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Bell Investment Advisors’s FIVE9 FIVN Stock Holding History

Bell Investment Advisors’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 		$2.56K Buy
+120
New +$2.37K ﹤0.01% 1247
2025
Q4 		– Sell
-9
Closed -$218 – 1845
2025
Q3 		$218 Sell
9
-6
-40% -$159 ﹤0.01% 1843
2025
Q2 		$398 Hold
15
– – ﹤0.01% 1804
2025
Q1 		$408 Hold
15
– – ﹤0.01% 1816
2024
Q4 		$610 Hold
15
– – ﹤0.01% 1714
2024
Q3 		$431 Sell
15
-9
-38% -$325 ﹤0.01% 1810
2024
Q2 		$1.06K Sell
24
-9
-27% -$468 ﹤0.01% 1601
2024
Q1 		$2.05K Hold
33
– – ﹤0.01% 1352
2023
Q4 		$2.6K Hold
33
– – ﹤0.01% 1217
2023
Q3 		$2.12K Buy
33
+6
+22% +$449 ﹤0.01% 1246
2023
Q2 		$2.23K Hold
27
– – ﹤0.01% 1240
2023
Q1 		$1.95K Sell
27
-25
-48% -$1.79K ﹤0.01% 1280
2022
Q4 		$3.53K Buy
52
+47
+940% +$2.95K ﹤0.01% 989
2022
Q3 		$0 Hold
5
– – ﹤0.01% 1800
2022
Q2 		$0 Buy
+5
New +$506 ﹤0.01% 1760
2021
Q4 		$2K Buy
17
+14
+467% +$2.07K ﹤0.01% 1137
2021
Q3 		$0 Buy
+3
New +$547 ﹤0.01% 1752

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

Bell Investment Advisors's FIVN Position: Q2 2026 in Review

Bell Investment Advisors opened a new position in FIVE9 (FIVN) in Q2 2026: 120 shares worth $2.56K. The stake represents ﹤0.01% of the portfolio and ranks #1247 among its holdings. This is a return to the name: Bell Investment Advisors previously reported a position in FIVN as recently as Q3 2025.

Bell Investment Advisors first reported a position in FIVN in Q3 2021 and has held it in 17 quarters since. The position peaked at $3.53K in Q4 2022. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Bell Investment Advisors held 120 shares of FIVE9 worth $2.56K as of Q2 2026.
  • FIVE9 was a new Bell Investment Advisors position in Q2 2026.
  • FIVE9 made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1247 holding.
  • Bell Investment Advisors first reported a position in FIVE9 in Q3 2021 and has held it in 17 quarters since.
  • Bell Investment Advisors's FIVE9 position peaked at $3.53K in Q4 2022.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.