LJI Wealth Management’s FIVE9 FIVN Stock Holding History

LJI Wealth 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
2025 Q3	–	Sell	-5,000	Closed	-$132K	–	195
2025 Q2	$132K	Buy	+5,000	New	+$130K	0.02%	180

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LJI Wealth Management's FIVN Position: Q3 2025 in Review

LJI Wealth Management sold out of FIVE9 (FIVN) in Q3 2025, closing a stake of 5,000 shares — an estimated $132K sold.

LJI Wealth Management first reported a position in FIVN in Q2 2025 and held it in 1 quarter. The position peaked at $132K in Q2 2025. 308 funds tracked by Wall St. Rank hold FIVN as of Q3 2025.

LJI Wealth Management reported no remaining FIVE9 position as of Q3 2025 after selling out during the quarter.
LJI Wealth Management sold 5,000 FIVE9 shares in Q3 2025, an estimated $132K.
LJI Wealth Management first reported a position in FIVE9 in Q2 2025 and held it in 1 quarter.
LJI Wealth Management's FIVE9 position peaked at $132K in Q2 2025.
308 funds tracked by Wall St. Rank held FIVE9 as of Q3 2025.

Based on LJI Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.