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FIVN icon

Blue Trust Inc’s FIVE9 FIVN Stock Holding History

Blue Trust Inc’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 		$533 Hold
25
– – ﹤0.01% 2354
2026
Q1 		$379 Buy
+25
New +$435 ﹤0.01% 2369
2025
Q2 		– Sell
-31
Closed -$842 – 2500
2025
Q1 		$842 Hold
31
– – ﹤0.01% 2315
2024
Q4 		$1.26K Sell
31
-37
-54% -$1.33K ﹤0.01% 2262
2024
Q3 		$3K Sell
68
-78
-53% -$2.81K ﹤0.01% 2503
2024
Q2 		$9.07K Buy
+146
New +$7.59K ﹤0.01% 1960
2024
Q1 		– Sell
-3
Closed – – 2365
2023
Q4 		$0 Buy
+3
New +$209 ﹤0.01% 2565
2023
Q1 		– Sell
-4
Closed – – 2415
2022
Q4 		$0 Buy
+4
New +$251 ﹤0.01% 2310

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

Blue Trust Inc's FIVN Position: Q2 2026 in Review

Blue Trust Inc held its FIVE9 (FIVN) position steady in Q2 2026 at 25 shares worth $533. The position accounts for ﹤0.01% of the portfolio, ranked #2354.

Blue Trust Inc first reported a position in FIVN in Q4 2022 and has held it in 8 quarters since. The position peaked at $9.07K in Q2 2024. 289 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Blue Trust Inc held 25 shares of FIVE9 worth $533 as of Q2 2026.
  • Blue Trust Inc left its FIVE9 share count unchanged in Q2 2026.
  • FIVE9 made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2354 holding.
  • Blue Trust Inc first reported a position in FIVE9 in Q4 2022 and has held it in 8 quarters since.
  • Blue Trust Inc's FIVE9 position peaked at $9.07K in Q2 2024.
  • 289 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.