MCM
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MAI Capital Management’s FIVE9 FIVN Stock Holding History

MAI Capital Management’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
-4,902
Closed -$74.4K – 2991
2026
Q1 		$74.4K Buy
4,902
+415
+9% +$7.21K ﹤0.01% 1988
2025
Q4 		$90K Sell
4,487
-184
-4% -$3.91K ﹤0.01% 1706
2025
Q3 		$113K Hold
4,671
– – ﹤0.01% 1509
2025
Q2 		$124K Sell
4,671
-598
-11% -$15.6K ﹤0.01% 1390
2025
Q1 		$143K Buy
5,269
+3,671
+230% +$135K ﹤0.01% 1256
2024
Q4 		$64.9K Buy
+1,598
New +$57.6K ﹤0.01% 1628
2024
Q1 		– Sell
-2,740
Closed -$216K – 1240
2023
Q4 		$216K Buy
+2,740
New +$191K ﹤0.01% 993
2023
Q3 		– Sell
-2,946
Closed -$243K – 1085
2023
Q2 		$243K Buy
+2,946
New +$198K ﹤0.01% 894
2022
Q4 		– Sell
-2,916
Closed -$219K – 1041
2022
Q3 		$219K Buy
2,916
+119
+4% +$11.6K ﹤0.01% 799
2022
Q2 		$255K Sell
2,797
-210
-7% -$21.2K ﹤0.01% 730
2022
Q1 		$332K Sell
3,007
-2
-0.1% -$233 0.01% 670
2021
Q4 		$413K Buy
3,009
+3
+0.1% +$444 0.01% 626
2021
Q3 		$480K Sell
3,006
-82
-3% -$15K 0.01% 521
2021
Q2 		$566K Buy
3,088
+9
+0.3% +$1.55K 0.01% 476
2021
Q1 		$481K Hold
3,079
– – 0.01% 479
2020
Q4 		$537K Sell
3,079
-36
-1% -$5.47K 0.01% 441
2020
Q3 		$404K Buy
+3,115
New +$375K 0.01% 429

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

MAI Capital Management's FIVN Position: Q2 2026 in Review

MAI Capital Management sold out of FIVE9 (FIVN) in Q2 2026, closing a stake of 4,902 shares — an estimated $74.4K sold.

MAI Capital Management first reported a position in FIVN in Q3 2020 and held it in 17 quarters. The position peaked at $566K in Q2 2021. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • MAI Capital Management reported no remaining FIVE9 position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 4,902 FIVE9 shares in Q2 2026, an estimated $74.4K.
  • MAI Capital Management first reported a position in FIVE9 in Q3 2020 and held it in 17 quarters.
  • MAI Capital Management's FIVE9 position peaked at $566K in Q2 2021.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.