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Evergreen Capital Management’s FIVE9 FIVN Stock Holding History

Evergreen Capital 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
2026
Q2 		– Sell
-20,177
Closed -$306K – 1585
2026
Q1 		$306K Buy
+20,177
New +$351K 0.01% 1100

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VC
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Ameriprise
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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

Evergreen Capital Management's FIVN Position: Q2 2026 in Review

Evergreen Capital Management sold out of FIVE9 (FIVN) in Q2 2026, closing a stake of 20,177 shares — an estimated $306K sold.

Evergreen Capital Management first reported a position in FIVN in Q1 2026 and held it in 1 quarter. The position peaked at $306K in Q1 2026. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Evergreen Capital Management reported no remaining FIVE9 position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 20,177 FIVE9 shares in Q2 2026, an estimated $306K.
  • Evergreen Capital Management first reported a position in FIVE9 in Q1 2026 and held it in 1 quarter.
  • Evergreen Capital Management's FIVE9 position peaked at $306K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.