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
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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Empowered Funds's FIVN Position: Q4 2025 in Review

Empowered Funds sold out of FIVE9 (FIVN) in Q4 2025, closing a stake of 9,665 shares — an estimated $234K sold.

Empowered Funds first reported a position in FIVN in Q2 2020 and held it in 3 quarters. The position peaked at $1.4M in Q2 2020. 287 funds tracked by Wall St. Rank hold FIVN as of Q4 2025.

  • Empowered Funds reported no remaining FIVE9 position as of Q4 2025 after selling out during the quarter.
  • Empowered Funds sold 9,665 FIVE9 shares in Q4 2025, an estimated $234K.
  • Empowered Funds first reported a position in FIVE9 in Q2 2020 and held it in 3 quarters.
  • Empowered Funds's FIVE9 position peaked at $1.4M in Q2 2020.
  • 287 funds tracked by Wall St. Rank held FIVE9 as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.