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
Q2 		$4.29K Sell
201
-821
-80% -$16.2K ﹤0.01% 2644
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

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

Nisa Investment Advisors's FIVN Position: Q2 2026 in Review

Nisa Investment Advisors reduced its FIVE9 (FIVN) stake by 80% in Q2 2026, selling an estimated $16.2K and leaving 201 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2644.

Nisa Investment Advisors first reported a position in FIVN in Q3 2018 and has held it in 18 quarters since. The position peaked at $397K in Q1 2022. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Nisa Investment Advisors held 201 shares of FIVE9 worth $4.29K as of Q2 2026.
  • Nisa Investment Advisors sold 821 FIVE9 shares in Q2 2026, an estimated $16.2K.
  • FIVE9 made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2644 holding.
  • Nisa Investment Advisors first reported a position in FIVE9 in Q3 2018 and has held it in 18 quarters since.
  • Nisa Investment Advisors's FIVE9 position peaked at $397K in Q1 2022.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.