M1FG
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Mach-1 Financial Group’s FIVE9 FIVN Stock Holding History

Mach-1 Financial Group’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
Q2 		– Sell
-10,325
Closed -$280K – 248
2025
Q1 		$280K Buy
+10,325
New +$379K 0.08% 218
2023
Q3 		– Sell
-6,786
Closed -$560K – 216
2023
Q2 		$560K Buy
+6,786
New +$456K 0.16% 110

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mach-1 Financial Group's FIVN Position: Q2 2025 in Review

Mach-1 Financial Group sold out of FIVE9 (FIVN) in Q2 2025, closing a stake of 10,325 shares — an estimated $280K sold.

Mach-1 Financial Group first reported a position in FIVN in Q2 2023 and held it in 2 quarters. The position peaked at $560K in Q2 2023. 295 funds tracked by Wall St. Rank hold FIVN as of Q2 2025.

  • Mach-1 Financial Group reported no remaining FIVE9 position as of Q2 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 10,325 FIVE9 shares in Q2 2025, an estimated $280K.
  • Mach-1 Financial Group first reported a position in FIVE9 in Q2 2023 and held it in 2 quarters.
  • Mach-1 Financial Group's FIVE9 position peaked at $560K in Q2 2023.
  • 295 funds tracked by Wall St. Rank held FIVE9 as of Q2 2025.

Based on Mach-1 Financial Group's 13F filing for Q2 2025, filed 11 Aug 2025.