Luther King Capital Management (LKCM)
FIVN icon

Luther King Capital Management (LKCM)’s FIVE9 FIVN Stock Holding History

Luther King Capital Management (LKCM)’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
-22,818
Closed -$604K – 604
2025
Q2 		$604K Sell
22,818
-31,668
-58% -$824K ﹤0.01% 450
2025
Q1 		$1.48M Sell
54,486
-32,500
-37% -$1.19M 0.01% 358
2024
Q4 		$3.54M Buy
86,986
+4,820
+6% +$174K 0.02% 270
2024
Q3 		$2.36M Buy
82,166
+35,413
+76% +$1.28M 0.01% 304
2024
Q2 		$2.06M Buy
+46,753
New +$2.43M 0.01% 309
2021
Q3 		– Sell
-6,105
Closed -$1.12M – 607
2021
Q2 		$1.12M Sell
6,105
-105
-2% -$18.1K 0.01% 402
2021
Q1 		$971K Sell
6,210
-140
-2% -$23.9K 0.01% 392
2020
Q4 		$1.11M Sell
6,350
-16,710
-72% -$2.54M 0.01% 362
2020
Q3 		$2.99M Sell
23,060
-11,690
-34% -$1.41M 0.02% 210
2020
Q2 		$3.85M Sell
34,750
-4,045
-10% -$394K 0.03% 186
2020
Q1 		$2.97M Buy
38,795
+5,965
+18% +$425K 0.03% 191
2019
Q4 		$2.15M Sell
32,830
-70
-0.2% -$4.28K 0.01% 280
2019
Q3 		$1.77M Buy
+32,900
New +$1.85M 0.01% 288

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
Fidelity Investments
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Luther King Capital Management (LKCM)'s FIVN Position: Q3 2025 in Review

Luther King Capital Management (LKCM) sold out of FIVE9 (FIVN) in Q3 2025, closing a stake of 22,818 shares — an estimated $604K sold.

Luther King Capital Management (LKCM) first reported a position in FIVN in Q3 2019 and held it in 13 quarters. The position peaked at $3.85M in Q2 2020. 308 funds tracked by Wall St. Rank hold FIVN as of Q3 2025.

  • Luther King Capital Management (LKCM) reported no remaining FIVE9 position as of Q3 2025 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 22,818 FIVE9 shares in Q3 2025, an estimated $604K.
  • Luther King Capital Management (LKCM) first reported a position in FIVE9 in Q3 2019 and held it in 13 quarters.
  • Luther King Capital Management (LKCM)'s FIVE9 position peaked at $3.85M in Q2 2020.
  • 308 funds tracked by Wall St. Rank held FIVE9 as of Q3 2025.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2025, filed 7 Nov 2025.