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FIVN icon

NewEdge Advisors’s FIVE9 FIVN Stock Holding History

NewEdge Advisors’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
2026
Q2 		$61.7K Buy
2,894
+366
+14% +$7.22K ﹤0.01% 3073
2026
Q1 		$38.4K Buy
+2,528
New +$43.9K ﹤0.01% 3005
2025
Q4 		– Sell
-11
Closed -$266 – 4277
2025
Q3 		$266 Hold
11
– – ﹤0.01% 3992
2025
Q2 		$291 Hold
11
– – ﹤0.01% 3851
2025
Q1 		$299 Hold
11
– – ﹤0.01% 3769
2024
Q4 		$447 Hold
11
– – ﹤0.01% 3670
2024
Q3 		$316 Hold
11
– – ﹤0.01% 3653
2024
Q2 		$485 Sell
11
-10,097
-100% -$525K ﹤0.01% 3572
2024
Q1 		$628K Sell
10,108
-1,340
-12% -$93.1K 0.01% 1214
2023
Q4 		$908K Buy
11,448
+11,437
+103,973% +$796K 0.01% 979
2023
Q3 		$707 Sell
11
-32
-74% -$2.4K ﹤0.01% 3216
2023
Q2 		$3.54K Buy
43
+32
+291% +$2.15K ﹤0.01% 2928
2023
Q1 		$795 Hold
11
– – ﹤0.01% 3189
2022
Q4 		$1 Buy
+11
New +$690 ﹤0.01% 4005

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Advisors's FIVN Position: Q2 2026 in Review

NewEdge Advisors increased its FIVE9 (FIVN) stake by 14% in Q2 2026, buying an estimated $7.22K and bringing the position to 2,894 shares worth $61.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3073.

NewEdge Advisors first reported a position in FIVN in Q4 2022 and has held it in 14 quarters since. The position peaked at $908K in Q4 2023. 289 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • NewEdge Advisors held 2,894 shares of FIVE9 worth $61.7K as of Q2 2026.
  • NewEdge Advisors bought 366 FIVE9 shares in Q2 2026, an estimated $7.22K.
  • FIVE9 made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3073 holding.
  • NewEdge Advisors first reported a position in FIVE9 in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's FIVE9 position peaked at $908K in Q4 2023.
  • 289 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.