First Growth Investment Manager’s FIVE9 FIVN Stock Holding History

First Growth Investment Manager’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
2023 Q2	$4.49M	Buy	54,500 +17,250	+46%	+$1.16M	7.55%	2
2023 Q1	$2.69M	Buy	37,250 +7,750	+26%	+$554K	4.84%	10
2022 Q4	$2M	Sell	29,500 -11,500	-28%	-$722K	4.37%	9
2022 Q3	$3.07M	Sell	41,000 -500	-1%	-$48.6K	4.86%	9
2022 Q2	$3.78M	Sell	41,500 -1,700	-4%	-$172K	4.89%	9
2022 Q1	$4.77M	Buy	43,200 +5,000	+13%	+$582K	3.47%	14
2021 Q4	$5.25M	Buy	38,200 +650	+2%	+$96.1K	2.7%	15
2021 Q3	$6M	Hold	37,550	–	–	2.18%	16
2021 Q2	$6.89M	Buy	37,550 +1,000	+3%	+$172K	2.52%	16
2021 Q1	$5.71M	Sell	36,550 -50	-0.1%	-$8.54K	1.95%	25
2020 Q4	$6.38M	Buy	+36,600	New	+$5.57M	4.48%	11

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Growth Investment Manager's FIVN Position: Q2 2023 in Review

First Growth Investment Manager increased its FIVE9 (FIVN) stake by 46% in Q2 2023, buying an estimated $1.16M and bringing the position to 54,500 shares worth $4.49M. The position accounts for 7.55% of the portfolio, ranked #2.

First Growth Investment Manager first reported a position in FIVN in Q4 2020 and has held it in 11 quarters since. The position peaked at $6.89M in Q2 2021. 336 funds tracked by Wall St. Rank hold FIVN as of Q2 2023.

First Growth Investment Manager held 54,500 shares of FIVE9 worth $4.49M as of Q2 2023.
First Growth Investment Manager bought 17,250 FIVE9 shares in Q2 2023, an estimated $1.16M.
FIVE9 made up 7.55% of First Growth Investment Manager's portfolio in Q2 2023, its #2 holding.
First Growth Investment Manager first reported a position in FIVE9 in Q4 2020 and has held it in 11 quarters since.
First Growth Investment Manager's FIVE9 position peaked at $6.89M in Q2 2021.
336 funds tracked by Wall St. Rank held FIVE9 as of Q2 2023.

Based on First Growth Investment Manager's 13F filing for Q2 2023, filed 2 Aug 2023.