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FIVN icon

B. Metzler seel. Sohn & Co’s FIVE9 FIVN Stock Holding History

B. Metzler seel. Sohn & Co’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
Q3 		– Sell
-80,120
Closed -$2.12M – 731
2025
Q2 		$2.12M Hold
80,120
– – 0.02% 372
2025
Q1 		$2.18M Hold
80,120
– – 0.02% 337
2024
Q4 		$3.26M Buy
80,120
+20,381
+34% +$735K 0.03% 246
2024
Q3 		$1.72M Sell
59,739
-27,539
-32% -$994K 0.02% 425
2024
Q2 		$3.85M Buy
87,278
+5,124
+6% +$266K 0.04% 231
2024
Q1 		$5.1M Buy
82,154
+6,957
+9% +$483K 0.06% 183
2023
Q4 		$5.92M Buy
75,197
+7,374
+11% +$514K 0.08% 156
2023
Q3 		$4.36M Sell
67,823
-70,039
-51% -$5.24M 0.07% 182
2023
Q2 		$11.4M Buy
137,862
+76,103
+123% +$5.11M 0.15% 89
2023
Q1 		$4.46M Buy
61,759
+1,337
+2% +$95.6K 0.07% 172
2022
Q4 		$4.1M Buy
60,422
+24,044
+66% +$1.51M 0.07% 180
2022
Q3 		$2.73M Buy
36,378
+6,400
+21% +$622K 0.05% 229
2022
Q2 		$2.73M Buy
29,978
+9,461
+46% +$957K 0.04% 236
2022
Q1 		$2.27M Buy
20,517
+14,184
+224% +$1.65M 0.03% 312
2021
Q4 		$884K Buy
+6,333
New +$937K 0.01% 462
2021
Q3 		– Sell
-11,891
Closed -$2.18M – 707
2021
Q2 		$2.18M Sell
11,891
-240
-2% -$41.4K 0.03% 286
2021
Q1 		$1.9M Hold
12,131
– – 0.03% 303
2020
Q4 		$2.12M Buy
+12,131
New +$1.84M 0.04% 259

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Metzler seel. Sohn & Co's FIVN Position: Q3 2025 in Review

B. Metzler seel. Sohn & Co sold out of FIVE9 (FIVN) in Q3 2025, closing a stake of 80,120 shares — an estimated $2.12M sold.

B. Metzler seel. Sohn & Co first reported a position in FIVN in Q4 2020 and held it in 18 quarters. The position peaked at $11.4M in Q2 2023. 308 funds tracked by Wall St. Rank hold FIVN as of Q3 2025.

  • B. Metzler seel. Sohn & Co reported no remaining FIVE9 position as of Q3 2025 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 80,120 FIVE9 shares in Q3 2025, an estimated $2.12M.
  • B. Metzler seel. Sohn & Co first reported a position in FIVE9 in Q4 2020 and held it in 18 quarters.
  • B. Metzler seel. Sohn & Co's FIVE9 position peaked at $11.4M in Q2 2023.
  • 308 funds tracked by Wall St. Rank held FIVE9 as of Q3 2025.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q3 2025, filed 13 Nov 2025.