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Brinker Capital Investments’s FIVE9 FIVN Stock Holding History

Brinker Capital Investments’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
2023
Q4 		– Sell
-3,328
Closed -$214K – 1685
2023
Q3 		$214K Buy
3,328
+452
+16% +$33.8K ﹤0.01% 1526
2023
Q2 		$237K Sell
2,876
-143
-5% -$9.6K ﹤0.01% 1502
2023
Q1 		$218K Sell
3,019
-300
-9% -$21.5K ﹤0.01% 1477
2022
Q4 		$225K Buy
+3,319
New +$208K ﹤0.01% 1258
2021
Q4 		– Sell
-1,309
Closed -$240K – 1391
2021
Q3 		$240K Hold
1,309
– – ﹤0.01% 1213
2021
Q2 		$240K Buy
+1,309
New +$226K ﹤0.01% 1265

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brinker Capital Investments's FIVN Position: Q4 2023 in Review

Brinker Capital Investments sold out of FIVE9 (FIVN) in Q4 2023, closing a stake of 3,328 shares — an estimated $214K sold.

Brinker Capital Investments first reported a position in FIVN in Q2 2021 and held it in 6 quarters. The position peaked at $240K in Q3 2021. 348 funds tracked by Wall St. Rank hold FIVN as of Q4 2023.

  • Brinker Capital Investments reported no remaining FIVE9 position as of Q4 2023 after selling out during the quarter.
  • Brinker Capital Investments sold 3,328 FIVE9 shares in Q4 2023, an estimated $214K.
  • Brinker Capital Investments first reported a position in FIVE9 in Q2 2021 and held it in 6 quarters.
  • Brinker Capital Investments's FIVE9 position peaked at $240K in Q3 2021.
  • 348 funds tracked by Wall St. Rank held FIVE9 as of Q4 2023.

Based on Brinker Capital Investments's 13F filing for Q4 2023, filed 31 Jul 2025.