HFM
FIVN icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harvest Fund Management's FIVN Position: Q1 2025 in Review

Harvest Fund Management sold out of FIVE9 (FIVN) in Q1 2025, closing a stake of 7,796 shares — an estimated $317K sold.

Harvest Fund Management first reported a position in FIVN in Q3 2018 and held it in 13 quarters. The position peaked at $317K in Q4 2024. 307 funds tracked by Wall St. Rank hold FIVN as of Q1 2025.

  • Harvest Fund Management reported no remaining FIVE9 position as of Q1 2025 after selling out during the quarter.
  • Harvest Fund Management sold 7,796 FIVE9 shares in Q1 2025, an estimated $317K.
  • Harvest Fund Management first reported a position in FIVE9 in Q3 2018 and held it in 13 quarters.
  • Harvest Fund Management's FIVE9 position peaked at $317K in Q4 2024.
  • 307 funds tracked by Wall St. Rank held FIVE9 as of Q1 2025.

Based on Harvest Fund Management's 13F filing for Q1 2025, filed 8 May 2025.