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NVEE

NV5 Global

Delisted

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

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.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 44

8% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $14.9M

4% less capital invested

Capital invested by funds: $483M → $462M (-$20.7M)

7.08% less ownership

Funds ownership: 255.56%248.48% (-7.1%)

11% less funds holding

Funds holding: 147131 (-16)

44% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 32

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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$40.5M +$686K +39,872 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$31.3M +$584K +33,928 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$28.6M +$1.26M +73,000 +4%
Wells Fargo
4
Wells Fargo
California
$27.7M -$425K -24,704 -1%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$27.6M -$5.99M -347,876 -16%
NPIC
6
Neumeier Poma Investment Counsel
California
$26.8M -$851K -49,440 -3%
ACM
7
Ashford Capital Management
Delaware
$21.7M +$10.5M +607,600 +71%
EMFAT
8
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18M +$158K +9,192 +0.8%
EA
9
Emerald Advisers
Pennsylvania
$17M -$156K -9,076 -0.8%
SCA
10
Summit Creek Advisors
Minnesota
$15.8M +$2.83M +164,240 +18%
State Street
11
State Street
Massachusetts
$10.8M +$1.05M +61,280 +9%
WA
12
Wasatch Advisors
Utah
$10.7M +$1.51M +87,516 +14%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$10M +$9.25M +537,620 +394%
MHP
14
Manatuck Hill Partners
Connecticut
$9.67M -$2.45M -142,400 -18%
FWSM
15
First Wilshire Securities Management
California
$9.16M -$151K -8,764 -1%
GGHC
16
Gilder Gagnon Howe & Co
New York
$8.5M -$393K -22,808 -4%
Northern Trust
17
Northern Trust
Illinois
$8.2M -$27.4K -1,592 -0.3%
KCM
18
Kennedy Capital Management
Missouri
$7.1M +$1.39M +80,736 +20%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$6.79M +$397K +23,044 +5%
EAM
20
Eagle Asset Management
Florida
$6.53M +$2.52M +146,552 +50%
Allianz Asset Management
21
Allianz Asset Management
Germany
$6.38M +$347K +20,168 +5%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$6.24M -$468K -27,216 -6%
GIM
23
Granahan Investment Management
Massachusetts
$5.6M -$705K -40,976 -10%
DCM
24
Driehaus Capital Management
Illinois
$5.35M -$4.43M -257,640 -42%
Bank of America
25
Bank of America
North Carolina
$4.89M +$3.83M +222,516 +208%

NVEE Hedge Fund Activity: Q1 2019 in Review

131 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2019, worth a combined $462M — down 4.3% from $483M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of NVEE and 18 opened new positions — a net loss of 14 holders — while 44 trimmed existing stakes and 48 added.

The largest buyer was Ashford Capital Management, adding an estimated $10.5M. The largest seller was Castleark Management, exiting entirely with an estimated $8.5M sold.

  • 131 institutional investors held NV5 Global (NVEE) as of Q1 2019, down from 147 in Q4 2018.
  • Funds reported $462M of NV5 Global stock for Q1 2019, down 4.3% quarter-over-quarter.
  • 18 funds opened new NV5 Global positions in Q1 2019 and 32 closed out, a net change of -14 holders.
  • The largest NV5 Global buyer in Q1 2019 was Ashford Capital Management, an estimated $10.5M added.
  • The largest NV5 Global seller in Q1 2019 was Castleark Management, an estimated $8.5M sold.

Based on aggregated 13F filings for Q1 2019.