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FIVN icon

Nicholas Company’s FIVE9 FIVN Stock Holding History

Nicholas Company’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 		– Sell
-761
Closed -$11.5K – 199
2026
Q1 		$11.5K Sell
761
-247
-25% -$4.29K ﹤0.01% 202
2025
Q4 		$20.2K Sell
1,008
-186,990
-99% -$3.97M ﹤0.01% 204
2025
Q3 		$4.55M Buy
187,998
+34,745
+23% +$919K 0.08% 196
2025
Q2 		$4.06M Hold
153,253
– – 0.07% 200
2025
Q1 		$4.16M Buy
153,253
+11,533
+8% +$423K 0.07% 202
2024
Q4 		$5.76M Hold
141,720
– – 0.09% 189
2024
Q3 		$4.07M Buy
141,720
+65
+0% +$2.35K 0.07% 204
2024
Q2 		$6.25M Buy
141,655
+33,105
+30% +$1.72M 0.1% 177
2024
Q1 		$6.74M Buy
108,550
+29,810
+38% +$2.07M 0.11% 171
2023
Q4 		$6.2M Hold
78,740
– – 0.11% 176
2023
Q3 		$5.06M Buy
78,740
+3,140
+4% +$235K 0.1% 186
2023
Q2 		$6.23M Buy
75,600
+19,760
+35% +$1.33M 0.12% 169
2023
Q1 		$4.04M Buy
+55,840
New +$3.99M 0.08% 201

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

Nicholas Company's FIVN Position: Q2 2026 in Review

Nicholas Company sold out of FIVE9 (FIVN) in Q2 2026, closing a stake of 761 shares — an estimated $11.5K sold.

Nicholas Company first reported a position in FIVN in Q1 2023 and held it in 13 quarters. The position peaked at $6.74M in Q1 2024. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Nicholas Company reported no remaining FIVE9 position as of Q2 2026 after selling out during the quarter.
  • Nicholas Company sold 761 FIVE9 shares in Q2 2026, an estimated $11.5K.
  • Nicholas Company first reported a position in FIVE9 in Q1 2023 and held it in 13 quarters.
  • Nicholas Company's FIVE9 position peaked at $6.74M in Q1 2024.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Nicholas Company's 13F filing for Q2 2026, filed 5 Aug 2026.