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DC Investments Management’s FIVE9 FIVN Stock Holding History

DC Investments 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
-4,356
Closed -$271K – 91
2024
Q1 		$271K Hold
4,356
– – 0.22% 85
2023
Q4 		$343K Hold
4,356
– – 0.34% 61
2023
Q3 		$280K Hold
4,356
– – 0.35% 72
2023
Q2 		$359K Hold
4,356
– – 0.41% 51
2023
Q1 		$315K Buy
+4,356
New +$312K 0.38% 53

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

DC Investments Management's FIVN Position: Q2 2024 in Review

DC Investments Management sold out of FIVE9 (FIVN) in Q2 2024, closing a stake of 4,356 shares — an estimated $271K sold.

DC Investments Management first reported a position in FIVN in Q1 2023 and held it in 5 quarters. The position peaked at $359K in Q2 2023. 297 funds tracked by Wall St. Rank hold FIVN as of Q2 2024.

  • DC Investments Management reported no remaining FIVE9 position as of Q2 2024 after selling out during the quarter.
  • DC Investments Management sold 4,356 FIVE9 shares in Q2 2024, an estimated $271K.
  • DC Investments Management first reported a position in FIVE9 in Q1 2023 and held it in 5 quarters.
  • DC Investments Management's FIVE9 position peaked at $359K in Q2 2023.
  • 297 funds tracked by Wall St. Rank held FIVE9 as of Q2 2024.

Based on DC Investments Management's 13F filing for Q2 2024, filed 13 Aug 2024.