KI
FIVN icon

Kula Investments’s FIVE9 FIVN Stock Holding History

Kula Investments’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
2023
Q1 		$972K Buy
+13,442
New +$961K 0.24% 135

Other funds holding FIVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kula Investments's FIVN Position: Q1 2023 in Review

Kula Investments opened a new position in FIVE9 (FIVN) in Q1 2023: 13,442 shares worth $972K. The stake represents 0.24% of the portfolio and ranks #135 among its holdings.

339 funds tracked by Wall St. Rank hold FIVN as of Q1 2023.

  • Kula Investments held 13,442 shares of FIVE9 worth $972K as of Q1 2023.
  • FIVE9 was a new Kula Investments position in Q1 2023.
  • FIVE9 made up 0.24% of Kula Investments's portfolio in Q1 2023, its #135 holding.
  • 339 funds tracked by Wall St. Rank held FIVE9 as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.