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FIVN icon

Altshuler Shaham’s FIVE9 FIVN Stock Holding History

Altshuler Shaham’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 		$15 Sell
1
-539
-100% -$9.37K ﹤0.01% 430
2025
Q4 		$10.8K Buy
540
+240
+80% +$5.09K ﹤0.01% 261
2025
Q3 		$7.26K Buy
+300
New +$7.93K ﹤0.01% 242
2021
Q1 		– Sell
-343
Closed -$60K – 488
2020
Q4 		$60K Sell
343
-50
-13% -$7.6K ﹤0.01% 249
2020
Q3 		$51K Buy
393
+76
+24% +$9.14K ﹤0.01% 227
2020
Q2 		$35K Buy
+317
New +$30.9K ﹤0.01% 220

Other funds holding FIVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
VCM
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 $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Altshuler Shaham's FIVN Position: Q1 2026 in Review

Altshuler Shaham reduced its FIVE9 (FIVN) stake by 100% in Q1 2026, selling an estimated $9.37K and leaving 1 share worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Altshuler Shaham first reported a position in FIVN in Q2 2020 and has held it in 6 quarters since. The position peaked at $60K in Q4 2020. 291 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

  • Altshuler Shaham held 1 share of FIVE9 worth $15 as of Q1 2026.
  • Altshuler Shaham sold 539 FIVE9 shares in Q1 2026, an estimated $9.37K.
  • FIVE9 made up ﹤0.01% of Altshuler Shaham's portfolio in Q1 2026, its #430 holding.
  • Altshuler Shaham first reported a position in FIVE9 in Q2 2020 and has held it in 6 quarters since.
  • Altshuler Shaham's FIVE9 position peaked at $60K in Q4 2020.
  • 291 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

Based on Altshuler Shaham's 13F filing for Q1 2026, filed 18 May 2026.