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FIVN icon

Guggenheim Capital’s FIVE9 FIVN Stock Holding History

Guggenheim 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 		$796K Sell
37,321
-635
-2% -$12.5K 0.01% 1105
2026
Q1 		$576K Sell
37,956
-386
-1% -$6.71K ﹤0.01% 1164
2025
Q4 		$769K Buy
38,342
+1,938
+5% +$41.1K 0.01% 1073
2025
Q3 		$881K Buy
36,404
+8,578
+31% +$227K 0.01% 963
2025
Q2 		$737K Buy
27,826
+13,606
+96% +$354K 0.01% 1005
2025
Q1 		$386K Buy
14,220
+5,646
+66% +$207K ﹤0.01% 1327
2024
Q4 		$348K Buy
+8,574
New +$309K ﹤0.01% 1399
2024
Q1 		– Sell
-3,203
Closed -$252K – 1902
2023
Q4 		$252K Sell
3,203
-3,790
-54% -$264K ﹤0.01% 1734
2023
Q3 		$450K Buy
6,993
+909
+15% +$68K ﹤0.01% 1480
2023
Q2 		$502K Buy
6,084
+234
+4% +$15.7K ﹤0.01% 1475
2023
Q1 		$423K Buy
5,850
+2,156
+58% +$154K ﹤0.01% 1550
2022
Q4 		$251K Sell
3,694
-3,275
-47% -$206K ﹤0.01% 1730
2022
Q3 		$522K Buy
6,969
+257
+4% +$25K ﹤0.01% 1466
2022
Q2 		$612K Sell
6,712
-365
-5% -$36.9K ﹤0.01% 1469
2022
Q1 		$781K Sell
7,077
-35
-0.5% -$4.07K ﹤0.01% 1487
2021
Q4 		$977K Buy
7,112
+2,337
+49% +$346K 0.01% 1383
2021
Q3 		$763K Buy
4,775
+3,559
+293% +$649K ﹤0.01% 1558
2021
Q2 		$223K Sell
1,216
-358
-23% -$61.7K ﹤0.01% 2111
2021
Q1 		$246K Sell
1,574
-303
-16% -$51.8K ﹤0.01% 2022
2020
Q4 		$327K Sell
1,877
-4,515
-71% -$687K ﹤0.01% 1797
2020
Q3 		$829K Buy
6,392
+1,041
+19% +$125K 0.01% 1284
2020
Q2 		$592K Buy
+5,351
New +$521K ﹤0.01% 1396

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

Guggenheim Capital's FIVN Position: Q2 2026 in Review

Guggenheim Capital reduced its FIVE9 (FIVN) stake by 1.7% in Q2 2026, selling an estimated $12.5K and leaving 37,321 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #1105.

Guggenheim Capital first reported a position in FIVN in Q2 2020 and has held it in 22 quarters since. The position peaked at $977K in Q4 2021. 290 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Guggenheim Capital held 37,321 shares of FIVE9 worth $796K as of Q2 2026.
  • Guggenheim Capital sold 635 FIVE9 shares in Q2 2026, an estimated $12.5K.
  • FIVE9 made up 0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1105 holding.
  • Guggenheim Capital first reported a position in FIVE9 in Q2 2020 and has held it in 22 quarters since.
  • Guggenheim Capital's FIVE9 position peaked at $977K in Q4 2021.
  • 290 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

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