EP
FIVN icon

Edgestream Partners’s FIVE9 FIVN Stock Holding History

Edgestream Partners’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
Q4 		– Sell
-45,843
Closed -$1.32M – 934
2024
Q3 		$1.32M Sell
45,843
-19,700
-30% -$711K 0.06% 513
2024
Q2 		$2.89M Buy
65,543
+61,294
+1,443% +$3.18M 0.14% 242
2024
Q1 		$264K Buy
+4,249
New +$295K 0.01% 742
2023
Q4 		– Sell
-12,643
Closed -$813K – 910
2023
Q3 		$813K Buy
12,643
+7,811
+162% +$585K 0.06% 460
2023
Q2 		$398K Sell
4,832
-10,626
-69% -$713K 0.04% 578
2023
Q1 		$1.12M Buy
+15,458
New +$1.11M 0.12% 279
2022
Q4 		– Sell
-111,393
Closed -$8.35M – 545
2022
Q3 		$8.35M Buy
+111,393
New +$10.8M 0.65% 32

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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Edgestream Partners's FIVN Position: Q4 2024 in Review

Edgestream Partners sold out of FIVE9 (FIVN) in Q4 2024, closing a stake of 45,843 shares — an estimated $1.32M sold.

Edgestream Partners first reported a position in FIVN in Q3 2022 and held it in 7 quarters. The position peaked at $8.35M in Q3 2022. 295 funds tracked by Wall St. Rank hold FIVN as of Q4 2024.

  • Edgestream Partners reported no remaining FIVE9 position as of Q4 2024 after selling out during the quarter.
  • Edgestream Partners sold 45,843 FIVE9 shares in Q4 2024, an estimated $1.32M.
  • Edgestream Partners first reported a position in FIVE9 in Q3 2022 and held it in 7 quarters.
  • Edgestream Partners's FIVE9 position peaked at $8.35M in Q3 2022.
  • 295 funds tracked by Wall St. Rank held FIVE9 as of Q4 2024.

Based on Edgestream Partners's 13F filing for Q4 2024, filed 7 Feb 2025.