Echo Street Capital Management’s FIVE9 FIVN Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-18,954	Closed	-$1.22M	–	164
2023 Q3	$1.22M	Buy	18,954 +14,808	+357%	+$1.11M	0.01%	127
2023 Q2	$342K	Buy	+4,146	New	+$278K	﹤0.01%	356
2022 Q4	–	Sell	-16,475	Closed	-$1.24M	–	557
2022 Q3	$1.24M	Buy	+16,475	New	+$1.6M	0.01%	138

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Echo Street Capital Management's FIVN Position: Q4 2023 in Review

Echo Street Capital Management sold out of FIVE9 (FIVN) in Q4 2023, closing a stake of 18,954 shares — an estimated $1.22M sold.

Echo Street Capital Management first reported a position in FIVN in Q3 2022 and held it in 3 quarters. The position peaked at $1.24M in Q3 2022. 349 funds tracked by Wall St. Rank hold FIVN as of Q4 2023.

Echo Street Capital Management reported no remaining FIVE9 position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 18,954 FIVE9 shares in Q4 2023, an estimated $1.22M.
Echo Street Capital Management first reported a position in FIVE9 in Q3 2022 and held it in 3 quarters.
Echo Street Capital Management's FIVE9 position peaked at $1.24M in Q3 2022.
349 funds tracked by Wall St. Rank held FIVE9 as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.