CPCM
FIVN icon

Cardinal Point Capital Management’s FIVE9 FIVN Stock Holding History

Cardinal Point Capital Management’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 		$1.04M Buy
48,590
+2,600
+6% +$51.3K 0.06% 125
2026
Q1 		$698K Buy
45,990
+16,800
+58% +$292K 0.04% 146
2025
Q4 		$585K Sell
29,190
-9,900
-25% -$210K 0.04% 142
2025
Q3 		$946K Buy
39,090
+3,865
+11% +$102K 0.07% 116
2025
Q2 		$933K Buy
35,225
+14,840
+73% +$386K 0.07% 106
2025
Q1 		$553K Buy
+20,385
New +$748K 0.05% 109

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

Cardinal Point Capital Management's FIVN Position: Q2 2026 in Review

Cardinal Point Capital Management increased its FIVE9 (FIVN) stake by 5.7% in Q2 2026, buying an estimated $51.3K and bringing the position to 48,590 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #125.

Cardinal Point Capital Management first reported a position in FIVN in Q1 2025 and has held it in 6 quarters since. 292 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Cardinal Point Capital Management held 48,590 shares of FIVE9 worth $1.04M as of Q2 2026.
  • Cardinal Point Capital Management bought 2,600 FIVE9 shares in Q2 2026, an estimated $51.3K.
  • FIVE9 made up 0.06% of Cardinal Point Capital Management's portfolio in Q2 2026, its #125 holding.
  • Cardinal Point Capital Management first reported a position in FIVE9 in Q1 2025 and has held it in 6 quarters since.
  • 292 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.