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NVEE

NV5 Global

Delisted

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

117 hedge funds and large institutions have $421M invested in NV5 Global in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

28% more capital invested

Capital invested by funds: $329M → $421M (+$91.5M)

11% more call options, than puts

Call options by funds: $4.1M | Put options by funds: $3.71M

0% more funds holding

Funds holding: 117117 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

2.98% less ownership

Funds ownership: 257.26%254.28% (-3%)

Holders
117
Holders Change
Holders Change %
0%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
46
Reduced
32
Closed
17
Calls
$4.1M
Puts
$3.71M
Net Calls
+$392K
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$41.5M +$1.07M +95,248 +3%
NPIC
2
Neumeier Poma Investment Counsel
California
$32.8M +$86.4K +7,680 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$26.2M +$267K +23,728 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$25.1M -$531K -47,220 -2%
NSCM
5
New South Capital Management
Tennessee
$23.3M +$828K +73,580 +4%
Wells Fargo
6
Wells Fargo
California
$19M -$816K -72,472 -5%
CB
7
Cooke & Bieler
Pennsylvania
$17M +$1.25M +111,440 +9%
American Century Companies
8
American Century Companies
Missouri
$17M +$3.58M +318,040 +31%
SCA
9
Summit Creek Advisors
Minnesota
$16.9M +$1.49M +132,484 +11%
Invesco
10
Invesco
Georgia
$16M +$13.8M +1,224,596 +3,707%
EA
11
Emerald Advisers
Pennsylvania
$15.5M -$72K -6,400 -0.5%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14.8M -$142K -12,572 -1%
ACM
13
Ashford Capital Management
Delaware
$12.7M -$1.87M -166,120 -14%
State Street
14
State Street
Massachusetts
$11.9M +$651K +57,856 +7%
WA
15
Wasatch Advisors
Utah
$10.9M -$284K -25,260 -3%
CRCP
16
Copper Rock Capital Partners
Massachusetts
$10.7M -$4.7M -417,892 -33%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$9.35M +$1.15M +101,984 +16%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$8.2M +$277K +24,628 +4%
Northern Trust
19
Northern Trust
Illinois
$8.19M +$460K +40,908 +7%
KCM
20
Kennedy Capital Management
Missouri
$6.36M -$2.68M -238,376 -32%
GPGA
21
Grandeur Peak Global Advisors
Utah
$5.44M -$3.91M -347,560 -45%
Ohio Public Employees Retirement System (OPERS)
22
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.8M
SC
23
Skylands Capital
Wisconsin
$3.7M +$1M +89,200 +44%
Charles Schwab
24
Charles Schwab
California
$3.57M +$224K +19,896 +8%
RA
25
Royce & Associates
New York
$3.5M