selling out during the quarter.
  • Versor Investments sold 16,624 NV5 Global shares in Q1 2025, an estimated $313K.
  • Versor Investments first reported a position in NV5 Global in Q1 2023 and held it in 5 quarters.
  • Versor Investments's NV5 Global position peaked at $393K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held NV5 Global as of Q1 2025.

Based on Versor Investments's 13F filing for Q1 2025, filed 13 May 2025.