McAdam LLC’s FIVE9 FIVN Stock Holding History

McAdam LLC’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 Q3	$238K	Buy	+6,988	New	+$212K	0.01%	452

Other funds holding FIVN

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

McAdam LLC's FIVN Position: Q3 2026 in Review

McAdam LLC opened a new position in FIVE9 (FIVN) in Q3 2026: 6,988 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #452 among its holdings.

35 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

McAdam LLC held 6,988 shares of FIVE9 worth $238K as of Q3 2026.
FIVE9 was a new McAdam LLC position in Q3 2026.
FIVE9 made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #452 holding.
35 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.