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
Q3 		$137K Buy
4,019
+501
+14% +$15.2K ﹤0.01% 2606
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

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's FIVN Position: Q3 2026 in Review

Farther Finance Advisors increased its FIVE9 (FIVN) stake by 14% in Q3 2026, buying an estimated $15.2K and bringing the position to 4,019 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #2606.

Farther Finance Advisors first reported a position in FIVN in Q4 2022 and has held it in 16 quarters since. 11 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • Farther Finance Advisors held 4,019 shares of FIVE9 worth $137K as of Q3 2026.
  • Farther Finance Advisors bought 501 FIVE9 shares in Q3 2026, an estimated $15.2K.
  • FIVE9 made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2606 holding.
  • Farther Finance Advisors first reported a position in FIVE9 in Q4 2022 and has held it in 16 quarters since.
  • 11 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.