MCM
FIVN icon

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
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

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AFM
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VBA
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VCM
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Ameriprise
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return