Superior Planning, LLC’s FIVE9 FIVN Stock Holding History

Superior Planning, LLC’s Portfolio FIVN Stock Details FIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.93K	Buy	+145	New	+$4.4K	﹤0.01%	1208

Other funds holding FIVN

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

Superior Planning, LLC's FIVN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in FIVE9 (FIVN) in Q3 2026: 145 shares worth $4.93K. The stake represents ﹤0.01% of the portfolio and ranks #1208 among its holdings.

213 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

Superior Planning, LLC held 145 shares of FIVE9 worth $4.93K as of Q3 2026.
FIVE9 was a new Superior Planning, LLC position in Q3 2026.
FIVE9 made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1208 holding.
213 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.