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Financial Management Professionals’s FIVE9 FIVN Stock Holding History

Financial Management Professionals’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
-1,289
Closed -$19.6K – 1071
2026
Q1 		$19.6K Buy
+1,289
New +$22.4K ﹤0.01% 408

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

Financial Management Professionals's FIVN Position: Q2 2026 in Review

Financial Management Professionals sold out of FIVE9 (FIVN) in Q2 2026, closing a stake of 1,289 shares — an estimated $19.6K sold.

Financial Management Professionals first reported a position in FIVN in Q1 2026 and held it in 1 quarter. The position peaked at $19.6K in Q1 2026. 289 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Financial Management Professionals reported no remaining FIVE9 position as of Q2 2026 after selling out during the quarter.
  • Financial Management Professionals sold 1,289 FIVE9 shares in Q2 2026, an estimated $19.6K.
  • Financial Management Professionals first reported a position in FIVE9 in Q1 2026 and held it in 1 quarter.
  • Financial Management Professionals's FIVE9 position peaked at $19.6K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.