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 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return

Anson Funds Management Dallas, Texas $1.57B AUM 370.24% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return