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FIVN icon

Concourse Financial Group Securities’s FIVE9 FIVN Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-377
Closed -$15K – 717
2024
Q4 		$15K Buy
377
+318
+539% +$11.5K ﹤0.01% 1622
2024
Q3 		$1.7K Sell
59
-7
-11% -$253 ﹤0.01% 2011
2024
Q2 		$2.91K Hold
66
– – ﹤0.01% 1976
2024
Q1 		$4.1K Hold
66
– – ﹤0.01% 1931
2023
Q4 		$5.19K Sell
66
-21
-24% -$1.46K ﹤0.01% 1837
2023
Q3 		$5.59K Sell
87
-15
-15% -$1.12K ﹤0.01% 1793
2023
Q2 		$8.41K Sell
102
-7
-6% -$470 ﹤0.01% 1703
2023
Q1 		$7.88K Sell
109
-37
-25% -$2.65K ﹤0.01% 1729
2022
Q4 		$9.91K Sell
146
-31
-18% -$1.95K ﹤0.01% 1653
2022
Q3 		$13K Buy
177
+13
+8% +$1.26K ﹤0.01% 1416
2022
Q2 		$15K Sell
164
-15
-8% -$1.52K ﹤0.01% 1530
2022
Q1 		$20K Sell
179
-184
-51% -$21.4K ﹤0.01% 1478
2021
Q4 		$50K Buy
+363
New +$53.7K ﹤0.01% 1284
2020
Q4 		– Sell
-62
Closed -$9.43K – 2309
2020
Q3 		$8K Buy
+62
New +$7.46K ﹤0.01% 1641
2020
Q2 		– Sell
-46
Closed -$4.48K – 2133
2020
Q1 		$4K Buy
46
+2
+5% +$143 ﹤0.01% 1714
2019
Q4 		$3K Buy
+44
New +$2.69K ﹤0.01% 1768
2019
Q3 		– Sell
-62
Closed -$3.49K – 1883
2019
Q2 		$3K Hold
62
– – ﹤0.01% 1883
2019
Q1 		$3K Sell
62
-92
-60% -$4.68K ﹤0.01% 1917
2018
Q4 		$6K Sell
154
-25
-14% -$1.01K ﹤0.01% 1578
2018
Q3 		$8K Buy
+179
New +$7.38K ﹤0.01% 1210

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Concourse Financial Group Securities's FIVN Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of FIVE9 (FIVN) in Q1 2025, closing a stake of 377 shares — an estimated $15K sold.

Concourse Financial Group Securities first reported a position in FIVN in Q3 2018 and held it in 20 quarters. The position peaked at $50K in Q4 2021. 307 funds tracked by Wall St. Rank hold FIVN as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining FIVE9 position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 377 FIVE9 shares in Q1 2025, an estimated $15K.
  • Concourse Financial Group Securities first reported a position in FIVE9 in Q3 2018 and held it in 20 quarters.
  • Concourse Financial Group Securities's FIVE9 position peaked at $50K in Q4 2021.
  • 307 funds tracked by Wall St. Rank held FIVE9 as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.