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NVEE

NV5 Global

Delisted

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

213 hedge funds and large institutions have $1.13B invested in NV5 Global in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

3% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 75

1% more capital invested

Capital invested by funds: $1.13B → $1.13B (+$6.89M)

0% more funds holding

Funds holding: 212213 (+1)

0.15% more ownership

Funds ownership: 300.47%300.61% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

44% less call options, than puts

Call options by funds: $692K | Put options by funds: $1.23M

Holders
213
Holders Change
+1
Holders Change %
+0.47%
% 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
27
Increased
77
Reduced
75
Closed
25
Calls
$692K
Puts
$1.23M
Net Calls
-$533K
Net Calls Change
-$207K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$212M +$5.28M +222,156 +3%
CM
2
Cercano Management
Washington
$119M
Vanguard Group
3
Vanguard Group
Pennsylvania
$90.6M +$1.85M +77,800 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$57.2M +$2.79M +117,564 +5%
State Street
5
State Street
Massachusetts
$49.6M +$13.2K +556 +0%
American Century Companies
6
American Century Companies
Missouri
$47.5M +$4.91M +206,488 +11%
GCM
7
Geneva Capital Management
Wisconsin
$40.5M +$547K +23,028 +1%
Swedbank
8
Swedbank
Sweden
$32.7M +$7.13M +300,000 +27%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$30.6M +$479K +20,140 +2%
EA
10
Emerald Advisers
Pennsylvania
$26.2M +$829K +34,880 +3%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$23.6M +$4.4M +185,064 +22%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.9M -$574K -24,144 -3%
NPIC
13
Neumeier Poma Investment Counsel
California
$18.2M -$2.06M -86,620 -10%
TCM
14
Tributary Capital Management
Nebraska
$17.8M -$126K -5,296 -0.7%
NTCM
15
Nine Ten Capital Management
Illinois
$16.5M +$3.37M +142,000 +25%
Charles Schwab
16
Charles Schwab
California
$15.1M +$588K +24,752 +4%
Northern Trust
17
Northern Trust
Illinois
$14.4M +$26.7K +1,124 +0.2%
Morgan Stanley
18
Morgan Stanley
New York
$13.4M +$2.45M +102,936 +22%
KCM
19
Kornitzer Capital Management
Kansas
$13.2M +$95.1K +4,000 +0.7%
ACM
20
Ashford Capital Management
Delaware
$12.9M -$144K -6,080 -1%
RGC
21
Redwood Grove Capital
California
$12.6M +$12.8M +539,108 New
GPGA
22
Grandeur Peak Global Advisors
Utah
$11.7M -$1.2M -50,428 -9%
NSCM
23
New South Capital Management
Tennessee
$11.1M -$10.8K -456 -0.1%
SCA
24
Summit Creek Advisors
Minnesota
$11.1M -$668K -28,108 -6%
KCM
25
Kennedy Capital Management
Missouri
$10.8M -$2.6M -109,356 -19%

NVEE Hedge Fund Activity: Q3 2024 in Review

213 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q3 2024, worth a combined $1.13B — up 0.61% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NVEE positions and 25 closed out — a net gain of 2 holders — while 77 added to existing stakes and 75 trimmed.

The largest buyer was Redwood Grove Capital, opening a new position worth an estimated $12.8M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $38.6M sold.

  • 213 institutional investors held NV5 Global (NVEE) as of Q3 2024, up from 212 in Q2 2024.
  • Funds reported $1.13B of NV5 Global stock for Q3 2024, up 0.61% quarter-over-quarter.
  • 27 funds opened new NV5 Global positions in Q3 2024 and 25 closed out, a net change of +2 holders.
  • The largest NV5 Global buyer in Q3 2024 was Redwood Grove Capital, an estimated $12.8M added.
  • The largest NV5 Global seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $38.6M sold.

Based on aggregated 13F filings for Q3 2024.