Five Below, Inc (FIVE) shareholders
Close on Nov 11, 2026Market cap $13.80BP/E 22.5Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
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 Joint filing with D. E. Shaw & Co., L.P. (5.00%), D. E. Shaw & Co., L.L.C. (5.00%) | 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)
514 funds held FIVE in Q2 2026, 51% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 |
| Graham Poliner | CSBIAO | 15,301 | 0.03% | Oct 14, 2026 |
| Michelle Lee Israel | Chief Merchandising Officer | 1,699 | 0.00% | Oct 8, 2026 |
| Daniel Sullivan | Chief Financial Officer | 14,069 | 0.03% | Oct 8, 2026 |
| Amit Jhunjhunwala | Chief Information Officer | 20,783 | 0.04% | Sep 25, 2026 |
| Eric M. Specter | CAO | 36,154 | 0.07% | Sep 25, 2026 |
| Maureen Marie Gellerman | CHRO | 9,028 | 0.02% | Sep 25, 2026 |
| Kenneth R. Bull | COO | 76,930 | 0.14% | 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 |
| 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 |
| Mimi Eckel Vaughn | Director | 6,024 | 0.01% | Nov 4, 2026 |
| Richard L. Markee | Director | 14,495 | 0.03% | Nov 4, 2026 |
| Dinesh S. Lathi | Director | 14,479 | 0.03% | Nov 4, 2026 |
| Scott M. Settersten | Director | 545 | 0.00% | Sep 23, 2026 |
| Michael F. Devine Iii | Director | 13,803 | 0.03% | Sep 9, 2026 |
| Robert Lynch | Director | 1,506 | 0.00% | Jul 1, 2026 |
| Karen R. Bowman | Director | 4,157 | 0.01% | Jun 18, 2026 |
| Zuhairah Scott Washington | Director | 7,019 | 0.01% | Jun 18, 2026 |
| Ronald Sargent | Director | 80,283 | 0.15% | 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 |
|---|---|---|---|---|---|---|
| Mimi Eckel Vaughn Director | Nov 2, 2026 | Award | +90 | $238.97 | $21.51K | 6,024 |
| Dinesh S. Lathi Director | Nov 2, 2026 | Award | +129 | $238.97 | $30.83K | 14,479 |
| Richard L. Markee Director | Nov 2, 2026 | Award | +93 | $238.97 | $22.22K | 14,495 |
| Graham Poliner CSBIAO | Oct 10, 2026 | Tax withholding | −457 | $214.73 | $98.13K | 15,301 |
| Michelle Lee Israel Chief Merchandising Officer | Oct 6, 2026 | Tax withholding | −64 | $209.92 | $13.43K | 1,699 |
| Daniel Sullivan Chief Financial Officer | Oct 6, 2026 | Tax withholding | −2,006 | $209.92 | $421.10K | 14,069 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Five Below's stock actually held short. Settlement fails (shares not delivered on time) peaked at 118 shares on Sep 3, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Eric M. Specter Officer | Sep 14, 2026 | 5,500 | $1.37M | Sep 14, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Jacob Kimball Hawkins Officer | Sep 10, 2026 | 818 | $203.58K | Sep 10, 2026 | Restricted Stock |
| Maureen Marie Gellerman 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 |
| Richard L. Markee Director | Mar 26, 2026 | 3,000 | $696.12K | Mar 26, 2026 | Restricted stock vesting under a registered plan |
| George Hill Officer | Mar 25, 2026 | 7,925 | $1.86M | Mar 25, 2026 | Restricted stock vesting under a registered plan |
| Sargent Family Investment LLC Director | Mar 24, 2026 | 10,000 | $2.32M | Mar 24, 2026 | Investment |
| Sargent Family Investment LLC 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 |
| Eric M. Specter 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 |
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