Main Street Group’s FIVE9 FIVN Stock Holding History

Main Street Group’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 Q3	$3.3K	Hold	97	–	–	﹤0.01%	713
2026 Q2	$2.07K	Hold	97	–	–	﹤0.01%	730
2026 Q1	$1.47K	Buy	+97	New	+$1.69K	﹤0.01%	752
2025 Q4	–	Sell	-97	Closed	-$2.35K	–	264
2025 Q3	$2.35K	Hold	97	–	–	﹤0.01%	681
2025 Q2	$2.57K	Hold	97	–	–	﹤0.01%	632
2025 Q1	$2.63K	Hold	97	–	–	﹤0.01%	656
2024 Q4	$3.94K	Hold	97	–	–	﹤0.01%	609
2024 Q3	$2.79K	Hold	97	–	–	﹤0.01%	636
2024 Q2	$4.22K	Hold	97	–	–	﹤0.01%	645
2024 Q1	$5.95K	Hold	97	–	–	﹤0.01%	629
2023 Q4	$7.63K	Buy	+97	New	+$6.76K	﹤0.01%	870

Other funds holding FIVN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Main Street Group's FIVN Position: Q3 2026 in Review

Main Street Group held its FIVE9 (FIVN) position steady in Q3 2026 at 97 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Main Street Group first reported a position in FIVN in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.63K in Q4 2023. 178 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

Main Street Group held 97 shares of FIVE9 worth $3.3K as of Q3 2026.
Main Street Group left its FIVE9 share count unchanged in Q3 2026.
FIVE9 made up ﹤0.01% of Main Street Group's portfolio in Q3 2026, its #713 holding.
Main Street Group first reported a position in FIVE9 in Q4 2023 and has held it in 11 quarters since.
Main Street Group's FIVE9 position peaked at $7.63K in Q4 2023.
178 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Main Street Group's 13F filing for Q3 2026, filed 28 Oct 2026.