Position in FIVE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$398,594
-$331,856 QoQ
Shares Held
2,217
-30.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#373
of 604 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026WADDELL & ASSOCIATES, LLC holds $398,594 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
|
2,217 | $398,594 |
All Filings in FIVE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,594 | 2,217 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $730,450 | 3,197 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $259,748 | 1,379 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||