MWM
FIVN icon

Mascoma Wealth Management’s FIVE9 FIVN Stock Holding History

Mascoma Wealth 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
2025
Q4 		– Sell
-30
Closed -$726 – 503
2025
Q3 		$726 Hold
30
– – ﹤0.01% 444
2025
Q2 		$794 Hold
30
– – ﹤0.01% 452
2025
Q1 		$815 Buy
+30
New +$1.1K ﹤0.01% 477

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mascoma Wealth Management's FIVN Position: Q4 2025 in Review

Mascoma Wealth Management sold out of FIVE9 (FIVN) in Q4 2025, closing a stake of 30 shares — an estimated $726 sold.

Mascoma Wealth Management first reported a position in FIVN in Q1 2025 and held it in 3 quarters. The position peaked at $815 in Q1 2025. 289 funds tracked by Wall St. Rank hold FIVN as of Q4 2025.

  • Mascoma Wealth Management reported no remaining FIVE9 position as of Q4 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 30 FIVE9 shares in Q4 2025, an estimated $726.
  • Mascoma Wealth Management first reported a position in FIVE9 in Q1 2025 and held it in 3 quarters.
  • Mascoma Wealth Management's FIVE9 position peaked at $815 in Q1 2025.
  • 289 funds tracked by Wall St. Rank held FIVE9 as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.