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NVEE

NV5 Global

Delisted

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

135 hedge funds and large institutions have $535M invested in NV5 Global in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 136135 (-1)

2% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 47

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2.94% less ownership

Funds ownership: 248.57%245.64% (-2.9%)

16% less capital invested

Capital invested by funds: $636M → $535M (-$100M)

22% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $20.8M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
17
Increased
46
Reduced
47
Closed
18
Calls
$16.1M
Puts
$20.8M
Net Calls
-$4.66M
Net Calls Change
+$270K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$53.8M +$4.02M +221,240 +8%
NPIC
2
Neumeier Poma Investment Counsel
California
$38.1M +$3.72M +204,900 +10%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$36.3M +$368K +20,228 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$34.2M +$766K +42,136 +2%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$28.1M -$6.02M -331,504 -17%
Wells Fargo
6
Wells Fargo
California
$26.5M -$1.36M -74,900 -5%
ACM
7
Ashford Capital Management
Delaware
$20M +$40.3K +2,220 +0.2%
SCA
8
Summit Creek Advisors
Minnesota
$18.8M +$627K +34,480 +3%
EMFAT
9
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.7M -$3.24M -178,540 -15%
EA
10
Emerald Advisers
Pennsylvania
$16.6M -$3.07M -168,916 -15%
WA
11
Wasatch Advisors
Utah
$16M +$1.32M +72,724 +8%
State Street
12
State Street
Massachusetts
$14M +$350K +19,280 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12.7M +$475K +26,160 +4%
FWIA
14
Fort Washington Investment Advisors
Ohio
$11M +$11.7M +641,772 New
GPGA
15
Grandeur Peak Global Advisors
Utah
$10.9M +$4.23M +232,600 +57%
GIM
16
Granahan Investment Management
Massachusetts
$10.6M +$661K +36,352 +6%
Northern Trust
17
Northern Trust
Illinois
$10.5M +$1.08M +59,156 +11%
MHP
18
Manatuck Hill Partners
Connecticut
$10.4M +$1.8M +99,132 +19%
KCM
19
Kennedy Capital Management
Missouri
$9.12M +$826K +45,436 +9%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$8.95M +$366K +20,148 +4%
PM
21
Pembroke Management
Quebec, Canada
$6.67M +$7.1M +390,648 New
Bank of America
22
Bank of America
North Carolina
$6.03M -$23K -1,268 -0.4%
Morgan Stanley
23
Morgan Stanley
New York
$5.75M +$836K +45,980 +16%
GGHC
24
Gilder Gagnon Howe & Co
New York
$5.66M -$896K -49,316 -13%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$5.55M -$1.67M -91,856 -22%