Clearstead Advisors’s FIVE9 FIVN Stock Holding History

Clearstead Advisors’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	$2K	Buy	94 +69	+276%	+$1.36K	﹤0.01%	2483
2026 Q1	$380	Sell	25 -44	-64%	-$765	﹤0.01%	2133
2025 Q4	$1.38K	Buy	+69	New	+$1.47K	﹤0.01%	2188
2025 Q3	–	Sell	-141	Closed	-$3.73K	–	3145
2025 Q2	$3.73K	Hold	141	–	–	﹤0.01%	2187
2025 Q1	$3.83K	Buy	141 +37	+36%	+$1.36K	﹤0.01%	1794
2024 Q4	$4.23K	Buy	104 +37	+55%	+$1.33K	﹤0.01%	1745
2024 Q3	$1.93K	Sell	67 -139	-67%	-$5.02K	﹤0.01%	1845
2024 Q2	$9.09K	Buy	+206	New	+$10.7K	﹤0.01%	1560
2024 Q1	–	Sell	-10	Closed	-$787	–	1567
2023 Q4	$787	Hold	10	–	–	﹤0.01%	1427
2023 Q3	$643	Hold	10	–	–	﹤0.01%	1398
2023 Q2	$825	Hold	10	–	–	﹤0.01%	1269
2023 Q1	$723	Hold	10	–	–	﹤0.01%	1271
2022 Q4	$679	Hold	10	–	–	﹤0.01%	1202
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	1144
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	1179
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	1283
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	1176
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	1125
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	1043
2021 Q1	$2K	Hold	10	–	–	﹤0.01%	960
2020 Q4	$2K	Buy	+10	New	+$1.52K	﹤0.01%	885

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

Clearstead Advisors's FIVN Position: Q2 2026 in Review

Clearstead Advisors increased its FIVE9 (FIVN) stake by 276% in Q2 2026, buying an estimated $1.36K and bringing the position to 94 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2483.

Clearstead Advisors first reported a position in FIVN in Q4 2020 and has held it in 21 quarters since. The position peaked at $9.09K in Q2 2024. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

Clearstead Advisors held 94 shares of FIVE9 worth $2K as of Q2 2026.
Clearstead Advisors bought 69 FIVE9 shares in Q2 2026, an estimated $1.36K.
FIVE9 made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2483 holding.
Clearstead Advisors first reported a position in FIVE9 in Q4 2020 and has held it in 21 quarters since.
Clearstead Advisors's FIVE9 position peaked at $9.09K in Q2 2024.
293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.