IFP Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.5K | Buy |
869
+316
| +57% | +$6.24K | ﹤0.01% | 3019 |
|
|
2026
Q1 | $8.39K | Sell |
553
-87
| -14% | -$1.51K | ﹤0.01% | 3238 |
|
|
2025
Q4 | $12.8K | Buy |
640
+591
| +1,206% | +$12.5K | ﹤0.01% | 2940 |
|
|
2025
Q3 | $1.19K | Buy |
+49
| New | +$1.3K | ﹤0.01% | 3888 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 2372 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3157 |
|
|
2024
Q2 | – | Sell |
-100
| Closed | -$6.21K | – | 3265 |
|
|
2024
Q1 | $6.21K | Hold |
100
| – | – | ﹤0.01% | 2396 |
|
|
2023
Q4 | $7.87K | Hold |
100
| – | – | ﹤0.01% | 2271 |
|
|
2023
Q3 | $6.43K | Hold |
100
| – | – | ﹤0.01% | 2418 |
|
|
2023
Q2 | $8.24K | Buy |
100
+75
| +300% | +$5.03K | ﹤0.01% | 2362 |
|
|
2023
Q1 | $890 | Sell |
25
-37
| -60% | -$2.65K | ﹤0.01% | 3100 |
|
|
2022
Q4 | $6K | Sell |
62
-72
| -54% | -$4.52K | ﹤0.01% | 3686 |
|
|
2022
Q3 | $14K | Buy |
134
+4
| +3% | +$389 | ﹤0.01% | 3383 |
|
|
2022
Q2 | $13K | Hold |
130
| – | – | ﹤0.01% | 3184 |
|
|
2022
Q1 | $13K | Buy |
130
+121
| +1,344% | +$14.1K | ﹤0.01% | 3184 |
|
|
2021
Q4 | $1K | Buy |
+9
| New | +$1.33K | ﹤0.01% | 2995 |
|
|
2021
Q3 | – | Sell |
-1
| Closed | – | – | 3395 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | +$172 | ﹤0.01% | 3115 |
|
|
2020
Q4 | – | Sell |
-41
| Closed | -$6.24K | – | 2990 |
|
|
2020
Q3 | $5K | Sell |
41
-7
| -15% | -$842 | ﹤0.01% | 2167 |
|
|
2020
Q2 | $6K | Sell |
48
-6
| -11% | -$584 | ﹤0.01% | 2002 |
|
|
2020
Q1 | $4K | Buy |
54
+6
| +13% | +$428 | ﹤0.01% | 2138 |
|
|
2019
Q4 | $3K | Sell |
48
-3
| -6% | -$184 | ﹤0.01% | 2369 |
|
|
2019
Q3 | $3K | Buy |
+51
| New | +$2.87K | ﹤0.01% | 2530 |
|
|
2019
Q1 | – | Sell |
-116
| Closed | -$5K | – | 2699 |
|
|
2018
Q4 | $5K | Hold |
116
| – | – | ﹤0.01% | 2835 |
|
|
2018
Q3 | $5K | Sell |
116
-50
| -30% | -$2.06K | ﹤0.01% | 3195 |
|
|
2018
Q2 | $6K | Buy |
+166
| New | +$5.37K | ﹤0.01% | 3158 |
|
|
2016
Q4 | – | Sell |
-34,892
| Closed | -$547K | – | 4028 |
|
|
2016
Q3 | $547K | Buy |
+34,892
| New | +$476K | 0.03% | 530 |
|
Other funds holding FIVN
VC
VBA
AFM
DCM
IFP Advisors's FIVN Position: Q2 2026 in Review
IFP Advisors increased its FIVE9 (FIVN) stake by 57% in Q2 2026, buying an estimated $6.24K and bringing the position to 869 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3019.
IFP Advisors first reported a position in FIVN in Q3 2016 and has held it in 24 quarters since. The position peaked at $547K in Q3 2016. 292 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.
- IFP Advisors held 869 shares of FIVE9 worth $18.5K as of Q2 2026.
- IFP Advisors bought 316 FIVE9 shares in Q2 2026, an estimated $6.24K.
- FIVE9 made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3019 holding.
- IFP Advisors first reported a position in FIVE9 in Q3 2016 and has held it in 24 quarters since.
- IFP Advisors's FIVE9 position peaked at $547K in Q3 2016.
- 292 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.