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FIVN icon

Essential Partners’s FIVE9 FIVN Stock Holding History

Essential 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
2026
Q2 		$21.3K Buy
997
+330
+49% +$6.51K 0.01% 878
2026
Q1 		$10.1K Sell
667
-1,664
-71% -$28.9K ﹤0.01% 1250
2025
Q4 		$46.7K Buy
2,331
+2,309
+10,495% +$49K 0.01% 625
2025
Q3 		$532 Buy
+22
New +$582 ﹤0.01% 2191

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

Essential Partners's FIVN Position: Q2 2026 in Review

Essential Partners increased its FIVE9 (FIVN) stake by 49% in Q2 2026, buying an estimated $6.51K and bringing the position to 997 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #878.

Essential Partners first reported a position in FIVN in Q3 2025 and has held it in 4 quarters since. The position peaked at $46.7K in Q4 2025. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Essential Partners held 997 shares of FIVE9 worth $21.3K as of Q2 2026.
  • Essential Partners bought 330 FIVE9 shares in Q2 2026, an estimated $6.51K.
  • FIVE9 made up 0.01% of Essential Partners's portfolio in Q2 2026, its #878 holding.
  • Essential Partners first reported a position in FIVE9 in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's FIVE9 position peaked at $46.7K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.