MAM
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Meeder Asset Management’s FIVE9 FIVN Stock Holding History

Meeder Asset 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
2023
Q2 		– Sell
-148
Closed -$10.7K – 538
2023
Q1 		$10.7K Buy
+148
New +$10.6K ﹤0.01% 497
2022
Q4 		– Sell
-4
Closed – – 1217
2022
Q3 		$0 Sell
4
-4
-50% -$389 ﹤0.01% 2210
2022
Q2 		$1K Sell
8
-13
-62% -$1.31K ﹤0.01% 2002
2022
Q1 		$2K Buy
+21
New +$2.44K ﹤0.01% 2033
2021
Q4 		– Sell
-26
Closed -$4K – 1579
2021
Q3 		$4K Hold
26
– – ﹤0.01% 1994
2021
Q2 		$5K Hold
26
– – ﹤0.01% 1944
2021
Q1 		$4K Buy
26
+4
+18% +$683 ﹤0.01% 1909
2020
Q4 		$4K Sell
22
-2
-8% -$304 ﹤0.01% 1271
2020
Q3 		$3K Sell
24
-2,486
-99% -$299K ﹤0.01% 1715
2020
Q2 		$277K Buy
2,510
+2,155
+607% +$210K 0.02% 512
2020
Q1 		$27K Buy
+355
New +$25.3K ﹤0.01% 1127
2018
Q3 		– Sell
-1,284
Closed -$44.4K – 1594
2018
Q2 		$44.4K Sell
1,284
-298
-19% -$9.65K ﹤0.01% 788
2018
Q1 		$47K Buy
1,582
+670
+73% +$18.4K ﹤0.01% 687
2017
Q4 		$23K Buy
912
+564
+162% +$13.9K ﹤0.01% 888
2017
Q3 		$8K Buy
348
+43
+14% +$933 ﹤0.01% 1124
2017
Q2 		$7K Buy
+305
New +$6.25K ﹤0.01% 1089

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Meeder Asset Management's FIVN Position: Q2 2023 in Review

Meeder Asset Management sold out of FIVE9 (FIVN) in Q2 2023, closing a stake of 148 shares — an estimated $10.7K sold.

Meeder Asset Management first reported a position in FIVN in Q2 2017 and held it in 16 quarters. The position peaked at $277K in Q2 2020. 335 funds tracked by Wall St. Rank hold FIVN as of Q2 2023.

  • Meeder Asset Management reported no remaining FIVE9 position as of Q2 2023 after selling out during the quarter.
  • Meeder Asset Management sold 148 FIVE9 shares in Q2 2023, an estimated $10.7K.
  • Meeder Asset Management first reported a position in FIVE9 in Q2 2017 and held it in 16 quarters.
  • Meeder Asset Management's FIVE9 position peaked at $277K in Q2 2020.
  • 335 funds tracked by Wall St. Rank held FIVE9 as of Q2 2023.

Based on Meeder Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.