EF
FIVN icon

Empowered Funds’s FIVE9 FIVN Stock Holding History

Empowered Funds’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 		$4.79M Buy
+224,825
New +$4.44M 0.03% 730
2025
Q4 		– Sell
-9,665
Closed -$234K – 1303
2025
Q3 		$234K Buy
9,665
+22
+0.2% +$582 ﹤0.01% 1670
2025
Q2 		$255K Buy
+9,643
New +$251K ﹤0.01% 1570
2020
Q3 		– Sell
-12,670
Closed -$1.4M – 127
2020
Q2 		$1.4M Buy
+12,670
New +$1.23M 0.54% 64

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Empowered Funds's FIVN Position: Q2 2026 in Review

Empowered Funds opened a new position in FIVE9 (FIVN) in Q2 2026: 224,825 shares worth $4.79M. The stake represents 0.03% of the portfolio and ranks #730 among its holdings. This is a return to the name: Empowered Funds previously reported a position in FIVN as recently as Q3 2025.

Empowered Funds first reported a position in FIVN in Q2 2020 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Empowered Funds held 224,825 shares of FIVE9 worth $4.79M as of Q2 2026.
  • FIVE9 was a new Empowered Funds position in Q2 2026.
  • FIVE9 made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #730 holding.
  • Empowered Funds first reported a position in FIVE9 in Q2 2020 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.