FP
FIVN icon

Foundry Partners’s FIVE9 FIVN Stock Holding History

Foundry Partners’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
Q3 		– Sell
-1,235
Closed -$226K – 376
2021
Q2 		$226K Buy
+1,235
New +$213K 0.01% 357
2021
Q1 		– Sell
-12,383
Closed -$2.16M – 440
2020
Q4 		$2.16M Sell
12,383
-2,546
-17% -$387K 0.08% 275
2020
Q3 		$1.94M Sell
14,929
-7,631
-34% -$918K 0.09% 253
2020
Q2 		$2.5M Sell
22,560
-863
-4% -$84K 0.12% 215
2020
Q1 		$1.79M Hold
23,423
– – 0.1% 230
2019
Q4 		$1.54M Sell
23,423
-553
-2% -$33.8K 0.06% 291
2019
Q3 		$1.29M Buy
+23,976
New +$1.35M 0.05% 296

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Foundry Partners's FIVN Position: Q3 2021 in Review

Foundry Partners sold out of FIVE9 (FIVN) in Q3 2021, closing a stake of 1,235 shares — an estimated $226K sold.

Foundry Partners first reported a position in FIVN in Q3 2019 and held it in 7 quarters. The position peaked at $2.5M in Q2 2020. 400 funds tracked by Wall St. Rank hold FIVN as of Q3 2021.

  • Foundry Partners reported no remaining FIVE9 position as of Q3 2021 after selling out during the quarter.
  • Foundry Partners sold 1,235 FIVE9 shares in Q3 2021, an estimated $226K.
  • Foundry Partners first reported a position in FIVE9 in Q3 2019 and held it in 7 quarters.
  • Foundry Partners's FIVE9 position peaked at $2.5M in Q2 2020.
  • 400 funds tracked by Wall St. Rank held FIVE9 as of Q3 2021.

Based on Foundry Partners's 13F filing for Q3 2021, filed 14 Oct 2021.