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FIVN icon

BOK Financial’s FIVE9 FIVN Stock Holding History

BOK Financial’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
Q2 		– Sell
-13
Closed -$353 – 1204
2025
Q1 		$353 Hold
13
– – ﹤0.01% 1244
2024
Q4 		$489 Sell
13
-21,326
-100% -$769K ﹤0.01% 1243
2024
Q3 		$601K Sell
21,339
-2,012
-9% -$72.6K 0.01% 527
2024
Q2 		$1.03M Sell
23,351
-16,495
-41% -$857K 0.02% 466
2024
Q1 		$2.44M Buy
39,846
+657
+2% +$45.6K 0.04% 332
2023
Q4 		$3.08M Buy
39,189
+39,170
+206,158% +$2.73M 0.06% 273
2023
Q3 		$1.1K Buy
+19
New +$1.42K ﹤0.01% 1079
2021
Q1 		– Sell
-1,732
Closed -$302K – 920
2020
Q4 		$302K Buy
+1,732
New +$263K 0.01% 770

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BOK Financial's FIVN Position: Q2 2025 in Review

BOK Financial sold out of FIVE9 (FIVN) in Q2 2025, closing a stake of 13 shares — an estimated $353 sold.

BOK Financial first reported a position in FIVN in Q4 2020 and held it in 8 quarters. The position peaked at $3.08M in Q4 2023. 294 funds tracked by Wall St. Rank hold FIVN as of Q2 2025.

  • BOK Financial reported no remaining FIVE9 position as of Q2 2025 after selling out during the quarter.
  • BOK Financial sold 13 FIVE9 shares in Q2 2025, an estimated $353.
  • BOK Financial first reported a position in FIVE9 in Q4 2020 and held it in 8 quarters.
  • BOK Financial's FIVE9 position peaked at $3.08M in Q4 2023.
  • 294 funds tracked by Wall St. Rank held FIVE9 as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.