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NVEE

NV5 Global

Delisted

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

116 hedge funds and large institutions have $424M invested in NV5 Global in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 37

1% more capital invested

Capital invested by funds: $421M → $424M (+$2.69M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 117116 (-1)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

11.2% less ownership

Funds ownership: 254.28%243.08% (-11%)

40% less call options, than puts

Call options by funds: $1.54M | Put options by funds: $2.59M

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
45
Reduced
37
Closed
14
Calls
$1.54M
Puts
$2.59M
Net Calls
-$1.04M
Net Calls Change
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$43M -$82.1K -6,156 -0.2%
NPIC
2
Neumeier Poma Investment Counsel
California
$33.6M -$463K -34,700 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$29.1M +$1.9M +142,820 +7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$26.5M +$401K +30,076 +2%
NSCM
5
New South Capital Management
Tennessee
$24.1M -$93.4K -7,004 -0.4%
American Century Companies
6
American Century Companies
Missouri
$22.7M +$5.09M +381,584 +29%
ACM
7
Ashford Capital Management
Delaware
$18.5M +$5.36M +401,840 +40%
CB
8
Cooke & Bieler
Pennsylvania
$18.2M +$474K +35,520 +3%
Wells Fargo
9
Wells Fargo
California
$17.9M -$1.85M -138,960 -9%
SCA
10
Summit Creek Advisors
Minnesota
$17.1M -$493K -36,968 -3%
Invesco
11
Invesco
Georgia
$16.1M -$515K -38,608 -3%
EA
12
Emerald Advisers
Pennsylvania
$15.3M -$879K -65,904 -5%
State Street
13
State Street
Massachusetts
$12.3M -$68.4K -5,132 -0.5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$8.38M -$128K -9,580 -1%
Northern Trust
15
Northern Trust
Illinois
$8.37M -$128K -9,592 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.32M -$1.4M -104,888 -14%
CRCP
17
Copper Rock Capital Partners
Massachusetts
$7.44M -$3.67M -275,416 -33%
KCM
18
Kennedy Capital Management
Missouri
$6.05M -$553K -41,460 -8%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$6M -$9.42M -706,608 -61%
GPGA
20
Grandeur Peak Global Advisors
Utah
$5.19M -$462K -34,616 -8%
Ohio Public Employees Retirement System (OPERS)
21
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.99M
SC
22
Skylands Capital
Wisconsin
$4.63M +$798K +59,864 +21%
RA
23
Royce & Associates
New York
$3.81M +$181K +13,600 +5%
Charles Schwab
24
Charles Schwab
California
$3.77M +$67.4K +5,056 +2%
TFCM
25
Taylor Frigon Capital Management
Arizona
$3.64M +$1.29M +96,880 +54%

NVEE Hedge Fund Activity: Q3 2020 in Review

116 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q3 2020, worth a combined $424M — up 0.64% from $421M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NVEE and 13 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 45 added.

The largest buyer was Ashford Capital Management, adding an estimated $5.36M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $10.9M sold.

  • 116 institutional investors held NV5 Global (NVEE) as of Q3 2020, down from 117 in Q2 2020.
  • Funds reported $424M of NV5 Global stock for Q3 2020, up 0.64% quarter-over-quarter.
  • 13 funds opened new NV5 Global positions in Q3 2020 and 14 closed out, a net change of -1 holder.
  • The largest NV5 Global buyer in Q3 2020 was Ashford Capital Management, an estimated $5.36M added.
  • The largest NV5 Global seller in Q3 2020 was Wasatch Advisors, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2020.