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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
Q2 		$21 Hold
1
– – ﹤0.01% 483
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

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

Altshuler Shaham's FIVN Position: Q2 2026 in Review

Altshuler Shaham held its FIVE9 (FIVN) position steady in Q2 2026 at 1 share worth $21. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Altshuler Shaham first reported a position in FIVN in Q2 2020 and has held it in 7 quarters since. The position peaked at $60K in Q4 2020. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Altshuler Shaham held 1 share of FIVE9 worth $21 as of Q2 2026.
  • Altshuler Shaham left its FIVE9 share count unchanged in Q2 2026.
  • FIVE9 made up ﹤0.01% of Altshuler Shaham's portfolio in Q2 2026, its #483 holding.
  • Altshuler Shaham first reported a position in FIVE9 in Q2 2020 and has held it in 7 quarters since.
  • Altshuler Shaham's FIVE9 position peaked at $60K in Q4 2020.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.