JG
FIVN icon

Joel Greenblatt’s FIVE9 FIVN Stock Holding History

Joel Greenblatt’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 		$2.39M Buy
112,056
+96,818
+635% +$1.91M 0.01% 1101
2026
Q1 		$231K Buy
+15,238
New +$265K ﹤0.01% 1659
2025
Q4 		– Sell
-15,240
Closed -$369K – 1752
2025
Q3 		$369K Sell
15,240
-14,650
-49% -$387K ﹤0.01% 1463
2025
Q2 		$791K Buy
+29,890
New +$778K ﹤0.01% 1200
2020
Q1 		– Sell
-4,488
Closed -$294K – 1114
2019
Q4 		$294K Buy
+4,488
New +$275K 0.01% 942
2018
Q4 		– Sell
-20,771
Closed -$907K – 1025
2018
Q3 		$907K Buy
20,771
+10,546
+103% +$435K 0.01% 627
2018
Q2 		$353K Buy
+10,225
New +$331K 0.01% 750

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 374.31% 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

Joel Greenblatt's FIVN Position: Q2 2026 in Review

Joel Greenblatt increased its FIVE9 (FIVN) stake by 635% in Q2 2026, buying an estimated $1.91M and bringing the position to 112,056 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #1101.

Joel Greenblatt first reported a position in FIVN in Q2 2018 and has held it in 7 quarters since. 288 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Joel Greenblatt held 112,056 shares of FIVE9 worth $2.39M as of Q2 2026.
  • Joel Greenblatt bought 96,818 FIVE9 shares in Q2 2026, an estimated $1.91M.
  • FIVE9 made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1101 holding.
  • Joel Greenblatt first reported a position in FIVE9 in Q2 2018 and has held it in 7 quarters since.
  • 288 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.