KIA
FIVN icon

Kopp Investment Advisors’s FIVE9 FIVN Stock Holding History

Kopp Investment Advisors’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
2019
Q3 		$2.39M Sell
44,400
-26,214
-37% -$1.47M 4.38% 8
2019
Q2 		$3.62M Sell
70,614
-18,212
-21% -$924K 4.13% 11
2019
Q1 		$4.69M Buy
88,826
+43,811
+97% +$2.23M 3.8% 12
2018
Q4 		$1.97M Buy
+45,015
New +$1.81M 1.92% 21

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kopp Investment Advisors's FIVN Position: Q3 2019 in Review

Kopp Investment Advisors reduced its FIVE9 (FIVN) stake by 37% in Q3 2019, selling an estimated $1.47M and leaving 44,400 shares worth $2.39M. The position accounts for 4.38% of the portfolio, ranked #8.

Kopp Investment Advisors first reported a position in FIVN in Q4 2018 and has held it in 4 quarters since. The position peaked at $4.69M in Q1 2019. 262 funds tracked by Wall St. Rank hold FIVN as of Q3 2019.

  • Kopp Investment Advisors held 44,400 shares of FIVE9 worth $2.39M as of Q3 2019.
  • Kopp Investment Advisors sold 26,214 FIVE9 shares in Q3 2019, an estimated $1.47M.
  • FIVE9 made up 4.38% of Kopp Investment Advisors's portfolio in Q3 2019, its #8 holding.
  • Kopp Investment Advisors first reported a position in FIVE9 in Q4 2018 and has held it in 4 quarters since.
  • Kopp Investment Advisors's FIVE9 position peaked at $4.69M in Q1 2019.
  • 262 funds tracked by Wall St. Rank held FIVE9 as of Q3 2019.

Based on Kopp Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.