MFS
FIVN icon

Mirabella Financial Services’s FIVE9 FIVN Stock Holding History

Mirabella Financial Services’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 		$414K Buy
+19,398
New +$383K 0.04% 324
2026
Q1 		– Sell
-30,474
Closed -$611K – 1001
2025
Q4 		$611K Buy
+30,474
New +$647K 0.06% 203

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirabella Financial Services's FIVN Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in FIVE9 (FIVN) in Q2 2026: 19,398 shares worth $414K. The stake represents 0.04% of the portfolio and ranks #324 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in FIVN as recently as Q4 2025.

Mirabella Financial Services first reported a position in FIVN in Q4 2025 and has held it in 2 quarters since. The position peaked at $611K in Q4 2025. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Mirabella Financial Services held 19,398 shares of FIVE9 worth $414K as of Q2 2026.
  • FIVE9 was a new Mirabella Financial Services position in Q2 2026.
  • FIVE9 made up 0.04% of Mirabella Financial Services's portfolio in Q2 2026, its #324 holding.
  • Mirabella Financial Services first reported a position in FIVE9 in Q4 2025 and has held it in 2 quarters since.
  • Mirabella Financial Services's FIVE9 position peaked at $611K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.