Cambridge Investment Research Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $154K | Sell |
10,145
-251
| -2% | -$4.36K | ﹤0.01% | 3730 |
|
|
2025
Q4 | $208K | Sell |
10,396
-1,027
| -9% | -$21.8K | ﹤0.01% | 3546 |
|
|
2025
Q3 | $276K | Buy |
11,423
+1,115
| +11% | +$29.5K | ﹤0.01% | 3182 |
|
|
2025
Q2 | $273K | Buy |
10,308
+485
| +5% | +$12.6K | ﹤0.01% | 3059 |
|
|
2025
Q1 | $267K | Hold |
9,823
| – | – | ﹤0.01% | 2967 |
|
|
2024
Q4 | $399K | Buy |
9,823
+656
| +7% | +$23.7K | ﹤0.01% | 2607 |
|
|
2024
Q3 | $263K | Sell |
9,167
-569
| -6% | -$20.5K | ﹤0.01% | 2926 |
|
|
2024
Q2 | $429K | Buy |
9,736
+56
| +0.6% | +$2.91K | ﹤0.01% | 2423 |
|
|
2024
Q1 | $601K | Buy |
9,680
+43
| +0.4% | +$2.99K | ﹤0.01% | 2127 |
|
|
2023
Q4 | $758K | Sell |
9,637
-42
| -0.4% | -$2.92K | ﹤0.01% | 1846 |
|
|
2023
Q3 | $622K | Buy |
9,679
+147
| +2% | +$11K | ﹤0.01% | 1917 |
|
|
2023
Q2 | $786K | Sell |
9,532
-2,146
| -18% | -$144K | ﹤0.01% | 1784 |
|
|
2023
Q1 | $844K | Sell |
11,678
-200
| -2% | -$14.3K | ﹤0.01% | 1684 |
|
|
2022
Q4 | $806K | Sell |
11,878
-858
| -7% | -$53.9K | ﹤0.01% | 1659 |
|
|
2022
Q3 | $955K | Sell |
12,736
-1,079
| -8% | -$105K | 0.01% | 1506 |
|
|
2022
Q2 | $1.26M | Buy |
13,815
+746
| +6% | +$75.5K | 0.01% | 1309 |
|
|
2022
Q1 | $1.44M | Buy |
13,069
+286
| +2% | +$33.3K | 0.01% | 1336 |
|
|
2021
Q4 | $1.75M | Buy |
12,783
+593
| +5% | +$87.7K | 0.01% | 1221 |
|
|
2021
Q3 | $1.95M | Sell |
12,190
-154
| -1% | -$28.1K | 0.01% | 1114 |
|
|
2021
Q2 | $2.26M | Sell |
12,344
-19
| -0.2% | -$3.27K | 0.01% | 1039 |
|
|
2021
Q1 | $1.93M | Buy |
12,363
+1,876
| +18% | +$321K | 0.01% | 1029 |
|
|
2020
Q4 | $1.83M | Buy |
10,487
+92
| +0.9% | +$14K | 0.01% | 966 |
|
|
2020
Q3 | $1.35M | Sell |
10,395
-197
| -2% | -$23.7K | 0.01% | 1014 |
|
|
2020
Q2 | $1.17M | Sell |
10,592
-292
| -3% | -$28.4K | 0.01% | 1030 |
|
|
2020
Q1 | $832K | Buy |
10,884
+459
| +4% | +$32.7K | 0.01% | 1072 |
|
|
2019
Q4 | $684K | Buy |
10,425
+5,530
| +113% | +$338K | 0.01% | 1369 |
|
|
2019
Q3 | $263K | Sell |
4,895
-1,691
| -26% | -$95.1K | ﹤0.01% | 1920 |
|
|
2019
Q2 | $338K | Sell |
6,586
-6,154
| -48% | -$312K | ﹤0.01% | 1678 |
|
|
2019
Q1 | $673K | Buy |
+12,740
| New | +$648K | 0.01% | 1286 |
|
Other funds holding FIVN
VPM
VC
AFM
VBA
VCM
