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
Q2 		$2.7M Sell
126,866
-280,617
-69% -$5.54M ﹤0.01% 1682
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

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace's FIVN Position: Q2 2026 in Review

Marshall Wace reduced its FIVE9 (FIVN) stake by 69% in Q2 2026, selling an estimated $5.54M and leaving 126,866 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Marshall Wace first reported a position in FIVN in Q3 2016 and has held it in 21 quarters since. The position peaked at $42.1M in Q1 2022. 292 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Marshall Wace held 126,866 shares of FIVE9 worth $2.7M as of Q2 2026.
  • Marshall Wace sold 280,617 FIVE9 shares in Q2 2026, an estimated $5.54M.
  • FIVE9 made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1682 holding.
  • Marshall Wace first reported a position in FIVE9 in Q3 2016 and has held it in 21 quarters since.
  • Marshall Wace's FIVE9 position peaked at $42.1M in Q1 2022.
  • 292 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.