NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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188 hedge funds and large institutions have $1.41B invested in NV5 Global in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 64 increasing their positions, 45 reducing their positions, and 17 closing their positions.

Holders
188
Holders Change
+35
Holders Change %
+22.88%
% of All Funds
2.9%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
52
Increased
64
Reduced
45
Closed
17
Calls
$2.63M
Puts
$1.77M
Net Calls
+$858K
Net Calls Change
+$73K

Top Buyers

1
BlackRock
1
BlackRock
New York
$275M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$91.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$108M
4
State Street
4
State Street
Massachusetts
$56.2M
5
Invesco
5
Invesco
Georgia
$56.9M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$0
2
NPIC
2
Neumeier Poma Investment Counsel
California
$56.7M
3
NSCM
3
New South Capital Management
Tennessee
$26.7M
4
ACM
4
Ashford Capital Management
Delaware
$34.8M
5
Wells Fargo
5
Wells Fargo
California
$28.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$275M 1,989,410 +1,005,407 +102%
Vanguard Group
2
Vanguard Group
Pennsylvania
$108M 781,668 +154,432 +25%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$91.7M 664,264 +176,785 +36%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$63M 456,446 +1,854 +0.4%
Invesco
5
Invesco
Georgia
$56.9M 411,663 +100,387 +32%
NPIC
6
Neumeier Poma Investment Counsel
California
$56.7M 410,483 -207,830 -34%
State Street
7
State Street
Massachusetts
$56.2M 406,546 +127,438 +46%
Mawer Investment Management
8
Mawer Investment Management
Alberta, Canada
$37.9M 274,564 +5,792 +2%
ACM
9
Ashford Capital Management
Delaware
$34.8M 252,307 -143,708 -36%
EA
10
Emerald Advisers
Pennsylvania
$34.1M 247,149 -6,428 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$30.8M 223,348 +3,848 +2%
Wells Fargo
12
Wells Fargo
California
$28.7M 208,088 -69,541 -25%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$28.4M 205,478 +18,910 +10%
NSCM
14
New South Capital Management
Tennessee
$26.7M 193,002 -207,113 -52%
SCA
15
Summit Creek Advisors
Minnesota
$26.3M 190,488 -33,442 -15%
KCM
16
Kornitzer Capital Management
Kansas
$24.8M 179,460 -19,865 -10%
DCM
17
Driehaus Capital Management
Illinois
$21.7M 156,769 -7,729 -5%
Northern Trust
18
Northern Trust
Illinois
$21.2M 153,814 +5,271 +4%
Morgan Stanley
19
Morgan Stanley
New York
$18.1M 131,228 +36,795 +39%
KCM
20
Kennedy Capital Management
Missouri
$17.1M 123,935 -24,310 -16%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$15.5M 112,287 +61,020 +119%
Charles Schwab
22
Charles Schwab
California
$13.4M 97,358 +2,439 +3%
GPGA
23
Grandeur Peak Global Advisors
Utah
$12.8M 92,766 +96 +0.1%
Principal Financial Group
24
Principal Financial Group
Iowa
$12.3M 88,930 +88,930 New
CM
25
Castleark Management
Illinois
$11.1M 80,192 -7,535 -9%
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