AG
FIVN icon

Algert Global’s FIVE9 FIVN Stock Holding History

Algert Global’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 		$14.4M Sell
677,141
-352,245
-34% -$6.95M 0.17% 165
2026
Q1 		$15.6M Buy
1,029,386
+750,686
+269% +$13M 0.23% 108
2025
Q4 		$5.59M Buy
+278,700
New +$5.92M 0.09% 393
2024
Q3 		– Sell
-7,434
Closed -$328K – 1313
2024
Q2 		$328K Sell
7,434
-61,254
-89% -$3.18M 0.01% 1092
2024
Q1 		$4.27M Buy
68,688
+37,188
+118% +$2.58M 0.17% 203
2023
Q4 		$2.48M Buy
31,500
+13,880
+79% +$967K 0.1% 346
2023
Q3 		$1.13M Sell
17,620
-4,980
-22% -$373K 0.05% 542
2023
Q2 		$1.86M Buy
22,600
+7,280
+48% +$489K 0.08% 408
2023
Q1 		$1.11M Buy
+15,320
New +$1.1M 0.05% 605
2022
Q3 		– Sell
-6,869
Closed -$626K – 1224
2022
Q2 		$626K Sell
6,869
-15,235
-69% -$1.54M 0.05% 682
2022
Q1 		$2.44M Buy
+22,104
New +$2.57M 0.16% 169
2021
Q4 		– Sell
-4,097
Closed -$654K – 1019
2021
Q3 		$654K Buy
+4,097
New +$748K 0.09% 428
2018
Q4 		– Sell
-55,493
Closed -$2.42M – 379
2018
Q3 		$2.42M Sell
55,493
-19,184
-26% -$791K 0.52% 57
2018
Q2 		$2.58M Buy
74,677
+55,837
+296% +$1.81M 0.54% 65
2018
Q1 		$561K Buy
+18,840
New +$516K 0.11% 239
2016
Q4 		– Sell
-12,117
Closed -$190K – 357
2016
Q3 		$190K Buy
+12,117
New +$165K 0.05% 340

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Algert Global's FIVN Position: Q2 2026 in Review

Algert Global reduced its FIVE9 (FIVN) stake by 34% in Q2 2026, selling an estimated $6.95M and leaving 677,141 shares worth $14.4M. The position accounts for 0.17% of the portfolio, ranked #165.

Algert Global first reported a position in FIVN in Q3 2016 and has held it in 16 quarters since. The position peaked at $15.6M in Q1 2026. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Algert Global held 677,141 shares of FIVE9 worth $14.4M as of Q2 2026.
  • Algert Global sold 352,245 FIVE9 shares in Q2 2026, an estimated $6.95M.
  • FIVE9 made up 0.17% of Algert Global's portfolio in Q2 2026, its #165 holding.
  • Algert Global first reported a position in FIVE9 in Q3 2016 and has held it in 16 quarters since.
  • Algert Global's FIVE9 position peaked at $15.6M in Q1 2026.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.