FAM
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Fulcrum Asset Management’s FIVE9 FIVN Stock Holding History

Fulcrum Asset Management’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 		$206K Buy
+9,694
New +$191K 0.02% 392

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

Fulcrum Asset Management's FIVN Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in FIVE9 (FIVN) in Q2 2026: 9,694 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #392 among its holdings.

289 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Fulcrum Asset Management held 9,694 shares of FIVE9 worth $206K as of Q2 2026.
  • FIVE9 was a new Fulcrum Asset Management position in Q2 2026.
  • FIVE9 made up 0.02% of Fulcrum Asset Management's portfolio in Q2 2026, its #392 holding.
  • 289 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.