M Holdings Securities’s FIVE9 FIVN Stock Holding History

M Holdings Securities’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	–	Sell	-10,610	Closed	-$227K	–	199
2026 Q1	$227K	Sell	10,610 -100	-0.9%	-$1.74K	0.02%	284
2025 Q4	$215K	Buy	+10,710	New	+$227K	0.02%	293

Other funds holding FIVN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

M Holdings Securities's FIVN Position: Q2 2026 in Review

M Holdings Securities sold out of FIVE9 (FIVN) in Q2 2026, closing a stake of 10,610 shares — an estimated $227K sold.

M Holdings Securities first reported a position in FIVN in Q4 2025 and held it in 2 quarters. The position peaked at $227K in Q1 2026. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

M Holdings Securities reported no remaining FIVE9 position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 10,610 FIVE9 shares in Q2 2026, an estimated $227K.
M Holdings Securities first reported a position in FIVE9 in Q4 2025 and held it in 2 quarters.
M Holdings Securities's FIVE9 position peaked at $227K in Q1 2026.
293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.