Envestnet Asset Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $946K | Buy |
62,336
+23,433
| +60% | +$407K | ﹤0.01% | 3504 |
|
|
2025
Q4 | $780K | Buy |
38,903
+292
| +0.8% | +$6.2K | ﹤0.01% | 3412 |
|
|
2025
Q3 | $934K | Buy |
38,611
+10,386
| +37% | +$275K | ﹤0.01% | 3362 |
|
|
2025
Q2 | $747K | Sell |
28,225
-20,318
| -42% | -$529K | ﹤0.01% | 3438 |
|
|
2025
Q1 | $1.32M | Buy |
48,543
+17,264
| +55% | +$633K | ﹤0.01% | 3010 |
|
|
2024
Q4 | $1.27M | Sell |
31,279
-1,193
| -4% | -$43K | ﹤0.01% | 2990 |
|
|
2024
Q3 | $933K | Sell |
32,472
-32,934
| -50% | -$1.19M | ﹤0.01% | 3175 |
|
|
2024
Q2 | $2.88M | Sell |
65,406
-5,180
| -7% | -$269K | ﹤0.01% | 2392 |
|
|
2024
Q1 | $4.38M | Buy |
70,586
+12,955
| +22% | +$900K | ﹤0.01% | 2073 |
|
|
2023
Q4 | $4.53M | Sell |
57,631
-7,560
| -12% | -$526K | ﹤0.01% | 1969 |
|
|
2023
Q3 | $4.19M | Buy |
65,191
+21,125
| +48% | +$1.58M | ﹤0.01% | 1924 |
|
|
2023
Q2 | $3.63M | Buy |
44,066
+1,413
| +3% | +$94.8K | ﹤0.01% | 1901 |
|
|
2023
Q1 | $3.08M | Buy |
42,653
+3,539
| +9% | +$253K | ﹤0.01% | 1924 |
|
|
2022
Q4 | $2.65M | Sell |
39,114
-5,909
| -13% | -$371K | ﹤0.01% | 1984 |
|
|
2022
Q3 | $3.38M | Buy |
45,023
+667
| +2% | +$64.8K | ﹤0.01% | 1749 |
|
|
2022
Q2 | $4.04M | Buy |
44,356
+4,007
| +10% | +$405K | ﹤0.01% | 1644 |
|
|
2022
Q1 | $4.46M | Buy |
40,349
+1,364
| +3% | +$159K | ﹤0.01% | 1674 |
|
|
2021
Q4 | $5.35M | Buy |
38,985
+21,040
| +117% | +$3.11M | ﹤0.01% | 1569 |
|
|
2021
Q3 | $2.87M | Sell |
17,945
-6,127
| -25% | -$1.12M | ﹤0.01% | 1864 |
|
|
2021
Q2 | $4.42M | Buy |
24,072
+3,473
| +17% | +$599K | ﹤0.01% | 1597 |
|
|
2021
Q1 | $3.22M | Sell |
20,599
-3,653
| -15% | -$624K | ﹤0.01% | 1659 |
|
|
2020
Q4 | $4.23M | Sell |
24,252
-10,438
| -30% | -$1.59M | ﹤0.01% | 1356 |
|
|
2020
Q3 | $4.5M | Sell |
34,690
-5,233
| -13% | -$629K | ﹤0.01% | 1226 |
|
|
2020
Q2 | $4.42M | Sell |
39,923
-4,864
| -11% | -$473K | ﹤0.01% | 1186 |
|
|
2020
Q1 | $3.42M | Buy |
44,787
+4,589
| +11% | +$327K | ﹤0.01% | 1172 |
|
|
2019
Q4 | $2.64M | Sell |
40,198
-1,696
| -4% | -$104K | ﹤0.01% | 1463 |
|
|
2019
Q3 | $2.25M | Sell |
41,894
-1,650
| -4% | -$92.8K | ﹤0.01% | 1484 |
|
|
2019
Q2 | $2.23M | Buy |
43,544
+434
| +1% | +$22K | ﹤0.01% | 1496 |
|
|
2019
Q1 | $2.28M | Buy |
43,110
+239
| +0.6% | +$12.2K | ﹤0.01% | 1409 |
|
|
2018
Q4 | $1.87M | Buy |
+42,871
| New | +$1.72M | ﹤0.01% | 1381 |
|
|
2018
Q3 | – | Sell |
-12,838
| Closed | -$443K | – | 1710 |
|
|
2018
Q2 | $443K | Buy |
12,838
+4,016
| +46% | +$130K | ﹤0.01% | 1368 |
|
|
2018
Q1 | $268K | Buy |
8,822
+694
| +9% | +$19K | ﹤0.01% | 1454 |
|
|
2017
Q4 | $202K | Sell |
8,128
-14
| -0.2% | -$345 | ﹤0.01% | 1839 |
|
|
2017
Q3 | $195K | Buy |
+8,142
| New | +$177K | ﹤0.01% | 1849 |
|
Other funds holding FIVN
VPM
VC
AFM
VBA
VCM
