Grey Fox Wealth Advisors’s FIVE9 FIVN Stock Holding History

Grey Fox Wealth Advisors’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
2025 Q4	–	Sell	-1	Closed	-$24	–	309
2025 Q3	$24	Buy	+1	New	+$26	﹤0.01%	653

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Grey Fox Wealth Advisors's FIVN Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of FIVE9 (FIVN) in Q4 2025, closing a stake of 1 share — an estimated $24 sold.

Grey Fox Wealth Advisors first reported a position in FIVN in Q3 2025 and held it in 1 quarter. The position peaked at $24 in Q3 2025. 288 funds tracked by Wall St. Rank hold FIVN as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining FIVE9 position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 1 FIVE9 share in Q4 2025, an estimated $24.
Grey Fox Wealth Advisors first reported a position in FIVE9 in Q3 2025 and held it in 1 quarter.
Grey Fox Wealth Advisors's FIVE9 position peaked at $24 in Q3 2025.
288 funds tracked by Wall St. Rank held FIVE9 as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.