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Lyon Street Capital’s FIVE9 FIVN Stock Holding History

Lyon Street Capital’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
2022
Q1 		– Sell
-7,250
Closed -$996K – 93
2021
Q4 		$996K Buy
+7,250
New +$1.07M 0.99% 56
2020
Q3 		– Sell
-2,583
Closed -$286K – 66
2020
Q2 		$286K Sell
2,583
-8,417
-77% -$819K 0.57% 57
2020
Q1 		$841K Sell
11,000
-1,061
-9% -$75.6K 1.34% 32
2019
Q4 		$791K Sell
12,061
-8,500
-41% -$520K 1.35% 37
2019
Q3 		$1.1M Sell
20,561
-8,810
-30% -$496K 2.03% 18
2019
Q2 		$1.51M Buy
29,371
+13,500
+85% +$685K 2.56% 14
2019
Q1 		$838K Sell
15,871
-31,207
-66% -$1.59M 2.58% 19
2018
Q4 		$2.06M Sell
47,078
-8,810
-16% -$354K 2.07% 18
2018
Q3 		$2.44M Sell
55,888
-55,929
-50% -$2.31M 1.52% 20
2018
Q2 		$3.87M Sell
111,817
-334
-0.3% -$10.8K 1.37% 25
2018
Q1 		$3.34M Sell
112,151
-117,350
-51% -$3.21M 1.08% 29
2017
Q4 		$5.71M Hold
229,501
– – 1.9% 19
2017
Q3 		$5.49M Buy
229,501
+49,921
+28% +$1.08M 2.11% 19
2017
Q2 		$3.87M Buy
+179,580
New +$3.68M 1.55% 26
2016
Q4 		– Sell
-15,700
Closed -$246K – 39
2016
Q3 		$246K Buy
+15,700
New +$214K 0.12% 36

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Lyon Street Capital's FIVN Position: Q1 2022 in Review

Lyon Street Capital sold out of FIVE9 (FIVN) in Q1 2022, closing a stake of 7,250 shares — an estimated $996K sold.

Lyon Street Capital first reported a position in FIVN in Q3 2016 and held it in 15 quarters. The position peaked at $5.71M in Q4 2017. 347 funds tracked by Wall St. Rank hold FIVN as of Q1 2022.

  • Lyon Street Capital reported no remaining FIVE9 position as of Q1 2022 after selling out during the quarter.
  • Lyon Street Capital sold 7,250 FIVE9 shares in Q1 2022, an estimated $996K.
  • Lyon Street Capital first reported a position in FIVE9 in Q3 2016 and held it in 15 quarters.
  • Lyon Street Capital's FIVE9 position peaked at $5.71M in Q4 2017.
  • 347 funds tracked by Wall St. Rank held FIVE9 as of Q1 2022.

Based on Lyon Street Capital's 13F filing for Q1 2022, filed 16 May 2022.