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Neo Ivy Capital Management’s FIVE9 FIVN Stock Holding History

Neo Ivy Capital 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
2025
Q4 		– Sell
-2,744
Closed -$66.4K – 407
2025
Q3 		$66.4K Buy
+2,744
New +$72.6K 0.02% 336
2024
Q4 		– Sell
-28,912
Closed -$830K – 320
2024
Q3 		$830K Sell
28,912
-20,460
-41% -$738K 0.27% 142
2024
Q2 		$2.18M Buy
+49,372
New +$2.57M 0.43% 120
2022
Q3 		– Sell
-470
Closed -$42K – 430
2022
Q2 		$42K Buy
470
+254
+118% +$25.7K 0.11% 256
2022
Q1 		$24K Sell
216
-83
-28% -$9.66K 0.02% 420
2021
Q4 		$41K Sell
299
-181
-38% -$26.8K 0.06% 304
2021
Q3 		$53K Buy
+480
New +$87.6K 0.06% 315
2021
Q2 		– Sell
-2,456
Closed -$384K – 502
2021
Q1 		$384K Buy
+2,456
New +$420K 0.42% 72
2020
Q4 		– Sell
-1,483
Closed -$192K – 475
2020
Q3 		$192K Buy
1,483
+1,003
+209% +$121K 0.19% 199
2020
Q2 		$53K Buy
+480
New +$46.7K 0.06% 315
2019
Q2 		– Sell
-5,217
Closed -$275K – 324
2019
Q1 		$275K Buy
+5,217
New +$265K 0.16% 185

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Neo Ivy Capital Management's FIVN Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of FIVE9 (FIVN) in Q4 2025, closing a stake of 2,744 shares — an estimated $66.4K sold.

Neo Ivy Capital Management first reported a position in FIVN in Q1 2019 and held it in 11 quarters. The position peaked at $2.18M in Q2 2024. 289 funds tracked by Wall St. Rank hold FIVN as of Q4 2025.

  • Neo Ivy Capital Management reported no remaining FIVE9 position as of Q4 2025 after selling out during the quarter.
  • Neo Ivy Capital Management sold 2,744 FIVE9 shares in Q4 2025, an estimated $66.4K.
  • Neo Ivy Capital Management first reported a position in FIVE9 in Q1 2019 and held it in 11 quarters.
  • Neo Ivy Capital Management's FIVE9 position peaked at $2.18M in Q2 2024.
  • 289 funds tracked by Wall St. Rank held FIVE9 as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.