CVA Family Office’s FIVE9 FIVN Stock Holding History

CVA Family Office’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 Q2	–	Sell	-17	Closed	-$462	–	1339
2025 Q1	$462	Buy	+17	New	+$623	﹤0.01%	1318
2024 Q4	–	Sell	-15	Closed	-$431	–	1307
2024 Q3	$431	Buy	15 +4	+36%	+$144	﹤0.01%	1242
2024 Q2	$485	Buy	+11	New	+$572	﹤0.01%	1225

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CVA Family Office's FIVN Position: Q2 2025 in Review

CVA Family Office sold out of FIVE9 (FIVN) in Q2 2025, closing a stake of 17 shares — an estimated $462 sold.

CVA Family Office first reported a position in FIVN in Q2 2024 and held it in 3 quarters. The position peaked at $485 in Q2 2024. 294 funds tracked by Wall St. Rank hold FIVN as of Q2 2025.

CVA Family Office reported no remaining FIVE9 position as of Q2 2025 after selling out during the quarter.
CVA Family Office sold 17 FIVE9 shares in Q2 2025, an estimated $462.
CVA Family Office first reported a position in FIVE9 in Q2 2024 and held it in 3 quarters.
CVA Family Office's FIVE9 position peaked at $485 in Q2 2024.
294 funds tracked by Wall St. Rank held FIVE9 as of Q2 2025.

Based on CVA Family Office's 13F filing for Q2 2025, filed 31 Jul 2025.