NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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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.

Holders
204
Holders Change
+10
Holders Change %
+5.15%
% of All Funds
2.99%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$124M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$24.6M
3
NTCM
3
Nine Ten Capital Management
Illinois
$17.9M
4
TCM
4
Tributary Capital Management
Nebraska
$13.9M
5
BlackRock
5
BlackRock
New York
$246M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$12.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$34.8M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$5.83M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.75M
5
ACM
5
Ashford Capital Management
Delaware
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$246M 2,217,509 +111,495 +5%
CM
2
Cercano Management
Washington
$138M 1,239,832 – –
Morgan Stanley
3
Morgan Stanley
New York
$124M 1,120,340 +627,039 +127%
Vanguard Group
4
Vanguard Group
Pennsylvania
$106M 950,477 +35,291 +4%
State Street
5
State Street
Massachusetts
$57.2M 514,444 +47,538 +10%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$56.9M 511,790 +12,437 +2%
GCM
7
Geneva Capital Management
Wisconsin
$49.4M 444,513 +707 +0.2%
American Century Companies
8
American Century Companies
Missouri
$38.8M 349,375 +9,724 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$34.8M 313,106 -45,585 -13%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$32.7M 293,899 +15,442 +6%
EA
11
Emerald Advisers
Pennsylvania
$32.4M 291,599 -8,395 -3%
NPIC
12
Neumeier Poma Investment Counsel
California
$27.6M 248,386 -6,880 -3%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$26.7M 240,216 -4,470 -2%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$24.6M 221,327 +221,327 New
Swedbank
15
Swedbank
Sweden
$18.9M 170,000 – –
KCM
16
Kennedy Capital Management
Missouri
$18.3M 165,071 +677 +0.4%
Northern Trust
17
Northern Trust
Illinois
$18M 161,539 +3,407 +2%
NTCM
18
Nine Ten Capital Management
Illinois
$17.9M 161,179 +161,179 New
GPGA
19
Grandeur Peak Global Advisors
Utah
$17.1M 153,812 +3,518 +2%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$17M 153,070 +602 +0.4%
KCM
21
Kornitzer Capital Management
Kansas
$16.1M 145,330 – –
Charles Schwab
22
Charles Schwab
California
$15.3M 137,286 +5,147 +4%
ACM
23
Ashford Capital Management
Delaware
$15M 134,980 -28,104 -17%
SCA
24
Summit Creek Advisors
Minnesota
$14.8M 133,290 -9,652 -7%
NSCM
25
New South Capital Management
Tennessee
$14.2M 127,933 -3,783 -3%
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