Dimensional Fund Advisors
FIVN icon

Dimensional Fund Advisors’s FIVE9 FIVN Stock Holding History

Dimensional Fund 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 		$47.4M Buy
2,222,894
+1,168,125
+111% +$23.1M 0.01% 1620
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 Buy
+9,826
New +$703K ﹤0.01% 2971
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

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors's FIVN Position: Q2 2026 in Review

Dimensional Fund Advisors increased its FIVE9 (FIVN) stake by 111% in Q2 2026, buying an estimated $23.1M and bringing the position to 2,222,894 shares worth $47.4M. The position accounts for 0.01% of the portfolio, ranked #1620.

Dimensional Fund Advisors first reported a position in FIVN in Q1 2020 and has held it in 25 quarters since. 290 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Dimensional Fund Advisors held 2,222,894 shares of FIVE9 worth $47.4M as of Q2 2026.
  • Dimensional Fund Advisors bought 1,168,125 FIVE9 shares in Q2 2026, an estimated $23.1M.
  • FIVE9 made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1620 holding.
  • Dimensional Fund Advisors first reported a position in FIVE9 in Q1 2020 and has held it in 25 quarters since.
  • 290 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.