FIVENasdaqRetail-Variety StoresFiscal year ends January 30
FIVE BELOW, INC
Financials through Q2 FY2026, quarter ended Aug 1, 2026Last filing: 10-Q on Sep 3, 2026
$225.61+2.89 (+1.30%)
Close on Oct 19, 2026
- Market cap
- $12.52B
- P/E (TTM)
- 20.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
55M of 55M shares
Institutional holders
610
94 new, 110 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
1 buys · 51 sales
Net sold $23.68M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,955,682 | 9.00% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 2,894,968 | 5.24% | 13G (passive) | Mar 31, 2026 |
| David E. Shaw | 2,761,770 | 5.00% | 13G (passive) | Jun 3, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FIVE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,366,632 | 9.75% | $964.87M | +354,591 | 0.01% |
| Vanguard Capital Management LLC | 2,495,633 | 4.53% | $448.69M | +21,554 | 0.01% |
| Vanguard Portfolio Management LLC | 2,376,398 | 4.32% | $427.25M | −22,271 | 0.02% |
| Aqr Capital Management LLC | 1,923,492 | 3.49% | $340.02M | −3,104 | 0.12% |
| Wellington Management Group Llp | 1,811,650 | 3.29% | $325.72M | +638,049 | 0.06% |
| State Street Corp | 1,724,229 | 3.13% | $310.00M | +51,104 | 0.01% |
| Two Sigma Investments, LP | 1,605,648 | 2.92% | $288.68M | +171,403 | 0.21% |
| Marshall Wace, Llp | 1,537,377 | 2.79% | $276.41M | +203,460 | 0.22% |
| Federated Hermes, Inc. | 1,329,016 | 2.41% | $238.94M | −200,536 | 0.34% |
| Geode Capital Management, LLC | 1,322,283 | 2.40% | $238.43M | +33,442 | 0.01% |
| Invesco Ltd. | 1,255,908 | 2.28% | $225.80M | +246,337 | 0.02% |
| FMR LLC | 1,153,792 | 2.10% | $207.44M | +115,180 | 0.01% |
| American Century Companies Inc | 1,139,293 | 2.07% | $204.83M | −678,024 | 0.09% |
| SRS Investment Management, LLC | 1,105,109 | 2.01% | $198.69M | +382,283 | 1.84% |
| Qube Research & Technologies Ltd | 1,049,010 | 1.91% | $188.60M | −21,440 | 0.18% |
| Dimensional Fund Advisors LP | 913,892 | 1.66% | $164.31M | +65,442 | 0.03% |
| Balyasny Asset Management L.P. | 753,263 | 1.37% | $135.43M | −94,802 | 0.17% |
| Norges Bank | 710,784 | 1.29% | $127.79M | New | 0.01% |
| D. E. Shaw & Co., Inc. | 638,465 | 1.16% | $114.79M | −767,345 | 0.05% |
| Charles Schwab Investment Management Inc | 636,972 | 1.16% | $114.52M | −31,352 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 610 | 55M | 100.0% | 94 / 196 | 251 / 110 | 8M | 8M |
| Q1 2026 | 633 | 55M | 100.0% | 149 / 241 | 180 / 64 | 13M | 10M |
| Q4 2025 | 554 | 58M | 100.0% | 124 / 177 | 188 / 63 | 9M | 10M |
| Q3 2025 | 503 | 58M | 100.0% | 102 / 198 | 136 / 54 | 9M | 10M |
| Q2 2025 | 461 | 59M | 100.0% | 111 / 131 | 170 / 56 | 14M | 12M |
| Q1 2025 | 410 | 57M | 100.0% | 68 / 157 | 121 / 81 | 13M | 14M |
| Q4 2024 | 425 | 58M | 100.0% | 89 / 139 | 127 / 61 | 10M | 10M |
| Q3 2024 | 404 | 58M | 100.0% | 73 / 117 | 166 / 131 | 20M | 16M |
| Q2 2024 | 464 | 59M | 100.0% | 81 / 150 | 166 / 110 | 11M | 13M |
| Q1 2024 | 498 | 61M | 100.0% | 60 / 155 | 194 / 60 | 5M | 6M |
| Q4 2023 | 504 | 61M | 100.0% | 92 / 160 | 181 / 34 | 5M | 4M |
