FFA
FIVN icon

Farther Finance Advisors’s FIVE9 FIVN Stock Holding History

Farther Finance 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 		$75K Buy
3,518
+1,656
+89% +$32.7K ﹤0.01% 2936
2026
Q1 		$28K Buy
1,862
+912
+96% +$15.9K ﹤0.01% 3417
2025
Q4 		$19K Buy
950
+397
+72% +$8.43K ﹤0.01% 3481
2025
Q3 		$13.4K Sell
553
-144
-21% -$3.81K ﹤0.01% 3290
2025
Q2 		$18.5K Sell
697
-198
-22% -$5.15K ﹤0.01% 2731
2025
Q1 		$24.2K Buy
895
+148
+20% +$5.43K ﹤0.01% 2287
2024
Q4 		$30.4K Sell
747
-866
-54% -$31.2K ﹤0.01% 1897
2024
Q3 		$46.3K Sell
1,613
-877
-35% -$31.7K ﹤0.01% 1702
2024
Q2 		$108K Buy
2,490
+875
+54% +$45.5K 0.01% 1104
2024
Q1 		$99.1K Buy
1,615
+16
+1% +$1.11K 0.01% 948
2023
Q4 		$126K Buy
1,599
+62
+4% +$4.32K 0.01% 719
2023
Q3 		$98.8K Buy
1,537
+23
+2% +$1.72K 0.02% 559
2023
Q2 		$125K Buy
1,514
+1,146
+311% +$76.9K 0.03% 394
2023
Q1 		$26.6K Buy
368
+350
+1,944% +$25K 0.01% 817
2022
Q4 		$1.22K Buy
+18
New +$1.13K ﹤0.01% 1600

Other funds holding FIVN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland $249M AUM 37.04% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Farther Finance Advisors's FIVN Position: Q2 2026 in Review

Farther Finance Advisors increased its FIVE9 (FIVN) stake by 89% in Q2 2026, buying an estimated $32.7K and bringing the position to 3,518 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #2936.

Farther Finance Advisors first reported a position in FIVN in Q4 2022 and has held it in 15 quarters since. The position peaked at $126K in Q4 2023. 32 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Farther Finance Advisors held 3,518 shares of FIVE9 worth $75K as of Q2 2026.
  • Farther Finance Advisors bought 1,656 FIVE9 shares in Q2 2026, an estimated $32.7K.
  • FIVE9 made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2936 holding.
  • Farther Finance Advisors first reported a position in FIVE9 in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's FIVE9 position peaked at $126K in Q4 2023.
  • 32 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.