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Capital Advisors Ltd’s FIVE9 FIVN Stock Holding History

Capital Advisors Ltd’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 		$0 Sell
23
-21
-48% -$415 ﹤0.01% 1440
2026
Q1 		$1K Buy
+44
New +$765 ﹤0.01% 1208
2025
Q4 		– Sell
-6
Closed – – 1420
2025
Q3 		$0 Hold
6
– – ﹤0.01% 1421
2025
Q2 		$0 Buy
+6
New +$156 ﹤0.01% 1429
2024
Q3 		– Sell
-11
Closed – – 1456
2024
Q2 		$0 Buy
+11
New +$572 ﹤0.01% 1471
2023
Q2 		– Sell
-49
Closed -$4K – 1369
2023
Q1 		$4K Hold
49
– – ﹤0.01% 741
2022
Q4 		$3K Buy
49
+21
+75% +$1.32K ﹤0.01% 764
2022
Q3 		$2K Buy
+28
New +$2.72K ﹤0.01% 846

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

Capital Advisors Ltd's FIVN Position: Q2 2026 in Review

Capital Advisors Ltd reduced its FIVE9 (FIVN) stake by 48% in Q2 2026, selling an estimated $415 and leaving 23 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Capital Advisors Ltd first reported a position in FIVN in Q3 2022 and has held it in 8 quarters since. The position peaked at $4K in Q1 2023. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Capital Advisors Ltd held 23 shares of FIVE9 worth $0 as of Q2 2026.
  • Capital Advisors Ltd sold 21 FIVE9 shares in Q2 2026, an estimated $415.
  • FIVE9 made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1440 holding.
  • Capital Advisors Ltd first reported a position in FIVE9 in Q3 2022 and has held it in 8 quarters since.
  • Capital Advisors Ltd's FIVE9 position peaked at $4K in Q1 2023.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.