FGP
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Freestone Grove Partners’s FIVE9 FIVN Stock Holding History

Freestone Grove 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
2026
Q2 		$700K Buy
32,840
+29,430
+863% +$581K ﹤0.01% 595
2026
Q1 		$51.7K Buy
+3,410
New +$59.3K ﹤0.01% 834
2025
Q1 		– Sell
-71,145
Closed -$2.89M – 657
2024
Q4 		$2.89M Buy
+71,145
New +$2.57M 0.04% 252

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

Freestone Grove Partners's FIVN Position: Q2 2026 in Review

Freestone Grove Partners increased its FIVE9 (FIVN) stake by 863% in Q2 2026, buying an estimated $581K and bringing the position to 32,840 shares worth $700K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Freestone Grove Partners first reported a position in FIVN in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.89M in Q4 2024. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Freestone Grove Partners held 32,840 shares of FIVE9 worth $700K as of Q2 2026.
  • Freestone Grove Partners bought 29,430 FIVE9 shares in Q2 2026, an estimated $581K.
  • FIVE9 made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #595 holding.
  • Freestone Grove Partners first reported a position in FIVE9 in Q4 2024 and has held it in 3 quarters since.
  • Freestone Grove Partners's FIVE9 position peaked at $2.89M in Q4 2024.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.