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FIVN icon

Glenmede Trust’s FIVE9 FIVN Stock Holding History

Glenmede Trust’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 		$11.9M Sell
559,424
-18,248
-3% -$360K 0.05% 303
2026
Q1 		$8.76M Buy
577,672
+151,974
+36% +$2.64M 0.04% 362
2025
Q4 		$8.54M Buy
+425,698
New +$9.04M 0.04% 370
2025
Q1 		$9.05M Sell
333,353
-12,540
-4% -$460K 0.05% 367
2024
Q4 		$14.1M Buy
+345,893
New +$12.5M 0.07% 291
2021
Q3 		– Sell
-2,099
Closed -$384K – 1306
2021
Q2 		$384K Sell
2,099
-124
-6% -$21.4K ﹤0.01% 954
2021
Q1 		$346K Buy
2,223
+181
+9% +$30.9K ﹤0.01% 945
2020
Q4 		$356K Buy
2,042
+195
+11% +$29.7K ﹤0.01% 926
2020
Q3 		$239K Buy
1,847
+9
+0.5% +$1.08K ﹤0.01% 981
2020
Q2 		$203K Sell
1,838
-6,471
-78% -$630K ﹤0.01% 1006
2020
Q1 		$544K Hold
8,309
– – ﹤0.01% 879
2019
Q4 		$544K Buy
8,309
+1,046
+14% +$64K ﹤0.01% 879
2019
Q3 		$390K Buy
7,263
+1,269
+21% +$71.4K ﹤0.01% 964
2019
Q2 		$307K Buy
5,994
+5,620
+1,503% +$285K ﹤0.01% 1041
2019
Q1 		$19K Buy
374
+25
+7% +$1.27K ﹤0.01% 2086
2018
Q4 		$15K Buy
+349
New +$14K ﹤0.01% 2106
2017
Q4 		– Sell
-95
Closed -$2K – 2708
2017
Q3 		$2K Buy
+95
New +$2.06K ﹤0.01% 2572
2016
Q4 		– Sell
-93
Closed -$1K – 2513
2016
Q3 		$1K Sell
93
-101
-52% -$1.38K ﹤0.01% 2468
2016
Q2 		$2K Hold
194
– – ﹤0.01% 2392
2016
Q1 		$1K Buy
+194
New +$1.52K ﹤0.01% 2493

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

Glenmede Trust's FIVN Position: Q2 2026 in Review

Glenmede Trust reduced its FIVE9 (FIVN) stake by 3.2% in Q2 2026, selling an estimated $360K and leaving 559,424 shares worth $11.9M. The position accounts for 0.05% of the portfolio, ranked #303.

Glenmede Trust first reported a position in FIVN in Q1 2016 and has held it in 20 quarters since. The position peaked at $14.1M in Q4 2024. 292 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Glenmede Trust held 559,424 shares of FIVE9 worth $11.9M as of Q2 2026.
  • Glenmede Trust sold 18,248 FIVE9 shares in Q2 2026, an estimated $360K.
  • FIVE9 made up 0.05% of Glenmede Trust's portfolio in Q2 2026, its #303 holding.
  • Glenmede Trust first reported a position in FIVE9 in Q1 2016 and has held it in 20 quarters since.
  • Glenmede Trust's FIVE9 position peaked at $14.1M in Q4 2024.
  • 292 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Glenmede Trust's 13F filing for Q2 2026, filed 10 Aug 2026.