Rothwell Investment Advisors, LLC’s FIVE9 FIVN Stock Holding History

Rothwell Investment Advisors, 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	$83.2K	Buy	+2,445	New	+$74.2K	0.04%	313

Other funds holding FIVN

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Gagnon Advisors New York $182M AUM 52.04% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Rothwell Investment Advisors, LLC's FIVN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in FIVE9 (FIVN) in Q3 2026: 2,445 shares worth $83.2K. The stake represents 0.04% of the portfolio and ranks #313 among its holdings.

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

Rothwell Investment Advisors, LLC held 2,445 shares of FIVE9 worth $83.2K as of Q3 2026.
FIVE9 was a new Rothwell Investment Advisors, LLC position in Q3 2026.
FIVE9 made up 0.04% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #313 holding.
139 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.