LP
FIVN icon

LMR Partners’s FIVE9 FIVN Stock Holding History

LMR Partners’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 		– Sell
-360,000
Closed -$28.3M – 1210
2023
Q4 		$28.3M Buy
+360,000
New +$25.1M 0.32% 69
2021
Q3 		– Sell
-30,000
Closed -$5.5M – 1062
2021
Q2 		$5.5M Buy
30,000
+10,000
+50% +$1.72M 0.08% 191
2021
Q1 		$3.13M Buy
+20,000
New +$3.42M 0.08% 230
2020
Q4 		– Sell
-22,069
Closed -$2.86M – 529
2020
Q3 		$2.86M Sell
22,069
-4,194
-16% -$504K 0.06% 126
2020
Q2 		$2.91M Buy
+26,263
New +$2.56M 0.07% 196

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

LMR Partners's FIVN Position: Q1 2024 in Review

LMR Partners sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 360,000 shares — an estimated $28.3M sold.

LMR Partners first reported a position in FIVN in Q2 2020 and held it in 5 quarters. The position peaked at $28.3M in Q4 2023. 310 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

  • LMR Partners reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
  • LMR Partners sold 360,000 FIVE9 shares in Q1 2024, an estimated $28.3M.
  • LMR Partners first reported a position in FIVE9 in Q2 2020 and held it in 5 quarters.
  • LMR Partners's FIVE9 position peaked at $28.3M in Q4 2023.
  • 310 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on LMR Partners's 13F filing for Q1 2024, filed 15 May 2024.