Aberdeen Group
FIVN icon

Aberdeen Group’s FIVE9 FIVN Stock Holding History

Aberdeen Group’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 		$11.8M Buy
+348,004
New +$10.6M 0.02% 603
2025
Q3 		– Sell
-251,162
Closed -$6.65M – 963
2025
Q2 		$6.65M Sell
251,162
-37,114
-13% -$966K 0.01% 671
2025
Q1 		$7.83M Buy
288,276
+12,893
+5% +$473K 0.02% 621
2024
Q4 		$11.2M Sell
275,383
-61,976
-18% -$2.24M 0.02% 487
2024
Q3 		$9.7M Sell
337,359
-46,122
-12% -$1.66M 0.02% 529
2024
Q2 		$16.9M Buy
383,481
+200,857
+110% +$10.4M 0.03% 417
2024
Q1 		$11.3M Buy
+182,624
New +$12.7M 0.02% 530
2021
Q3 		– Sell
-10,700
Closed -$1.96M – 1052
2021
Q2 		$1.96M Hold
10,700
– – ﹤0.01% 774
2021
Q1 		$1.67M Hold
10,700
– – ﹤0.01% 792
2020
Q4 		$1.87M Sell
10,700
-2,100
-16% -$319K ﹤0.01% 760
2020
Q3 		$1.66M Sell
12,800
-283,914
-96% -$34.1M ﹤0.01% 736
2020
Q2 		$32.9M Sell
296,714
-245,074
-45% -$23.9M 0.09% 199
2020
Q1 		$41.5M Sell
541,788
-270,904
-33% -$19.3M 0.13% 137
2019
Q4 		$53.3M Buy
812,692
+142,059
+21% +$8.69M 0.13% 144
2019
Q3 		$36M Sell
670,633
-77,014
-10% -$4.33M 0.09% 190
2019
Q2 		$38.3M Buy
747,647
+41,366
+6% +$2.1M 0.09% 217
2019
Q1 		$37.3M Buy
+706,281
New +$35.9M 0.08% 226

Other funds holding FIVN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Gagnon Securities
Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
GA
Gagnon Advisors New York $182M AUM 52.04% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return
Hiddenite Capital Partners
Hiddenite Capital Partners New York $562M AUM 57.56% 1-Year Est. Return

Aberdeen Group's FIVN Position: Q3 2026 in Review

Aberdeen Group opened a new position in FIVE9 (FIVN) in Q3 2026: 348,004 shares worth $11.8M. The stake represents 0.02% of the portfolio and ranks #603 among its holdings. This is a return to the name: Aberdeen Group previously reported a position in FIVN as recently as Q2 2025.

Aberdeen Group first reported a position in FIVN in Q1 2019 and has held it in 17 quarters since. The position peaked at $53.3M in Q4 2019. 139 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • Aberdeen Group held 348,004 shares of FIVE9 worth $11.8M as of Q3 2026.
  • FIVE9 was a new Aberdeen Group position in Q3 2026.
  • FIVE9 made up 0.02% of Aberdeen Group's portfolio in Q3 2026, its #603 holding.
  • Aberdeen Group first reported a position in FIVE9 in Q1 2019 and has held it in 17 quarters since.
  • Aberdeen Group's FIVE9 position peaked at $53.3M in Q4 2019.
  • 139 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Aberdeen Group's 13F filing for Q3 2026, filed 6 Nov 2026.