Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.79M Buy
183,998
+47,918
+35% +$833K 0.01% 1023
2025
Q4
$2.73M Sell
136,080
-27,442
-17% -$582K ﹤0.01% 1040
2025
Q3
$4.16M Buy
163,522
+33,898
+26% +$896K 0.01% 897
2025
Q2
$3.43M Sell
129,624
-4,615
-3% -$120K 0.01% 950
2025
Q1
$3.64M Buy
134,239
+1,963
+1% +$72K 0.01% 920
2024
Q4
$5.37M Sell
132,276
-25,941
-16% -$936K 0.01% 803
2024
Q3
$4.55M Buy
158,217
+64,013
+68% +$2.31M 0.01% 924
2024
Q2
$4.16M Sell
94,204
-4,802
-5% -$250K 0.01% 921
2024
Q1
$6.15M Buy
99,006
+6,431
+7% +$447K 0.01% 718
2023
Q4
$7.27M Sell
92,575
-1,274
-1% -$88.7K 0.02% 625
2023
Q3
$6.03M Buy
93,849
+17,223
+22% +$1.29M 0.01% 651
2023
Q2
$6.33M Buy
76,626
+1,287
+2% +$86.4K 0.02% 634
2023
Q1
$5.45M Buy
75,339
+16,352
+28% +$1.17M 0.01% 705
2022
Q4
$4.01M Buy
58,987
+4,090
+7% +$257K 0.01% 859
2022
Q3
$4.11M Buy
54,897
+51,409
+1,474% +$4.99M 0.01% 755
2022
Q2
$318K Hold
3,488
﹤0.01% 1749
2022
Q1
$410K Buy
3,488
+10
+0.3% +$1.16K ﹤0.01% 1750
2021
Q4
$476K Hold
3,478
﹤0.01% 1715
2021
Q3
$559K Sell
3,478
-71,066
-95% -$13M ﹤0.01% 1708
2021
Q2
$13.7M Sell
74,544
-202
-0.3% -$34.8K 0.03% 513
2021
Q1
$11.7M Buy
74,746
+15,424
+26% +$2.64M 0.03% 556
2020
Q4
$10.3M Buy
59,322
+17,741
+43% +$2.7M 0.02% 607
2020
Q3
$5.39M Buy
41,581
+9,024
+28% +$1.09M 0.01% 692
2020
Q2
$3.6M Buy
32,557
+21,295
+189% +$2.07M 0.01% 799
2020
Q1
$864K Buy
11,262
+4,511
+67% +$322K ﹤0.01% 1364
2019
Q4
$440K Buy
+6,751
New +$413K ﹤0.01% 1739
2019
Q3
Sell
-7,853
Closed -$402K 1520
2019
Q2
$402K Buy
7,853
+643
+9% +$32.6K ﹤0.01% 1841
2019
Q1
$380K Hold
7,210
﹤0.01% 1711
2018
Q4
$304K Buy
7,210
+1,803
+33% +$72.5K ﹤0.01% 1819
2018
Q3
$236K Hold
5,407
﹤0.01% 1934
2018
Q2
$187K Buy
5,407
+2,419
+81% +$78.3K ﹤0.01% 1994
2018
Q1
$89K Sell
2,988
-4,325
-59% -$118K ﹤0.01% 2199
2017
Q4
$182K Buy
7,313
+4,213
+136% +$104K ﹤0.01% 1991
2017
Q3
$72K Hold
3,100
﹤0.01% 2239
2017
Q2
$67K Hold
3,100
﹤0.01% 2234
2017
Q1
$51K Hold
3,100
﹤0.01% 2298
2016
Q4
$44K Hold
3,100
﹤0.01% 2357
2016
Q3
$49K Hold
3,100
﹤0.01% 2337
2016
Q2
$37K Buy
+3,100
New +$31.4K ﹤0.01% 2376

Other funds holding FIVN