LK
FIVN icon

Lumbard & Kellner’s FIVE9 FIVN Stock Holding History

Lumbard & Kellner’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
Q4 		– Sell
-88,046
Closed -$2.13M – 102
2025
Q3 		$2.13M Sell
88,046
-4,621
-5% -$122K 0.78% 41
2025
Q2 		$2.45M Sell
92,667
-18,702
-17% -$487K 1.07% 38
2025
Q1 		$3.02M Buy
+111,369
New +$4.08M 1.33% 30

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lumbard & Kellner's FIVN Position: Q4 2025 in Review

Lumbard & Kellner sold out of FIVE9 (FIVN) in Q4 2025, closing a stake of 88,046 shares — an estimated $2.13M sold.

Lumbard & Kellner first reported a position in FIVN in Q1 2025 and held it in 3 quarters. The position peaked at $3.02M in Q1 2025. 287 funds tracked by Wall St. Rank hold FIVN as of Q4 2025.

  • Lumbard & Kellner reported no remaining FIVE9 position as of Q4 2025 after selling out during the quarter.
  • Lumbard & Kellner sold 88,046 FIVE9 shares in Q4 2025, an estimated $2.13M.
  • Lumbard & Kellner first reported a position in FIVE9 in Q1 2025 and held it in 3 quarters.
  • Lumbard & Kellner's FIVE9 position peaked at $3.02M in Q1 2025.
  • 287 funds tracked by Wall St. Rank held FIVE9 as of Q4 2025.

Based on Lumbard & Kellner's 13F filing for Q4 2025, filed 3 Feb 2026.