MAI Capital Management’s FIVE9 FIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-300
Closed -$47K 816
2021
Q1
$47K Buy
+300
New +$51.3K ﹤0.01% 716

Other funds holding FIVN

MAI Capital Management's FIVN Position: Q1 2026 in Review

MAI Capital Management increased its FIVE9 (FIVN) stake by 9.2% in Q1 2026, buying an estimated $7.21K and bringing the position to 4,902 shares worth $74.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

MAI Capital Management first reported a position in FIVN in Q3 2020 and has held it in 17 quarters since. The position peaked at $566K in Q2 2021. 291 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

  • MAI Capital Management held 4,902 shares of FIVE9 worth $74.4K as of Q1 2026.
  • MAI Capital Management bought 415 FIVE9 shares in Q1 2026, an estimated $7.21K.
  • FIVE9 made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1988 holding.
  • MAI Capital Management first reported a position in FIVE9 in Q3 2020 and has held it in 17 quarters since.
  • MAI Capital Management's FIVE9 position peaked at $566K in Q2 2021.
  • 291 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.