CCMG
FIVN icon

Clark Capital Management Group’s FIVE9 FIVN Stock Holding History

Clark Capital Management Group’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 		$11.8M Sell
553,981
-350,845
-39% -$6.93M 0.06% 186
2026
Q1 		$13.7M Buy
904,826
+392,082
+76% +$6.81M 0.08% 167
2025
Q4 		$10.3M Buy
512,744
+48,199
+10% +$1.02M 0.06% 164
2025
Q3 		$11.2M Buy
464,545
+210,304
+83% +$5.56M 0.07% 163
2025
Q2 		$6.73M Buy
254,241
+22,623
+10% +$589K 0.05% 181
2025
Q1 		$6.29M Buy
+231,618
New +$8.49M 0.05% 173

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

Clark Capital Management Group's FIVN Position: Q2 2026 in Review

Clark Capital Management Group reduced its FIVE9 (FIVN) stake by 39% in Q2 2026, selling an estimated $6.93M and leaving 553,981 shares worth $11.8M. The position accounts for 0.06% of the portfolio, ranked #186.

Clark Capital Management Group first reported a position in FIVN in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.7M in Q1 2026. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Clark Capital Management Group held 553,981 shares of FIVE9 worth $11.8M as of Q2 2026.
  • Clark Capital Management Group sold 350,845 FIVE9 shares in Q2 2026, an estimated $6.93M.
  • FIVE9 made up 0.06% of Clark Capital Management Group's portfolio in Q2 2026, its #186 holding.
  • Clark Capital Management Group first reported a position in FIVE9 in Q1 2025 and has held it in 6 quarters since.
  • Clark Capital Management Group's FIVE9 position peaked at $13.7M in Q1 2026.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.