BFS
FIVN icon

Bare Financial Services’s FIVE9 FIVN Stock Holding History

Bare Financial Services’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 		$704 Buy
33
+4
+14% +$79 ﹤0.01% 1518
2026
Q1 		$440 Sell
29
-45
-61% -$782 ﹤0.01% 1624
2025
Q4 		$1.48K Buy
74
+54
+270% +$1.15K ﹤0.01% 976
2025
Q3 		$484 Buy
+20
New +$529 ﹤0.01% 1311

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

Bare Financial Services's FIVN Position: Q2 2026 in Review

Bare Financial Services increased its FIVE9 (FIVN) stake by 14% in Q2 2026, buying an estimated $79 and bringing the position to 33 shares worth $704. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Bare Financial Services first reported a position in FIVN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.48K in Q4 2025. 289 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Bare Financial Services held 33 shares of FIVE9 worth $704 as of Q2 2026.
  • Bare Financial Services bought 4 FIVE9 shares in Q2 2026, an estimated $79.
  • FIVE9 made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1518 holding.
  • Bare Financial Services first reported a position in FIVE9 in Q3 2025 and has held it in 4 quarters since.
  • Bare Financial Services's FIVE9 position peaked at $1.48K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.