Heck Capital Advisors’s FIVE9 FIVN Stock Holding History

Heck Capital Advisors’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	-539	Closed	-$21.9K	–	238
2024 Q4	$21.9K	Buy	+539	New	+$19.4K	﹤0.01%	190

Other funds holding FIVN

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

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

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

VBA

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

Heck Capital Advisors's FIVN Position: Q1 2025 in Review

Heck Capital Advisors sold out of FIVE9 (FIVN) in Q1 2025, closing a stake of 539 shares — an estimated $21.9K sold.

Heck Capital Advisors first reported a position in FIVN in Q4 2024 and held it in 1 quarter. The position peaked at $21.9K in Q4 2024. 306 funds tracked by Wall St. Rank hold FIVN as of Q1 2025.

Heck Capital Advisors reported no remaining FIVE9 position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 539 FIVE9 shares in Q1 2025, an estimated $21.9K.
Heck Capital Advisors first reported a position in FIVE9 in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's FIVE9 position peaked at $21.9K in Q4 2024.
306 funds tracked by Wall St. Rank held FIVE9 as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.