Citigroup’s FIVE9 FIVN Stock Holding History

Citigroup’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
2024 Q4	–	Sell	-48,000	Closed	-$1.38M	–	5876
2024 Q3	$1.38M	Buy	+48,000	New	+$1.73M	﹤0.01%	2990

Other funds holding FIVN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citigroup's FIVN Position: Q2 2026 in Review

Citigroup increased its FIVE9 (FIVN) stake by 105% in Q2 2026, buying an estimated $655K and bringing the position to 64,632 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #3220.

Citigroup first reported a position in FIVN in Q2 2014 and has held it in 49 quarters since. The position peaked at $33M in Q1 2021. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

Citigroup held 64,632 shares of FIVE9 worth $1.38M as of Q2 2026.
Citigroup bought 33,176 FIVE9 shares in Q2 2026, an estimated $655K.
FIVE9 made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #3220 holding.
Citigroup first reported a position in FIVE9 in Q2 2014 and has held it in 49 quarters since.
Citigroup's FIVE9 position peaked at $33M in Q1 2021.
293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.