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 Q1	–	Sell	-9,000	Closed	-$611K	–	27
2022 Q4	$611K	Hold	9,000	–	–	1.33%	24
2022 Q3	$675K	Buy	9,000 +1,500	+20%	+$146K	1.07%	24
2022 Q2	$684K	Sell	7,500 -22,500	-75%	-$2.28M	0.88%	28
2022 Q1	$3.31M	Buy	30,000 +9,000	+43%	+$1.05M	2.41%	19
2021 Q4	$2.88M	Buy	+21,000	New	+$3.11M	1.49%	18

Other funds holding FIVN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAMS

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

BlackRock New York $5.72T AUM 30.48% 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 $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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.