Jefferies Financial Group
FIVN icon

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
Q3 		$885K Sell
26,008
-14,400
-36% -$437K 0.01% 812
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Anson Funds Management
Anson Funds Management Dallas, Texas $1.82B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jefferies Financial Group's FIVN Position: Q3 2026 in Review

Jefferies Financial Group reduced its FIVE9 (FIVN) stake by 36% in Q3 2026, selling an estimated $437K and leaving 26,008 shares worth $885K. The position accounts for 0.01% of the portfolio, ranked #812.

Jefferies Financial Group first reported a position in FIVN in Q4 2022 and has held it in 9 quarters since. The position peaked at $11.7M in Q2 2023. 264 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • Jefferies Financial Group held 26,008 shares of FIVE9 worth $885K as of Q3 2026.
  • Jefferies Financial Group sold 14,400 FIVE9 shares in Q3 2026, an estimated $437K.
  • FIVE9 made up 0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #812 holding.
  • Jefferies Financial Group first reported a position in FIVE9 in Q4 2022 and has held it in 9 quarters since.
  • Jefferies Financial Group's FIVE9 position peaked at $11.7M in Q2 2023.
  • 264 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.