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FIVN icon

Andreas Halvorsen’s FIVE9 FIVN Stock Holding History

Andreas Halvorsen’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
2024
Q3 		– Sell
-1,734,414
Closed -$76.5M – 93
2024
Q2 		$76.5M Sell
1,734,414
-1,717,724
-50% -$89.3M 0.29% 60
2024
Q1 		$214M Buy
3,452,138
+738,021
+27% +$51.3M 0.8% 35
2023
Q4 		$214M Sell
2,714,117
-879,628
-24% -$61.3M 0.78% 41
2023
Q3 		$231M Buy
3,593,745
+1,424,158
+66% +$107M 0.94% 34
2023
Q2 		$179M Buy
+2,169,587
New +$146M 0.73% 45

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Andreas Halvorsen's FIVN Position: Q3 2024 in Review

Andreas Halvorsen sold out of FIVE9 (FIVN) in Q3 2024, closing a stake of 1,734,414 shares — an estimated $76.5M sold.

Andreas Halvorsen first reported a position in FIVN in Q2 2023 and held it in 5 quarters. The position peaked at $231M in Q3 2023. 270 funds tracked by Wall St. Rank hold FIVN as of Q3 2024.

  • Andreas Halvorsen reported no remaining FIVE9 position as of Q3 2024 after selling out during the quarter.
  • Andreas Halvorsen sold 1,734,414 FIVE9 shares in Q3 2024, an estimated $76.5M.
  • Andreas Halvorsen first reported a position in FIVE9 in Q2 2023 and held it in 5 quarters.
  • Andreas Halvorsen's FIVE9 position peaked at $231M in Q3 2023.
  • 270 funds tracked by Wall St. Rank held FIVE9 as of Q3 2024.

Based on Viking Global Investors's 13F filing for Q3 2024, filed 14 Nov 2024.