JO
FIVN icon

John Overdeck’s FIVE9 FIVN Stock Holding History

John Overdeck’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
Q1 		– Sell
-13,400
Closed -$269K – 4691
2025
Q4 		$269K Buy
+13,400
New +$284K ﹤0.01% 3629
2022
Q1 		– Sell
-56,800
Closed -$7.8M – 3226
2021
Q4 		$7.8M Buy
56,800
+54,800
+2,740% +$8.11M 0.02% 926
2021
Q3 		$319K Sell
2,000
-12,900
-87% -$2.35M ﹤0.01% 3624
2021
Q2 		$2.73M Buy
14,900
+8,000
+116% +$1.38M 0.01% 1619
2021
Q1 		$1.08M Buy
6,900
+1,500
+28% +$256K ﹤0.01% 2242
2020
Q4 		$942K Sell
5,400
-2,900
-35% -$441K ﹤0.01% 2059
2020
Q3 		$1.08M Buy
+8,300
New +$998K ﹤0.01% 1702

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

John Overdeck's FIVN Position: Q2 2026 in Review

John Overdeck reduced its FIVE9 (FIVN) stake by 25% in Q2 2026, selling an estimated $2.94M and leaving 445,487 shares worth $9.5M. The position accounts for 0.01% of the portfolio, ranked #1553.

John Overdeck first reported a position in FIVN in Q4 2014 and has held it in 34 quarters since. The position peaked at $16.1M in Q3 2018. 288 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • John Overdeck held 445,487 shares of FIVE9 worth $9.5M as of Q2 2026.
  • John Overdeck sold 148,955 FIVE9 shares in Q2 2026, an estimated $2.94M.
  • FIVE9 made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1553 holding.
  • John Overdeck first reported a position in FIVE9 in Q4 2014 and has held it in 34 quarters since.
  • John Overdeck's FIVE9 position peaked at $16.1M in Q3 2018.
  • 288 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.