Cambridge Investment Research Advisors
FIVN icon

Cambridge Investment Research Advisors’s FIVE9 FIVN Stock Holding History

Cambridge Investment Research Advisors’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 		$1.58M Buy
74,139
+63,994
+631% +$1.26M ﹤0.01% 1881
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

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
Van Berkom & Associates
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
Driehaus Capital Management
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

Cambridge Investment Research Advisors's FIVN Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its FIVE9 (FIVN) stake by 631% in Q2 2026, buying an estimated $1.26M and bringing the position to 74,139 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Cambridge Investment Research Advisors first reported a position in FIVN in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.26M in Q2 2021. 294 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Cambridge Investment Research Advisors held 74,139 shares of FIVE9 worth $1.58M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 63,994 FIVE9 shares in Q2 2026, an estimated $1.26M.
  • FIVE9 made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1881 holding.
  • Cambridge Investment Research Advisors first reported a position in FIVE9 in Q1 2019 and has held it in 30 quarters since.
  • Cambridge Investment Research Advisors's FIVE9 position peaked at $2.26M in Q2 2021.
  • 294 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.