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FIVN icon

Legion Partners Asset Management’s FIVE9 FIVN Stock Holding History

Legion Partners Asset 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
Q1 		$8.98M Hold
591,685
– – 6.52% 4
2025
Q4 		$11.9M Hold
591,685
– – 6.91% 5
2025
Q3 		$14.3M Hold
591,685
– – 7.75% 5
2025
Q2 		$15.7M Hold
591,685
– – 9.42% 5
2025
Q1 		$16.1M Hold
591,685
– – 10.66% 5
2024
Q4 		$24M Buy
591,685
+41,900
+8% +$1.51M 14.02% 4
2024
Q3 		$15.8M Buy
+549,785
New +$19.8M 5.48% 8

Other funds holding FIVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legion Partners Asset Management's FIVN Position: Q1 2026 in Review

Legion Partners Asset Management held its FIVE9 (FIVN) position steady in Q1 2026 at 591,685 shares worth $8.98M. The position accounts for 6.52% of the portfolio, ranked #4.

Legion Partners Asset Management first reported a position in FIVN in Q3 2024 and has held it in 7 quarters since. The position peaked at $24M in Q4 2024. 290 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

  • Legion Partners Asset Management held 591,685 shares of FIVE9 worth $8.98M as of Q1 2026.
  • Legion Partners Asset Management left its FIVE9 share count unchanged in Q1 2026.
  • FIVE9 made up 6.52% of Legion Partners Asset Management's portfolio in Q1 2026, its #4 holding.
  • Legion Partners Asset Management first reported a position in FIVE9 in Q3 2024 and has held it in 7 quarters since.
  • Legion Partners Asset Management's FIVE9 position peaked at $24M in Q4 2024.
  • 290 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

Based on Legion Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.