Capital Fund Management (CFM)’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
$1.2M Sell
78,809
-68,344
-46% -$1.19M 0.01% 1612
2025
Q4
$2.95M Sell
147,153
-88,381
-38% -$1.88M 0.03% 1493
2025
Q3
$5.7M Buy
235,534
+170,396
+262% +$4.51M 0.06% 1163
2025
Q2
$1.72M Sell
65,138
-66,820
-51% -$1.74M 0.02% 1754
2025
Q1
$3.58M Sell
131,958
-68,314
-34% -$2.51M 0.05% 1174
2024
Q4
$8.14M Sell
200,272
-22,242
-10% -$802K 0.08% 846
2024
Q3
$6.39M Buy
222,514
+38,451
+21% +$1.39M 0.07% 914
2024
Q2
$8.12M Buy
184,063
+137,944
+299% +$7.17M 0.09% 762
2024
Q1
$2.86M Buy
+46,119
New +$3.2M 0.04% 1278
2023
Q4
Sell
-34,754
Closed -$2.42M 2264
2023
Q3
$2.23M Sell
34,754
-59,911
-63% -$4.48M 0.03% 1304
2023
Q2
$7.81M Buy
94,665
+11,417
+14% +$766K 0.12% 658
2023
Q1
$6.02M Sell
83,248
-52,612
-39% -$3.76M 0.12% 671
2022
Q4
$9.22M Buy
135,860
+25,022
+23% +$1.57M 0.2% 436
2022
Q3
$8.31M Buy
110,838
+31,991
+41% +$3.11M 0.21% 376
2022
Q2
$7.19M Sell
78,847
-30,278
-28% -$3.06M 0.19% 415
2022
Q1
$12M Buy
109,125
+66,179
+154% +$7.7M 0.32% 295
2021
Q4
$5.9M Buy
+42,946
New +$6.35M 0.15% 570
2018
Q4
Sell
-5,400
Closed -$236K 2016
2018
Q3
$236K Sell
5,400
-2,300
-30% -$94.8K ﹤0.01% 1848
2018
Q2
$266K Buy
+7,700
New +$249K ﹤0.01% 1827
2018
Q1
Sell
-13,200
Closed -$328K 1992
2017
Q4
$328K Buy
+13,200
New +$326K ﹤0.01% 1595
2017
Q2
Sell
-50,600
Closed -$833K 1577
2017
Q1
$833K Buy
50,600
+12,600
+33% +$207K 0.01% 979
2016
Q4
$539K Buy
+38,000
New +$548K 0.01% 1233

Other funds holding FIVN