FGIM
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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
2021
Q2 		– Sell
-60,000
Closed -$9.38M – 35
2021
Q1 		$9.38M Buy
+60,000
New +$10.3M 3.21% 11

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
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. 335 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.
  • 335 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.