LCK
FIVN icon

LeRoy C. Kopp’s FIVE9 FIVN Stock Holding History

LeRoy C. Kopp’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
2024
Q1 		$14.8M Buy
+237,492
New +$16.5M 8.43% 5

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LeRoy C. Kopp's FIVN Position: Q1 2024 in Review

LeRoy C. Kopp opened a new position in FIVE9 (FIVN) in Q1 2024: 237,492 shares worth $14.8M. The stake represents 8.43% of the portfolio and ranks #5 among its holdings.

310 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

  • LeRoy C. Kopp held 237,492 shares of FIVE9 worth $14.8M as of Q1 2024.
  • FIVE9 was a new LeRoy C. Kopp position in Q1 2024.
  • FIVE9 made up 8.43% of LeRoy C. Kopp's portfolio in Q1 2024, its #5 holding.
  • 310 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on LeRoy C. Kopp's 13F filing for Q1 2024, filed 3 Jun 2024.