AG
FIVN icon

Aperio Group’s FIVE9 FIVN Stock Holding History

Aperio Group’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
2020
Q4 		$9.35M Buy
53,597
+10,675
+25% +$1.62M 0.03% 589
2020
Q3 		$5.57M Buy
42,922
+5,337
+14% +$642K 0.02% 694
2020
Q2 		$4.16M Buy
37,585
+1,317
+4% +$128K 0.02% 789
2020
Q1 		$2.77M Sell
36,268
-413
-1% -$29.4K 0.01% 878
2019
Q4 		$2.41M Sell
36,681
-1,108
-3% -$67.8K 0.01% 1014
2019
Q3 		$2.03M Buy
37,789
+357
+1% +$20.1K 0.01% 1056
2019
Q2 		$1.92M Sell
37,432
-342
-0.9% -$17.4K 0.01% 1075
2019
Q1 		$2M Sell
37,774
-1,398
-4% -$71.1K 0.01% 1043
2018
Q4 		$1.71M Buy
39,172
+1,595
+4% +$64.2K 0.01% 1053
2018
Q3 		$1.64M Buy
37,577
+42
+0.1% +$1.73K 0.01% 1139
2018
Q2 		$1.3M Sell
37,535
-248
-0.7% -$8.03K 0.01% 1238
2018
Q1 		$1.13M Sell
37,783
-2,379
-6% -$65.2K 0.01% 1249
2017
Q4 		$999K Buy
40,162
+5,707
+17% +$141K 0.01% 1303
2017
Q3 		$823K Sell
34,455
-1,110
-3% -$24.1K ﹤0.01% 1381
2017
Q2 		$765K Buy
+35,565
New +$729K ﹤0.01% 1389

Other funds holding FIVN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aperio Group's FIVN Position: Q4 2020 in Review

Aperio Group increased its FIVE9 (FIVN) stake by 25% in Q4 2020, buying an estimated $1.62M and bringing the position to 53,597 shares worth $9.35M. The position accounts for 0.03% of the portfolio, ranked #589.

Aperio Group first reported a position in FIVN in Q2 2017 and has held it in 15 quarters since. 404 funds tracked by Wall St. Rank hold FIVN as of Q4 2020.

  • Aperio Group held 53,597 shares of FIVE9 worth $9.35M as of Q4 2020.
  • Aperio Group bought 10,675 FIVE9 shares in Q4 2020, an estimated $1.62M.
  • FIVE9 made up 0.03% of Aperio Group's portfolio in Q4 2020, its #589 holding.
  • Aperio Group first reported a position in FIVE9 in Q2 2017 and has held it in 15 quarters since.
  • 404 funds tracked by Wall St. Rank held FIVE9 as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.