Harvest Fund Management’s FIVE9 FIVN Stock Holding History

Harvest Fund Management’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 Q1	–	Sell	-7,796	Closed	-$317K	–	730
2024 Q4	$317K	Buy	+7,796	New	+$281K	0.01%	400
2023 Q1	–	Sell	-2,061	Closed	-$120K	–	772
2022 Q4	$120K	Buy	2,061 +1,972	+2,216%	+$124K	0.03%	303
2022 Q3	$7K	Sell	89 -13	-13%	-$1.26K	﹤0.01%	689
2022 Q2	$9K	Hold	102	–	–	﹤0.01%	620
2022 Q1	$11K	Sell	102 -200	-66%	-$23.3K	﹤0.01%	640
2021 Q4	$42K	Sell	302 -267	-47%	-$39.5K	0.01%	492
2021 Q3	$90K	Buy	569 +401	+239%	+$73.2K	0.02%	303
2021 Q2	$31K	Sell	168 -623	-79%	-$107K	﹤0.01%	555
2021 Q1	$123K	Hold	791	–	–	0.01%	221
2020 Q4	$137K	Sell	791 -371	-32%	-$56.4K	0.01%	202
2020 Q3	$155K	Buy	1,162 +350	+43%	+$42.1K	0.01%	201
2020 Q2	$92K	Buy	+812	New	+$79K	0.01%	241
2018 Q4	–	Sell	-1,979	Closed	-$86K	–	375
2018 Q3	$86K	Buy	+1,979	New	+$81.6K	0.01%	296

Other funds holding FIVN

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management

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

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

Norges Bank Oslo, Norway $935B AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return