GAMMA Investing’s FIVE9 FIVN Stock Holding History

GAMMA Investing’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	$22.1K	Sell	1,035 -319	-24%	-$6.3K	﹤0.01%	2791
2026 Q1	$20.5K	Buy	1,354 +997	+279%	+$17.3K	﹤0.01%	2700
2025 Q4	$7.16K	Buy	357 +96	+37%	+$2.04K	﹤0.01%	3124
2025 Q3	$6.32K	Sell	261 -70	-21%	-$1.85K	﹤0.01%	3084
2025 Q2	$8.77K	Sell	331 -105	-24%	-$2.73K	﹤0.01%	2870
2025 Q1	$11.8K	Buy	436 +67	+18%	+$2.46K	﹤0.01%	2671
2024 Q4	$15K	Buy	369 +148	+67%	+$5.34K	﹤0.01%	2412
2024 Q3	$6.35K	Buy	221 +24	+12%	+$866	﹤0.01%	2648
2024 Q2	$8.69K	Buy	197 +178	+937%	+$9.25K	﹤0.01%	2320
2024 Q1	$1.18K	Sell	19 -24	-56%	-$1.67K	﹤0.01%	2911
2023 Q4	$3.26K	Buy	+43	New	+$3K	﹤0.01%	2408

Other funds holding FIVN

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return