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Legato Capital Management’s FIVE9 FIVN Stock Holding History

Legato Capital 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
2026
Q2 		$1.47M Buy
+69,120
New +$1.36M 0.12% 251
2023
Q2 		– Sell
-7,224
Closed -$522K – 594
2023
Q1 		$522K Buy
+7,224
New +$517K 0.09% 347
2021
Q3 		– Sell
-4,095
Closed -$751K – 238
2021
Q2 		$751K Buy
+4,095
New +$706K 0.11% 198

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

Legato Capital Management's FIVN Position: Q2 2026 in Review

Legato Capital Management opened a new position in FIVE9 (FIVN) in Q2 2026: 69,120 shares worth $1.47M. The stake represents 0.12% of the portfolio and ranks #251 among its holdings. This is a return to the name: Legato Capital Management previously reported a position in FIVN as recently as Q1 2023.

Legato Capital Management first reported a position in FIVN in Q2 2021 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Legato Capital Management held 69,120 shares of FIVE9 worth $1.47M as of Q2 2026.
  • FIVE9 was a new Legato Capital Management position in Q2 2026.
  • FIVE9 made up 0.12% of Legato Capital Management's portfolio in Q2 2026, its #251 holding.
  • Legato Capital Management first reported a position in FIVE9 in Q2 2021 and has held it in 3 quarters since.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.