LNWWM
FIVN icon

Laird Norton Wetherby Wealth Management’s FIVE9 FIVN Stock Holding History

Laird Norton Wetherby Wealth 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
2025
Q3 		$1.71M Sell
70,522
-173
-0.2% -$4.57K 0.07% 256
2025
Q2 		$1.87M Buy
+70,695
New +$1.84M 0.08% 235
2024
Q4 		$2.72M Sell
66,907
-11
-0% -$397 0.13% 148
2024
Q3 		$1.92M Buy
66,918
+289
+0.4% +$10.4K 0.09% 220
2024
Q2 		$2.94M Buy
66,629
+3,467
+5% +$180K 0.14% 137
2024
Q1 		$3.92M Buy
63,162
+20
+0% +$1.39K 0.19% 99
2023
Q4 		$4.97M Sell
63,142
-272
-0.4% -$18.9K 0.26% 67
2023
Q3 		$4.08M Sell
63,414
-31
-0% -$2.32K 0.23% 76
2023
Q2 		$5.23M Buy
63,445
+1,618
+3% +$109K 0.28% 59
2023
Q1 		$4.47M Sell
61,827
-641
-1% -$45.9K 0.26% 67
2022
Q4 		$4.24M Buy
62,468
+58,789
+1,598% +$3.69M 0.27% 66
2022
Q3 		$276K Sell
3,679
-134
-4% -$13K 0.02% 688
2022
Q2 		$348K Buy
3,813
+1,400
+58% +$142K 0.02% 626
2022
Q1 		$266K Sell
2,413
-74
-3% -$8.61K 0.02% 750
2021
Q4 		$342K Sell
2,487
-113
-4% -$16.7K 0.02% 672
2021
Q3 		$415K Buy
2,600
+98
+4% +$17.9K 0.03% 571
2021
Q2 		$459K Buy
+2,502
New +$431K 0.03% 545
2021
Q1 		– Sell
-4,483
Closed -$782K – 822
2020
Q4 		$782K Buy
+4,483
New +$682K 0.05% 334

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 $94.8B AUM 24.11% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's FIVN Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its FIVE9 (FIVN) stake by 0.24% in Q3 2025, selling an estimated $4.57K and leaving 70,522 shares worth $1.71M. The position accounts for 0.07% of the portfolio, ranked #256.

Laird Norton Wetherby Wealth Management first reported a position in FIVN in Q4 2020 and has held it in 18 quarters since. The position peaked at $5.23M in Q2 2023. 308 funds tracked by Wall St. Rank hold FIVN as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 70,522 shares of FIVE9 worth $1.71M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 173 FIVE9 shares in Q3 2025, an estimated $4.57K.
  • FIVE9 made up 0.07% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #256 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in FIVE9 in Q4 2020 and has held it in 18 quarters since.
  • Laird Norton Wetherby Wealth Management's FIVE9 position peaked at $5.23M in Q2 2023.
  • 308 funds tracked by Wall St. Rank held FIVE9 as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.