HJMC
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Hellman Jordan Management Company’s FIVE9 FIVN Stock Holding History

Hellman Jordan Management Company’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
2022
Q2 		– Sell
-8,925
Closed -$985K – 62
2022
Q1 		$985K Buy
8,925
+1,272
+17% +$148K 1.07% 36
2021
Q4 		$1.05M Sell
7,653
-13,820
-64% -$2.04M 1.26% 36
2021
Q3 		$3.43M Buy
+21,473
New +$3.92M 4.83% 2

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Hellman Jordan Management Company's FIVN Position: Q2 2022 in Review

Hellman Jordan Management Company sold out of FIVE9 (FIVN) in Q2 2022, closing a stake of 8,925 shares — an estimated $985K sold.

Hellman Jordan Management Company first reported a position in FIVN in Q3 2021 and held it in 3 quarters. The position peaked at $3.43M in Q3 2021. 332 funds tracked by Wall St. Rank hold FIVN as of Q2 2022.

  • Hellman Jordan Management Company reported no remaining FIVE9 position as of Q2 2022 after selling out during the quarter.
  • Hellman Jordan Management Company sold 8,925 FIVE9 shares in Q2 2022, an estimated $985K.
  • Hellman Jordan Management Company first reported a position in FIVE9 in Q3 2021 and held it in 3 quarters.
  • Hellman Jordan Management Company's FIVE9 position peaked at $3.43M in Q3 2021.
  • 332 funds tracked by Wall St. Rank held FIVE9 as of Q2 2022.

Based on Hellman Jordan Management Company's 13F filing for Q2 2022, filed 27 Sep 2022.