KCM
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Kennedy Capital Management’s FIVE9 FIVN Stock Holding History

Kennedy Capital Management’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
2024
Q3 		– Sell
-84,283
Closed -$3.72M – 700
2024
Q2 		$3.72M Sell
84,283
-6,162
-7% -$320K 0.08% 388
2024
Q1 		$5.62M Sell
90,445
-44,674
-33% -$3.1M 0.12% 295
2023
Q4 		$10.6M Sell
135,119
-7,391
-5% -$515K 0.23% 144
2023
Q3 		$9.16M Buy
142,510
+25,285
+22% +$1.89M 0.22% 156
2023
Q2 		$9.67M Buy
117,225
+75,215
+179% +$5.05M 0.23% 149
2023
Q1 		$3.04M Buy
42,010
+641
+2% +$45.9K 0.09% 348
2022
Q4 		$2.81M Buy
41,369
+14,233
+52% +$893K 0.08% 375
2022
Q3 		$2.04M Buy
27,136
+2
+0% +$194 0.06% 413
2022
Q2 		$2.47M Buy
+27,134
New +$2.74M 0.07% 394
2021
Q3 		– Sell
-28,089
Closed -$5.15M – 636
2021
Q2 		$5.15M Sell
28,089
-1,222
-4% -$211K 0.11% 349
2021
Q1 		$4.58M Sell
29,311
-2,891
-9% -$494K 0.09% 392
2020
Q4 		$5.62M Sell
32,202
-5,758
-15% -$876K 0.13% 310
2020
Q3 		$4.92M Sell
37,960
-8,484
-18% -$1.02M 0.14% 278
2020
Q2 		$5.14M Buy
46,444
+322
+0.7% +$31.3K 0.15% 267
2020
Q1 		$3.53M Buy
46,122
+6,199
+16% +$442K 0.13% 299
2019
Q4 		$2.62M Sell
39,923
-5,164
-11% -$316K 0.06% 498
2019
Q3 		$2.42M Sell
45,087
-3,110
-6% -$175K 0.06% 505
2019
Q2 		$2.47M Buy
48,197
+1,257
+3% +$63.8K 0.06% 504
2019
Q1 		$2.48M Sell
46,940
-44,251
-49% -$2.25M 0.06% 501
2018
Q4 		$3.99M Sell
91,191
-84,920
-48% -$3.42M 0.1% 384
2018
Q3 		$7.69M Sell
176,111
-47,285
-21% -$1.95M 0.14% 259
2018
Q2 		$7.72M Sell
223,396
-98,500
-31% -$3.19M 0.14% 249
2018
Q1 		$9.59M Sell
321,896
-5,256
-2% -$144K 0.19% 165
2017
Q4 		$8.14M Buy
327,152
+8,870
+3% +$219K 0.15% 222
2017
Q3 		$7.61M Buy
318,282
+23,523
+8% +$510K 0.14% 254
2017
Q2 		$6.34M Sell
294,759
-119,503
-29% -$2.45M 0.12% 297
2017
Q1 		$6.82M Buy
414,262
+81
+0% +$1.33K 0.12% 300
2016
Q4 		$5.88M Buy
+414,181
New +$5.97M 0.1% 348

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kennedy Capital Management's FIVN Position: Q3 2024 in Review

Kennedy Capital Management sold out of FIVE9 (FIVN) in Q3 2024, closing a stake of 84,283 shares — an estimated $3.72M sold.

Kennedy Capital Management first reported a position in FIVN in Q4 2016 and held it in 28 quarters. The position peaked at $10.6M in Q4 2023. 269 funds tracked by Wall St. Rank hold FIVN as of Q3 2024.

  • Kennedy Capital Management reported no remaining FIVE9 position as of Q3 2024 after selling out during the quarter.
  • Kennedy Capital Management sold 84,283 FIVE9 shares in Q3 2024, an estimated $3.72M.
  • Kennedy Capital Management first reported a position in FIVE9 in Q4 2016 and held it in 28 quarters.
  • Kennedy Capital Management's FIVE9 position peaked at $10.6M in Q4 2023.
  • 269 funds tracked by Wall St. Rank held FIVE9 as of Q3 2024.

Based on Kennedy Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.