CF
FIVN icon

Conquis Financial’s FIVE9 FIVN Stock Holding History

Conquis Financial’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 		– Sell
-3,000
Closed -$60.1K – 59
2025
Q4 		$60.1K Hold
3,000
– – 0.05% 33
2025
Q3 		$72.6K Hold
3,000
– – 0.07% 28
2025
Q2 		$79.4K Hold
3,000
– – 0.08% 25
2025
Q1 		$81.5K Hold
3,000
– – 0.08% 31
2024
Q4 		$122K Buy
+3,000
New +$108K 0.12% 25

Other funds holding FIVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Conquis Financial's FIVN Position: Q1 2026 in Review

Conquis Financial sold out of FIVE9 (FIVN) in Q1 2026, closing a stake of 3,000 shares — an estimated $60.1K sold.

Conquis Financial first reported a position in FIVN in Q4 2024 and held it in 5 quarters. The position peaked at $122K in Q4 2024. 292 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

  • Conquis Financial reported no remaining FIVE9 position as of Q1 2026 after selling out during the quarter.
  • Conquis Financial sold 3,000 FIVE9 shares in Q1 2026, an estimated $60.1K.
  • Conquis Financial first reported a position in FIVE9 in Q4 2024 and held it in 5 quarters.
  • Conquis Financial's FIVE9 position peaked at $122K in Q4 2024.
  • 292 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

Based on Conquis Financial's 13F filing for Q1 2026, filed 7 May 2026.