Mackenzie Financial
FIVN icon

Mackenzie Financial’s FIVE9 FIVN Stock Holding History

Mackenzie Financial’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 		$1.8M Sell
84,222
-57,201
-40% -$1.13M ﹤0.01% 1081
2026
Q1 		$2.15M Buy
141,423
+80,870
+134% +$1.41M ﹤0.01% 913
2025
Q4 		$1.21M Buy
60,553
+24,076
+66% +$511K ﹤0.01% 1002
2025
Q3 		$883K Buy
36,477
+4,849
+15% +$128K ﹤0.01% 1098
2025
Q2 		$838K Buy
31,628
+7,846
+33% +$204K ﹤0.01% 1065
2025
Q1 		$646K Buy
+23,782
New +$872K ﹤0.01% 1117
2022
Q1 		– Sell
-4,504
Closed -$618K – 1441
2021
Q4 		$618K Buy
+4,504
New +$666K ﹤0.01% 969
2021
Q1 		– Sell
-2,234
Closed -$390K – 1149
2020
Q4 		$390K Buy
+2,234
New +$340K ﹤0.01% 894

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mackenzie Financial's FIVN Position: Q2 2026 in Review

Mackenzie Financial reduced its FIVE9 (FIVN) stake by 40% in Q2 2026, selling an estimated $1.13M and leaving 84,222 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Mackenzie Financial first reported a position in FIVN in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.15M in Q1 2026. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Mackenzie Financial held 84,222 shares of FIVE9 worth $1.8M as of Q2 2026.
  • Mackenzie Financial sold 57,201 FIVE9 shares in Q2 2026, an estimated $1.13M.
  • FIVE9 made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1081 holding.
  • Mackenzie Financial first reported a position in FIVE9 in Q4 2020 and has held it in 8 quarters since.
  • Mackenzie Financial's FIVE9 position peaked at $2.15M in Q1 2026.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.