FORA Capital’s FIVE9 FIVN Stock Holding History

FORA Capital’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
2024 Q4	–	Sell	-46,068	Closed	-$1.32M	–	456
2024 Q3	$1.32M	Buy	+46,068	New	+$1.66M	0.16%	176
2024 Q1	–	Sell	-19,952	Closed	-$1.57M	–	462
2023 Q4	$1.57M	Sell	19,952 -1,370	-6%	-$95.4K	0.13%	195
2023 Q3	$1.37M	Buy	+21,322	New	+$1.6M	0.12%	200
2023 Q2	–	Sell	-7,185	Closed	-$519K	–	448
2023 Q1	$519K	Buy	+7,185	New	+$514K	0.05%	347
2022 Q4	–	Sell	-10,165	Closed	-$762K	–	534
2022 Q3	$762K	Buy	+10,165	New	+$987K	0.15%	194
2022 Q2	–	Sell	-2,815	Closed	-$311K	–	514
2022 Q1	$311K	Buy	+2,815	New	+$328K	0.06%	379
2021 Q3	–	Sell	-260	Closed	-$48K	–	526
2021 Q2	$48K	Sell	260 -320	-55%	-$55.2K	0.01%	714
2021 Q1	$91K	Buy	580 +414	+249%	+$70.7K	0.03%	429
2020 Q4	$29K	Buy	+166	New	+$25.2K	﹤0.01%	830
2020 Q3	–	Sell	-1,282	Closed	-$142K	–	756
2020 Q2	$142K	Sell	1,282 -16,021	-93%	-$1.56M	0.05%	416
2020 Q1	$1.32M	Buy	+17,303	New	+$1.23M	0.29%	86

Other funds holding FIVN

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

FORA Capital's FIVN Position: Q4 2024 in Review

FORA Capital sold out of FIVE9 (FIVN) in Q4 2024, closing a stake of 46,068 shares — an estimated $1.32M sold.

FORA Capital first reported a position in FIVN in Q1 2020 and held it in 11 quarters. The position peaked at $1.57M in Q4 2023. 295 funds tracked by Wall St. Rank hold FIVN as of Q4 2024.

FORA Capital reported no remaining FIVE9 position as of Q4 2024 after selling out during the quarter.
FORA Capital sold 46,068 FIVE9 shares in Q4 2024, an estimated $1.32M.
FORA Capital first reported a position in FIVE9 in Q1 2020 and held it in 11 quarters.
FORA Capital's FIVE9 position peaked at $1.57M in Q4 2023.
295 funds tracked by Wall St. Rank held FIVE9 as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.