CMBA
FIVN icon

C.M. Bidwell & Associates’s FIVE9 FIVN Stock Holding History

C.M. Bidwell & Associates’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
2026
Q2 		$49.2K Hold
2,307
– – 0.02% 239
2026
Q1 		$35K Sell
2,307
-746
-24% -$13K 0.02% 239
2025
Q4 		$61.2K Hold
3,053
– – 0.03% 217
2025
Q3 		$73.9K Buy
3,053
+308
+11% +$8.14K 0.04% 203
2025
Q2 		$72.7K Buy
+2,745
New +$71.4K 0.04% 199

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

C.M. Bidwell & Associates's FIVN Position: Q2 2026 in Review

C.M. Bidwell & Associates held its FIVE9 (FIVN) position steady in Q2 2026 at 2,307 shares worth $49.2K. The position accounts for 0.02% of the portfolio, ranked #239.

C.M. Bidwell & Associates first reported a position in FIVN in Q2 2025 and has held it in 5 quarters since. The position peaked at $73.9K in Q3 2025. 292 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • C.M. Bidwell & Associates held 2,307 shares of FIVE9 worth $49.2K as of Q2 2026.
  • C.M. Bidwell & Associates left its FIVE9 share count unchanged in Q2 2026.
  • FIVE9 made up 0.02% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #239 holding.
  • C.M. Bidwell & Associates first reported a position in FIVE9 in Q2 2025 and has held it in 5 quarters since.
  • C.M. Bidwell & Associates's FIVE9 position peaked at $73.9K in Q3 2025.
  • 292 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.