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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Armistice Capital New York $3.03B AUM 36.06% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return