Atala Financial’s FIVE9 FIVN Stock Holding History

Atala Financial’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
2025 Q2	–	Sell	-125	Closed	-$3.39K	–	234
2025 Q1	$3.39K	Hold	125	–	–	﹤0.01%	428
2024 Q4	$5.08K	Buy	+125	New	+$4.51K	﹤0.01%	420

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atala Financial's FIVN Position: Q2 2025 in Review

Atala Financial sold out of FIVE9 (FIVN) in Q2 2025, closing a stake of 125 shares — an estimated $3.39K sold.

Atala Financial first reported a position in FIVN in Q4 2024 and held it in 2 quarters. The position peaked at $5.08K in Q4 2024. 294 funds tracked by Wall St. Rank hold FIVN as of Q2 2025.

Atala Financial reported no remaining FIVE9 position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 125 FIVE9 shares in Q2 2025, an estimated $3.39K.
Atala Financial first reported a position in FIVE9 in Q4 2024 and held it in 2 quarters.
Atala Financial's FIVE9 position peaked at $5.08K in Q4 2024.
294 funds tracked by Wall St. Rank held FIVE9 as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.