NC
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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VC
Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.57B AUM 370.24% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return