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NVEE

NV5 Global

Delisted

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

208 hedge funds and large institutions have $1.19B invested in NV5 Global in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,508% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $88K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

2% more funds holding

Funds holding: 204208 (+4)

11% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 73

16% less capital invested

Capital invested by funds: $1.42B → $1.19B (-$232M)

16.35% less ownership

Funds ownership: 320.93%304.58% (-16%)

Holders
208
Holders Change
+4
Holders Change %
+1.96%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
65
Reduced
73
Closed
20
Calls
$1.42M
Puts
$88K
Net Calls
+$1.33M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$213M -$4.52M -174,064 -2%
CM
2
Cercano Management
Washington
$122M
Vanguard Group
3
Vanguard Group
Pennsylvania
$93.9M +$834K +32,128 +0.8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$53.3M +$3.3M +127,148 +6%
State Street
5
State Street
Massachusetts
$51.7M +$1.36M +52,528 +3%
Morgan Stanley
6
Morgan Stanley
New York
$50.6M -$62.8M -2,417,384 -54%
GCM
7
Geneva Capital Management
Wisconsin
$42.8M -$776K -29,872 -2%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$42.3M +$21.9M +841,896 +95%
American Century Companies
9
American Century Companies
Missouri
$38.4M +$4.38M +168,644 +12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$29.6M +$845K +32,540 +3%
EA
11
Emerald Advisers
Pennsylvania
$27.8M -$801K -30,872 -3%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$22.5M -$1.12M -42,992 -4%
NPIC
13
Neumeier Poma Investment Counsel
California
$21.8M -$2.71M -104,560 -11%
Swedbank
14
Swedbank
Sweden
$19.6M +$3.12M +120,000 +18%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$18.5M -$12.9M -498,448 -40%
TCM
16
Tributary Capital Management
Nebraska
$16.9M +$4.98M +191,780 +38%
NTCM
17
Nine Ten Capital Management
Illinois
$16.9M +$1.13M +43,348 +7%
Northern Trust
18
Northern Trust
Illinois
$15.5M -$366K -14,080 -2%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$15.4M +$426K +16,424 +3%
GPGA
20
Grandeur Peak Global Advisors
Utah
$14.5M -$576K -22,188 -4%
Charles Schwab
21
Charles Schwab
California
$14.2M +$763K +29,396 +5%
KCM
22
Kennedy Capital Management
Missouri
$14.2M -$2.13M -82,204 -12%
KCM
23
Kornitzer Capital Management
Kansas
$13.7M -$567K -21,840 -4%
ACM
24
Ashford Capital Management
Delaware
$13.5M +$247K +9,520 +2%
SCA
25
Summit Creek Advisors
Minnesota
$13.2M +$97.1K +3,740 +0.7%

NVEE Hedge Fund Activity: Q1 2024 in Review

208 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2024, worth a combined $1.19B — down 16% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NVEE positions and 20 closed out — a net gain of 5 holders — while 65 added to existing stakes and 73 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $21.9M. The largest seller was Morgan Stanley, cutting an estimated $62.8M.

  • 208 institutional investors held NV5 Global (NVEE) as of Q1 2024, up from 204 in Q4 2023.
  • Funds reported $1.19B of NV5 Global stock for Q1 2024, down 16% quarter-over-quarter.
  • 25 funds opened new NV5 Global positions in Q1 2024 and 20 closed out, a net change of +5 holders.
  • The largest NV5 Global buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $21.9M added.
  • The largest NV5 Global seller in Q1 2024 was Morgan Stanley, an estimated $62.8M sold.

Based on aggregated 13F filings for Q1 2024.