Dana Investment Advisors’s FIVE9 FIVN Stock Holding History

Dana Investment Advisors’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 Q1	$4.36M	Buy	287,123 +64,608	+29%	+$1.12M	0.13%	193
2025 Q4	$4.46M	Buy	222,515 +95,032	+75%	+$2.02M	0.13%	184
2025 Q3	$3.09M	Buy	127,483 +9,888	+8%	+$261K	0.09%	228
2025 Q2	$3.11M	Buy	117,595 +31,100	+36%	+$809K	0.1%	218
2025 Q1	$2.35M	Buy	86,495 +7,029	+9%	+$258K	0.08%	258
2024 Q4	$3.23M	Buy	+79,466	New	+$2.87M	0.11%	222
2022 Q3	–	Sell	-33,914	Closed	-$3.09M	–	409
2022 Q2	$3.09M	Sell	33,914 -3,783	-10%	-$383K	0.16%	106
2022 Q1	$4.16M	Buy	+37,697	New	+$4.39M	0.19%	86
2020 Q4	–	Sell	-12,754	Closed	-$1.65M	–	306
2020 Q3	$1.65M	Sell	12,754 -4,122	-24%	-$496K	0.09%	131
2020 Q2	$1.87M	Sell	16,876 -8,077	-32%	-$786K	0.1%	117
2020 Q1	$1.91M	Sell	24,953 -6,179	-20%	-$440K	0.12%	96
2019 Q4	$2.04M	Sell	31,132 -4,080	-12%	-$250K	0.1%	131
2019 Q3	$1.89M	Sell	35,212 -1,700	-5%	-$95.6K	0.1%	138
2019 Q2	$1.89M	Sell	36,912 -115	-0.3%	-$5.84K	0.09%	155
2019 Q1	$1.96M	Sell	37,027 -11,275	-23%	-$573K	0.09%	162
2018 Q4	$2.11M	Sell	48,302 -3,750	-7%	-$151K	0.11%	133
2018 Q3	$2.27M	Sell	52,052 -18,713	-26%	-$772K	0.09%	165
2018 Q2	$2.45M	Buy	+70,765	New	+$2.29M	0.11%	149

Other funds holding FIVN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return

Anson Funds Management Dallas, Texas $1.57B AUM 370.24% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

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

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return