| Q3 2023 | 453 | 61M | 100.0% | 46 / 159 | 181 / 79 | 7M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FIVE | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,892,339 | 3.44% | $340.22M | 0.27% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,754,989 | 3.19% | $315.53M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,268,499 | 2.30% | $228.06M | 0.12% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 855,570 | 1.55% | $194.52M | 0.72% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 731,137 | 1.33% | $131.45M | 0.28% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 634,056 | 1.15% | $114.00M | 0.12% | Jun 30, 2026 |
| Invesco Discovery Fund | 510,942 | 0.93% | $116.17M | 1.48% | May 31, 2026 |
| Invesco S&P MidCap Momentum ETF | 453,485 | 0.82% | $98.47M | 1.37% | Jul 31, 2026 |
| iShares S&P Mid-Cap 400 Growth ETF | 330,756 | 0.60% | $59.47M | 0.53% | Jun 30, 2026 |
| Fullerthaler Behavioral Small-Cap Growth | 319,370 | 0.58% | $57.42M | 0.93% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 284,124 | 0.52% | $64.60M | 0.15% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 279,872 | 0.51% | $50.32M | 0.27% | Jun 30, 2026 |
| Federated Hermes MDT Mid Cap Growth Fund | 272,933 | 0.50% | $59.26M | 0.90% | Jul 31, 2026 |
| Schwab U.S. Small-Cap ETF | 265,243 | 0.48% | $60.31M | 0.26% | May 31, 2026 |
| Growth Fund | 252,000 | 0.46% | $45.31M | 0.08% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Winifred Park | President and CEO, Director | 35,385 | 0.06% | Mar 24, 2026 |
| Thomas Vellios | Executive Chairman, Director | 397,818 | 0.72% | May 7, 2025 |
| Maureen Marie Gellerman | CHRO | 9,028 | 0.02% | Sep 25, 2026 |
| Eric M. Specter | CAO | 36,154 | 0.07% | Sep 25, 2026 |
| Kenneth R. Bull | COO | 76,930 | 0.14% | Sep 25, 2026 |
| Amit Jhunjhunwala | Chief Information Officer | 20,783 | 0.04% | Sep 25, 2026 |
| Graham Poliner | CSBIAO | 15,758 | 0.03% | Sep 25, 2026 |
| Jacob Kimball Hawkins | CMOO | 3,728 | 0.01% | Sep 14, 2026 |
| Rodney Lastinger | Chief Retail Officer | 3,618 | 0.01% | Jul 1, 2026 |
| Christos George Yatrakis | Chief Legal Officer | 1,031 | 0.00% | Jun 17, 2026 |
| Daniel Sullivan | Chief Financial Officer | 16,075 | 0.03% | Mar 23, 2026 |
| Michelle Lee Israel | Chief Merchandising Officer | 1,763 | 0.00% | Mar 23, 2026 |
| George Hill | Chief Retail Officer | 31,582 | 0.06% | Jan 27, 2026 |
| Ronald James Masciantonio | EVP, General Counsel | 10,016 | 0.02% | Sep 18, 2025 |
| Kristy Chipman | CFO & Treasurer | 26,205 | 0.05% | Mar 24, 2025 |
| Scott M. Settersten | Director | 545 | 0.00% | Sep 23, 2026 |
| Dinesh S. Lathi | Director | 14,240 | 0.03% | Sep 14, 2026 |
| Michael F. Devine Iii | Director | 13,803 | 0.03% | Sep 9, 2026 |
| Mimi Eckel Vaughn | Director | 5,934 | 0.01% | Aug 5, 2026 |
| Richard L. Markee | Director | 14,402 | 0.03% | Aug 5, 2026 |
| Robert Lynch | Director | 1,506 | 0.00% | Jul 1, 2026 |
| Zuhairah Scott Washington | Director | 7,019 | 0.01% | Jun 18, 2026 |
| Ronald Sargent | Director | 80,283 | 0.15% | Jun 18, 2026 |
| Karen R. Bowman | Director | 4,157 | 0.01% | Jun 18, 2026 |
| Thomas M. Ryan | Director | 236,170 | 0.43% | May 6, 2026 |
| Kathleen S. Barclay | Director | 9,326 | 0.02% | Feb 4, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kenneth R. Bull COO | Sep 23, 2026 | Award | +1,866 | – | – | 76,930 |
| Eric M. Specter CAO | Sep 23, 2026 | Award | +672 | – | – | 36,154 |
| Maureen Marie Gellerman CHRO | Sep 23, 2026 | Award | +224 | – | – | 9,028 |
