Morgan Stanley’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.8M | Buy |
911,182
+10,881
| +1% | +$189K | ﹤0.01% | 3286 |
|
|
2025
Q4 | $18.1M | Sell |
900,301
-118,066
| -12% | -$2.51M | ﹤0.01% | 3041 |
|
|
2025
Q3 | $24.6M | Buy |
1,018,367
+126,419
| +14% | +$3.34M | ﹤0.01% | 2691 |
|
|
2025
Q2 | $23.6M | Sell |
891,948
-160,992
| -15% | -$4.19M | ﹤0.01% | 2632 |
|
|
2025
Q1 | $28.6M | Buy |
1,052,940
+72,944
| +7% | +$2.67M | ﹤0.01% | 2327 |
|
|
2024
Q4 | $39.8M | Sell |
979,996
-171,766
| -15% | -$6.2M | ﹤0.01% | 2049 |
|
|
2024
Q3 | $33.1M | Buy |
1,151,762
+375,394
| +48% | +$13.5M | ﹤0.01% | 2269 |
|
|
2024
Q2 | $34.2M | Buy |
776,368
+158,040
| +26% | +$8.21M | ﹤0.01% | 2120 |
|
|
2024
Q1 | $38.4M | Sell |
618,328
-1,765,990
| -74% | -$123M | ﹤0.01% | 2012 |
|
|
2023
Q4 | $188M | Buy |
2,384,318
+1,983,025
| +494% | +$138M | 0.01% | 1197 |
|
|
2023
Q3 | $25.8M | Buy |
401,293
+96,038
| +31% | +$7.19M | ﹤0.01% | 2192 |
|
|
2023
Q2 | $25.2M | Sell |
305,255
-543,369
| -64% | -$36.5M | ﹤0.01% | 2238 |
|
|
2023
Q1 | $61.3M | Sell |
848,624
-1,259,353
| -60% | -$90.1M | 0.01% | 1372 |
|
|
2022
Q4 | $143M | Buy |
2,107,977
+1,658,103
| +369% | +$104M | 0.02% | 824 |
|
|
2022
Q3 | $33.7M | Sell |
449,874
-351,959
| -44% | -$34.2M | ﹤0.01% | 1656 |
|
|
2022
Q2 | $73.1M | Buy |
801,833
+219,697
| +38% | +$22.2M | 0.01% | 1114 |
|
|
2022
Q1 | $64.3M | Sell |
582,136
-83,588
| -13% | -$9.73M | 0.01% | 1125 |
|
|
2021
Q4 | $91.4M | Buy |
665,724
+378,484
| +132% | +$56M | 0.01% | 956 |
|
|
2021
Q3 | $45.9M | Sell |
287,240
-37,575
| -12% | -$6.86M | 0.01% | 1357 |
|
|
2021
Q2 | $59.6M | Buy |
324,815
+35,382
| +12% | +$6.1M | 0.01% | 1187 |
|
|
2021
Q1 | $45.2M | Sell |
289,433
-73,801
| -20% | -$12.6M | 0.01% | 1237 |
|
|
2020
Q4 | $63.3M | Sell |
363,234
-181,077
| -33% | -$27.5M | 0.01% | 939 |
|
|
2020
Q3 | $70.6M | Sell |
544,311
-57,362
| -10% | -$6.9M | 0.01% | 741 |
|
|
2020
Q2 | $66.6M | Buy |
601,673
+289,910
| +93% | +$28.2M | 0.01% | 710 |
|
|
2020
Q1 | $23.8M | Sell |
311,763
-172,460
| -36% | -$12.3M | 0.01% | 1161 |
|
|
2019
Q4 | $31.8M | Sell |
484,223
-101,253
| -17% | -$6.2M | 0.01% | 1253 |
|
|
2019
Q3 | $31.5M | Sell |
585,476
-81,936
| -12% | -$4.61M | 0.01% | 1154 |
|
|
2019
Q2 | $34.2M | Buy |
667,412
+224,195
| +51% | +$11.4M | 0.01% | 1086 |
|
|
2019
Q1 | $23.4M | Sell |
443,217
-22,733
| -5% | -$1.16M | 0.01% | 1336 |
|
|
2018
Q4 | $20.4M | Sell |
465,950
-73,337
| -14% | -$2.95M | 0.01% | 1443 |
|
|
2018
Q3 | $23.6M | Sell |
539,287
-72,873
| -12% | -$3.01M | 0.01% | 1526 |
|
|
2018
Q2 | $21.2M | Buy |
612,160
+490,147
| +402% | +$15.9M | 0.01% | 1593 |
|
|
2018
Q1 | $3.63M | Buy |
122,013
+4,854
| +4% | +$133K | ﹤0.01% | 3391 |
|
|
2017
Q4 | $2.92M | Buy |
117,159
+44,417
| +61% | +$1.1M | ﹤0.01% | 3672 |
|
|
2017
Q3 | $1.74M | Sell |
72,742
-28,007
| -28% | -$607K | ﹤0.01% | 4015 |
|
|
2017
Q2 | $2.17M | Sell |
100,749
-216,681
| -68% | -$4.44M | ﹤0.01% | 3724 |
|
|
2017
Q1 | $5.23M | Buy |
317,430
+208,236
| +191% | +$3.42M | ﹤0.01% | 2820 |
|
|
2016
Q4 | $1.55M | Sell |
109,194
-9,738
| -8% | -$140K | ﹤0.01% | 4137 |
|
|
2016
Q3 | $1.86M | Buy |
118,932
+93,830
| +374% | +$1.28M | ﹤0.01% | 3550 |
|
|
2016
Q2 | $299K | Buy |
25,102
+4,156
| +20% | +$42.1K | ﹤0.01% | 4730 |
|
|
2016
Q1 | $186K | Sell |
20,946
-52,952
| -72% | -$416K | ﹤0.01% | 5019 |
|
|
2015
Q4 | $643K | Buy |
73,898
+52,127
| +239% | +$302K | ﹤0.01% | 4355 |
|
|
2015
Q3 | $81K | Sell |
21,771
-8,490
| -28% | -$38.4K | ﹤0.01% | 5516 |
|
|
2015
Q2 | $158K | Buy |
30,261
+15,995
| +112% | +$87.8K | ﹤0.01% | 5359 |
|
|
2015
Q1 | $80K | Sell |
14,266
-12,136
| -46% | -$52.6K | ﹤0.01% | 5616 |
|
|
2014
Q4 | $118K | Buy |
26,402
+24,873
| +1,627% | +$116K | ﹤0.01% | 5479 |
|
|
2014
Q3 | $10K | Sell |
1,529
-131,002
| -99% | -$850K | ﹤0.01% | 6191 |
|
|
2014
Q2 | $954K | Buy |
+132,531
| New | +$932K | ﹤0.01% | 4089 |
|
Other funds holding FIVN
VPM
VC
AFM
VBA
VCM
