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Crestline Management’s FIVE9 FIVN Stock Holding History

Crestline 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
Q2 		– Sell
-57,955
Closed -$3.6M – 177
2024
Q1 		$3.6M Buy
+57,955
New +$4.03M 0.32% 100
2022
Q3 		– Sell
-18,004
Closed -$1.64M – 235
2022
Q2 		$1.64M Buy
+18,004
New +$1.82M 0.21% 97

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 $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Crestline Management's FIVN Position: Q2 2024 in Review

Crestline Management sold out of FIVE9 (FIVN) in Q2 2024, closing a stake of 57,955 shares — an estimated $3.6M sold.

Crestline Management first reported a position in FIVN in Q2 2022 and held it in 2 quarters. The position peaked at $3.6M in Q1 2024. 296 funds tracked by Wall St. Rank hold FIVN as of Q2 2024.

  • Crestline Management reported no remaining FIVE9 position as of Q2 2024 after selling out during the quarter.
  • Crestline Management sold 57,955 FIVE9 shares in Q2 2024, an estimated $3.6M.
  • Crestline Management first reported a position in FIVE9 in Q2 2022 and held it in 2 quarters.
  • Crestline Management's FIVE9 position peaked at $3.6M in Q1 2024.
  • 296 funds tracked by Wall St. Rank held FIVE9 as of Q2 2024.

Based on Crestline Management's 13F filing for Q2 2024, filed 14 Aug 2024.