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Montag & Associates’s FIVE9 FIVN Stock Holding History

Montag & Associates’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
-25
Closed -$661 – 1130
2025
Q2 		$661 Sell
25
-2
-7% -$52 ﹤0.01% 930
2025
Q1 		$738 Buy
27
+7
+35% +$257 ﹤0.01% 973
2024
Q4 		$798 Buy
20
+8
+67% +$289 ﹤0.01% 973
2024
Q3 		$332 Sell
12
-6
-33% -$217 ﹤0.01% 1015
2024
Q2 		$814 Hold
18
– – ﹤0.01% 955
2024
Q1 		$1.15K Buy
+18
New +$1.25K ﹤0.01% 915

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

Montag & Associates's FIVN Position: Q3 2025 in Review

Montag & Associates sold out of FIVE9 (FIVN) in Q3 2025, closing a stake of 25 shares — an estimated $661 sold.

Montag & Associates first reported a position in FIVN in Q1 2024 and held it in 6 quarters. The position peaked at $1.15K in Q1 2024. 308 funds tracked by Wall St. Rank hold FIVN as of Q3 2025.

  • Montag & Associates reported no remaining FIVE9 position as of Q3 2025 after selling out during the quarter.
  • Montag & Associates sold 25 FIVE9 shares in Q3 2025, an estimated $661.
  • Montag & Associates first reported a position in FIVE9 in Q1 2024 and held it in 6 quarters.
  • Montag & Associates's FIVE9 position peaked at $1.15K in Q1 2024.
  • 308 funds tracked by Wall St. Rank held FIVE9 as of Q3 2025.

Based on Montag & Associates's 13F filing for Q3 2025, filed 12 Nov 2025.