Merit Financial Group’s FIVE9 FIVN Stock Holding History

Merit Financial Group’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	$426K	Buy	12,520 +250	+2%	+$7.58K	﹤0.01%	1670
2026 Q2	$262K	Buy	+12,270	New	+$242K	﹤0.01%	1908

Other funds holding FIVN

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Anson Funds Management Dallas, Texas $1.82B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Merit Financial Group's FIVN Position: Q3 2026 in Review

Merit Financial Group increased its FIVE9 (FIVN) stake by 2% in Q3 2026, buying an estimated $7.58K and bringing the position to 12,520 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Merit Financial Group first reported a position in FIVN in Q2 2026 and has held it in 2 quarters since. 264 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

Merit Financial Group held 12,520 shares of FIVE9 worth $426K as of Q3 2026.
Merit Financial Group bought 250 FIVE9 shares in Q3 2026, an estimated $7.58K.
FIVE9 made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1670 holding.
Merit Financial Group first reported a position in FIVE9 in Q2 2026 and has held it in 2 quarters since.
264 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.