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	–	2397
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	–	1834
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%	1578
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

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

MassMutual Private Wealth & Trust's FIVN Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its FIVE9 (FIVN) stake by 48% in Q2 2026, buying an estimated $632 and bringing the position to 99 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

MassMutual Private Wealth & Trust first reported a position in FIVN in Q4 2017 and has held it in 13 quarters since. The position peaked at $3.07K in Q2 2025. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

MassMutual Private Wealth & Trust held 99 shares of FIVE9 worth $2.11K as of Q2 2026.
MassMutual Private Wealth & Trust bought 32 FIVE9 shares in Q2 2026, an estimated $632.
FIVE9 made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1988 holding.
MassMutual Private Wealth & Trust first reported a position in FIVE9 in Q4 2017 and has held it in 13 quarters since.
MassMutual Private Wealth & Trust's FIVE9 position peaked at $3.07K in Q2 2025.
293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.