Activest Wealth Management
FIVN icon

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
Q3 		$136 Hold
4
– – ﹤0.01% 995
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

Dimensional Fund Advisors
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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
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Activest Wealth Management's FIVN Position: Q3 2026 in Review

Activest Wealth Management held its FIVE9 (FIVN) position steady in Q3 2026 at 4 shares worth $136. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Activest Wealth Management first reported a position in FIVN in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.17K in Q1 2026. 178 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • Activest Wealth Management held 4 shares of FIVE9 worth $136 as of Q3 2026.
  • Activest Wealth Management left its FIVE9 share count unchanged in Q3 2026.
  • FIVE9 made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #995 holding.
  • Activest Wealth Management first reported a position in FIVE9 in Q2 2025 and has held it in 6 quarters since.
  • Activest Wealth Management's FIVE9 position peaked at $1.17K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.