Finivi Inc’s FIVE9 FIVN Stock Holding History

Finivi Inc’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	-18,107	Closed	-$275K	–	113
2026 Q1	$275K	Buy	18,107 +3,194	+21%	+$55.5K	0.15%	88
2025 Q4	$299K	Buy	14,913 +475	+3%	+$10.1K	0.17%	85
2025 Q3	$349K	Buy	14,438 +479	+3%	+$12.7K	0.22%	80
2025 Q2	$370K	Buy	+13,959	New	+$363K	0.25%	75

Other funds holding FIVN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 374.31% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Finivi Inc's FIVN Position: Q2 2026 in Review

Finivi Inc sold out of FIVE9 (FIVN) in Q2 2026, closing a stake of 18,107 shares — an estimated $275K sold.

Finivi Inc first reported a position in FIVN in Q2 2025 and held it in 4 quarters. The position peaked at $370K in Q2 2025. 286 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

Finivi Inc reported no remaining FIVE9 position as of Q2 2026 after selling out during the quarter.
Finivi Inc sold 18,107 FIVE9 shares in Q2 2026, an estimated $275K.
Finivi Inc first reported a position in FIVE9 in Q2 2025 and held it in 4 quarters.
Finivi Inc's FIVE9 position peaked at $370K in Q2 2025.
286 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.