MassMutual Private Wealth & Trust’s FIVE9 FIVN Stock Holding History

MassMutual Private Wealth & Trust’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	$2.11K	Buy	99 +32	+48%	+$632	﹤0.01%	1988
2026 Q1	$1.02K	Buy	+67	New	+$1.17K	﹤0.01%	2130
2025 Q4	–	Sell	-116	Closed	-$2.81K	–	2398
2025 Q3	$2.81K	Hold	116	–	–	﹤0.01%	1890
2025 Q2	$3.07K	Buy	116 +29	+33%	+$755	﹤0.01%	1815
2025 Q1	$2.36K	Buy	87 +77	+770%	+$2.82K	﹤0.01%	1868
2024 Q4	$406	Sell	10 -5	-33%	-$180	﹤0.01%	2175
2024 Q3	$431	Buy	+15	New	+$541	﹤0.01%	1992
2024 Q2	–	Sell	-2	Closed	-$124	–	2165
2024 Q1	$124	Buy	+2	New	+$139	﹤0.01%	2022
2023 Q1	–	Sell	-26	Closed	-$2K	–	1847
2022 Q4	$2K	Sell	26 -19	-42%	-$1.19K	﹤0.01%	1250
2022 Q3	$3K	Buy	45 +43	+2,150%	+$4.18K	﹤0.01%	1079
2022 Q2	$0	Buy	+2	New	+$202	﹤0.01%	1586
2018 Q3	–	Sell	-20	Closed	-$691	–	1018
2018 Q2	$691	Buy	+20	New	+$647	﹤0.01%	1042
2018 Q1	–	Sell	-92	Closed	-$2.29K	–	1018
2017 Q4	$2.29K	Buy	+92	New	+$2.27K	﹤0.01%	752

Other funds holding FIVN

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return