GRP
FIVN icon

Global Retirement Partners’s FIVE9 FIVN Stock Holding History

Global Retirement 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 		$45K Buy
+2,110
New +$41.7K ﹤0.01% 2587
2025
Q4 		$28.9K Buy
1,443
+215
+18% +$4.56K ﹤0.01% 2688
2025
Q3 		$29.7K Buy
1,228
+552
+82% +$14.6K ﹤0.01% 2192
2025
Q2 		$17.9K Buy
+676
New +$17.6K ﹤0.01% 2342
2024
Q4 		$1.26K Sell
31
-3
-9% -$108 ﹤0.01% 3226
2024
Q3 		$977 Sell
34
-53
-61% -$1.91K ﹤0.01% 3149
2024
Q2 		$3.84K Sell
87
-49
-36% -$2.55K ﹤0.01% 2727
2024
Q1 		$8.45K Hold
136
– – ﹤0.01% 2198
2023
Q4 		$10.3K Sell
136
-96
-41% -$6.69K ﹤0.01% 2059
2023
Q3 		$14.5K Buy
232
+19
+9% +$1.42K ﹤0.01% 1797
2023
Q2 		$17.6K Sell
213
-9
-4% -$604 ﹤0.01% 1725
2023
Q1 		$12.6K Buy
222
+3
+1% +$215 ﹤0.01% 1830
2022
Q4 		$14.9K Buy
219
+4
+2% +$251 ﹤0.01% 1611
2022
Q3 		$13K Sell
215
-7
-3% -$680 ﹤0.01% 1572
2022
Q2 		$20K Hold
222
– – ﹤0.01% 1350
2022
Q1 		$19K Buy
222
+115
+107% +$13.4K ﹤0.01% 1365
2021
Q4 		$15K Buy
107
+6
+6% +$887 0.01% 133
2021
Q3 		$16K Buy
101
+39
+63% +$7.12K ﹤0.01% 1274
2021
Q2 		$11K Buy
62
+43
+226% +$7.41K ﹤0.01% 1345
2021
Q1 		$3K Buy
19
+10
+111% +$1.71K ﹤0.01% 1582
2020
Q4 		$2K Hold
9
– – ﹤0.01% 1601
2020
Q3 		$1K Buy
+9
New +$1.08K ﹤0.01% 1555
2019
Q2 		– Sell
-100
Closed -$5K – 1630
2019
Q1 		$5K Buy
+100
New +$5.08K ﹤0.01% 1234

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

Global Retirement Partners's FIVN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in FIVE9 (FIVN) in Q2 2026: 2,110 shares worth $45K. The stake represents ﹤0.01% of the portfolio and ranks #2587 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FIVN as recently as Q4 2025.

Global Retirement Partners first reported a position in FIVN in Q1 2019 and has held it in 23 quarters since. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Global Retirement Partners held 2,110 shares of FIVE9 worth $45K as of Q2 2026.
  • FIVE9 was a new Global Retirement Partners position in Q2 2026.
  • FIVE9 made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2587 holding.
  • Global Retirement Partners first reported a position in FIVE9 in Q1 2019 and has held it in 23 quarters since.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.