Creative Planning
FIVN icon

Creative Planning’s FIVE9 FIVN Stock Holding History

Creative Planning’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 		$3.64M Sell
170,615
-34,436
-17% -$680K ﹤0.01% 1642
2026
Q1 		$3.11M Buy
205,051
+110,485
+117% +$1.92M ﹤0.01% 1552
2025
Q4 		$1.9M Buy
94,566
+72,820
+335% +$1.55M ﹤0.01% 1763
2025
Q3 		$526K Buy
21,746
+14,092
+184% +$373K ﹤0.01% 2669
2025
Q2 		$203K Sell
7,654
-4,432
-37% -$115K ﹤0.01% 3208
2025
Q1 		$328K Buy
12,086
+2,377
+24% +$87.2K ﹤0.01% 2669
2024
Q4 		$395K Buy
+9,709
New +$350K ﹤0.01% 2448
2023
Q4 		– Sell
-3,884
Closed -$250K – 2874
2023
Q3 		$250K Sell
3,884
-2,457
-39% -$184K ﹤0.01% 2083
2023
Q2 		$523K Sell
6,341
-544
-8% -$36.5K ﹤0.01% 1521
2023
Q1 		$498K Sell
6,885
-539
-7% -$38.6K ﹤0.01% 1473
2022
Q4 		$504K Sell
7,424
-415
-5% -$26K ﹤0.01% 1423
2022
Q3 		$588K Sell
7,839
-611
-7% -$59.4K ﹤0.01% 1234
2022
Q2 		$770K Buy
8,450
+2,363
+39% +$239K ﹤0.01% 1082
2022
Q1 		$672K Hold
6,087
– – ﹤0.01% 1181
2021
Q4 		$836K Buy
6,087
+717
+13% +$106K ﹤0.01% 1036
2021
Q3 		$858K Sell
5,370
-48
-0.9% -$8.76K ﹤0.01% 1025
2021
Q2 		$994K Sell
5,418
-2,540
-32% -$438K ﹤0.01% 934
2021
Q1 		$1.24M Buy
7,958
+565
+8% +$96.5K ﹤0.01% 923
2020
Q4 		$1.29M Sell
7,393
-767
-9% -$117K ﹤0.01% 844
2020
Q3 		$1.06M Hold
8,160
– – ﹤0.01% 777
2020
Q2 		$903K Buy
8,160
+5,134
+170% +$500K ﹤0.01% 776
2020
Q1 		$231K Buy
+3,026
New +$216K ﹤0.01% 1314
2017
Q3 		– Sell
-450
Closed -$10K – 2502
2017
Q2 		$10K Buy
+450
New +$9.22K ﹤0.01% 3620
2016
Q4 		– Sell
-500
Closed -$8K – 4678
2016
Q3 		$8K Buy
+500
New +$6.83K ﹤0.01% 3642

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

Creative Planning's FIVN Position: Q2 2026 in Review

Creative Planning reduced its FIVE9 (FIVN) stake by 17% in Q2 2026, selling an estimated $680K and leaving 170,615 shares worth $3.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Creative Planning first reported a position in FIVN in Q3 2016 and has held it in 24 quarters since. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Creative Planning held 170,615 shares of FIVE9 worth $3.64M as of Q2 2026.
  • Creative Planning sold 34,436 FIVE9 shares in Q2 2026, an estimated $680K.
  • FIVE9 made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1642 holding.
  • Creative Planning first reported a position in FIVE9 in Q3 2016 and has held it in 24 quarters since.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.