Martingale Asset Management’s FIVE9 FIVN Stock Holding History

Martingale Asset Management’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	$631K	Buy	+29,582	New	+$584K	0.01%	612
2021 Q2	–	Sell	-6,518	Closed	-$1.02M	–	860
2021 Q1	$1.02M	Sell	6,518 -1,700	-21%	-$290K	0.01%	418
2020 Q4	$1.43M	Sell	8,218 -1,182	-13%	-$180K	0.02%	359
2020 Q3	$1.22M	Sell	9,400 -9,200	-49%	-$1.11M	0.01%	576
2020 Q2	$2.06M	Sell	18,600 -1	-0%	-$97	0.02%	522
2020 Q1	$1.42M	Buy	+18,601	New	+$1.33M	0.02%	577
2018 Q3	–	Sell	-44,104	Closed	-$1.52M	–	972
2018 Q2	$1.52M	Hold	44,104	–	–	0.02%	632
2018 Q1	$1.31M	Buy	+44,104	New	+$1.21M	0.02%	667
2017 Q1	–	Sell	-14,206	Closed	-$202K	–	951
2016 Q4	$202K	Buy	+14,206	New	+$205K	﹤0.01%	940

Other funds holding FIVN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Martingale Asset Management's FIVN Position: Q2 2026 in Review

Martingale Asset Management opened a new position in FIVE9 (FIVN) in Q2 2026: 29,582 shares worth $631K. The stake represents 0.01% of the portfolio and ranks #612 among its holdings. This is a return to the name: Martingale Asset Management previously reported a position in FIVN as recently as Q1 2021.

Martingale Asset Management first reported a position in FIVN in Q4 2016 and has held it in 9 quarters since. The position peaked at $2.06M in Q2 2020. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

Martingale Asset Management held 29,582 shares of FIVE9 worth $631K as of Q2 2026.
FIVE9 was a new Martingale Asset Management position in Q2 2026.
FIVE9 made up 0.01% of Martingale Asset Management's portfolio in Q2 2026, its #612 holding.
Martingale Asset Management first reported a position in FIVE9 in Q4 2016 and has held it in 9 quarters since.
Martingale Asset Management's FIVE9 position peaked at $2.06M in Q2 2020.
293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.