JFG
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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
2023
Q4 		– Sell
-173,500
Closed -$11.2M – 1794
2023
Q3 		$11.2M Sell
173,500
-204,700
-54% -$15.3M 0.1% 153
2023
Q2 		$31.2M Buy
378,200
+33,600
+10% +$2.26M 0.28% 60
2023
Q1 		$24.9M Buy
344,600
+17,500
+5% +$1.25M 0.2% 86
2022
Q4 		$22.2M Buy
+327,100
New +$20.5M 0.15% 106

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

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.