Nisa Investment Advisors
FIVN icon

Nisa Investment Advisors’s FIVE9 FIVN Stock Holding History

Nisa Investment 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
Q1 		$15.5K Sell
1,022
-54
-5% -$939 ﹤0.01% 2101
2025
Q4 		$21.6K Sell
1,076
-554
-34% -$11.8K ﹤0.01% 1917
2025
Q3 		$39.4K Buy
1,630
+435
+36% +$11.5K ﹤0.01% 1701
2025
Q2 		$31.6K Buy
+1,195
New +$31.1K ﹤0.01% 1737
2024
Q2 		– Sell
-2,812
Closed -$175K – 2948
2024
Q1 		$175K Buy
+2,812
New +$195K ﹤0.01% 1334
2022
Q3 		– Sell
-4,200
Closed -$383K – 2600
2022
Q2 		$383K Buy
4,200
+600
+17% +$60.7K ﹤0.01% 1137
2022
Q1 		$397K Buy
+3,600
New +$419K ﹤0.01% 1152
2021
Q1 		– Sell
-630
Closed -$110K – 2304
2020
Q4 		$110K Buy
630
+550
+688% +$83.6K ﹤0.01% 1694
2020
Q3 		$10K Hold
80
– – ﹤0.01% 2120
2020
Q2 		$9K Sell
80
-400
-83% -$38.9K ﹤0.01% 1937
2020
Q1 		$37K Buy
480
+50
+12% +$3.56K ﹤0.01% 1589
2019
Q4 		$28K Hold
430
– – ﹤0.01% 1637
2019
Q3 		$23K Buy
430
+120
+39% +$6.75K ﹤0.01% 1620
2019
Q2 		$16K Hold
310
– – ﹤0.01% 1640
2019
Q1 		$16K Hold
310
– – ﹤0.01% 1649
2018
Q4 		$14K Hold
310
– – ﹤0.01% 1563
2018
Q3 		$14K Buy
+310
New +$12.8K ﹤0.01% 1621

Other funds holding FIVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.1% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 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 $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nisa Investment Advisors's FIVN Position: Q1 2026 in Review

Nisa Investment Advisors reduced its FIVE9 (FIVN) stake by 5% in Q1 2026, selling an estimated $939 and leaving 1,022 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Nisa Investment Advisors first reported a position in FIVN in Q3 2018 and has held it in 17 quarters since. The position peaked at $397K in Q1 2022. 291 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

  • Nisa Investment Advisors held 1,022 shares of FIVE9 worth $15.5K as of Q1 2026.
  • Nisa Investment Advisors sold 54 FIVE9 shares in Q1 2026, an estimated $939.
  • FIVE9 made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2101 holding.
  • Nisa Investment Advisors first reported a position in FIVE9 in Q3 2018 and has held it in 17 quarters since.
  • Nisa Investment Advisors's FIVE9 position peaked at $397K in Q1 2022.
  • 291 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.