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
2024 Q1	–	Sell	-5,000	Closed	-$45.3K	–	3747
2023 Q4	$45.3K	Buy	+5,000	New	+$348K	﹤0.01%	3316
2021 Q2	–	Sell	-13	Closed	-$30K	–	3234
2021 Q1	$30K	Buy	+13	New	+$2.22K	﹤0.01%	2875

Other funds holding FIVN

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

BlackRock New York $5.72T AUM 30.48% 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

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 Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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.