CCM
FIVN icon

Cota Capital Management’s FIVE9 FIVN Stock Holding History

Cota Capital 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
2024
Q3 		– Sell
-16,442
Closed -$725K – 8
2024
Q2 		$725K Hold
16,442
– – 2.56% 8
2024
Q1 		$1.02M Buy
+16,442
New +$1.14M 2.7% 10

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cota Capital Management's FIVN Position: Q3 2024 in Review

Cota Capital Management sold out of FIVE9 (FIVN) in Q3 2024, closing a stake of 16,442 shares — an estimated $725K sold.

Cota Capital Management first reported a position in FIVN in Q1 2024 and held it in 2 quarters. The position peaked at $1.02M in Q1 2024. 270 funds tracked by Wall St. Rank hold FIVN as of Q3 2024.

  • Cota Capital Management reported no remaining FIVE9 position as of Q3 2024 after selling out during the quarter.
  • Cota Capital Management sold 16,442 FIVE9 shares in Q3 2024, an estimated $725K.
  • Cota Capital Management first reported a position in FIVE9 in Q1 2024 and held it in 2 quarters.
  • Cota Capital Management's FIVE9 position peaked at $1.02M in Q1 2024.
  • 270 funds tracked by Wall St. Rank held FIVE9 as of Q3 2024.

Based on Cota Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.