Massachusetts Financial Services
FIVN icon

Massachusetts Financial Services’s FIVE9 FIVN Stock Holding History

Massachusetts Financial Services’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 		$4.62M Sell
216,589
-30,985
-13% -$612K ﹤0.01% 796
2026
Q1 		$3.76M Sell
247,574
-6,616
-3% -$115K ﹤0.01% 772
2025
Q4 		$5.1M Buy
254,190
+195,876
+336% +$4.16M ﹤0.01% 743
2025
Q3 		$1.41M Buy
58,314
+3,834
+7% +$101K ﹤0.01% 785
2025
Q2 		$1.44M Sell
54,480
-312,239
-85% -$8.13M ﹤0.01% 791
2025
Q1 		$9.96M Sell
366,719
-368,813
-50% -$13.5M ﹤0.01% 661
2024
Q4 		$29.9M Sell
735,532
-932,390
-56% -$33.6M 0.01% 543
2024
Q3 		$47.9M Buy
1,667,922
+210,836
+14% +$7.61M 0.01% 475
2024
Q2 		$64.3M Buy
1,457,086
+406,188
+39% +$21.1M 0.02% 420
2024
Q1 		$65.3M Buy
1,050,898
+231,202
+28% +$16.1M 0.02% 428
2023
Q4 		$64.5M Buy
819,696
+81
+0% +$5.64K 0.02% 415
2023
Q3 		$52.7M Buy
819,615
+81,744
+11% +$6.12M 0.02% 433
2023
Q2 		$60.8M Sell
737,871
-7,726
-1% -$519K 0.02% 413
2023
Q1 		$53.9M Buy
745,597
+100,374
+16% +$7.18M 0.02% 428
2022
Q4 		$43.8M Buy
645,223
+227,378
+54% +$14.3M 0.02% 468
2022
Q3 		$31.3M Buy
417,845
+101,114
+32% +$9.82M 0.01% 518
2022
Q2 		$28.9M Sell
316,731
-2,289
-0.7% -$232K 0.01% 528
2022
Q1 		$35.2M Buy
319,020
+80,063
+34% +$9.32M 0.01% 524
2021
Q4 		$32.8M Buy
+238,957
New +$35.3M 0.01% 555
2021
Q3 		– Sell
-28,600
Closed -$5.25M – 917
2021
Q2 		$5.25M Buy
28,600
+234
+0.8% +$40.3K ﹤0.01% 709
2021
Q1 		$4.43M Sell
28,366
-160,213
-85% -$27.4M ﹤0.01% 703
2020
Q4 		$32.9M Sell
188,579
-60,249
-24% -$9.16M 0.01% 535
2020
Q3 		$32.3M Sell
248,828
-29,085
-10% -$3.5M 0.01% 500
2020
Q2 		$30.8M Sell
277,913
-7,940
-3% -$773K 0.01% 496
2020
Q1 		$21.9M Buy
285,853
+48,236
+20% +$3.44M 0.01% 499
2019
Q4 		$15.6M Sell
237,617
-9,857
-4% -$603K 0.01% 560
2019
Q3 		$13.3M Sell
247,474
-77,141
-24% -$4.34M 0.01% 578
2019
Q2 		$16.6M Buy
324,615
+42,448
+15% +$2.15M 0.01% 563
2019
Q1 		$14.9M Sell
282,167
-38,125
-12% -$1.94M 0.01% 570
2018
Q4 		$14M Sell
320,292
-90,833
-22% -$3.65M 0.01% 555
2018
Q3 		$18M Sell
411,125
-101,565
-20% -$4.19M 0.01% 546
2018
Q2 		$17.7M Buy
512,690
+16,961
+3% +$549K 0.01% 534
2018
Q1 		$14.8M Sell
495,729
-306,822
-38% -$8.4M 0.01% 547
2017
Q4 		$20M Buy
802,551
+10,580
+1% +$261K 0.01% 507
2017
Q3 		$18.9M Buy
791,971
+143,389
+22% +$3.11M 0.01% 505
2017
Q2 		$14M Buy
+648,582
New +$13.3M 0.01% 555

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

Massachusetts Financial Services's FIVN Position: Q2 2026 in Review

Massachusetts Financial Services reduced its FIVE9 (FIVN) stake by 13% in Q2 2026, selling an estimated $612K and leaving 216,589 shares worth $4.62M. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Massachusetts Financial Services first reported a position in FIVN in Q2 2017 and has held it in 36 quarters since. The position peaked at $65.3M in Q1 2024. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Massachusetts Financial Services held 216,589 shares of FIVE9 worth $4.62M as of Q2 2026.
  • Massachusetts Financial Services sold 30,985 FIVE9 shares in Q2 2026, an estimated $612K.
  • FIVE9 made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #796 holding.
  • Massachusetts Financial Services first reported a position in FIVE9 in Q2 2017 and has held it in 36 quarters since.
  • Massachusetts Financial Services's FIVE9 position peaked at $65.3M in Q1 2024.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.