Corient Private Wealth
FIVN icon

Corient Private Wealth’s FIVE9 FIVN Stock Holding History

Corient Private Wealth’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 		$2.65M Buy
+124,436
New +$2.46M ﹤0.01% 1208
2024
Q1 		– Sell
-6,796
Closed -$535K – 2307
2023
Q4 		$535K Buy
6,796
+527
+8% +$36.7K ﹤0.01% 1583
2023
Q3 		$403K Buy
6,269
+837
+15% +$62.6K ﹤0.01% 1605
2023
Q2 		$448K Buy
+5,432
New +$365K ﹤0.01% 1505

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

Corient Private Wealth's FIVN Position: Q2 2026 in Review

Corient Private Wealth opened a new position in FIVE9 (FIVN) in Q2 2026: 124,436 shares worth $2.65M. The stake represents ﹤0.01% of the portfolio and ranks #1208 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in FIVN as recently as Q4 2023.

Corient Private Wealth first reported a position in FIVN in Q2 2023 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Corient Private Wealth held 124,436 shares of FIVE9 worth $2.65M as of Q2 2026.
  • FIVE9 was a new Corient Private Wealth position in Q2 2026.
  • FIVE9 made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1208 holding.
  • Corient Private Wealth first reported a position in FIVE9 in Q2 2023 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.