NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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136 hedge funds and large institutions have $621M invested in NV5 Global in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 11 closing their positions.

Holders
136
Holders Change
+20
Holders Change %
+17.24%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
32
Increased
40
Reduced
41
Closed
11
Calls
$2.03M
Puts
$1.47M
Net Calls
+$560K
Net Calls Change
+$1.61M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$13.4M
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$12.5M
3
DCM
3
Driehaus Capital Management
Illinois
$4.77M
4
CFS
4
Capital Financial Services
New York
$2.93M
5
BlackRock
5
BlackRock
New York
$66.9M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$16.1M
2
CB
2
Cooke & Bieler
Pennsylvania
$17.8M
3
SCA
3
Summit Creek Advisors
Minnesota
$19.8M
4
Wells Fargo
4
Wells Fargo
California
$25.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$244K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$66.9M 849,436 +34,577 +4%
NPIC
2
Neumeier Poma Investment Counsel
California
$50.4M 639,810 +2,900 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$44.6M 566,465 +15,023 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$39.2M 497,928 -3,709 -0.7%
NSCM
5
New South Capital Management
Tennessee
$36.3M 460,518 +3,642 +0.8%
ACM
6
Ashford Capital Management
Delaware
$27.5M 349,210 -1,880 -0.5%
Wells Fargo
7
Wells Fargo
California
$25.6M 325,247 -13,918 -4%
Invesco
8
Invesco
Georgia
$23.8M 302,204 -2,551 -0.8%
EA
9
Emerald Advisers
Pennsylvania
$22.8M 289,803 +481 +0.2%
SCA
10
Summit Creek Advisors
Minnesota
$19.8M 251,002 -72,520 -22%
State Street
11
State Street
Massachusetts
$19.3M 244,391 +10,815 +5%
CB
12
Cooke & Bieler
Pennsylvania
$17.8M 225,673 -118,428 -34%
American Century Companies
13
American Century Companies
Missouri
$16.1M 204,565 -225,466 -52%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$13.4M 169,473 +169,329 +117,590%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$13.2M 167,768 +8,902 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$12.8M 161,964 +4,279 +3%
EMFAT
17
Emerald Mutual Fund Advisers Trust
Pennsylvania
$12.5M 158,829 +45,214 +40%
Northern Trust
18
Northern Trust
Illinois
$11.6M 147,453 -11,181 -7%
KCM
19
Kennedy Capital Management
Missouri
$8.77M 111,268 -3,428 -3%
GPGA
20
Grandeur Peak Global Advisors
Utah
$7.75M 98,310 -50 -0.1%
Ohio Public Employees Retirement System (OPERS)
21
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.45M 94,500 – –
SC
22
Skylands Capital
Wisconsin
$6.35M 80,650 -7,116 -8%
Charles Schwab
23
Charles Schwab
California
$5.69M 72,252 +727 +1%
RA
24
Royce & Associates
New York
$5.31M 67,400 -4,900 -7%
TFCM
25
Taylor Frigon Capital Management
Arizona
$5.27M 66,828 -2,129 -3%
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