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Alpha DNA Investment Management’s FIVE9 FIVN Stock Holding History

Alpha DNA Investment Management’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
2025
Q1 		– Sell
-10,844
Closed -$441K – 75
2024
Q4 		$441K Buy
+10,844
New +$391K 0.17% 141
2023
Q3 		– Sell
-9,815
Closed -$809K – 187
2023
Q2 		$809K Buy
+9,815
New +$659K 0.27% 91
2021
Q3 		– Sell
-8,085
Closed -$1.48M – 123
2021
Q2 		$1.48M Buy
8,085
+3,824
+90% +$659K 1.01% 44
2021
Q1 		$666K Sell
4,261
-209
-5% -$35.7K 0.77% 47
2020
Q4 		$779K Buy
+4,470
New +$680K 0.83% 45

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alpha DNA Investment Management's FIVN Position: Q1 2025 in Review

Alpha DNA Investment Management sold out of FIVE9 (FIVN) in Q1 2025, closing a stake of 10,844 shares — an estimated $441K sold.

Alpha DNA Investment Management first reported a position in FIVN in Q4 2020 and held it in 5 quarters. The position peaked at $1.48M in Q2 2021. 306 funds tracked by Wall St. Rank hold FIVN as of Q1 2025.

  • Alpha DNA Investment Management reported no remaining FIVE9 position as of Q1 2025 after selling out during the quarter.
  • Alpha DNA Investment Management sold 10,844 FIVE9 shares in Q1 2025, an estimated $441K.
  • Alpha DNA Investment Management first reported a position in FIVE9 in Q4 2020 and held it in 5 quarters.
  • Alpha DNA Investment Management's FIVE9 position peaked at $1.48M in Q2 2021.
  • 306 funds tracked by Wall St. Rank held FIVE9 as of Q1 2025.

Based on Alpha DNA Investment Management's 13F filing for Q1 2025, filed 19 May 2025.