Vault-13

NV5 GLOBAL INC NVEE

COM · Common Stock · CUSIP 62945V109

0 institutional holders -3 vs Q3 2025
—reported value*
0 new 0 added 0 reduced 3 sold out net sold ≈ $817.8k (-35.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 211Q4 22: 227Q1 23: 214Q2 23: 199Q3 23: 194Q4 23: 204Q1 24: 210Q2 24: 213Q3 24: 213Q4 24: 221Q1 25: 225Q2 25: 239Q3 25: 3Q4 25: 00Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022211
Q4 2022227
Q1 2023214
Q2 2023199
Q3 2023194
Q4 2023204
Q1 2024210
Q2 2024213
Q3 2024213
Q4 2024221
Q1 2025225
Q2 2025239
Q3 20253
Q4 20250

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q1 24: 92 bought or addedQ1 24: 92 cut or sold outQ2 24: 103 bought or addedQ2 24: 86 cut or sold outQ2 24Q3 24: 99 bought or addedQ3 24: 101 cut or sold outQ4 24: 118 bought or addedQ4 24: 97 cut or sold outQ4 24Q1 25: 123 bought or addedQ1 25: 96 cut or sold outQ2 25: 112 bought or addedQ2 25: 127 cut or sold outQ2 25Q3 25: 0 bought or addedQ3 25: 232 cut or sold outQ4 25: 0 bought or addedQ4 25: 3 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20249292
Q2 202410386
Q3 202499101
Q4 202411897
Q1 202512396
Q2 2025112127
Q3 20250232
Q4 202503

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$250k$500k$750k$1mQ1 25 calls: $148.4kQ1 25 puts: $747.0kQ1 25P/C 5.03Q2 25 calls: $823.0kQ2 25 puts: $1.0kQ2 25P/C 0.00Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —
Numbers
QuarterCallsPutsP/C
Q1 2025$148.4k$747.0k5.03
Q2 2025$823.0k$1.0k0.00
Q3 2025$0$0—
Q4 2025$0$0—

Biggest buyers

None

Biggest sellers

Koss-Olinger Consulting, LLC Sold out -34,428-34.4k
OSAIC HOLDINGS, INC. Sold out -910-910
IFP Advisors, Inc Sold out -105-105

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Cercano Management LLC 13G · institution filed 2025-01-21 6.0% 3.9m 2025-01-21

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change