EIM
FIVN icon

Essex Investment Management’s FIVE9 FIVN Stock Holding History

Essex Investment Management’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
2021
Q1 		– Sell
-6,670
Closed -$1.16M – 472
2020
Q4 		$1.16M Sell
6,670
-2,030
-23% -$309K 0.14% 215
2020
Q3 		$1.13M Hold
8,700
– – 0.16% 196
2020
Q2 		$963K Buy
+8,700
New +$847K 0.16% 201

Other funds holding FIVN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Essex Investment Management's FIVN Position: Q1 2021 in Review

Essex Investment Management sold out of FIVE9 (FIVN) in Q1 2021, closing a stake of 6,670 shares — an estimated $1.16M sold.

Essex Investment Management first reported a position in FIVN in Q2 2020 and held it in 3 quarters. The position peaked at $1.16M in Q4 2020. 391 funds tracked by Wall St. Rank hold FIVN as of Q1 2021.

  • Essex Investment Management reported no remaining FIVE9 position as of Q1 2021 after selling out during the quarter.
  • Essex Investment Management sold 6,670 FIVE9 shares in Q1 2021, an estimated $1.16M.
  • Essex Investment Management first reported a position in FIVE9 in Q2 2020 and held it in 3 quarters.
  • Essex Investment Management's FIVE9 position peaked at $1.16M in Q4 2020.
  • 391 funds tracked by Wall St. Rank held FIVE9 as of Q1 2021.

Based on Essex Investment Management's 13F filing for Q1 2021, filed 12 May 2021.