CCA
FIVN icon

Conestoga Capital Advisors’s FIVE9 FIVN Stock Holding History

Conestoga Capital 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
2024
Q3 		– Sell
-166,238
Closed -$7.33M – 122
2024
Q2 		$7.33M Buy
166,238
+21,390
+15% +$1.11M 0.11% 67
2024
Q1 		$9M Buy
144,848
+7,235
+5% +$503K 0.13% 68
2023
Q4 		$10.8M Sell
137,613
-1,645
-1% -$115K 0.16% 67
2023
Q3 		$8.95M Buy
139,258
+892
+0.6% +$66.8K 0.15% 67
2023
Q2 		$11.4M Buy
138,366
+577
+0.4% +$38.7K 0.18% 66
2023
Q1 		$9.96M Buy
137,789
+1,540
+1% +$110K 0.17% 66
2022
Q4 		$9.25M Buy
136,249
+3,583
+3% +$225K 0.17% 65
2022
Q3 		$9.95M Buy
132,666
+4,360
+3% +$424K 0.19% 67
2022
Q2 		$11.7M Sell
128,306
-635
-0.5% -$64.2K 0.21% 66
2022
Q1 		$14.2M Buy
128,941
+23,105
+22% +$2.69M 0.21% 67
2021
Q4 		$14.5M Buy
+105,836
New +$15.7M 0.19% 69
2021
Q3 		– Sell
-481,107
Closed -$88.2M – 147
2021
Q2 		$88.2M Buy
481,107
+3,360
+0.7% +$579K 1.27% 36
2021
Q1 		$74.7M Buy
477,747
+38,944
+9% +$6.65M 1.13% 41
2020
Q4 		$76.5M Buy
438,803
+1,088
+0.2% +$165K 1.22% 39
2020
Q3 		$56.8M Sell
437,715
-80,820
-16% -$9.72M 1.15% 40
2020
Q2 		$57.4M Buy
518,535
+19,500
+4% +$1.9M 1.25% 35
2020
Q1 		$38.2M Buy
499,035
+3,756
+0.8% +$268K 1.12% 44
2019
Q4 		$32.5M Sell
495,279
-5,313
-1% -$325K 0.78% 49
2019
Q3 		$26.9M Sell
500,592
-3,395
-0.7% -$191K 0.69% 48
2019
Q2 		$25.8M Buy
503,987
+12,654
+3% +$642K 0.65% 47
2019
Q1 		$26M Buy
491,333
+9,535
+2% +$485K 0.72% 46
2018
Q4 		$21.1M Buy
+481,798
New +$19.4M 0.67% 47

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Conestoga Capital Advisors's FIVN Position: Q3 2024 in Review

Conestoga Capital Advisors sold out of FIVE9 (FIVN) in Q3 2024, closing a stake of 166,238 shares — an estimated $7.33M sold.

Conestoga Capital Advisors first reported a position in FIVN in Q4 2018 and held it in 22 quarters. The position peaked at $88.2M in Q2 2021. 269 funds tracked by Wall St. Rank hold FIVN as of Q3 2024.

  • Conestoga Capital Advisors reported no remaining FIVE9 position as of Q3 2024 after selling out during the quarter.
  • Conestoga Capital Advisors sold 166,238 FIVE9 shares in Q3 2024, an estimated $7.33M.
  • Conestoga Capital Advisors first reported a position in FIVE9 in Q4 2018 and held it in 22 quarters.
  • Conestoga Capital Advisors's FIVE9 position peaked at $88.2M in Q2 2021.
  • 269 funds tracked by Wall St. Rank held FIVE9 as of Q3 2024.

Based on Conestoga Capital Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.