NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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131 hedge funds and large institutions have $462M invested in NV5 Global in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 32 closing their positions.

Holders
131
Holders Change
-16
Holders Change %
-10.88%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
48
Reduced
44
Closed
32
Calls
$16.1M
Puts
$14.9M
Net Calls
+$1.16M
Net Calls Change
-$1.86M

Top Buyers

1
ACM
1
Ashford Capital Management
Delaware
$21.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10M
3
Bank of America
3
Bank of America
North Carolina
$4.89M
4
SCA
4
Summit Creek Advisors
Minnesota
$15.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$4.66M

Top Sellers

1
CM
1
Castleark Management
Illinois
$0
2
PM
2
Pembroke Management
Quebec, Canada
$0
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$27.6M
4
FA
4
Friess Associates
Delaware
$0
5
PC
5
Pier Capital
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TWMP
26
Taylor Wealth Management Partners
Massachusetts
$4.87M 82,054 +26,246 +47%
CCA
27
Cruiser Capital Advisors
Connecticut
$4.77M 80,326 +26,341 +49%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$4.66M 78,427 +39,991 +104%
MCM
29
Mitchell Capital Management
Kansas
$3.81M 64,167 -451 -0.7%
GPGA
30
Grandeur Peak Global Advisors
Utah
$3.53M 59,425 +9,075 +18%
Morgan Stanley
31
Morgan Stanley
New York
$3.44M 57,949 +5,389 +10%
Charles Schwab
32
Charles Schwab
California
$3.14M 52,857 +1,647 +3%
WC
33
Woodstock Corp
Massachusetts
$2.96M 49,908 – –
Luther King Capital Management (LKCM)
34
Luther King Capital Management (LKCM)
Texas
$2.76M 46,420 +23,960 +107%
Goldman Sachs
35
Goldman Sachs
New York
$2.64M 44,510 -18,520 -29%
First Trust Advisors
36
First Trust Advisors
Illinois
$2.63M 44,293 -15,797 -26%
Invesco
37
Invesco
Georgia
$2.63M 44,236 -11,714 -21%
SST
38
S Squared Technology
New York
$2.37M 40,000 +10,000 +33%
MWNA
39
Marshall Wace North America
New York
$2.12M 35,679 +21,284 +148%
AIS
40
AlphaOne Investment Services
Pennsylvania
$2.08M 35,076 -16,536 -32%
CIS
41
Connors Investor Services
Pennsylvania
$2.02M 34,021 +831 +3%
FG
42
Formula Growth
Quebec, Canada
$1.78M 30,000 – –
CCM
43
Cadence Capital Management
Massachusetts
$1.76M 29,680 +524 +2%
CIP
44
Chartwell Investment Partners
Pennsylvania
$1.62M 27,318 +16,393 +150%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.5M 25,322 -700 -3%
AllianceBernstein
46
AllianceBernstein
Tennessee
$1.36M 22,861 +13,361 +141%
RFWA
47
RPg Family Wealth Advisory
Massachusetts
$1.18M 19,962 -380 -2%
CS
48
Credit Suisse
Switzerland
$1.15M 19,357 +5,240 +37%
KCM
49
Kornitzer Capital Management
Kansas
$1.13M 19,000 +5,000 +36%
TCM
50
Timpani Capital Management
Wisconsin
$1.12M 18,919 -5,870 -24%
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