BC
FIVN icon

Bayforest Capital’s FIVE9 FIVN Stock Holding History

Bayforest Capital’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 		$181K Buy
8,484
+3,517
+71% +$69.4K 0.17% 205
2026
Q1 		$75.3K Buy
4,967
+2,344
+89% +$40.7K 0.08% 449
2025
Q4 		$52.6K Sell
2,623
-4,967
-65% -$105K 0.04% 588
2025
Q3 		$184K Buy
7,590
+3,714
+96% +$98.2K 0.09% 405
2025
Q2 		$103K Sell
3,876
-785
-17% -$20.4K 0.04% 470
2025
Q1 		$127K Buy
+4,661
New +$171K 0.06% 456

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

Bayforest Capital's FIVN Position: Q2 2026 in Review

Bayforest Capital increased its FIVE9 (FIVN) stake by 71% in Q2 2026, buying an estimated $69.4K and bringing the position to 8,484 shares worth $181K. The position accounts for 0.17% of the portfolio, ranked #205.

Bayforest Capital first reported a position in FIVN in Q1 2025 and has held it in 6 quarters since. The position peaked at $184K in Q3 2025. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Bayforest Capital held 8,484 shares of FIVE9 worth $181K as of Q2 2026.
  • Bayforest Capital bought 3,517 FIVE9 shares in Q2 2026, an estimated $69.4K.
  • FIVE9 made up 0.17% of Bayforest Capital's portfolio in Q2 2026, its #205 holding.
  • Bayforest Capital first reported a position in FIVE9 in Q1 2025 and has held it in 6 quarters since.
  • Bayforest Capital's FIVE9 position peaked at $184K in Q3 2025.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.