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North Star Investment Management’s FIVE9 FIVN Stock Holding History

North Star Investment Management’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 		$789 Buy
37
+9
+32% +$178 ﹤0.01% 1579
2026
Q1 		$425 Sell
28
-23
-45% -$400 ﹤0.01% 1647
2025
Q4 		$1.02K Buy
+51
New +$1.08K ﹤0.01% 1391
2021
Q1 		– Sell
-1
Closed – – 1063
2020
Q4 		$0 Buy
+1
New +$152 ﹤0.01% 1037

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
Van Berkom & Associates
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
Driehaus Capital Management
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

North Star Investment Management's FIVN Position: Q2 2026 in Review

North Star Investment Management increased its FIVE9 (FIVN) stake by 32% in Q2 2026, buying an estimated $178 and bringing the position to 37 shares worth $789. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

North Star Investment Management first reported a position in FIVN in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.02K in Q4 2025. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • North Star Investment Management held 37 shares of FIVE9 worth $789 as of Q2 2026.
  • North Star Investment Management bought 9 FIVE9 shares in Q2 2026, an estimated $178.
  • FIVE9 made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1579 holding.
  • North Star Investment Management first reported a position in FIVE9 in Q4 2020 and has held it in 4 quarters since.
  • North Star Investment Management's FIVE9 position peaked at $1.02K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.