Cetera Investment Advisers
FIVN icon

Cetera Investment Advisers’s FIVE9 FIVN Stock Holding History

Cetera Investment Advisers’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 		$685K Buy
32,147
+729
+2% +$14.4K ﹤0.01% 3396
2026
Q1 		$477K Buy
31,418
+2,874
+10% +$50K ﹤0.01% 3559
2025
Q4 		$572K Buy
28,544
+3,876
+16% +$82.3K ﹤0.01% 3315
2025
Q3 		$597K Buy
24,668
+8,975
+57% +$237K ﹤0.01% 3230
2025
Q2 		$416K Sell
15,693
-2,138
-12% -$55.6K ﹤0.01% 3112
2025
Q1 		$484K Buy
17,831
+4,424
+33% +$162K ﹤0.01% 2869
2024
Q4 		$545K Buy
13,407
+5,032
+60% +$181K ﹤0.01% 2617
2024
Q3 		$241K Buy
8,375
+442
+6% +$16K ﹤0.01% 3250
2024
Q2 		$350K Buy
7,933
+199
+3% +$10.3K ﹤0.01% 2899
2024
Q1 		$480K Buy
7,734
+3,649
+89% +$254K ﹤0.01% 2638
2023
Q4 		$321K Sell
4,085
-518
-11% -$36.1K ﹤0.01% 1750
2023
Q3 		$296K Buy
4,603
+797
+21% +$59.6K ﹤0.01% 1739
2023
Q2 		$314K Buy
3,806
+468
+14% +$31.4K ﹤0.01% 1722
2023
Q1 		$241K Sell
3,338
-3
-0.1% -$215 ﹤0.01% 1833
2022
Q4 		$227K Buy
3,341
+396
+13% +$24.9K ﹤0.01% 1833
2022
Q3 		$221K Hold
2,945
– – ﹤0.01% 1444
2022
Q2 		$268K Sell
2,945
-278
-9% -$28.1K ﹤0.01% 1496
2022
Q1 		$356K Buy
3,223
+430
+15% +$50.1K 0.01% 1382
2021
Q4 		$384K Buy
+2,793
New +$413K 0.01% 1340
2021
Q3 		– Sell
-1,283
Closed -$235K – 1817
2021
Q2 		$235K Sell
1,283
-17
-1% -$2.93K ﹤0.01% 1569
2021
Q1 		$203K Sell
1,300
-616
-32% -$105K ﹤0.01% 1481
2020
Q4 		$334K Buy
+1,916
New +$291K 0.01% 1182

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

Cetera Investment Advisers's FIVN Position: Q2 2026 in Review

Cetera Investment Advisers increased its FIVE9 (FIVN) stake by 2.3% in Q2 2026, buying an estimated $14.4K and bringing the position to 32,147 shares worth $685K. The position accounts for ﹤0.01% of the portfolio, ranked #3396.

Cetera Investment Advisers first reported a position in FIVN in Q4 2020 and has held it in 22 quarters since. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Cetera Investment Advisers held 32,147 shares of FIVE9 worth $685K as of Q2 2026.
  • Cetera Investment Advisers bought 729 FIVE9 shares in Q2 2026, an estimated $14.4K.
  • FIVE9 made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3396 holding.
  • Cetera Investment Advisers first reported a position in FIVE9 in Q4 2020 and has held it in 22 quarters since.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.