Abound Wealth Management’s FIVE9 FIVN Stock Holding History

Abound Wealth Management’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 Q2	$2.41K	Hold	113	–	–	﹤0.01%	722
2026 Q1	$1.72K	Hold	113	–	–	﹤0.01%	931
2025 Q4	$2.27K	Hold	113	–	–	﹤0.01%	826
2025 Q3	$2.73K	Hold	113	–	–	﹤0.01%	764
2025 Q2	$2.99K	Hold	113	–	–	﹤0.01%	679
2025 Q1	$3.07K	Hold	113	–	–	﹤0.01%	634
2024 Q4	$4.59K	Hold	113	–	–	﹤0.01%	547
2024 Q3	$3.25K	Sell	113 -66	-37%	-$2.38K	﹤0.01%	633
2024 Q2	$7.89K	Hold	179	–	–	﹤0.01%	406
2024 Q1	$11.1K	Sell	179 -13	-7%	-$903	﹤0.01%	351
2023 Q4	$15.1K	Buy	192 +13	+7%	+$905	0.01%	316
2023 Q3	$11.5K	Hold	179	–	–	﹤0.01%	307
2023 Q2	$14.8K	Hold	179	–	–	0.01%	271
2023 Q1	$12.9K	Hold	179	–	–	0.01%	256
2022 Q4	$12.1K	Hold	179	–	–	0.01%	239
2022 Q3	$13.4K	Buy	+179	New	+$17.4K	0.01%	247

Other funds holding FIVN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abound Wealth Management's FIVN Position: Q2 2026 in Review

Abound Wealth Management held its FIVE9 (FIVN) position steady in Q2 2026 at 113 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Abound Wealth Management first reported a position in FIVN in Q3 2022 and has held it in 16 quarters since. The position peaked at $15.1K in Q4 2023. 289 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

Abound Wealth Management held 113 shares of FIVE9 worth $2.41K as of Q2 2026.
Abound Wealth Management left its FIVE9 share count unchanged in Q2 2026.
FIVE9 made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #722 holding.
Abound Wealth Management first reported a position in FIVE9 in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's FIVE9 position peaked at $15.1K in Q4 2023.
289 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.