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Cherry Tree Wealth Management’s FIVE9 FIVN Stock Holding History

Cherry Tree Wealth 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
2025
Q4 		– Sell
-23
Closed -$557 – 612
2025
Q3 		$557 Hold
23
– – ﹤0.01% 566
2025
Q2 		$610 Hold
23
– – ﹤0.01% 576
2025
Q1 		$625 Hold
23
– – ﹤0.01% 712
2024
Q4 		$935 Hold
23
– – ﹤0.01% 578
2024
Q3 		$661 Hold
23
– – ﹤0.01% 580
2024
Q2 		$1.01K Hold
23
– – ﹤0.01% 544
2024
Q1 		$1.43K Hold
23
– – ﹤0.01% 525
2023
Q4 		$1.81K Hold
23
– – ﹤0.01% 509
2023
Q3 		$1.48K Hold
23
– – ﹤0.01% 504
2023
Q2 		$1.9K Buy
+23
New +$1.54K ﹤0.01% 496

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cherry Tree Wealth Management's FIVN Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of FIVE9 (FIVN) in Q4 2025, closing a stake of 23 shares — an estimated $557 sold.

Cherry Tree Wealth Management first reported a position in FIVN in Q2 2023 and held it in 10 quarters. The position peaked at $1.9K in Q2 2023. 289 funds tracked by Wall St. Rank hold FIVN as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining FIVE9 position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 23 FIVE9 shares in Q4 2025, an estimated $557.
  • Cherry Tree Wealth Management first reported a position in FIVE9 in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's FIVE9 position peaked at $1.9K in Q2 2023.
  • 289 funds tracked by Wall St. Rank held FIVE9 as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.