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NVEE

NV5 Global

Delisted

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

204 hedge funds and large institutions have $1.42B invested in NV5 Global in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

26.93% more ownership

Funds ownership: 294%320.93% (+27%)

26% more capital invested

Capital invested by funds: $1.12B → $1.42B (+$294M)

5% more funds holding

Funds holding: 194204 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 72

Holders
204
Holders Change
+10
Holders Change %
+5.15%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
64
Reduced
72
Closed
21
Calls
$189K
Puts
Net Calls
+$189K
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$246M +$11.3M +445,980 +5%
CM
2
Cercano Management
Washington
$138M
Morgan Stanley
3
Morgan Stanley
New York
$124M +$63.7M +2,508,156 +127%
Vanguard Group
4
Vanguard Group
Pennsylvania
$106M +$3.59M +141,164 +4%
State Street
5
State Street
Massachusetts
$57.2M +$4.83M +190,152 +10%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$56.9M +$1.26M +49,748 +2%
GCM
7
Geneva Capital Management
Wisconsin
$49.4M +$71.8K +2,828 +0.2%
American Century Companies
8
American Century Companies
Missouri
$38.8M +$988K +38,896 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$34.8M -$4.63M -182,340 -13%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$32.7M +$1.57M +61,768 +6%
EA
11
Emerald Advisers
Pennsylvania
$32.4M -$853K -33,580 -3%
NPIC
12
Neumeier Poma Investment Counsel
California
$27.6M -$699K -27,520 -3%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$26.7M -$454K -17,880 -2%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$24.6M +$22.5M +885,308 New
Swedbank
15
Swedbank
Sweden
$18.9M
KCM
16
Kennedy Capital Management
Missouri
$18.3M +$68.8K +2,708 +0.4%
Northern Trust
17
Northern Trust
Illinois
$18M +$346K +13,628 +2%
NTCM
18
Nine Ten Capital Management
Illinois
$17.9M +$16.4M +644,716 New
GPGA
19
Grandeur Peak Global Advisors
Utah
$17.1M +$357K +14,072 +2%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$17M +$61.2K +2,408 +0.4%
KCM
21
Kornitzer Capital Management
Kansas
$16.1M
Charles Schwab
22
Charles Schwab
California
$15.3M +$523K +20,588 +4%
ACM
23
Ashford Capital Management
Delaware
$15M -$2.86M -112,416 -17%
SCA
24
Summit Creek Advisors
Minnesota
$14.8M -$981K -38,608 -7%
NSCM
25
New South Capital Management
Tennessee
$14.2M -$384K -15,132 -3%