Jones Financial Companies
FIVN icon

Jones Financial Companies’s FIVE9 FIVN Stock Holding History

Jones Financial Companies’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 		$161K Sell
7,542
-906
-11% -$17.9K ﹤0.01% 2672
2026
Q1 		$122K Buy
8,448
+1,183
+16% +$20.6K ﹤0.01% 2590
2025
Q4 		$146K Buy
7,265
+6,073
+509% +$129K ﹤0.01% 2054
2025
Q3 		$29.9K Hold
1,192
– – ﹤0.01% 2589
2025
Q2 		$31.9K Buy
1,192
+1,128
+1,763% +$29.4K ﹤0.01% 2406
2025
Q1 		$1.78K Buy
64
+44
+220% +$1.61K ﹤0.01% 3271
2024
Q4 		$813 Buy
+20
New +$721 ﹤0.01% 3167

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

Jones Financial Companies's FIVN Position: Q2 2026 in Review

Jones Financial Companies reduced its FIVE9 (FIVN) stake by 11% in Q2 2026, selling an estimated $17.9K and leaving 7,542 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #2672.

Jones Financial Companies first reported a position in FIVN in Q4 2024 and has held it in 7 quarters since. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Jones Financial Companies held 7,542 shares of FIVE9 worth $161K as of Q2 2026.
  • Jones Financial Companies sold 906 FIVE9 shares in Q2 2026, an estimated $17.9K.
  • FIVE9 made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2672 holding.
  • Jones Financial Companies first reported a position in FIVE9 in Q4 2024 and has held it in 7 quarters since.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.