NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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213 hedge funds and large institutions have $1.18B invested in NV5 Global in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 39 closing their positions.

Holders
213
Holders Change
-15
Holders Change %
-6.58%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
27
Increased
80
Reduced
76
Closed
39
Calls
$2.32M
Puts
$1.46M
Net Calls
+$862K
Net Calls Change
+$16K

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$10.2M
2
GPGA
2
Grandeur Peak Global Advisors
Utah
$13.6M
3
GCM
3
Geneva Capital Management
Wisconsin
$46M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$95.2M
5
Axa
5
Axa
France
$3.74M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
DCM
2
Driehaus Capital Management
Illinois
$6.65M
3
CM
3
Castleark Management
Illinois
$0
4
SCM
4
Sandler Capital Management
New York
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$2.11M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$218M 2,099,665 +3,252 +0.2%
CM
2
Cercano Management
Washington
$129M 1,239,832 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$95.2M 915,953 +47,106 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$62M 596,377 -17,234 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$49.3M 474,157 +12,506 +3%
State Street
6
State Street
Massachusetts
$46.6M 447,851 +18,636 +4%
GCM
7
Geneva Capital Management
Wisconsin
$46M 442,374 +62,398 +16%
NPIC
8
Neumeier Poma Investment Counsel
California
$27.2M 262,086 -55,191 -17%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$26.7M 256,854 +10,199 +4%
EA
10
Emerald Advisers
Pennsylvania
$26.6M 255,649 -2,649 -1%
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$22M 211,274 +8,690 +4%
Invesco
12
Invesco
Georgia
$20.8M 199,719 -31,927 -14%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$18.9M 181,641 +7,011 +4%
ACM
14
Ashford Capital Management
Delaware
$17.1M 164,734 +795 +0.5%
Northern Trust
15
Northern Trust
Illinois
$16.1M 155,246 +1,008 +0.7%
NSCM
16
New South Capital Management
Tennessee
$15.1M 145,147 -21,818 -13%
SCA
17
Summit Creek Advisors
Minnesota
$14.8M 142,297 +1,070 +0.8%
Morgan Stanley
18
Morgan Stanley
New York
$14.7M 141,209 -37,654 -21%
KCM
19
Kornitzer Capital Management
Kansas
$14M 134,255 +1,000 +0.8%
GPGA
20
Grandeur Peak Global Advisors
Utah
$13.6M 130,520 +73,864 +130%
Wells Fargo
21
Wells Fargo
California
$13.1M 125,919 +2,040 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$11.8M 113,773 -3,741 -3%
Charles Schwab
23
Charles Schwab
California
$11.5M 110,231 +5,322 +5%
KCM
24
Kennedy Capital Management
Missouri
$10.5M 101,224 +12,608 +14%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$10.2M 97,880 +85,121 +667%
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