KFO
FIVN icon

Kopp Family Office’s FIVE9 FIVN Stock Holding History

Kopp Family Office’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
2025
Q4 		– Sell
-298,870
Closed -$7.23M – 22
2025
Q3 		$7.23M Hold
298,870
– – 4.71% 7
2025
Q2 		$7.91M Sell
298,870
-33,375
-10% -$869K 5.12% 6
2025
Q1 		$9.02M Hold
332,245
– – 6.24% 4
2024
Q4 		$13.5M Sell
332,245
-19,830
-6% -$715K 8.55% 5
2024
Q3 		$10.1M Hold
352,075
– – 6.44% 5
2024
Q2 		$15.5M Buy
352,075
+114,583
+48% +$5.95M 9.63% 5
2024
Q1 		$14.8M Hold
237,492
– – 8.43% 5
2023
Q4 		$18.7M Sell
237,492
-12,230
-5% -$852K 10.92% 3
2023
Q3 		$16.1M Hold
249,722
– – 10.16% 4
2023
Q2 		$20.6M Sell
249,722
-14,468
-5% -$971K 11.06% 3
2023
Q1 		$19.1M Buy
264,190
+1,000
+0.4% +$71.5K 10.29% 4
2022
Q4 		$17.9M Buy
263,190
+88,012
+50% +$5.52M 10.75% 3
2022
Q3 		$13.1M Buy
175,178
+700
+0.4% +$68K 10.69% 5
2022
Q2 		$15.9M Buy
174,478
+8,168
+5% +$826K 11.17% 3
2022
Q1 		$18.4M Buy
166,310
+14,255
+9% +$1.66M 9.92% 6
2021
Q4 		$20.9M Buy
152,055
+60,508
+66% +$8.95M 9.13% 6
2021
Q3 		$14.6M Buy
91,547
+20
+0% +$3.65K 5.8% 7
2021
Q2 		$16.8M Buy
91,527
+25,002
+38% +$4.31M 6.95% 6
2021
Q1 		$10.4M Hold
66,525
– – 4.62% 6
2020
Q4 		$11.6M Hold
66,525
– – 4.72% 4
2020
Q3 		$8.63M Buy
66,525
+2,530
+4% +$304K 4.69% 4
2020
Q2 		$7.08M Buy
63,995
+25,000
+64% +$2.43M 3.83% 4
2020
Q1 		$2.98M Buy
38,995
+10,445
+37% +$745K 2.05% 4
2019
Q4 		$1.87M Buy
+28,550
New +$1.75M 1.19% 3

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kopp Family Office's FIVN Position: Q4 2025 in Review

Kopp Family Office sold out of FIVE9 (FIVN) in Q4 2025, closing a stake of 298,870 shares — an estimated $7.23M sold.

Kopp Family Office first reported a position in FIVN in Q4 2019 and held it in 24 quarters. The position peaked at $20.9M in Q4 2021. 288 funds tracked by Wall St. Rank hold FIVN as of Q4 2025.

  • Kopp Family Office reported no remaining FIVE9 position as of Q4 2025 after selling out during the quarter.
  • Kopp Family Office sold 298,870 FIVE9 shares in Q4 2025, an estimated $7.23M.
  • Kopp Family Office first reported a position in FIVE9 in Q4 2019 and held it in 24 quarters.
  • Kopp Family Office's FIVE9 position peaked at $20.9M in Q4 2021.
  • 288 funds tracked by Wall St. Rank held FIVE9 as of Q4 2025.

Based on Kopp Family Office's 13F filing for Q4 2025, filed 12 Jan 2026.