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 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

Bank of Montreal's FIVN Position: Q2 2026 in Review

Bank of Montreal opened a new position in FIVE9 (FIVN) in Q2 2026: 47,203 shares worth $1.01M. The stake represents ﹤0.01% of the portfolio and ranks #2082 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in FIVN as recently as Q2 2025.

Bank of Montreal first reported a position in FIVN in Q4 2014 and has held it in 39 quarters since. The position peaked at $79.7M in Q4 2021. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Bank of Montreal held 47,203 shares of FIVE9 worth $1.01M as of Q2 2026.
  • FIVE9 was a new Bank of Montreal position in Q2 2026.
  • FIVE9 made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2082 holding.
  • Bank of Montreal first reported a position in FIVE9 in Q4 2014 and has held it in 39 quarters since.
  • Bank of Montreal's FIVE9 position peaked at $79.7M in Q4 2021.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.