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Continuum Advisory’s FIVE9 FIVN Stock Holding History

Continuum Advisory’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 		$6.89K Buy
+323
New +$6.38K ﹤0.01% 1383
2025
Q2 		– Sell
-33
Closed -$896 – 795
2025
Q1 		$896 Buy
33
+8
+32% +$293 ﹤0.01% 1521
2024
Q4 		$1.02K Buy
+25
New +$902 ﹤0.01% 1617

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Continuum Advisory's FIVN Position: Q2 2026 in Review

Continuum Advisory opened a new position in FIVE9 (FIVN) in Q2 2026: 323 shares worth $6.89K. The stake represents ﹤0.01% of the portfolio and ranks #1383 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in FIVN as recently as Q1 2025.

Continuum Advisory first reported a position in FIVN in Q4 2024 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Continuum Advisory held 323 shares of FIVE9 worth $6.89K as of Q2 2026.
  • FIVE9 was a new Continuum Advisory position in Q2 2026.
  • FIVE9 made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1383 holding.
  • Continuum Advisory first reported a position in FIVE9 in Q4 2024 and has held it in 3 quarters since.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.