C
FIVN icon

Covestor’s FIVE9 FIVN Stock Holding History

Covestor’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 		$51K Buy
2,400
+2,030
+549% +$40.1K 0.03% 778
2026
Q1 		$6K Buy
370
+84
+29% +$1.46K ﹤0.01% 1728
2025
Q4 		$6K Buy
286
+14
+5% +$297 ﹤0.01% 1811
2025
Q3 		$7K Buy
272
+27
+11% +$714 ﹤0.01% 1799
2025
Q2 		$7K Sell
245
-1,032
-81% -$26.9K ﹤0.01% 1707
2025
Q1 		$35K Buy
1,277
+528
+70% +$19.4K 0.02% 968
2024
Q4 		$30K Buy
749
+49
+7% +$1.77K 0.02% 1035
2024
Q3 		$20K Buy
700
+397
+131% +$14.3K 0.01% 1209
2024
Q2 		$13K Buy
303
+6
+2% +$312 0.01% 1367
2024
Q1 		$18K Buy
297
+112
+61% +$7.78K 0.01% 1247
2023
Q4 		$15K Buy
185
+67
+57% +$4.67K 0.01% 1301
2023
Q3 		$8K Buy
118
+12
+11% +$898 0.01% 1540
2023
Q2 		$9K Hold
106
– – 0.01% 1499
2023
Q1 		$8K Sell
106
-1
-0.9% -$72 0.01% 1417
2022
Q4 		$7K Sell
107
-1
-0.9% -$63 0.01% 1467
2022
Q3 		$8K Hold
108
– – 0.01% 1343
2022
Q2 		$10K Buy
108
+43
+66% +$4.35K 0.01% 1213
2022
Q1 		$7K Buy
65
+25
+63% +$2.91K ﹤0.01% 1403
2021
Q4 		$6K Buy
+40
New +$5.92K 0.01% 1221

Other funds holding FIVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Covestor's FIVN Position: Q2 2026 in Review

Covestor increased its FIVE9 (FIVN) stake by 549% in Q2 2026, buying an estimated $40.1K and bringing the position to 2,400 shares worth $51K. The position accounts for 0.03% of the portfolio, ranked #778.

Covestor first reported a position in FIVN in Q4 2021 and has held it in 19 quarters since. 137 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Covestor held 2,400 shares of FIVE9 worth $51K as of Q2 2026.
  • Covestor bought 2,030 FIVE9 shares in Q2 2026, an estimated $40.1K.
  • FIVE9 made up 0.03% of Covestor's portfolio in Q2 2026, its #778 holding.
  • Covestor first reported a position in FIVE9 in Q4 2021 and has held it in 19 quarters since.
  • 137 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.