BT
FIVN icon

Banque Transatlantique’s FIVE9 FIVN Stock Holding History

Banque Transatlantique’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 		$17.5K Buy
+900
New +$17.8K ﹤0.01% 412
2026
Q1 		– Sell
-900
Closed -$18K – 448
2025
Q4 		$18K Hold
900
– – ﹤0.01% 190
2025
Q3 		$21.8K Buy
+900
New +$23.8K ﹤0.01% 197
2025
Q2 		– Sell
-900
Closed -$24.4K – 252
2025
Q1 		$24.4K Hold
900
– – ﹤0.01% 170
2024
Q4 		$36.4K Buy
+900
New +$32.5K ﹤0.01% 179

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

Banque Transatlantique's FIVN Position: Q2 2026 in Review

Banque Transatlantique opened a new position in FIVE9 (FIVN) in Q2 2026: 900 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #412 among its holdings. This is a return to the name: Banque Transatlantique previously reported a position in FIVN as recently as Q4 2025.

Banque Transatlantique first reported a position in FIVN in Q4 2024 and has held it in 5 quarters since. The position peaked at $36.4K in Q4 2024. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Banque Transatlantique held 900 shares of FIVE9 worth $17.5K as of Q2 2026.
  • FIVE9 was a new Banque Transatlantique position in Q2 2026.
  • FIVE9 made up ﹤0.01% of Banque Transatlantique's portfolio in Q2 2026, its #412 holding.
  • Banque Transatlantique first reported a position in FIVE9 in Q4 2024 and has held it in 5 quarters since.
  • Banque Transatlantique's FIVE9 position peaked at $36.4K in Q4 2024.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Banque Transatlantique's 13F filing for Q2 2026, filed 30 Jul 2026.