Ameritas Advisory Services’s FIVE9 FIVN Stock Holding History

Ameritas Advisory Services’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	$1.25M	Buy	58,477 +32,795	+128%	+$647K	0.03%	492
2026 Q1	$390K	Buy	25,682 +7,875	+44%	+$137K	0.02%	667
2025 Q4	$357K	Buy	17,807 +17,487	+5,465%	+$371K	0.01%	693
2025 Q3	$7.74K	Sell	320 -32,656	-99%	-$863K	﹤0.01%	1736
2025 Q2	$873K	Buy	32,976 +9,165	+38%	+$239K	0.05%	386
2025 Q1	$650K	Buy	23,811 +12,806	+116%	+$470K	0.03%	505
2024 Q4	$447K	Buy	11,005 +3,173	+41%	+$114K	0.02%	619
2024 Q3	$225K	Buy	+7,832	New	+$283K	0.01%	774
2023 Q2	–	Sell	-100	Closed	-$6.57K	–	1232
2023 Q1	$6.57K	Buy	+100	New	+$7.15K	﹤0.01%	2062

Other funds holding FIVN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameritas Advisory Services's FIVN Position: Q2 2026 in Review

Ameritas Advisory Services increased its FIVE9 (FIVN) stake by 128% in Q2 2026, buying an estimated $647K and bringing the position to 58,477 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #492.

Ameritas Advisory Services first reported a position in FIVN in Q1 2023 and has held it in 9 quarters since. 290 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

Ameritas Advisory Services held 58,477 shares of FIVE9 worth $1.25M as of Q2 2026.
Ameritas Advisory Services bought 32,795 FIVE9 shares in Q2 2026, an estimated $647K.
FIVE9 made up 0.03% of Ameritas Advisory Services's portfolio in Q2 2026, its #492 holding.
Ameritas Advisory Services first reported a position in FIVE9 in Q1 2023 and has held it in 9 quarters since.
290 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.