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Globeflex Capital’s FIVE9 FIVN Stock Holding History

Globeflex Capital’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 		$199K Buy
+9,314
New +$184K 0.03% 312
2017
Q1 		– Sell
-62,000
Closed -$880K – 492
2016
Q4 		$880K Buy
+62,000
New +$894K 0.22% 178

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

Globeflex Capital's FIVN Position: Q2 2026 in Review

Globeflex Capital opened a new position in FIVE9 (FIVN) in Q2 2026: 9,314 shares worth $199K. The stake represents 0.03% of the portfolio and ranks #312 among its holdings. This is a return to the name: Globeflex Capital previously reported a position in FIVN as recently as Q4 2016.

Globeflex Capital first reported a position in FIVN in Q4 2016 and has held it in 2 quarters since. The position peaked at $880K in Q4 2016. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Globeflex Capital held 9,314 shares of FIVE9 worth $199K as of Q2 2026.
  • FIVE9 was a new Globeflex Capital position in Q2 2026.
  • FIVE9 made up 0.03% of Globeflex Capital's portfolio in Q2 2026, its #312 holding.
  • Globeflex Capital first reported a position in FIVE9 in Q4 2016 and has held it in 2 quarters since.
  • Globeflex Capital's FIVE9 position peaked at $880K in Q4 2016.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Globeflex Capital's 13F filing for Q2 2026, filed 12 Aug 2026.