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FIVN icon

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
Q3 		$50.2K Buy
1,477
+442
+43% +$13.4K ﹤0.01% 2366
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

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 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
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
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

GAMMA Investing's FIVN Position: Q3 2026 in Review

GAMMA Investing increased its FIVE9 (FIVN) stake by 43% in Q3 2026, buying an estimated $13.4K and bringing the position to 1,477 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

GAMMA Investing first reported a position in FIVN in Q4 2023 and has held it in 12 quarters since. 11 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • GAMMA Investing held 1,477 shares of FIVE9 worth $50.2K as of Q3 2026.
  • GAMMA Investing bought 442 FIVE9 shares in Q3 2026, an estimated $13.4K.
  • FIVE9 made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2366 holding.
  • GAMMA Investing first reported a position in FIVE9 in Q4 2023 and has held it in 12 quarters since.
  • 11 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.