BFS
FIVN icon

Bradley Foster & Sargent’s FIVE9 FIVN Stock Holding History

Bradley Foster & Sargent’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
-23,955
Closed -$580K – 535
2025
Q3 		$580K Hold
23,955
– – 0.01% 373
2025
Q2 		$634K Buy
+23,955
New +$623K 0.01% 350
2018
Q2 		– Sell
-15,070
Closed -$449K – 368
2018
Q1 		$449K Sell
15,070
-6,980
-32% -$191K 0.02% 279
2017
Q4 		$549K Sell
22,050
-6,855
-24% -$169K 0.02% 260
2017
Q3 		$691K Hold
28,905
– – 0.03% 241
2017
Q2 		$622K Hold
28,905
– – 0.02% 245
2017
Q1 		$476K Buy
28,905
+7,035
+32% +$115K 0.02% 262
2016
Q4 		$310K Sell
21,870
-100
-0.5% -$1.44K 0.01% 293
2016
Q3 		$344K Buy
+21,970
New +$300K 0.02% 285

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bradley Foster & Sargent's FIVN Position: Q4 2025 in Review

Bradley Foster & Sargent sold out of FIVE9 (FIVN) in Q4 2025, closing a stake of 23,955 shares — an estimated $580K sold.

Bradley Foster & Sargent first reported a position in FIVN in Q3 2016 and held it in 9 quarters. The position peaked at $691K in Q3 2017. 287 funds tracked by Wall St. Rank hold FIVN as of Q4 2025.

  • Bradley Foster & Sargent reported no remaining FIVE9 position as of Q4 2025 after selling out during the quarter.
  • Bradley Foster & Sargent sold 23,955 FIVE9 shares in Q4 2025, an estimated $580K.
  • Bradley Foster & Sargent first reported a position in FIVE9 in Q3 2016 and held it in 9 quarters.
  • Bradley Foster & Sargent's FIVE9 position peaked at $691K in Q3 2017.
  • 287 funds tracked by Wall St. Rank held FIVE9 as of Q4 2025.

Based on Bradley Foster & Sargent's 13F filing for Q4 2025, filed 12 Feb 2026.