Atreides Management’s FIVE9 FIVN Stock Holding History

Atreides 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 Q1	–	Sell	-275,000	Closed	-$37.8M	–	40
2021 Q4	$37.8M	Buy	+275,000	New	+$40.7M	1.18%	26

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

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

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

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atreides Management's FIVN Position: Q4 2025 in Review

Atreides Management sold out of FIVE9 (FIVN) in Q4 2025, closing a stake of 735,151 shares — an estimated $17.8M sold.

Atreides Management first reported a position in FIVN in Q4 2024 and held it in 4 quarters. The position peaked at $25.3M in Q2 2025. 288 funds tracked by Wall St. Rank hold FIVN as of Q4 2025.

Atreides Management reported no remaining FIVE9 position as of Q4 2025 after selling out during the quarter.
Atreides Management sold 735,151 FIVE9 shares in Q4 2025, an estimated $17.8M.
Atreides Management first reported a position in FIVE9 in Q4 2024 and held it in 4 quarters.
Atreides Management's FIVE9 position peaked at $25.3M in Q2 2025.
288 funds tracked by Wall St. Rank held FIVE9 as of Q4 2025.

Based on Atreides Management's 13F filing for Q4 2025, filed 17 Feb 2026.