CCIA
FIVN icon

Campbell & Co Investment Adviser’s FIVE9 FIVN Stock Holding History

Campbell & Co Investment Adviser’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
Q1 		– Sell
-128,041
Closed -$2.57M – 1177
2025
Q4 		$2.57M Buy
128,041
+5,353
+4% +$114K 0.12% 257
2025
Q3 		$2.97M Buy
122,688
+65,752
+115% +$1.74M 0.22% 102
2025
Q2 		$1.51M Sell
56,936
-56,847
-50% -$1.48M 0.1% 336
2025
Q1 		$3.09M Buy
+113,783
New +$4.17M 0.24% 93
2024
Q4 		– Sell
-64,717
Closed -$1.86M – 1148
2024
Q3 		$1.86M Buy
64,717
+55,186
+579% +$1.99M 0.14% 207
2024
Q2 		$420K Buy
+9,531
New +$495K 0.04% 713
2024
Q1 		– Sell
-19,597
Closed -$1.54M – 1193
2023
Q4 		$1.54M Buy
+19,597
New +$1.36M 0.14% 222
2023
Q3 		– Sell
-6,422
Closed -$529K – 1024
2023
Q2 		$529K Sell
6,422
-6,263
-49% -$420K 0.09% 409
2023
Q1 		$917K Buy
+12,685
New +$907K 0.17% 187
2021
Q3 		– Sell
-2,900
Closed -$532K – 642
2021
Q2 		$532K Buy
+2,900
New +$500K 0.22% 141
2020
Q1 		– Sell
-4,510
Closed -$296K – 197
2019
Q4 		$296K Sell
4,510
-267
-6% -$16.3K 0.09% 425
2019
Q3 		$257K Buy
4,777
+444
+10% +$25K 0.1% 454
2019
Q2 		$222K Sell
4,333
-344
-7% -$17.5K 0.1% 424
2019
Q1 		$247K Buy
+4,677
New +$238K 0.12% 355

Other funds holding FIVN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VC
Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.57B AUM 370.24% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return