AR
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Advisory Research’s FIVE9 FIVN Stock Holding History

Advisory Research’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
2024
Q1 		– Sell
-3,324
Closed -$262K – 218
2023
Q4 		$262K Buy
+3,324
New +$231K 0.04% 303
2019
Q3 		– Sell
-26,990
Closed -$1.38M – 328
2019
Q2 		$1.38M Buy
26,990
+13,780
+104% +$699K 0.03% 223
2019
Q1 		$698K Buy
+13,210
New +$672K 0.01% 265
2017
Q4 		– Sell
-48,375
Closed -$1.16M – 418
2017
Q3 		$1.16M Sell
48,375
-49,768
-51% -$1.08M 0.02% 285
2017
Q2 		$2.11M Sell
98,143
-83,452
-46% -$1.71M 0.03% 215
2017
Q1 		$2.99M Buy
+181,595
New +$2.98M 0.04% 208

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisory Research's FIVN Position: Q1 2024 in Review

Advisory Research sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 3,324 shares — an estimated $262K sold.

Advisory Research first reported a position in FIVN in Q1 2017 and held it in 6 quarters. The position peaked at $2.99M in Q1 2017. 310 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

  • Advisory Research reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 3,324 FIVE9 shares in Q1 2024, an estimated $262K.
  • Advisory Research first reported a position in FIVE9 in Q1 2017 and held it in 6 quarters.
  • Advisory Research's FIVE9 position peaked at $2.99M in Q1 2017.
  • 310 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.