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FIVN icon

Cresset Asset Management’s FIVE9 FIVN Stock Holding History

Cresset Asset 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
2025
Q1 		– Sell
-5,780
Closed -$235K – 1763
2024
Q4 		$235K Sell
5,780
-3,662
-39% -$132K ﹤0.01% 1489
2024
Q3 		$271K Sell
9,442
-393
-4% -$14.2K ﹤0.01% 1849
2024
Q2 		$434K Buy
9,835
+1,474
+18% +$76.6K ﹤0.01% 1512
2024
Q1 		$519K Sell
8,361
-345
-4% -$24K ﹤0.01% 1321
2023
Q4 		$685K Sell
8,706
-282
-3% -$19.6K ﹤0.01% 1061
2023
Q3 		$578K Sell
8,988
-1,045
-10% -$78.2K ﹤0.01% 1109
2023
Q2 		$827K Buy
+10,033
New +$673K ﹤0.01% 1039
2022
Q1 		– Sell
-8,416
Closed -$1.16M – 1043
2021
Q4 		$1.16M Buy
8,416
+1,263
+18% +$187K 0.01% 409
2021
Q3 		$1.14M Buy
7,153
+845
+13% +$154K 0.02% 353
2021
Q2 		$1.16M Buy
6,308
+620
+11% +$107K 0.02% 315
2021
Q1 		$889K Buy
5,688
+502
+10% +$85.8K 0.01% 329
2020
Q4 		$904K Buy
5,186
+433
+9% +$65.9K 0.01% 260
2020
Q3 		$616K Hold
4,753
– – 0.01% 336
2020
Q2 		$526K Buy
4,753
+8
+0.2% +$779 0.01% 330
2020
Q1 		$363K Hold
4,745
– – 0.01% 346
2019
Q4 		$311K Sell
4,745
-319
-6% -$19.5K 0.01% 416
2019
Q3 		$272K Buy
5,064
+319
+7% +$17.9K 0.01% 414
2019
Q2 		$243K Hold
4,745
– – 0.01% 388
2019
Q1 		$251K Buy
+4,745
New +$241K 0.01% 314

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cresset Asset Management's FIVN Position: Q1 2025 in Review

Cresset Asset Management sold out of FIVE9 (FIVN) in Q1 2025, closing a stake of 5,780 shares — an estimated $235K sold.

Cresset Asset Management first reported a position in FIVN in Q1 2019 and held it in 19 quarters. The position peaked at $1.16M in Q2 2021. 306 funds tracked by Wall St. Rank hold FIVN as of Q1 2025.

  • Cresset Asset Management reported no remaining FIVE9 position as of Q1 2025 after selling out during the quarter.
  • Cresset Asset Management sold 5,780 FIVE9 shares in Q1 2025, an estimated $235K.
  • Cresset Asset Management first reported a position in FIVE9 in Q1 2019 and held it in 19 quarters.
  • Cresset Asset Management's FIVE9 position peaked at $1.16M in Q2 2021.
  • 306 funds tracked by Wall St. Rank held FIVE9 as of Q1 2025.

Based on Cresset Asset Management's 13F filing for Q1 2025, filed 13 May 2025.