HighTower Advisors
FIVN icon

HighTower Advisors’s FIVE9 FIVN Stock Holding History

HighTower 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
Q2 		– Sell
-7,878
Closed -$214K – 3835
2025
Q1 		$214K Sell
7,878
-37
-0.5% -$1.36K ﹤0.01% 3127
2024
Q4 		$322K Sell
7,915
-4,192
-35% -$151K ﹤0.01% 2839
2024
Q3 		$333K Sell
12,107
-3,732
-24% -$135K ﹤0.01% 2747
2024
Q2 		$681K Sell
15,839
-3,878
-20% -$201K ﹤0.01% 2102
2024
Q1 		$1.21M Buy
19,717
+1,020
+5% +$70.9K ﹤0.01% 1700
2023
Q4 		$1.47M Buy
18,697
+1,305
+8% +$90.9K ﹤0.01% 1623
2023
Q3 		$1.12M Sell
17,392
-82
-0.5% -$6.14K ﹤0.01% 1701
2023
Q2 		$1.43M Buy
17,474
+2,836
+19% +$190K ﹤0.01% 1548
2023
Q1 		$1.06M Sell
14,638
-796
-5% -$56.9K ﹤0.01% 1636
2022
Q4 		$1.05M Sell
15,434
-4,912
-24% -$308K ﹤0.01% 1646
2022
Q3 		$1.52M Sell
20,346
-879
-4% -$85.4K ﹤0.01% 1395
2022
Q2 		$1.94M Sell
21,225
-559
-3% -$56.5K 0.01% 1278
2022
Q1 		$2.42M Buy
21,784
+2,140
+11% +$249K 0.01% 1260
2021
Q4 		$2.7M Sell
19,644
-1,423
-7% -$210K 0.01% 1198
2021
Q3 		$3.37M Buy
21,067
+567
+3% +$103K 0.01% 992
2021
Q2 		$3.76M Buy
20,500
+1,243
+6% +$214K 0.01% 922
2021
Q1 		$3.01M Buy
19,257
+3,857
+25% +$659K 0.01% 928
2020
Q4 		$2.69M Buy
15,400
+4,099
+36% +$623K 0.01% 789
2020
Q3 		$1.47M Buy
11,301
+1,112
+11% +$134K 0.01% 1027
2020
Q2 		$1.13M Buy
10,189
+4,541
+80% +$442K 0.01% 1055
2020
Q1 		$432K Buy
5,648
+1,163
+26% +$82.9K ﹤0.01% 1391
2019
Q4 		$295K Buy
4,485
+108
+2% +$6.61K ﹤0.01% 1734
2019
Q3 		$233K Buy
+4,377
New +$246K ﹤0.01% 1964
2018
Q4 		– Sell
-20,092
Closed -$874K – 2254
2018
Q3 		$874K Buy
+20,092
New +$829K 0.01% 1193

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HighTower Advisors's FIVN Position: Q2 2025 in Review

HighTower Advisors sold out of FIVE9 (FIVN) in Q2 2025, closing a stake of 7,878 shares — an estimated $214K sold.

HighTower Advisors first reported a position in FIVN in Q3 2018 and held it in 24 quarters. The position peaked at $3.76M in Q2 2021. 294 funds tracked by Wall St. Rank hold FIVN as of Q2 2025.

  • HighTower Advisors reported no remaining FIVE9 position as of Q2 2025 after selling out during the quarter.
  • HighTower Advisors sold 7,878 FIVE9 shares in Q2 2025, an estimated $214K.
  • HighTower Advisors first reported a position in FIVE9 in Q3 2018 and held it in 24 quarters.
  • HighTower Advisors's FIVE9 position peaked at $3.76M in Q2 2021.
  • 294 funds tracked by Wall St. Rank held FIVE9 as of Q2 2025.

Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.