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Atom Investors’s FIVE9 FIVN Stock Holding History

Atom Investors’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 		$2.47M Sell
115,838
-2,784
-2% -$55K 0.22% 124
2026
Q1 		$1.8M Sell
118,622
-16,091
-12% -$280K 0.13% 262
2025
Q4 		$2.7M Sell
134,713
-15,890
-11% -$337K 0.21% 150
2025
Q3 		$3.64M Buy
+150,603
New +$3.98M 0.28% 105
2024
Q4 		– Sell
-45,367
Closed -$1.3M – 536
2024
Q3 		$1.3M Buy
45,367
+21,823
+93% +$788K 0.14% 213
2024
Q2 		$1.04M Buy
23,544
+2,628
+13% +$137K 0.1% 243
2024
Q1 		$1.3M Buy
20,916
+16,143
+338% +$1.12M 0.16% 190
2023
Q4 		$376K Sell
4,773
-233
-5% -$16.2K 0.07% 322
2023
Q3 		$322K Buy
+5,006
New +$375K 0.07% 312
2023
Q1 		– Sell
-3,680
Closed -$250K – 272
2022
Q4 		$250K Buy
+3,680
New +$231K 0.12% 154
2021
Q3 		– Sell
-6,739
Closed -$1.24M – 340
2021
Q2 		$1.24M Buy
6,739
+1,088
+19% +$188K 0.16% 107
2021
Q1 		$883K Buy
+5,651
New +$965K 0.15% 117

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

Atom Investors's FIVN Position: Q2 2026 in Review

Atom Investors reduced its FIVE9 (FIVN) stake by 2.3% in Q2 2026, selling an estimated $55K and leaving 115,838 shares worth $2.47M. The position accounts for 0.22% of the portfolio, ranked #124.

Atom Investors first reported a position in FIVN in Q1 2021 and has held it in 12 quarters since. The position peaked at $3.64M in Q3 2025. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Atom Investors held 115,838 shares of FIVE9 worth $2.47M as of Q2 2026.
  • Atom Investors sold 2,784 FIVE9 shares in Q2 2026, an estimated $55K.
  • FIVE9 made up 0.22% of Atom Investors's portfolio in Q2 2026, its #124 holding.
  • Atom Investors first reported a position in FIVE9 in Q1 2021 and has held it in 12 quarters since.
  • Atom Investors's FIVE9 position peaked at $3.64M in Q3 2025.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.