Monarch Partners Asset Management’s FIVE9 FIVN Stock Holding History

Monarch Partners 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
2022 Q4	$1.73M	Buy	+25,442	New	+$1.6M	0.51%	98
2020 Q2	–	Sell	-80,780	Closed	-$6.18M	–	180
2020 Q1	$6.18M	Buy	+80,780	New	+$5.76M	2.17%	6
2019 Q1	–	Sell	-201,376	Closed	-$8.8M	–	184
2018 Q4	$8.8M	Buy	+201,376	New	+$8.1M	1.27%	25
2018 Q3	–	Sell	-55,478	Closed	-$1.92M	–	198
2018 Q2	$1.92M	Sell	55,478 -41,497	-43%	-$1.34M	0.17%	116
2018 Q1	$2.89M	Sell	96,975 -57,505	-37%	-$1.58M	0.27%	115
2017 Q4	$3.84M	Buy	154,480 +36,750	+31%	+$906K	0.36%	98
2017 Q3	$2.81M	Sell	117,730 -11,830	-9%	-$257K	0.27%	119
2017 Q2	$2.79M	Buy	+129,560	New	+$2.65M	0.28%	113

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Monarch Partners Asset Management's FIVN Position: Q4 2022 in Review

Monarch Partners Asset Management opened a new position in FIVE9 (FIVN) in Q4 2022: 25,442 shares worth $1.73M. The stake represents 0.51% of the portfolio and ranks #98 among its holdings. This is a return to the name: Monarch Partners Asset Management previously reported a position in FIVN as recently as Q1 2020.

Monarch Partners Asset Management first reported a position in FIVN in Q2 2017 and has held it in 8 quarters since. The position peaked at $8.8M in Q4 2018. 326 funds tracked by Wall St. Rank hold FIVN as of Q4 2022.

Monarch Partners Asset Management held 25,442 shares of FIVE9 worth $1.73M as of Q4 2022.
FIVE9 was a new Monarch Partners Asset Management position in Q4 2022.
FIVE9 made up 0.51% of Monarch Partners Asset Management's portfolio in Q4 2022, its #98 holding.
Monarch Partners Asset Management first reported a position in FIVE9 in Q2 2017 and has held it in 8 quarters since.
Monarch Partners Asset Management's FIVE9 position peaked at $8.8M in Q4 2018.
326 funds tracked by Wall St. Rank held FIVE9 as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.