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FIVN icon

Brad Gerstner’s FIVE9 FIVN Stock Holding History

Brad Gerstner’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
2015
Q3 		– Sell
-600,000
Closed -$3.14M – 22
2015
Q2 		$3.14M Hold
600,000
– – 0.23% 21
2015
Q1 		$3.34M Buy
600,000
+310,571
+107% +$1.35M 0.24% 23
2014
Q4 		$1.3M Buy
+289,429
New +$1.35M 0.09% 27

Other funds holding FIVN

ASP
Adams Street Partners Chicago, Illinois $443M AUM 49.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SVGI
Sapphire Ventures (GPE) I Palo Alto, California $115M AUM 11.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GGPE
Golden Gate Private Equity San Francisco, California $241M AUM 13.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brad Gerstner's FIVN Position: Q3 2015 in Review

Brad Gerstner sold out of FIVE9 (FIVN) in Q3 2015, closing a stake of 600,000 shares — an estimated $3.14M sold.

Brad Gerstner first reported a position in FIVN in Q4 2014 and held it in 3 quarters. The position peaked at $3.34M in Q1 2015. 68 funds tracked by Wall St. Rank hold FIVN as of Q3 2015.

  • Brad Gerstner reported no remaining FIVE9 position as of Q3 2015 after selling out during the quarter.
  • Brad Gerstner sold 600,000 FIVE9 shares in Q3 2015, an estimated $3.14M.
  • Brad Gerstner first reported a position in FIVE9 in Q4 2014 and held it in 3 quarters.
  • Brad Gerstner's FIVE9 position peaked at $3.34M in Q1 2015.
  • 68 funds tracked by Wall St. Rank held FIVE9 as of Q3 2015.

Based on Altimeter Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.