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
Q3 		$1.16K Hold
34
– – ﹤0.01% 2191
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

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Fortitude Family Office's FIVN Position: Q3 2026 in Review

Fortitude Family Office held its FIVE9 (FIVN) position steady in Q3 2026 at 34 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

Fortitude Family Office first reported a position in FIVN in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.36K in Q2 2025. 18 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • Fortitude Family Office held 34 shares of FIVE9 worth $1.16K as of Q3 2026.
  • Fortitude Family Office left its FIVE9 share count unchanged in Q3 2026.
  • FIVE9 made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2191 holding.
  • Fortitude Family Office first reported a position in FIVE9 in Q2 2025 and has held it in 5 quarters since.
  • Fortitude Family Office's FIVE9 position peaked at $3.36K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.