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 Q3	$170	Hold	5	–	–	﹤0.01%	2982
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 $103B AUM 40.17% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

CoreCap Advisors's FIVN Position: Q3 2026 in Review

CoreCap Advisors held its FIVE9 (FIVN) position steady in Q3 2026 at 5 shares worth $170. The position accounts for ﹤0.01% of the portfolio, ranked #2982.

CoreCap Advisors first reported a position in FIVN in Q4 2021 and has held it in 10 quarters since. The position peaked at $12K in Q4 2021. 43 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

CoreCap Advisors held 5 shares of FIVE9 worth $170 as of Q3 2026.
CoreCap Advisors left its FIVE9 share count unchanged in Q3 2026.
FIVE9 made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2982 holding.
CoreCap Advisors first reported a position in FIVE9 in Q4 2021 and has held it in 10 quarters since.
CoreCap Advisors's FIVE9 position peaked at $12K in Q4 2021.
43 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.