InceptionR’s FIVE9 FIVN Stock Holding History

InceptionR’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 Q3	–	Sell	-26,330	Closed	-$697K	–	773
2025 Q2	$697K	Buy	+26,330	New	+$685K	0.16%	231
2024 Q1	–	Sell	-2,734	Closed	-$215K	–	629
2023 Q4	$215K	Buy	+2,734	New	+$190K	0.15%	293
2023 Q2	–	Sell	-10,771	Closed	-$779K	–	488
2023 Q1	$779K	Buy	+10,771	New	+$770K	0.25%	155

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

InceptionR's FIVN Position: Q3 2025 in Review

InceptionR sold out of FIVE9 (FIVN) in Q3 2025, closing a stake of 26,330 shares — an estimated $697K sold.

InceptionR first reported a position in FIVN in Q1 2023 and held it in 3 quarters. The position peaked at $779K in Q1 2023. 308 funds tracked by Wall St. Rank hold FIVN as of Q3 2025.

InceptionR reported no remaining FIVE9 position as of Q3 2025 after selling out during the quarter.
InceptionR sold 26,330 FIVE9 shares in Q3 2025, an estimated $697K.
InceptionR first reported a position in FIVE9 in Q1 2023 and held it in 3 quarters.
InceptionR's FIVE9 position peaked at $779K in Q1 2023.
308 funds tracked by Wall St. Rank held FIVE9 as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.