AF
FIVN icon

Allworth Financial’s FIVE9 FIVN Stock Holding History

Allworth Financial’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 		$103K Buy
4,811
+305
+7% +$6.02K ﹤0.01% 1927
2026
Q1 		$68.4K Buy
4,506
+3,081
+216% +$53.6K ﹤0.01% 2099
2025
Q4 		$28.6K Buy
1,425
+330
+30% +$7K ﹤0.01% 2577
2025
Q3 		$26.5K Buy
1,095
+43
+4% +$1.14K ﹤0.01% 2528
2025
Q2 		$27.9K Buy
1,052
+129
+14% +$3.36K ﹤0.01% 2301
2025
Q1 		$22.7K Buy
923
+346
+60% +$12.7K ﹤0.01% 2001
2024
Q4 		$22.9K Buy
577
+520
+912% +$18.8K ﹤0.01% 2010
2024
Q3 		$1.64K Sell
57
-512
-90% -$18.5K ﹤0.01% 3041
2024
Q2 		$25.3K Buy
+569
New +$29.6K ﹤0.01% 1732
2023
Q4 		– Sell
-44
Closed -$2.83K – 3516
2023
Q3 		$2.83K Buy
44
+15
+52% +$1.12K ﹤0.01% 2376
2023
Q2 		$2.39K Sell
29
-223
-88% -$15K ﹤0.01% 2406
2023
Q1 		$18.2K Sell
252
-11
-4% -$787 ﹤0.01% 1506
2022
Q4 		$17.8K Buy
263
+243
+1,215% +$15.3K ﹤0.01% 1417
2022
Q3 		$1K Buy
20
+19
+1,900% +$1.85K ﹤0.01% 2370
2022
Q2 		$0 Sell
1
-2
-67% -$202 ﹤0.01% 2522
2022
Q1 		$0 Sell
3
-107
-97% -$12.5K ﹤0.01% 2195
2021
Q4 		$15K Buy
+110
New +$16.3K ﹤0.01% 1227

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

Allworth Financial's FIVN Position: Q2 2026 in Review

Allworth Financial increased its FIVE9 (FIVN) stake by 6.8% in Q2 2026, buying an estimated $6.02K and bringing the position to 4,811 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1927.

Allworth Financial first reported a position in FIVN in Q4 2021 and has held it in 17 quarters since. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Allworth Financial held 4,811 shares of FIVE9 worth $103K as of Q2 2026.
  • Allworth Financial bought 305 FIVE9 shares in Q2 2026, an estimated $6.02K.
  • FIVE9 made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1927 holding.
  • Allworth Financial first reported a position in FIVE9 in Q4 2021 and has held it in 17 quarters since.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.