Marshall Wace
FIVN icon

Marshall Wace’s FIVE9 FIVN Stock Holding History

Marshall Wace’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 		$6.18M Buy
+407,483
New +$7.08M 0.01% 1201
2025
Q3 		– Sell
-161,692
Closed -$4.28M – 3036
2025
Q2 		$4.28M Sell
161,692
-212,090
-57% -$5.52M ﹤0.01% 1219
2025
Q1 		$10.1M Buy
373,782
+363,882
+3,676% +$13.3M 0.01% 769
2024
Q4 		$402K Buy
+9,900
New +$357K ﹤0.01% 2121
2024
Q3 		– Sell
-15,403
Closed -$679K – 2651
2024
Q2 		$679K Sell
15,403
-190,730
-93% -$9.91M ﹤0.01% 1841
2024
Q1 		$12.8M Buy
206,133
+135,225
+191% +$9.39M 0.02% 666
2023
Q4 		$5.58M Sell
70,908
-417,912
-85% -$29.1M 0.01% 874
2023
Q3 		$31.4M Buy
488,820
+255,080
+109% +$19.1M 0.06% 305
2023
Q2 		$19.3M Buy
233,740
+9,641
+4% +$647K 0.04% 495
2023
Q1 		$16.2M Buy
+224,099
New +$16M 0.03% 535
2022
Q3 		– Sell
-266,412
Closed -$24.3M – 3484
2022
Q2 		$24.3M Sell
266,412
-114,976
-30% -$11.6M 0.05% 383
2022
Q1 		$42.1M Buy
381,388
+339,154
+803% +$39.5M 0.08% 275
2021
Q4 		$5.8M Sell
42,234
-50,205
-54% -$7.43M 0.01% 1255
2021
Q3 		$14.8M Buy
92,439
+83,192
+900% +$15.2M 0.06% 364
2021
Q2 		$1.7M Buy
+9,247
New +$1.59M 0.01% 1514
2021
Q1 		– Sell
-4,168
Closed -$727K – 2592
2020
Q4 		$727K Buy
+4,168
New +$634K ﹤0.01% 1332
2020
Q1 		– Sell
-26,024
Closed -$1.71M – 1772
2019
Q4 		$1.71M Buy
+26,024
New +$1.59M 0.01% 853
2018
Q4 		– Sell
-186,687
Closed -$8.16M – 1652
2018
Q3 		$8.16M Buy
+186,687
New +$7.7M 0.07% 341
2017
Q1 		– Sell
-1,029,989
Closed -$14.6M – 449
2016
Q4 		$14.6M Buy
1,029,989
+481,995
+88% +$6.95M 0.1% 248
2016
Q3 		$8.59M Buy
+547,994
New +$7.48M 0.06% 311

Other funds holding FIVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace's FIVN Position: Q1 2026 in Review

Marshall Wace opened a new position in FIVE9 (FIVN) in Q1 2026: 407,483 shares worth $6.18M. The stake represents 0.01% of the portfolio and ranks #1201 among its holdings. This is a return to the name: Marshall Wace previously reported a position in FIVN as recently as Q2 2025.

Marshall Wace first reported a position in FIVN in Q3 2016 and has held it in 20 quarters since. The position peaked at $42.1M in Q1 2022. 291 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

  • Marshall Wace held 407,483 shares of FIVE9 worth $6.18M as of Q1 2026.
  • FIVE9 was a new Marshall Wace position in Q1 2026.
  • FIVE9 made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #1201 holding.
  • Marshall Wace first reported a position in FIVE9 in Q3 2016 and has held it in 20 quarters since.
  • Marshall Wace's FIVE9 position peaked at $42.1M in Q1 2022.
  • 291 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.