Dimensional Fund Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16M | Buy |
1,054,769
+165,623
| +19% | +$2.88M | ﹤0.01% | 2076 |
|
|
2025
Q4 | $17.8M | Sell |
889,146
-19,850
| -2% | -$421K | ﹤0.01% | 2027 |
|
|
2025
Q3 | $22M | Buy |
908,996
+319,763
| +54% | +$8.45M | ﹤0.01% | 1938 |
|
|
2025
Q2 | $15.6M | Buy |
589,233
+94,582
| +19% | +$2.46M | ﹤0.01% | 2077 |
|
|
2025
Q1 | $13.4M | Buy |
494,651
+112,900
| +30% | +$4.14M | ﹤0.01% | 2124 |
|
|
2024
Q4 | $15.5M | Sell |
381,751
-5,998
| -2% | -$216K | ﹤0.01% | 2111 |
|
|
2024
Q3 | $11.1M | Buy |
387,749
+24,191
| +7% | +$873K | ﹤0.01% | 2258 |
|
|
2024
Q2 | $16M | Buy |
363,558
+72,204
| +25% | +$3.75M | ﹤0.01% | 2068 |
|
|
2024
Q1 | $18.1M | Buy |
291,354
+243,585
| +510% | +$16.9M | ﹤0.01% | 2040 |
|
|
2023
Q4 | $3.76M | Buy |
47,769
+5,226
| +12% | +$364K | ﹤0.01% | 2637 |
|
|
2023
Q3 | $2.74M | Buy |
42,543
+27,433
| +182% | +$2.05M | ﹤0.01% | 2688 |
|
|
2023
Q2 | $1.25M | Buy |
15,110
+5,284
| +54% | +$355K | ﹤0.01% | 2885 |
|
|
2023
Q1 | $710K | Sell |
9,826
-23,786
| -71% | -$1.7M | ﹤0.01% | 2971 |
|
|
2022
Q4 | $2.28K | Sell |
33,612
-48,628
| -59% | -$3.05M | ﹤0.01% | 2690 |
|
|
2022
Q3 | $6.17M | Sell |
82,240
-27,418
| -25% | -$2.66M | ﹤0.01% | 2353 |
|
|
2022
Q2 | $9.99M | Buy |
109,658
+14,433
| +15% | +$1.46M | ﹤0.01% | 2194 |
|
|
2022
Q1 | $10.5M | Sell |
95,225
-4,921
| -5% | -$573K | ﹤0.01% | 2276 |
|
|
2021
Q4 | $13.8M | Buy |
100,146
+4,054
| +4% | +$600K | ﹤0.01% | 2183 |
|
|
2021
Q3 | $15.4M | Buy |
96,092
+2,562
| +3% | +$468K | ﹤0.01% | 2126 |
|
|
2021
Q2 | $17.2M | Buy |
93,530
+19,771
| +27% | +$3.41M | 0.01% | 2111 |
|
|
2021
Q1 | $11.5M | Buy |
73,759
+5,587
| +8% | +$955K | ﹤0.01% | 2264 |
|
|
2020
Q4 | $11.9M | Buy |
68,172
+7,323
| +12% | +$1.11M | ﹤0.01% | 2213 |
|
|
2020
Q3 | $7.89M | Sell |
60,849
-13,248
| -18% | -$1.59M | ﹤0.01% | 2300 |
|
|
2020
Q2 | $8.2M | Buy |
74,097
+33,934
| +84% | +$3.3M | ﹤0.01% | 2280 |
|
|
2020
Q1 | $3.07M | Buy |
+40,163
| New | +$2.86M | ﹤0.01% | 2577 |
|
Other funds holding FIVN
VPM
VC
AFM
VBA
VCM
