EWA
FIVN icon

EverSource Wealth Advisors’s FIVE9 FIVN Stock Holding History

EverSource 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 		$43.3K Buy
2,031
+303
+18% +$5.98K ﹤0.01% 1872
2026
Q1 		$26.2K Buy
1,728
+1,367
+379% +$23.8K ﹤0.01% 2329
2025
Q4 		$7.24K Buy
361
+198
+121% +$4.2K ﹤0.01% 2954
2025
Q3 		$3.94K Buy
163
+112
+220% +$2.96K ﹤0.01% 3257
2025
Q2 		$1.35K Buy
51
+12
+31% +$312 ﹤0.01% 3642
2025
Q1 		$1.06K Buy
39
+13
+50% +$477 ﹤0.01% 3210
2024
Q4 		$1.06K Hold
26
– – ﹤0.01% 2947
2024
Q3 		$747 Sell
26
-7
-21% -$253 ﹤0.01% 2777
2024
Q2 		$1.47K Sell
33
-129
-80% -$6.7K ﹤0.01% 2643
2024
Q1 		$9.33K Buy
162
+4
+3% +$278 ﹤0.01% 1728
2023
Q4 		$12.4K Buy
158
+106
+204% +$7.38K ﹤0.01% 1465
2023
Q3 		$3.34K Sell
52
-36
-41% -$2.69K ﹤0.01% 1854
2023
Q2 		$7.25K Sell
88
-133
-60% -$8.93K ﹤0.01% 1583
2023
Q1 		$16K Buy
221
+55
+33% +$3.93K ﹤0.01% 1167
2022
Q4 		$11.3K Buy
166
+117
+239% +$7.34K ﹤0.01% 1286
2022
Q3 		$4K Buy
+49
New +$4.76K ﹤0.01% 1434

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

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

EverSource Wealth Advisors increased its FIVE9 (FIVN) stake by 18% in Q2 2026, buying an estimated $5.98K and bringing the position to 2,031 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

EverSource Wealth Advisors first reported a position in FIVN in Q3 2022 and has held it in 16 quarters since. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • EverSource Wealth Advisors held 2,031 shares of FIVE9 worth $43.3K as of Q2 2026.
  • EverSource Wealth Advisors bought 303 FIVE9 shares in Q2 2026, an estimated $5.98K.
  • FIVE9 made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1872 holding.
  • EverSource Wealth Advisors first reported a position in FIVE9 in Q3 2022 and has held it in 16 quarters since.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.