DIA
FIVN icon

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
Q2 		$6.15M Buy
288,324
+1,201
+0.4% +$23.7K 0.16% 161
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

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

Dana Investment Advisors's FIVN Position: Q2 2026 in Review

Dana Investment Advisors increased its FIVE9 (FIVN) stake by 0.42% in Q2 2026, buying an estimated $23.7K and bringing the position to 288,324 shares worth $6.15M. The position accounts for 0.16% of the portfolio, ranked #161.

Dana Investment Advisors first reported a position in FIVN in Q2 2018 and has held it in 19 quarters since. 290 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Dana Investment Advisors held 288,324 shares of FIVE9 worth $6.15M as of Q2 2026.
  • Dana Investment Advisors bought 1,201 FIVE9 shares in Q2 2026, an estimated $23.7K.
  • FIVE9 made up 0.16% of Dana Investment Advisors's portfolio in Q2 2026, its #161 holding.
  • Dana Investment Advisors first reported a position in FIVE9 in Q2 2018 and has held it in 19 quarters since.
  • 290 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.