Belmont Capital’s FIVE9 FIVN Stock Holding History

Belmont 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
2025 Q1	–	Sell	-7,640	Closed	-$310K	–	172
2024 Q4	$310K	Hold	7,640	–	–	0.05%	64
2024 Q3	$219K	Hold	7,640	–	–	0.04%	113
2024 Q2	$337K	Buy	+7,640	New	+$397K	0.06%	100

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Belmont Capital's FIVN Position: Q1 2025 in Review

Belmont Capital sold out of FIVE9 (FIVN) in Q1 2025, closing a stake of 7,640 shares — an estimated $310K sold.

Belmont Capital first reported a position in FIVN in Q2 2024 and held it in 3 quarters. The position peaked at $337K in Q2 2024. 307 funds tracked by Wall St. Rank hold FIVN as of Q1 2025.

Belmont Capital reported no remaining FIVE9 position as of Q1 2025 after selling out during the quarter.
Belmont Capital sold 7,640 FIVE9 shares in Q1 2025, an estimated $310K.
Belmont Capital first reported a position in FIVE9 in Q2 2024 and held it in 3 quarters.
Belmont Capital's FIVE9 position peaked at $337K in Q2 2024.
307 funds tracked by Wall St. Rank held FIVE9 as of Q1 2025.

Based on Belmont Capital's 13F filing for Q1 2025, filed 15 May 2025.