MIFH
FIVN icon

Migdal Insurance & Financial Holdings’s FIVE9 FIVN Stock Holding History

Migdal Insurance & Financial Holdings’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
2025
Q3 		– Sell
-2
Closed – – 350
2025
Q2 		$0 Buy
+2
New +$52 ﹤0.01% 374
2025
Q1 		– Sell
-5
Closed – – 436
2024
Q4 		$0 Sell
5
-23
-82% -$830 ﹤0.01% 391
2024
Q3 		$1K Sell
28
-185
-87% -$6.68K ﹤0.01% 406
2024
Q2 		$9K Sell
213
-92
-30% -$4.78K ﹤0.01% 417
2024
Q1 		$19K Buy
305
+11
+4% +$764 ﹤0.01% 300
2023
Q4 		$23K Buy
294
+16
+6% +$1.11K ﹤0.01% 378
2023
Q3 		$18K Sell
278
-38
-12% -$2.84K ﹤0.01% 381
2023
Q2 		$25K Sell
316
-324
-51% -$21.7K ﹤0.01% 366
2023
Q1 		$44K Buy
640
+280
+78% +$20K ﹤0.01% 361
2022
Q4 		$24K Sell
360
-28
-7% -$1.76K ﹤0.01% 382
2022
Q3 		$30K Sell
388
-14
-3% -$1.36K ﹤0.01% 359
2022
Q2 		$37K Sell
402
-46
-10% -$4.65K ﹤0.01% 399
2022
Q1 		$50K Buy
448
+102
+29% +$11.9K ﹤0.01% 440
2021
Q4 		$48K Sell
346
-44
-11% -$6.51K ﹤0.01% 462
2021
Q3 		$62K Hold
390
– – ﹤0.01% 420
2021
Q2 		$72K Sell
390
-185
-32% -$31.9K ﹤0.01% 445
2021
Q1 		$90K Sell
575
-261
-31% -$44.6K ﹤0.01% 473
2020
Q4 		$146K Sell
836
-26,368
-97% -$4.01M ﹤0.01% 352
2020
Q3 		$3.53M Buy
27,204
+7,335
+37% +$882K 0.05% 162
2020
Q2 		$2.2M Buy
19,869
+10,915
+122% +$1.06M 0.04% 170
2020
Q1 		$685K Sell
8,954
-2,969
-25% -$212K 0.02% 211
2019
Q4 		$782K Buy
11,923
+3,952
+50% +$242K 0.02% 246
2019
Q3 		$428K Buy
7,971
+2,866
+56% +$161K 0.01% 345
2019
Q2 		$262K Sell
5,105
-7,102
-58% -$360K 0.01% 424
2019
Q1 		$645K Buy
12,207
+1,967
+19% +$100K 0.02% 265
2018
Q4 		$448K Sell
10,240
-1,497
-13% -$60.2K 0.01% 276
2018
Q3 		$513K Buy
+11,737
New +$484K 0.01% 370

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Migdal Insurance & Financial Holdings's FIVN Position: Q3 2025 in Review

Migdal Insurance & Financial Holdings sold out of FIVE9 (FIVN) in Q3 2025, closing a stake of 2 shares.

Migdal Insurance & Financial Holdings first reported a position in FIVN in Q3 2018 and held it in 27 quarters. The position peaked at $3.53M in Q3 2020. 309 funds tracked by Wall St. Rank hold FIVN as of Q3 2025.

  • Migdal Insurance & Financial Holdings reported no remaining FIVE9 position as of Q3 2025 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 2 FIVE9 shares in Q3 2025.
  • Migdal Insurance & Financial Holdings first reported a position in FIVE9 in Q3 2018 and held it in 27 quarters.
  • Migdal Insurance & Financial Holdings's FIVE9 position peaked at $3.53M in Q3 2020.
  • 309 funds tracked by Wall St. Rank held FIVE9 as of Q3 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2025, filed 30 Oct 2025.