Jefferies Financial Group’s FIVE9 FIVN Stock Holding History

Jefferies Financial Group’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	$861K	Buy	+40,408	New	+$798K	0.01%	1035
2025 Q2	–	Sell	-41,099	Closed	-$1.12M	–	1486
2025 Q1	$1.12M	Buy	41,099 +15,300	+59%	+$561K	0.01%	774
2024 Q4	$1.05M	Buy	+25,799	New	+$930K	0.01%	864
2024 Q1	–	Sell	-9,636	Closed	-$758K	–	1738
2023 Q4	$758K	Sell	9,636 -103,187	-91%	-$7.19M	﹤0.01%	1070
2023 Q3	$7.25M	Sell	112,823 -29,120	-21%	-$2.18M	0.07%	239
2023 Q2	$11.7M	Buy	141,943 +57,605	+68%	+$3.87M	0.1%	176
2023 Q1	$6.1M	Buy	84,338 +37,648	+81%	+$2.69M	0.05%	314
2022 Q4	$3.17M	Buy	+46,690	New	+$2.93M	0.02%	503

Other funds holding FIVN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jefferies Financial Group's FIVN Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in FIVE9 (FIVN) in Q2 2026: 40,408 shares worth $861K. The stake represents 0.01% of the portfolio and ranks #1035 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in FIVN as recently as Q1 2025.

Jefferies Financial Group first reported a position in FIVN in Q4 2022 and has held it in 8 quarters since. The position peaked at $11.7M in Q2 2023. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

Jefferies Financial Group held 40,408 shares of FIVE9 worth $861K as of Q2 2026.
FIVE9 was a new Jefferies Financial Group position in Q2 2026.
FIVE9 made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1035 holding.
Jefferies Financial Group first reported a position in FIVE9 in Q4 2022 and has held it in 8 quarters since.
Jefferies Financial Group's FIVE9 position peaked at $11.7M in Q2 2023.
293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.