EWA
FIVN icon

EP Wealth Advisors’s FIVE9 FIVN Stock Holding History

EP Wealth Advisors’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 		$248K Buy
+11,623
New +$229K ﹤0.01% 1400

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

EP Wealth Advisors's FIVN Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in FIVE9 (FIVN) in Q2 2026: 11,623 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1400 among its holdings.

289 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • EP Wealth Advisors held 11,623 shares of FIVE9 worth $248K as of Q2 2026.
  • FIVE9 was a new EP Wealth Advisors position in Q2 2026.
  • FIVE9 made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1400 holding.
  • 289 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.