Capital Fund Management (CFM)
FIVN icon

Capital Fund Management (CFM)’s FIVE9 FIVN Stock Holding History

Capital Fund Management (CFM)’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 		$3.8M Buy
178,433
+99,624
+126% +$1.97M 0.02% 1066
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 0.01% 1493
2025
Q3 		$5.7M Buy
235,534
+170,396
+262% +$4.51M 0.01% 1163
2025
Q2 		$1.72M Sell
65,138
-66,820
-51% -$1.74M ﹤0.01% 1754
2025
Q1 		$3.58M Sell
131,958
-68,314
-34% -$2.51M 0.01% 1174
2024
Q4 		$8.14M Sell
200,272
-22,242
-10% -$802K 0.02% 846
2024
Q3 		$6.39M Buy
222,514
+38,451
+21% +$1.39M 0.02% 914
2024
Q2 		$8.12M Buy
184,063
+137,944
+299% +$7.17M 0.02% 762
2024
Q1 		$2.86M Buy
+46,119
New +$3.2M 0.01% 1278
2023
Q4 		– Sell
-34,754
Closed -$2.42M – 2161
2023
Q3 		$2.23M Sell
34,754
-59,911
-63% -$4.48M 0.01% 1304
2023
Q2 		$7.81M Buy
94,665
+11,417
+14% +$766K 0.03% 658
2023
Q1 		$6.02M Sell
83,248
-52,612
-39% -$3.76M 0.03% 671
2022
Q4 		$9.22M Buy
135,860
+25,022
+23% +$1.57M 0.06% 436
2022
Q3 		$8.31M Buy
110,838
+31,991
+41% +$3.11M 0.07% 376
2022
Q2 		$7.19M Sell
78,847
-30,278
-28% -$3.06M 0.07% 415
2022
Q1 		$12M Buy
109,125
+66,179
+154% +$7.7M 0.1% 295
2021
Q4 		$5.9M Buy
+42,946
New +$6.35M 0.04% 570
2018
Q4 		– Sell
-5,400
Closed -$236K – 1974
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 – 1940
2017
Q4 		$328K Buy
+13,200
New +$326K ﹤0.01% 1595
2017
Q2 		– Sell
-50,600
Closed -$833K – 1534
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

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 Fund Management (CFM)'s FIVN Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its FIVE9 (FIVN) stake by 126% in Q2 2026, buying an estimated $1.97M and bringing the position to 178,433 shares worth $3.8M. The position accounts for 0.02% of the portfolio, ranked #1066.

Capital Fund Management (CFM) first reported a position in FIVN in Q4 2016 and has held it in 23 quarters since. The position peaked at $12M in Q1 2022. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Capital Fund Management (CFM) held 178,433 shares of FIVE9 worth $3.8M as of Q2 2026.
  • Capital Fund Management (CFM) bought 99,624 FIVE9 shares in Q2 2026, an estimated $1.97M.
  • FIVE9 made up 0.02% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1066 holding.
  • Capital Fund Management (CFM) first reported a position in FIVE9 in Q4 2016 and has held it in 23 quarters since.
  • Capital Fund Management (CFM)'s FIVE9 position peaked at $12M in Q1 2022.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.