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NVEE

NV5 Global

Delisted

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

224 hedge funds and large institutions have $975M invested in NV5 Global in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 85 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

35% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 63

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

2% more funds holding

Funds holding: 220224 (+4)

1.16% more ownership

Funds ownership: 76.42%77.58% (+1.2%)

4% more capital invested

Capital invested by funds: $937M → $975M (+$38.2M)

80% less call options, than puts

Call options by funds: $148K | Put options by funds: $747K

Holders
224
Holders Change
+4
Holders Change %
+1.82%
% of All Funds
3%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
40
Increased
85
Reduced
63
Closed
35
Calls
$148K
Puts
$747K
Net Calls
-$599K
Net Calls Change
+$32K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$194M +$11.6M +635,564 +7%
CM
2
Cercano Management
Washington
$75.6M
Vanguard Group
3
Vanguard Group
Pennsylvania
$73.8M +$1.29M +70,427 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$52.5M +$3.83M +208,920 +8%
American Century Companies
5
American Century Companies
Missouri
$47.3M +$5.62M +307,169 +14%
State Street
6
State Street
Massachusetts
$41.7M -$1.39M -76,109 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$36.9M +$7.37M +402,506 +27%
Swedbank
8
Swedbank
Sweden
$36.6M +$4.9M +267,704 +16%
GCM
9
Geneva Capital Management
Wisconsin
$33.2M +$1.93M +105,204 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$26.1M +$929K +50,749 +4%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$17.9M +$551K +30,076 +3%
TCM
12
Tributary Capital Management
Nebraska
$16.6M -$1.56M -85,386 -9%
Charles Schwab
13
Charles Schwab
California
$14.8M +$1.49M +81,126 +12%
Morgan Stanley
14
Morgan Stanley
New York
$14.3M +$2.34M +127,918 +21%
NPIC
15
Neumeier Poma Investment Counsel
California
$12M +$168K +9,195 +2%
Northern Trust
16
Northern Trust
Illinois
$11.9M +$7.8K +426 +0.1%
KCM
17
Kornitzer Capital Management
Kansas
$10.8M
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$10.7M +$9.48M +517,740 +1,325%
RGC
19
Redwood Grove Capital
California
$10.4M
SCA
20
Summit Creek Advisors
Minnesota
$9.14M -$10.3K -560 -0.1%
ACM
21
Ashford Capital Management
Delaware
$8.24M -$2.23M -121,750 -22%
BCA
22
Bernzott Capital Advisors
California
$7.55M +$3.56M +194,139 +98%
NSCM
23
New South Capital Management
Tennessee
$7.54M -$919K -50,211 -11%
NTCM
24
Nine Ten Capital Management
Illinois
$7.32M -$6.04M -330,000 -46%
SEI Investments
25
SEI Investments
Pennsylvania
$6.87M +$1.16M +63,387 +22%

NVEE Hedge Fund Activity: Q1 2025 in Review

224 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2025, worth a combined $975M — up 4.1% from $937M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NVEE positions and 35 closed out — a net gain of 5 holders — while 85 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock, adding an estimated $11.6M. The largest seller was Emerald Advisers, exiting entirely with an estimated $13.2M sold.

  • 224 institutional investors held NV5 Global (NVEE) as of Q1 2025, up from 220 in Q4 2024.
  • Funds reported $975M of NV5 Global stock for Q1 2025, up 4.1% quarter-over-quarter.
  • 40 funds opened new NV5 Global positions in Q1 2025 and 35 closed out, a net change of +5 holders.
  • The largest NV5 Global buyer in Q1 2025 was BlackRock, an estimated $11.6M added.
  • The largest NV5 Global seller in Q1 2025 was Emerald Advisers, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2025.