Position in FIVE
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$229,393
-$7,187 QoQ
Shares Held
1,004
-20.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIVE Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026USA FINANCIAL FORMULAS holds $229,393 across 1 Specialty Retail name. FIVE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIVE |
Five Below, Inc
This page
|
1,004 | $229,393 |
All Filings in FIVE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229,393 | 1,004 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $236,580 | 1,256 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $208,845 | 1,350 | Shares | Sole | 2025-10-10 | |
| 2021-06-30 | $4,445 | 23 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $504,067 | 2,642 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||