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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Fund Management (CFM)'s FIVN Position: Q1 2026 in Review

Capital Fund Management (CFM) reduced its FIVE9 (FIVN) stake by 46% in Q1 2026, selling an estimated $1.19M and leaving 78,809 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1612.

Capital Fund Management (CFM) first reported a position in FIVN in Q4 2016 and has held it in 22 quarters since. The position peaked at $12M in Q1 2022. 290 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

Capital Fund Management (CFM) held 78,809 shares of FIVE9 worth $1.2M as of Q1 2026.
Capital Fund Management (CFM) sold 68,344 FIVE9 shares in Q1 2026, an estimated $1.19M.
FIVE9 made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1612 holding.
Capital Fund Management (CFM) first reported a position in FIVE9 in Q4 2016 and has held it in 22 quarters since.
Capital Fund Management (CFM)'s FIVE9 position peaked at $12M in Q1 2022.
290 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.