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Leonteq Securities AG’s FIVE9 FIVN Stock Holding History

Leonteq Securities AG’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 		$286K Sell
13,420
-8,505
-39% -$168K 0.01% 506
2026
Q1 		$333K Sell
21,925
-2,116
-9% -$36.8K 0.01% 498
2025
Q4 		$482K Buy
24,041
+7,624
+46% +$162K 0.01% 475
2025
Q3 		$397K Buy
16,417
+2,171
+15% +$57.4K 0.01% 453
2025
Q2 		$377K Buy
14,246
+7,289
+105% +$190K 0.01% 437
2025
Q1 		$189K Buy
6,957
+6,071
+685% +$223K 0.01% 561
2024
Q4 		$36K Sell
886
-774
-47% -$27.9K ﹤0.01% 880
2024
Q3 		$47.7K Buy
1,660
+796
+92% +$28.7K ﹤0.01% 763
2024
Q2 		$38.1K Sell
864
-571
-40% -$29.7K ﹤0.01% 813
2024
Q1 		$89.1K Buy
1,435
+100
+7% +$6.95K 0.01% 664
2023
Q4 		$105K Hold
1,335
– – 0.01% 623
2023
Q3 		$85.8K Sell
1,335
-145
-10% -$10.9K ﹤0.01% 682
2023
Q2 		$122K Buy
1,480
+764
+107% +$51.3K 0.01% 637
2023
Q1 		$51.8K Sell
716
-10
-1% -$715 ﹤0.01% 793
2022
Q4 		$49.3K Sell
726
-13
-2% -$816 ﹤0.01% 836
2022
Q3 		$55.4K Hold
739
– – ﹤0.01% 783
2022
Q2 		$67.4K Sell
739
-12
-2% -$1.21K ﹤0.01% 762
2022
Q1 		$82.9K Hold
751
– – ﹤0.01% 771
2021
Q4 		$103K Hold
751
– – ﹤0.01% 769
2021
Q3 		$120K Buy
751
+151
+25% +$27.6K 0.01% 684
2021
Q2 		$110K Hold
600
– – 0.01% 697
2021
Q1 		$93.8K Hold
600
– – 0.01% 689
2020
Q4 		$105K Buy
+600
New +$91.3K 0.01% 672

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 374.31% 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

Leonteq Securities AG's FIVN Position: Q2 2026 in Review

Leonteq Securities AG reduced its FIVE9 (FIVN) stake by 39% in Q2 2026, selling an estimated $168K and leaving 13,420 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #506.

Leonteq Securities AG first reported a position in FIVN in Q4 2020 and has held it in 23 quarters since. The position peaked at $482K in Q4 2025. 288 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Leonteq Securities AG held 13,420 shares of FIVE9 worth $286K as of Q2 2026.
  • Leonteq Securities AG sold 8,505 FIVE9 shares in Q2 2026, an estimated $168K.
  • FIVE9 made up 0.01% of Leonteq Securities AG's portfolio in Q2 2026, its #506 holding.
  • Leonteq Securities AG first reported a position in FIVE9 in Q4 2020 and has held it in 23 quarters since.
  • Leonteq Securities AG's FIVE9 position peaked at $482K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.