Activest Wealth Management’s FIVE9 FIVN Stock Holding History

Activest 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	$85	Sell	4 -73	-95%	-$1.44K	﹤0.01%	1256
2026 Q1	$1.17K	Buy	77 +70	+1,000%	+$1.22K	﹤0.01%	1012
2025 Q4	$140	Sell	7 -17	-71%	-$361	﹤0.01%	1052
2025 Q3	$581	Hold	24	–	–	﹤0.01%	951
2025 Q2	$636	Buy	+24	New	+$625	﹤0.01%	829

Other funds holding FIVN

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

PAWC

P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VIM

Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GITFIT

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland $249M AUM 37.04% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Activest Wealth Management reduced its FIVE9 (FIVN) stake by 95% in Q2 2026, selling an estimated $1.44K and leaving 4 shares worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Activest Wealth Management first reported a position in FIVN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.17K in Q1 2026. 57 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

Activest Wealth Management held 4 shares of FIVE9 worth $85 as of Q2 2026.
Activest Wealth Management sold 73 FIVE9 shares in Q2 2026, an estimated $1.44K.
FIVE9 made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1256 holding.
Activest Wealth Management first reported a position in FIVE9 in Q2 2025 and has held it in 5 quarters since.
Activest Wealth Management's FIVE9 position peaked at $1.17K in Q1 2026.
57 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.