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 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	–	3146
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	Sell	10 -10	-50%	-$696	﹤0.01%	1427
2023 Q3	$1.29K	Buy	20 +10	+100%	+$748	﹤0.01%	1441
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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return

Anson Funds Management Dallas, Texas $1.57B AUM 370.24% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return