CoreCap Advisors’s FIVE9 FIVN Stock Holding History

CoreCap 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
2026 Q2	$107	Sell	5 -1	-17%	-$20	﹤0.01%	3070
2026 Q1	$91	Hold	6	–	–	﹤0.01%	2844
2025 Q4	$120	Hold	6	–	–	﹤0.01%	2859
2025 Q3	$145	Hold	6	–	–	﹤0.01%	2700
2025 Q2	$159	Sell	6 -183	-97%	-$4.76K	﹤0.01%	2643
2025 Q1	$5.13K	Buy	189 +47	+33%	+$1.72K	﹤0.01%	2086
2024 Q4	$5.77K	Buy	+142	New	+$5.12K	﹤0.01%	1948
2022 Q3	–	Sell	-87	Closed	-$8K	–	1058
2022 Q2	$8K	Buy	+87	New	+$8.8K	﹤0.01%	1535
2022 Q1	–	Sell	-87	Closed	-$12K	–	1064
2021 Q4	$12K	Buy	+87	New	+$12.9K	﹤0.01%	1488

Other funds holding FIVN

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CoreCap Advisors's FIVN Position: Q2 2026 in Review

CoreCap Advisors reduced its FIVE9 (FIVN) stake by 17% in Q2 2026, selling an estimated $20 and leaving 5 shares worth $107. The position accounts for ﹤0.01% of the portfolio, ranked #3070.

CoreCap Advisors first reported a position in FIVN in Q4 2021 and has held it in 9 quarters since. The position peaked at $12K in Q4 2021. 21 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

CoreCap Advisors held 5 shares of FIVE9 worth $107 as of Q2 2026.
CoreCap Advisors sold 1 FIVE9 share in Q2 2026, an estimated $20.
FIVE9 made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #3070 holding.
CoreCap Advisors first reported a position in FIVE9 in Q4 2021 and has held it in 9 quarters since.
CoreCap Advisors's FIVE9 position peaked at $12K in Q4 2021.
21 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.