AIM
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ARK Investment Management’s FIVE9 FIVN Stock Holding History

ARK Investment Management’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
2022
Q3 		– Sell
-1,593
Closed -$154K – 286
2022
Q2 		$154K Sell
1,593
-75
-4% -$7.59K ﹤0.01% 293
2022
Q1 		$184K Buy
1,668
+240
+17% +$27.9K ﹤0.01% 268
2021
Q4 		$196K Buy
+1,428
New +$211K ﹤0.01% 301

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

ARK Investment Management's FIVN Position: Q3 2022 in Review

ARK Investment Management sold out of FIVE9 (FIVN) in Q3 2022, closing a stake of 1,593 shares — an estimated $154K sold.

ARK Investment Management first reported a position in FIVN in Q4 2021 and held it in 3 quarters. The position peaked at $196K in Q4 2021. 335 funds tracked by Wall St. Rank hold FIVN as of Q3 2022.

  • ARK Investment Management reported no remaining FIVE9 position as of Q3 2022 after selling out during the quarter.
  • ARK Investment Management sold 1,593 FIVE9 shares in Q3 2022, an estimated $154K.
  • ARK Investment Management first reported a position in FIVE9 in Q4 2021 and held it in 3 quarters.
  • ARK Investment Management's FIVE9 position peaked at $196K in Q4 2021.
  • 335 funds tracked by Wall St. Rank held FIVE9 as of Q3 2022.

Based on ARK Investment Management's 13F filing for Q3 2022, filed 17 Oct 2022.