FFO
FIVN icon

Fortitude Family Office’s FIVE9 FIVN Stock Holding History

Fortitude Family Office’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 		$725 Hold
34
– – ﹤0.01% 1869
2026
Q1 		$516 Buy
+34
New +$591 ﹤0.01% 1718
2025
Q4 		– Sell
-127
Closed -$3.07K – 1990
2025
Q3 		$3.07K Hold
127
– – ﹤0.01% 1019
2025
Q2 		$3.36K Buy
+127
New +$3.31K ﹤0.01% 954

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
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 373.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fortitude Family Office's FIVN Position: Q2 2026 in Review

Fortitude Family Office held its FIVE9 (FIVN) position steady in Q2 2026 at 34 shares worth $725. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

Fortitude Family Office first reported a position in FIVN in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.36K in Q2 2025. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Fortitude Family Office held 34 shares of FIVE9 worth $725 as of Q2 2026.
  • Fortitude Family Office left its FIVE9 share count unchanged in Q2 2026.
  • FIVE9 made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1869 holding.
  • Fortitude Family Office first reported a position in FIVE9 in Q2 2025 and has held it in 4 quarters since.
  • Fortitude Family Office's FIVE9 position peaked at $3.36K in Q2 2025.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.