LC
FIVN icon

Lindbrook Capital’s FIVE9 FIVN Stock Holding History

Lindbrook Capital’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
2025
Q1 		$14.8K Sell
544
-310
-36% -$11.4K ﹤0.01% 1487
2024
Q4 		$34.7K Buy
854
+520
+156% +$18.8K ﹤0.01% 971
2024
Q3 		$9.6K Buy
334
+180
+117% +$6.5K ﹤0.01% 1701
2024
Q2 		$6.79K Buy
154
+20
+15% +$1.04K ﹤0.01% 1850
2024
Q1 		$8.32K Sell
134
-5
-4% -$347 ﹤0.01% 1665
2023
Q4 		$10.9K Sell
139
-26
-16% -$1.81K ﹤0.01% 1506
2023
Q3 		$10.6K Sell
165
-33
-17% -$2.47K ﹤0.01% 1383
2023
Q2 		$16.3K Sell
198
-144
-42% -$9.67K ﹤0.01% 1198
2023
Q1 		$24.7K Sell
342
-140
-29% -$10K ﹤0.01% 970
2022
Q4 		$32.7K Buy
482
+162
+51% +$10.2K ﹤0.01% 851
2022
Q3 		$24K Sell
320
-3
-0.9% -$291 ﹤0.01% 907
2022
Q2 		$29K Buy
323
+297
+1,142% +$30K ﹤0.01% 847
2022
Q1 		$3K Buy
+26
New +$3.03K ﹤0.01% 1815
2021
Q4 		– Sell
-9
Closed -$1K – 2119
2021
Q3 		$1K Sell
9
-50
-85% -$9.12K ﹤0.01% 1716
2021
Q2 		$11K Sell
59
-35
-37% -$6.03K ﹤0.01% 1007
2021
Q1 		$15K Buy
94
+55
+141% +$9.4K ﹤0.01% 852
2020
Q4 		$7K Buy
39
+34
+680% +$5.17K ﹤0.01% 1042
2020
Q3 		$1K Buy
+5
New +$601 ﹤0.01% 1553
2019
Q3 		– Sell
-330
Closed -$16K – 1463
2019
Q2 		$16K Hold
330
– – 0.01% 762
2019
Q1 		$17K Hold
330
– – 0.01% 750
2018
Q4 		$14K Buy
+330
New +$13.3K 0.01% 730

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 $105B AUM 38.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lindbrook Capital's FIVN Position: Q1 2025 in Review

Lindbrook Capital reduced its FIVE9 (FIVN) stake by 36% in Q1 2025, selling an estimated $11.4K and leaving 544 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Lindbrook Capital first reported a position in FIVN in Q4 2018 and has held it in 21 quarters since. The position peaked at $34.7K in Q4 2024. 307 funds tracked by Wall St. Rank hold FIVN as of Q1 2025.

  • Lindbrook Capital held 544 shares of FIVE9 worth $14.8K as of Q1 2025.
  • Lindbrook Capital sold 310 FIVE9 shares in Q1 2025, an estimated $11.4K.
  • FIVE9 made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1487 holding.
  • Lindbrook Capital first reported a position in FIVE9 in Q4 2018 and has held it in 21 quarters since.
  • Lindbrook Capital's FIVE9 position peaked at $34.7K in Q4 2024.
  • 307 funds tracked by Wall St. Rank held FIVE9 as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.