Jacobs Levy Equity Management
FIVN icon

Jacobs Levy Equity Management’s FIVE9 FIVN Stock Holding History

Jacobs Levy Equity Management’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
Q2 		– Sell
-139,421
Closed -$8.66M – 990
2024
Q1 		$8.66M Sell
139,421
-144,078
-51% -$10M 0.04% 323
2023
Q4 		$22.3M Sell
283,499
-65,037
-19% -$4.53M 0.11% 192
2023
Q3 		$22.4M Buy
348,536
+315,867
+967% +$23.6M 0.13% 167
2023
Q2 		$2.69M Buy
32,669
+493
+2% +$33.1K 0.02% 521
2023
Q1 		$2.33M Buy
+32,176
New +$2.3M 0.01% 545
2018
Q3 		– Sell
-47,320
Closed -$1.64M – 1013
2018
Q2 		$1.64M Buy
+47,320
New +$1.53M 0.03% 540
2015
Q4 		– Sell
-40,500
Closed -$150K – 834
2015
Q3 		$150K Buy
40,500
+17,100
+73% +$77.3K ﹤0.01% 732
2015
Q2 		$122K Buy
+23,400
New +$128K ﹤0.01% 756

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jacobs Levy Equity Management's FIVN Position: Q2 2024 in Review

Jacobs Levy Equity Management sold out of FIVE9 (FIVN) in Q2 2024, closing a stake of 139,421 shares — an estimated $8.66M sold.

Jacobs Levy Equity Management first reported a position in FIVN in Q2 2015 and held it in 8 quarters. The position peaked at $22.4M in Q3 2023. 297 funds tracked by Wall St. Rank hold FIVN as of Q2 2024.

  • Jacobs Levy Equity Management reported no remaining FIVE9 position as of Q2 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 139,421 FIVE9 shares in Q2 2024, an estimated $8.66M.
  • Jacobs Levy Equity Management first reported a position in FIVE9 in Q2 2015 and held it in 8 quarters.
  • Jacobs Levy Equity Management's FIVE9 position peaked at $22.4M in Q3 2023.
  • 297 funds tracked by Wall St. Rank held FIVE9 as of Q2 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2024, filed 14 Aug 2024.