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
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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legato Capital Management's FIVN Position: Q2 2023 in Review

Legato Capital Management sold out of FIVE9 (FIVN) in Q2 2023, closing a stake of 7,224 shares — an estimated $522K sold.

Legato Capital Management first reported a position in FIVN in Q2 2021 and held it in 2 quarters. The position peaked at $751K in Q2 2021. 335 funds tracked by Wall St. Rank hold FIVN as of Q2 2023.

Legato Capital Management reported no remaining FIVE9 position as of Q2 2023 after selling out during the quarter.
Legato Capital Management sold 7,224 FIVE9 shares in Q2 2023, an estimated $522K.
Legato Capital Management first reported a position in FIVE9 in Q2 2021 and held it in 2 quarters.
Legato Capital Management's FIVE9 position peaked at $751K in Q2 2021.
335 funds tracked by Wall St. Rank held FIVE9 as of Q2 2023.

Based on Legato Capital Management's 13F filing for Q2 2023, filed 18 Aug 2023.