Bank of Montreal
FIVN icon

Bank of Montreal’s FIVE9 FIVN Stock Holding History

Bank of Montreal’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
-631,000
Closed -$16.7M – 3623
2025
Q2 		$16.7M Buy
+631,000
New +$16.4M 0.01% 801
2021
Q4 		– Sell
-240,000
Closed -$38.8M – 3606
2021
Q3 		$38.8M Buy
240,000
+100,000
+71% +$18.2M 0.02% 648
2021
Q2 		$26.1M Hold
140,000
– – 0.01% 777
2021
Q1 		$24.2M Buy
+140,000
New +$23.9M 0.02% 622

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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 $3.1B AUM 12.88% 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 $3.37T AUM 44.26% 1-Year Est. Return

Bank of Montreal's FIVN Position: Q3 2025 in Review

Bank of Montreal sold out of FIVE9 (FIVN) in Q3 2025, closing a stake of 133,420 shares — an estimated $3.53M sold.

Bank of Montreal first reported a position in FIVN in Q4 2014 and held it in 38 quarters. The position peaked at $79.7M in Q4 2021. 309 funds tracked by Wall St. Rank hold FIVN as of Q3 2025.

  • Bank of Montreal reported no remaining FIVE9 position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 133,420 FIVE9 shares in Q3 2025, an estimated $3.53M.
  • Bank of Montreal first reported a position in FIVE9 in Q4 2014 and held it in 38 quarters.
  • Bank of Montreal's FIVE9 position peaked at $79.7M in Q4 2021.
  • 309 funds tracked by Wall St. Rank held FIVE9 as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.