AAP
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Arax Advisory Partners’s FIVE9 FIVN Stock Holding History

Arax Advisory Partners’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 		$582K Buy
27,282
+23,740
+670% +$469K ﹤0.01% 1550
2026
Q1 		$53.7K Buy
3,542
+290
+9% +$5.04K ﹤0.01% 1667
2025
Q4 		$65.2K Sell
3,252
-3,048
-48% -$64.7K ﹤0.01% 1489
2025
Q3 		$152K Buy
6,300
+6,250
+12,500% +$165K ﹤0.01% 1369
2025
Q2 		$102K Buy
+50
New +$1.3K ﹤0.01% 928
2025
Q1 		– Sell
-32
Closed -$1.3K – 2813
2024
Q4 		$1.3K Buy
+32
New +$1.15K ﹤0.01% 2111

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

Arax Advisory Partners's FIVN Position: Q2 2026 in Review

Arax Advisory Partners increased its FIVE9 (FIVN) stake by 670% in Q2 2026, buying an estimated $469K and bringing the position to 27,282 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Arax Advisory Partners first reported a position in FIVN in Q4 2024 and has held it in 6 quarters since. 290 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Arax Advisory Partners held 27,282 shares of FIVE9 worth $582K as of Q2 2026.
  • Arax Advisory Partners bought 23,740 FIVE9 shares in Q2 2026, an estimated $469K.
  • FIVE9 made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1550 holding.
  • Arax Advisory Partners first reported a position in FIVE9 in Q4 2024 and has held it in 6 quarters since.
  • 290 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.