Advisory Services Network’s FIVE9 FIVN Stock Holding History

Advisory Services Network’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	–	Sell	-1,405	Closed	-$21.3K	–	3033
2026 Q1	$21.3K	Buy	+1,405	New	+$24.4K	﹤0.01%	3163
2025 Q4	–	Sell	-1,584	Closed	-$38.3K	–	2666
2025 Q3	$38.3K	Buy	+1,584	New	+$41.9K	﹤0.01%	2594
2024 Q1	–	Sell	-150	Closed	-$11.8K	–	2207
2023 Q4	$11.8K	Buy	+150	New	+$10.4K	﹤0.01%	2786
2023 Q2	–	Sell	-216	Closed	-$15.6K	–	2198
2023 Q1	$15.6K	Buy	216 +33	+18%	+$2.36K	﹤0.01%	2683
2022 Q4	$12.4K	Buy	+183	New	+$11.5K	﹤0.01%	2749
2022 Q1	–	Sell	-4,055	Closed	-$557K	–	1481
2021 Q4	$557K	Sell	4,055 -521	-11%	-$77.1K	0.02%	847
2021 Q3	$730K	Buy	4,576 +6	+0.1%	+$1.09K	0.02%	727
2021 Q2	$839K	Sell	4,570 -219	-5%	-$37.8K	0.03%	664
2021 Q1	$749K	Sell	4,789 -1,759	-27%	-$301K	0.03%	664
2020 Q4	$1.14M	Buy	6,548 +1,847	+39%	+$281K	0.05%	455
2020 Q3	$610K	Buy	4,701 +2,696	+134%	+$324K	0.03%	558
2020 Q2	$222K	Buy	2,005 +1,996	+22,178%	+$194K	0.01%	906
2020 Q1	$1K	Sell	9 -95	-91%	-$6.77K	﹤0.01%	2874
2019 Q4	$7K	Buy	104 +6	+6%	+$367	﹤0.01%	2491
2019 Q3	$5K	Hold	98	–	–	﹤0.01%	2399
2019 Q2	$5K	Buy	+98	New	+$4.97K	﹤0.01%	2397
2019 Q1	–	Sell	-22	Closed	-$1K	–	2574
2018 Q4	$1K	Hold	22	–	–	﹤0.01%	2404
2018 Q3	$1K	Sell	22 -80	-78%	-$3.3K	﹤0.01%	2390
2018 Q2	$4K	Buy	102 +29	+40%	+$939	﹤0.01%	2098
2018 Q1	$2K	Buy	+73	New	+$2K	﹤0.01%	2369

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

Advisory Services Network's FIVN Position: Q2 2026 in Review

Advisory Services Network sold out of FIVE9 (FIVN) in Q2 2026, closing a stake of 1,405 shares — an estimated $21.3K sold.

Advisory Services Network first reported a position in FIVN in Q1 2018 and held it in 20 quarters. The position peaked at $1.14M in Q4 2020. 289 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

Advisory Services Network reported no remaining FIVE9 position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,405 FIVE9 shares in Q2 2026, an estimated $21.3K.
Advisory Services Network first reported a position in FIVE9 in Q1 2018 and held it in 20 quarters.
Advisory Services Network's FIVE9 position peaked at $1.14M in Q4 2020.
289 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.