Guggenheim Capital’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
VPM
VC
AFM
VBA
VCM
