NVEE

NVEE

NVEE

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2024 Q1 Apr 15, 2024 Conestoga Micro Cap Composite 7.6% 3.3% BWMN, DGII, NVEE, PLMR, PLOW, ROAD, SMLR, SSTO, TKNO, VCEL, WLDN -
2024 Q4 Dec 31, 2024 Conestoga Micro Cap Composite 9.9% 13.5% ERII, MEG, NABL, NVEE, ODFL, OLO, PCTY, PL, ROAD, TBRD CN, TFX, TKNO, TRNS, UTI -
2024 Q3 Oct 23, 2024 Polen Capital – U.S. Small Company Growth 7.4% -0.9% 4P0 GR, ALIT, ALRM, BROS, DOCS, ELF, GSHD, HLNE, NSIT, NVEE, PCTY, PGNY, RH, RMBS, RVLV, SITM -
2024 Q2 Jun 30, 2024 THB Asset Management 10.3% 10.1% DAKT, LMB, LUNA, NVEE, PLUS -
2023 Q1 May 23, 2023 Conestoga Micro Cap Composite 7.6% 3.3% CYRX, MEG, MODN, NVEE, OLO, SSTI, TBRD CN, TKNO, TRNS, USPH -
2024 Q4 Jan 23, 2025 Polen Capital – U.S. Small Company Growth 4.7% 3.8% ALRM, AMN, BDC, BROS, EEFT, FN, NSIT, NVEE, OPCH, RVLV, TREX, WRBY, WSC -
2024 Q4 Jan 14, 2025 Liberty Park Capital Management 5.9% 8.6% CGNX, GTLS, HQI, INOD, INOQ, LWLG, MOD, NVEE, SOUN, THRY, UPWK, XMTR, YOU -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
No pitches found.

BSD Shareholders of NVEE

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.

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