Janney Montgomery Scott
FIVN icon

Janney Montgomery Scott’s FIVE9 FIVN Stock Holding History

Janney Montgomery Scott’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
2026
Q2 		– Sell
-24,943
Closed -$378K – 3131
2026
Q1 		$378K Sell
24,943
-1
-0% -$17 ﹤0.01% 2231
2025
Q4 		$500K Sell
24,944
-9,503
-28% -$202K ﹤0.01% 2188
2025
Q3 		$834K Buy
34,447
+5,454
+19% +$144K ﹤0.01% 1821
2025
Q2 		$768K Sell
28,993
-5,360
-16% -$139K ﹤0.01% 1762
2025
Q1 		$933K Sell
34,353
-1,019
-3% -$37.4K ﹤0.01% 1589
2024
Q4 		$1.44M Buy
35,372
+7,140
+25% +$258K ﹤0.01% 1336
2024
Q3 		$811K Buy
+28,232
New +$1.02M ﹤0.01% 1641
2021
Q3 		– Sell
-4,275
Closed -$784K – 2311
2021
Q2 		$784K Sell
4,275
-946
-18% -$163K ﹤0.01% 1395
2021
Q1 		$816K Sell
5,221
-66
-1% -$11.3K ﹤0.01% 1300
2020
Q4 		$922K Buy
5,287
+238
+5% +$36.2K ﹤0.01% 1219
2020
Q3 		$655K Sell
5,049
-112
-2% -$13.5K ﹤0.01% 1300
2020
Q2 		$571K Sell
5,161
-640
-11% -$62.3K ﹤0.01% 1296
2020
Q1 		$444K Sell
5,801
-7,929
-58% -$565K ﹤0.01% 1279
2019
Q4 		$900K Buy
13,730
+2,667
+24% +$163K 0.01% 1144
2019
Q3 		$595K Sell
11,063
-1,220
-10% -$68.6K ﹤0.01% 1287
2019
Q2 		$630K Buy
12,283
+2,207
+22% +$112K ﹤0.01% 1288
2019
Q1 		$532K Sell
10,076
-919
-8% -$46.7K ﹤0.01% 1354
2018
Q4 		$481K Buy
10,995
+689
+7% +$27.7K ﹤0.01% 1313
2018
Q3 		$450K Buy
10,306
+1,291
+14% +$53.2K ﹤0.01% 1490
2018
Q2 		$312K Buy
9,015
+455
+5% +$14.7K ﹤0.01% 1634
2018
Q1 		$255K Buy
8,560
+70
+0.8% +$1.92K ﹤0.01% 1691
2017
Q4 		$211K Sell
8,490
-345
-4% -$8.51K ﹤0.01% 1771
2017
Q3 		$211K Buy
+8,835
New +$192K ﹤0.01% 1683

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janney Montgomery Scott's FIVN Position: Q2 2026 in Review

Janney Montgomery Scott sold out of FIVE9 (FIVN) in Q2 2026, closing a stake of 24,943 shares — an estimated $378K sold.

Janney Montgomery Scott first reported a position in FIVN in Q3 2017 and held it in 23 quarters. The position peaked at $1.44M in Q4 2024. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Janney Montgomery Scott reported no remaining FIVE9 position as of Q2 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 24,943 FIVE9 shares in Q2 2026, an estimated $378K.
  • Janney Montgomery Scott first reported a position in FIVE9 in Q3 2017 and held it in 23 quarters.
  • Janney Montgomery Scott's FIVE9 position peaked at $1.44M in Q4 2024.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.