LPL Financial
FIVN icon

LPL Financial’s FIVE9 FIVN Stock Holding History

LPL Financial’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
Q2 		$2.97M Sell
139,398
-14,874
-10% -$294K ﹤0.01% 3306
2026
Q1 		$2.34M Buy
154,272
+45,780
+42% +$796K ﹤0.01% 3358
2025
Q4 		$2.18M Buy
108,492
+25,808
+31% +$548K ﹤0.01% 3328
2025
Q3 		$2M Buy
82,684
+61,095
+283% +$1.62M ﹤0.01% 3317
2025
Q2 		$572K Buy
21,589
+5,461
+34% +$142K ﹤0.01% 4271
2025
Q1 		$438K Buy
16,128
+8,050
+100% +$295K ﹤0.01% 4295
2024
Q4 		$328K Buy
+8,078
New +$291K ﹤0.01% 4446
2024
Q3 		– Sell
-6,135
Closed -$271K – 5213
2024
Q2 		$271K Sell
6,135
-15,964
-72% -$829K ﹤0.01% 4357
2024
Q1 		$1.37M Buy
22,099
+4,557
+26% +$317K ﹤0.01% 2906
2023
Q4 		$1.38M Buy
17,542
+523
+3% +$36.4K ﹤0.01% 2756
2023
Q3 		$1.09M Buy
17,019
+1,152
+7% +$86.2K ﹤0.01% 2821
2023
Q2 		$1.31M Buy
15,867
+739
+5% +$49.6K ﹤0.01% 2631
2023
Q1 		$1.09M Buy
15,128
+2,015
+15% +$144K ﹤0.01% 2683
2022
Q4 		$880K Buy
13,113
+1,529
+13% +$96K ﹤0.01% 2740
2022
Q3 		$869K Buy
11,584
+36
+0.3% +$3.5K ﹤0.01% 2657
2022
Q2 		$1.08M Buy
11,548
+1,126
+11% +$114K ﹤0.01% 2525
2022
Q1 		$1.2M Buy
10,422
+6,770
+185% +$788K ﹤0.01% 2456
2021
Q4 		$501K Sell
3,652
-1,569
-30% -$232K ﹤0.01% 3278
2021
Q3 		$834K Buy
5,221
+153
+3% +$27.9K ﹤0.01% 2770
2021
Q2 		$929K Sell
5,068
-1,309
-21% -$226K ﹤0.01% 2625
2021
Q1 		$997K Sell
6,377
-1,155
-15% -$197K ﹤0.01% 2389
2020
Q4 		$1.31M Buy
7,532
+3,973
+112% +$604K ﹤0.01% 1970
2020
Q3 		$462K Buy
3,559
+596
+20% +$71.7K ﹤0.01% 2537
2020
Q2 		$328K Buy
+2,963
New +$288K ﹤0.01% 2770

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LPL Financial's FIVN Position: Q2 2026 in Review

LPL Financial reduced its FIVE9 (FIVN) stake by 9.6% in Q2 2026, selling an estimated $294K and leaving 139,398 shares worth $2.97M. The position accounts for ﹤0.01% of the portfolio, ranked #3306.

LPL Financial first reported a position in FIVN in Q2 2020 and has held it in 24 quarters since. 292 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • LPL Financial held 139,398 shares of FIVE9 worth $2.97M as of Q2 2026.
  • LPL Financial sold 14,874 FIVE9 shares in Q2 2026, an estimated $294K.
  • FIVE9 made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3306 holding.
  • LPL Financial first reported a position in FIVE9 in Q2 2020 and has held it in 24 quarters since.
  • 292 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.