Bogart Wealth LLC’s FIVE9 FIVN Stock Holding History

Bogart Wealth LLC’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 Q4	–	Sell	-22	Closed	-$532	–	1621
2025 Q3	$532	Hold	22	–	–	﹤0.01%	1404
2025 Q2	$583	Buy	+22	New	+$573	﹤0.01%	1307
2025 Q1	–	Sell	-9	Closed	-$366	–	1454
2024 Q4	$366	Buy	+9	New	+$325	﹤0.01%	1288

Other funds holding FIVN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bogart Wealth LLC's FIVN Position: Q4 2025 in Review

Bogart Wealth LLC sold out of FIVE9 (FIVN) in Q4 2025, closing a stake of 22 shares — an estimated $532 sold.

Bogart Wealth LLC first reported a position in FIVN in Q4 2024 and held it in 3 quarters. The position peaked at $583 in Q2 2025. 289 funds tracked by Wall St. Rank hold FIVN as of Q4 2025.

Bogart Wealth LLC reported no remaining FIVE9 position as of Q4 2025 after selling out during the quarter.
Bogart Wealth LLC sold 22 FIVE9 shares in Q4 2025, an estimated $532.
Bogart Wealth LLC first reported a position in FIVE9 in Q4 2024 and held it in 3 quarters.
Bogart Wealth LLC's FIVE9 position peaked at $583 in Q2 2025.
289 funds tracked by Wall St. Rank held FIVE9 as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.