| Graham Poliner CSBIAO | Sep 23, 2026 | Award | +224 | – | – | 15,758 |
| Amit Jhunjhunwala Chief Information Officer | Sep 23, 2026 | Award | +522 | – | – | 20,783 |
| Scott M. Settersten Director | Sep 21, 2026 | Award | +545 | – | – | 545 |
| Eric M. Specter CAO | Sep 14, 2026 | Sale | −5,500 | $248.99 | $1.37M | 35,482 |
| Dinesh S. Lathi Director | Sep 10, 2026 | Gift | −110 | – | – | 14,240 |
| Jacob Kimball Hawkins CMOO | Sep 10, 2026 | Sale | −818 | $248.88 | $203.58K | 3,728 |
| Maureen Marie Gellerman CHRO | Sep 9, 2026 | Sale | −1,610 | $248.94 | $400.79K | 8,804 |
| Maureen Marie Gellerman CHRO | Sep 6, 2026 | Tax withholding | −167 | $252.20 | $42.12K | 10,414 |
| Michael F. Devine Iii Director | Sep 4, 2026 | Sale | −3,400 | $250.44 | $851.50K | 13,803 |
| Michael F. Devine Iii Director | Sep 4, 2026 | Sale | −850 | $251.28 | $213.59K | 12,953 |
| Kenneth R. Bull COO | Sep 4, 2026 | Sale | −183 | $243.93 | $44.64K | 81,197 |
| Kenneth R. Bull COO | Sep 4, 2026 | Sale | −1,564 | $242.91 | $379.91K | 81,380 |
| Kenneth R. Bull COO | Sep 4, 2026 | Sale | −1,130 | $242.01 | $273.47K | 82,944 |
| Kenneth R. Bull COO | Sep 4, 2026 | Sale | −1,500 | $240.73 | $361.10K | 84,074 |
| Kenneth R. Bull COO | Sep 4, 2026 | Sale | −2,585 | $255.17 | $659.61K | 75,064 |
| Kenneth R. Bull COO | Sep 4, 2026 | Sale | −1,192 | $253.96 | $302.72K | 77,649 |
| Kenneth R. Bull COO | Sep 4, 2026 | Sale | −143 | $252.90 | $36.16K | 78,841 |
| Kenneth R. Bull COO | Sep 4, 2026 | Sale | −186 | $252.09 | $46.89K | 78,984 |
| Kenneth R. Bull COO | Sep 4, 2026 | Sale | −600 | $249.98 | $149.99K | 79,170 |
| Kenneth R. Bull COO | Sep 4, 2026 | Sale | −82 | $248.75 | $20.40K | 79,770 |
| Kenneth R. Bull COO | Sep 4, 2026 | Sale | −611 | $247.90 | $151.47K | 79,852 |
| Kenneth R. Bull COO | Sep 4, 2026 | Sale | −403 | $246.94 | $99.52K | 80,463 |
| Kenneth R. Bull COO | Sep 4, 2026 | Sale | −163 | $246.07 | $40.11K | 80,866 |
| Kenneth R. Bull COO | Sep 4, 2026 | Sale | −168 | $244.82 | $41.13K | 81,029 |
| Richard L. Markee Director | Aug 3, 2026 | Award | +97 | $216.70 | $21.02K | 14,402 |
| Mimi Eckel Vaughn Director | Aug 3, 2026 | Award | +96 | $216.70 | $20.80K | 5,934 |
| Dinesh S. Lathi Director | Aug 3, 2026 | Award | +138 | $216.70 | $29.90K | 14,350 |
| Amit Jhunjhunwala Chief Information Officer | Aug 1, 2026 | Tax withholding | −3,935 | $217.13 | $854.41K | 20,261 |
| Maureen Marie Gellerman CHRO | Aug 1, 2026 | Tax withholding | −1,869 | $217.13 | $405.82K | 10,581 |
| Kenneth R. Bull COO | Aug 1, 2026 | Tax withholding | −5,247 | $217.13 | $1.14M | 85,574 |
| Graham Poliner CSBIAO | Aug 1, 2026 | Tax withholding | −2,916 | $217.13 | $633.15K | 15,534 |
| Eric M. Specter CAO | Aug 1, 2026 | Tax withholding | −3,935 | $217.13 | $854.41K | 40,982 |
| Graham Poliner CSBIAO | Jun 30, 2026 | Other | +31 | $161.81 | $5.02K | 18,450 |
| Robert Lynch Director | Jun 29, 2026 | Buy | +530 | $176.06 | $93.31K | 1,506 |
| Rodney Lastinger Chief Retail Officer | Jun 22, 2026 | Award | +3,618 | – | – | 3,618 |
| Ronald Sargent Director | Jun 16, 2026 | Award | +976 | – | – | 6,609 |
| Michael F. Devine Iii Director | Jun 16, 2026 | Award | +1,663 | – | – | 17,203 |
| Richard L. Markee Director | Jun 16, 2026 | Award | +976 | – | – | 14,305 |
