CIM
FIVN icon

Contravisory Investment Management’s FIVE9 FIVN Stock Holding History

Contravisory Investment Management’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
Q3 		$850 Buy
+25
New +$758 ﹤0.01% 416

Other funds holding FIVN

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Contravisory Investment Management's FIVN Position: Q3 2026 in Review

Contravisory Investment Management opened a new position in FIVE9 (FIVN) in Q3 2026: 25 shares worth $850. The stake represents ﹤0.01% of the portfolio and ranks #416 among its holdings.

15 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • Contravisory Investment Management held 25 shares of FIVE9 worth $850 as of Q3 2026.
  • FIVE9 was a new Contravisory Investment Management position in Q3 2026.
  • FIVE9 made up ﹤0.01% of Contravisory Investment Management's portfolio in Q3 2026, its #416 holding.
  • 15 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Contravisory Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.