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NVEE

NV5 Global

Delisted

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

212 hedge funds and large institutions have $1.13B invested in NV5 Global in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 60

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

2% more funds holding

Funds holding: 208212 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $1.19B → $1.13B (-$58M)

4.11% less ownership

Funds ownership: 304.58%300.47% (-4.1%)

25% less call options, than puts

Call options by funds: $966K | Put options by funds: $1.29M

Holders
212
Holders Change
+4
Holders Change %
+1.92%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
75
Reduced
60
Closed
25
Calls
$966K
Puts
$1.29M
Net Calls
-$326K
Net Calls Change
-$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$206M +$3.82M +163,476 +2%
CM
2
Cercano Management
Washington
$118M +$2.93M +125,448 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$88.2M -$868K -37,168 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$54.2M +$3.67M +157,400 +7%
State Street
5
State Street
Massachusetts
$49.3M +$266K +11,408 +0.5%
American Century Companies
6
American Century Companies
Missouri
$42.5M +$6.09M +260,744 +17%
GCM
7
Geneva Capital Management
Wisconsin
$39.7M -$941K -40,324 -2%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$38.6M -$1.5M -64,424 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$29.9M +$1.86M +79,892 +7%
Swedbank
10
Swedbank
Sweden
$25.6M +$7M +300,000 +38%
EA
11
Emerald Advisers
Pennsylvania
$25.3M -$1.11M -47,740 -4%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21.3M
NPIC
13
Neumeier Poma Investment Counsel
California
$20.1M -$523K -22,420 -3%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$19.2M +$4.59M +196,532 +31%
TCM
15
Tributary Capital Management
Nebraska
$17.8M +$1.74M +74,500 +11%
Charles Schwab
16
Charles Schwab
California
$14.4M +$962K +41,204 +7%
Northern Trust
17
Northern Trust
Illinois
$14.2M -$447K -19,140 -3%
KCM
18
Kennedy Capital Management
Missouri
$13.2M -$190K -8,140 -1%
NTCM
19
Nine Ten Capital Management
Illinois
$13.1M -$2.9M -124,212 -18%
KCM
20
Kornitzer Capital Management
Kansas
$13M
ACM
21
Ashford Capital Management
Delaware
$12.9M +$173K +7,400 +1%
GPGA
22
Grandeur Peak Global Advisors
Utah
$12.8M -$994K -42,568 -7%
SCA
23
Summit Creek Advisors
Minnesota
$11.7M -$823K -35,240 -7%
NSCM
24
New South Capital Management
Tennessee
$11M -$311K -13,304 -3%
Morgan Stanley
25
Morgan Stanley
New York
$10.9M -$37.2M -1,594,832 -77%

NVEE Hedge Fund Activity: Q2 2024 in Review

212 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2024, worth a combined $1.13B — down 4.9% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NVEE positions and 25 closed out — a net gain of 5 holders — while 75 added to existing stakes and 60 trimmed.

The largest buyer was Swedbank, adding an estimated $7M. The largest seller was Morgan Stanley, cutting an estimated $37.2M.

  • 212 institutional investors held NV5 Global (NVEE) as of Q2 2024, up from 208 in Q1 2024.
  • Funds reported $1.13B of NV5 Global stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 30 funds opened new NV5 Global positions in Q2 2024 and 25 closed out, a net change of +5 holders.
  • The largest NV5 Global buyer in Q2 2024 was Swedbank, an estimated $7M added.
  • The largest NV5 Global seller in Q2 2024 was Morgan Stanley, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2024.