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Larson Financial Group’s FIVE9 FIVN Stock Holding History

Larson Financial Group’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
2026
Q2 		$1.22K Buy
+57
New +$1.13K ﹤0.01% 3254
2025
Q3 		– Sell
-92
Closed -$2.44K – 3521
2025
Q2 		$2.44K Hold
92
– – ﹤0.01% 2343
2025
Q1 		$2.5K Buy
+92
New +$3.37K ﹤0.01% 2109

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Larson Financial Group's FIVN Position: Q2 2026 in Review

Larson Financial Group opened a new position in FIVE9 (FIVN) in Q2 2026: 57 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #3254 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in FIVN as recently as Q2 2025.

Larson Financial Group first reported a position in FIVN in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.5K in Q1 2025. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Larson Financial Group held 57 shares of FIVE9 worth $1.22K as of Q2 2026.
  • FIVE9 was a new Larson Financial Group position in Q2 2026.
  • FIVE9 made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3254 holding.
  • Larson Financial Group first reported a position in FIVE9 in Q1 2025 and has held it in 3 quarters since.
  • Larson Financial Group's FIVE9 position peaked at $2.5K in Q1 2025.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.