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
-7,000
Closed -$1 – 3834
2025
Q1 		$1 Hold
7,000
– – ﹤0.01% 3721
2024
Q4 		$14.9K Buy
+7,000
New +$252K ﹤0.01% 3564
2021
Q3 		– Sell
-600
Closed -$32K – 3266
2021
Q2 		$32K Buy
+600
New +$103K ﹤0.01% 2925

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.