HeadInvest LLC’s FIVE9 FIVN Stock Holding History

HeadInvest LLC’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
2023 Q4	–	Sell	-21	Closed	-$1.34K	–	384
2023 Q3	$1.34K	Buy	+21	New	+$1.57K	﹤0.01%	695

Other funds holding FIVN

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HeadInvest LLC's FIVN Position: Q4 2023 in Review

HeadInvest LLC sold out of FIVE9 (FIVN) in Q4 2023, closing a stake of 21 shares — an estimated $1.34K sold.

HeadInvest LLC first reported a position in FIVN in Q3 2023 and held it in 1 quarter. The position peaked at $1.34K in Q3 2023. 348 funds tracked by Wall St. Rank hold FIVN as of Q4 2023.

HeadInvest LLC reported no remaining FIVE9 position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 21 FIVE9 shares in Q4 2023, an estimated $1.34K.
HeadInvest LLC first reported a position in FIVE9 in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's FIVE9 position peaked at $1.34K in Q3 2023.
348 funds tracked by Wall St. Rank held FIVE9 as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.