Loomis, Sayles & Company
FIVN icon

Loomis, Sayles & Company’s FIVE9 FIVN Stock Holding History

Loomis, Sayles & Company’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
Q1 		$564K Sell
37,195
-877,673
-96% -$15.3M ﹤0.01% 524
2025
Q4 		$18.3M Buy
914,868
+17,473
+2% +$371K 0.02% 252
2025
Q3 		$21.7M Sell
897,395
-32,504
-3% -$859K 0.03% 229
2025
Q2 		$24.6M Buy
929,899
+395,581
+74% +$10.3M 0.03% 201
2025
Q1 		$14.5M Buy
534,318
+63,409
+13% +$2.33M 0.02% 292
2024
Q4 		$19.1M Buy
470,909
+80,689
+21% +$2.91M 0.02% 262
2024
Q3 		$11.2M Buy
+390,220
New +$14.1M 0.01% 342
2022
Q1 		– Sell
-140,851
Closed -$19.3M – 1019
2021
Q4 		$19.3M Sell
140,851
-46,168
-25% -$6.83M 0.02% 313
2021
Q3 		$29.9M Sell
187,019
-44,356
-19% -$8.09M 0.04% 251
2021
Q2 		$42.4M Buy
231,375
+9,054
+4% +$1.56M 0.05% 192
2021
Q1 		$34.8M Buy
222,321
+481
+0.2% +$82.2K 0.05% 208
2020
Q4 		$38.7M Sell
221,840
-558,926
-72% -$85M 0.05% 167
2020
Q3 		$101M Sell
780,766
-65,226
-8% -$7.84M 0.15% 67
2020
Q2 		$93.6M Buy
845,992
+30,672
+4% +$2.99M 0.15% 62
2020
Q1 		$62.3M Sell
815,320
-102,909
-11% -$7.34M 0.13% 65
2019
Q4 		$60.2M Buy
918,229
+156,232
+21% +$9.56M 0.1% 72
2019
Q3 		$41M Buy
761,997
+86,445
+13% +$4.86M 0.08% 100
2019
Q2 		$34.6M Buy
675,552
+33,116
+5% +$1.68M 0.06% 128
2019
Q1 		$33.9M Sell
642,436
-179,238
-22% -$9.11M 0.07% 118
2018
Q4 		$35.9M Buy
821,674
+13,901
+2% +$559K 0.08% 95
2018
Q3 		$35.3M Sell
807,773
-227,398
-22% -$9.38M 0.07% 126
2018
Q2 		$35.8M Sell
1,035,171
-95,824
-8% -$3.1M 0.07% 128
2018
Q1 		$33.7M Buy
1,130,995
+343,399
+44% +$9.41M 0.07% 136
2017
Q4 		$19.6M Buy
787,596
+511,845
+186% +$12.6M 0.04% 270
2017
Q3 		$6.59M Buy
+275,751
New +$5.98M 0.01% 489

Other funds holding FIVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company's FIVN Position: Q1 2026 in Review

Loomis, Sayles & Company reduced its FIVE9 (FIVN) stake by 96% in Q1 2026, selling an estimated $15.3M and leaving 37,195 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Loomis, Sayles & Company first reported a position in FIVN in Q3 2017 and has held it in 25 quarters since. The position peaked at $101M in Q3 2020. 291 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

  • Loomis, Sayles & Company held 37,195 shares of FIVE9 worth $564K as of Q1 2026.
  • Loomis, Sayles & Company sold 877,673 FIVE9 shares in Q1 2026, an estimated $15.3M.
  • FIVE9 made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #524 holding.
  • Loomis, Sayles & Company first reported a position in FIVE9 in Q3 2017 and has held it in 25 quarters since.
  • Loomis, Sayles & Company's FIVE9 position peaked at $101M in Q3 2020.
  • 291 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.