Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$256K Buy
16,874
+1,680
+11% +$29.2K ﹤0.01% 805
2025
Q4
$305K Sell
15,194
-53,424
-78% -$1.13M ﹤0.01% 683
2025
Q3
$1.66M Buy
68,618
+55,844
+437% +$1.48M 0.01% 389
2025
Q2
$338K Sell
12,774
-68,156
-84% -$1.77M ﹤0.01% 662
2025
Q1
$2.2M Buy
+80,930
New +$2.97M 0.03% 267
2024
Q4
Sell
-59,592
Closed -$1.71M 674
2024
Q3
$1.71M Buy
59,592
+8,963
+18% +$323K 0.04% 242
2024
Q2
$2.23M Buy
+50,629
New +$2.63M 0.05% 202
2022
Q4
Sell
-20,607
Closed -$1.54M 831
2022
Q3
$1.54M Buy
20,607
+18,345
+811% +$1.78M 0.02% 637
2022
Q2
$206 Buy
+2,262
New +$229K ﹤0.01% 1294
2021
Q4
Sell
-770,008
Closed -$123M 1435
2021
Q3
$123M Buy
770,008
+764,312
+13,418% +$139M 1.25% 16
2021
Q2
$1.04K Buy
+5,696
New +$982K 0.01% 707

Other funds holding FIVN