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	–	Sell	-32,300	Closed	-$490K	–	2189
2026 Q1	$490K	Sell	32,300 -44,600	-58%	-$775K	﹤0.01%	1883
2025 Q4	$1.54M	Sell	76,900 -49,600	-39%	-$1.05M	﹤0.01%	1829
2025 Q3	$3.06M	Buy	126,500 +44,400	+54%	+$1.17M	0.01%	1551
2025 Q2	$2.17M	Buy	+82,100	New	+$2.14M	0.01%	1632
2025 Q1	–	Sell	-16,500	Closed	-$671K	–	2120
2024 Q4	$671K	Buy	16,500 +6,000	+57%	+$216K	﹤0.01%	1849
2024 Q3	$302K	Sell	10,500 -500	-5%	-$18K	﹤0.01%	1910
2024 Q2	$485K	Buy	+11,000	New	+$572K	﹤0.01%	1760
2024 Q1	–	Sell	-24,400	Closed	-$1.92M	–	2069
2023 Q4	$1.92M	Sell	24,400 -1,800	-7%	-$125K	0.01%	1554
2023 Q3	$1.68M	Sell	26,200 -5,200	-17%	-$389K	0.01%	1443
2023 Q2	$2.59M	Buy	+31,400	New	+$2.11M	0.01%	1101

Other funds holding FIVN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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.