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 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	+$6.75K	﹤0.01%	870

Other funds holding FIVN

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return