NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

NVEE was delisted on the 1st of August, 2025.

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151 hedge funds and large institutions have $670M invested in NV5 Global in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+28
Holders Change %
+22.76%
% of All Funds
3.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
35
Increased
52
Reduced
49
Closed
7
Calls
$1.98M
Puts
$399K
Net Calls
+$1.59M
Net Calls Change
-$296K

Top Buyers

1
TCM
1
TimesSquare Capital Management
New York
$17M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$47.3M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$13.3M
4
CM
4
Castleark Management
Illinois
$9.63M
5
BlackRock
5
BlackRock
New York
$57.9M

Top Sellers

1
PC
1
Pier Capital
Connecticut
$6.3M
2
PM
2
Pembroke Management
Quebec, Canada
$7.33M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$0
4
SCA
4
Summit Creek Advisors
Minnesota
$17.8M
5
GPGA
5
Grandeur Peak Global Advisors
Utah
$5.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
26
Eagle Asset Management
Florida
$6.34M -$76.4K -3,524 -1%
PC
27
Pier Capital
Connecticut
$6.3M -$3.64M -168,084 -37%
RA
28
Royce & Associates
New York
$6.15M – – –
MCM
29
Mitchell Capital Management
Kansas
$5.81M +$94.9K +4,380 +2%
Invesco
30
Invesco
Georgia
$5.74M +$175K +8,060 +3%
First Trust Advisors
31
First Trust Advisors
Illinois
$5.34M -$27.8K -1,284 -0.5%
TWMP
32
Taylor Wealth Management Partners
Massachusetts
$5.24M +$1.76M +81,316 +51%
GPGA
33
Grandeur Peak Global Advisors
Utah
$5.1M -$1.82M -83,900 -26%
CCA
34
Cruiser Capital Advisors
Connecticut
$4.8M -$16.9K -780 -0.4%
Goldman Sachs
35
Goldman Sachs
New York
$4.73M +$4.36M +200,960 +1,170%
AIS
36
AlphaOne Investment Services
Pennsylvania
$4.71M -$761K -35,124 -14%
Charles Schwab
37
Charles Schwab
California
$4.45M +$2.93M +134,984 +192%
CIS
38
Connors Investor Services
Pennsylvania
$4.39M -$59.2K -2,732 -1%
WC
39
Woodstock Corp
Massachusetts
$4.18M -$86.7K -4,000 -2%
FA
40
Friess Associates
Delaware
$4.14M +$1.05M +48,276 +34%
PRCP
41
Pacific Ridge Capital Partners
Oregon
$3.88M -$1.58M -72,956 -29%
AI
42
Axiom Investors
Connecticut
$3.66M -$23.2K -1,068 -0.6%
MWNA
43
Marshall Wace North America
New York
$3.51M -$741K -34,200 -17%
CCM
44
Cadence Capital Management
Massachusetts
$3.4M +$567K +26,184 +20%
Morgan Stanley
45
Morgan Stanley
New York
$3.29M -$234K -10,792 -7%
TCM
46
Timpani Capital Management
Wisconsin
$3.11M +$159K +7,324 +5%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$2.95M -$50.5K -2,328 -2%
Luther King Capital Management (LKCM)
48
Luther King Capital Management (LKCM)
Texas
$2.82M +$2.82M +130,240 New
Bank of New York Mellon
49
Bank of New York Mellon
New York
$2.76M +$148K +6,840 +6%
FG
50
Formula Growth
Quebec, Canada
$2.6M -$520K -24,000 -17%
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