| Robert Lynch Director | Jun 16, 2026 | Award | +976 | – | – | 976 |
| Mimi Eckel Vaughn Director | Jun 16, 2026 | Award | +976 | – | – | 5,838 |
| Zuhairah Scott Washington Director | Jun 16, 2026 | Award | +976 | – | – | 7,019 |
| Dinesh S. Lathi Director | Jun 16, 2026 | Award | +976 | – | – | 14,212 |
| Karen R. Bowman Director | Jun 16, 2026 | Award | +976 | – | – | 4,157 |
| Christos George Yatrakis Chief Legal Officer | Jun 15, 2026 | Award | +1,031 | – | – | 1,031 |
| Graham Poliner CSBIAO | Jun 15, 2026 | Award | +252 | – | – | 18,419 |
| Eric M. Specter CAO | Jun 15, 2026 | Award | +758 | – | – | 44,917 |
| Maureen Marie Gellerman CHRO | Jun 15, 2026 | Award | +252 | – | – | 12,450 |
| Amit Jhunjhunwala Chief Information Officer | Jun 15, 2026 | Award | +590 | – | – | 24,196 |
| Kenneth R. Bull COO | Jun 15, 2026 | Award | +2,107 | – | – | 90,821 |
| Thomas M. Ryan Director | May 4, 2026 | Award | +96 | $231.10 | $22.19K | 119,030 |
| Richard L. Markee Director | May 4, 2026 | Award | +96 | $231.10 | $22.19K | 13,329 |
| Mimi Eckel Vaughn Director | May 4, 2026 | Award | +96 | $231.10 | $22.19K | 4,862 |
| Dinesh S. Lathi Director | May 4, 2026 | Award | +134 | $231.10 | $30.97K | 13,236 |
| Richard L. Markee Director | Mar 26, 2026 | Sale | −3,000 | $232.04 | $696.12K | 13,233 |
| Ronald Sargent Director | Mar 24, 2026 | Sale | −10,000 | $231.75 | $2.32M | 73,674 |
| Ronald Sargent Director | Mar 23, 2026 | Sale | −10,000 | $231.28 | $2.31M | 83,674 |
| Graham Poliner CSBIAO | Mar 21, 2026 | Tax withholding | −103 | $227.42 | $23.42K | 18,246 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| M. Specter Eric Officer | Sep 14, 2026 | 5,500 | $1.37M | Sep 14, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Hawkins Jacob Officer | Sep 10, 2026 | 818 | $203.58K | Sep 10, 2026 | Restricted Stock |
| Gellerman Maureen Officer | Sep 9, 2026 | 1,610 | $400.79K | Sep 9, 2026 | Restricted Stock |
| Kenneth R. Bull Officer, Chief Operating Officer | Sep 4, 2026 | 10,510 | $2.61M | Sep 4, 2026 | Restricted Stock Vesting |
| Michael F. Devine Iii Officer | Sep 4, 2026 | 4,250 | $1.08M | Sep 4, 2026 | Board Compensation |
| Kathleen S. Barclay former Director | Sep 3, 2026 | 7,514 | $1.81M | Sep 3, 2026 | Stock award |
| L. Markee Richard Director | Mar 26, 2026 | 3,000 | $696.12K | Mar 26, 2026 | Restricted stock vesting under a registered plan |
| Hill George Officer | Mar 25, 2026 | 7,925 | $1.86M | Mar 25, 2026 | Restricted stock vesting under a registered plan |
| Family Investment LLC Sargent Director | Mar 24, 2026 | 10,000 | $2.32M | Mar 24, 2026 | Investment |
| Family Investment LLC Sargent Director | Mar 23, 2026 | 10,000 | $2.30M | Mar 23, 2026 | Investment |
| Kenneth R. Bull Officer | Mar 20, 2026 | 10,000 | $2.34M | Mar 20, 2026 | Restricted Stock Vesting |
| Kenneth R. Bull Officer | Jan 15, 2026 | 1,925 | $389.41K | Jan 15, 2026 | Pre-IPO shares |
| M. Specter Eric Officer | Jan 13, 2026 | 8,500 | $1.71M | Jan 13, 2026 | Restricted stock vesting under a registered plan |
| Kenneth R. Bull Officer | Jan 13, 2026 | 5,100 | $1.04M | Jan 13, 2026 | Restricted Stock Vesting |
| Kathleen S. Barclay Director | Dec 15, 2025 | 2,200 | $401.47K | Dec 15, 2025 | Stock Award or Payment for services rendered |