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CBIZ Investment Advisory Services’s FIVE9 FIVN Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-40
Closed -$802 – 544
2025
Q4 		$802 Buy
+40
New +$849 ﹤0.01% 721

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VC
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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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CBIZ Investment Advisory Services's FIVN Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of FIVE9 (FIVN) in Q1 2026, closing a stake of 40 shares — an estimated $802 sold.

CBIZ Investment Advisory Services first reported a position in FIVN in Q4 2025 and held it in 1 quarter. The position peaked at $802 in Q4 2025. 291 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining FIVE9 position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 40 FIVE9 shares in Q1 2026, an estimated $802.
  • CBIZ Investment Advisory Services first reported a position in FIVE9 in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's FIVE9 position peaked at $802 in Q4 2025.
  • 291 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.