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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
Q2 		– Sell
-591,685
Closed -$8.98M – 5
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

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

Legion Partners Asset Management's FIVN Position: Q2 2026 in Review

Legion Partners Asset Management sold out of FIVE9 (FIVN) in Q2 2026, closing a stake of 591,685 shares — an estimated $8.98M sold.

Legion Partners Asset Management first reported a position in FIVN in Q3 2024 and held it in 7 quarters. The position peaked at $24M in Q4 2024. 292 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Legion Partners Asset Management reported no remaining FIVE9 position as of Q2 2026 after selling out during the quarter.
  • Legion Partners Asset Management sold 591,685 FIVE9 shares in Q2 2026, an estimated $8.98M.
  • Legion Partners Asset Management first reported a position in FIVE9 in Q3 2024 and held it in 7 quarters.
  • Legion Partners Asset Management's FIVE9 position peaked at $24M in Q4 2024.
  • 292 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Legion Partners Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.