NSIM
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 370.24% 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 $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

North Star Investment Management's FIVN Position: Q1 2026 in Review

North Star Investment Management reduced its FIVE9 (FIVN) stake by 45% in Q1 2026, selling an estimated $400 and leaving 28 shares worth $425. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

North Star Investment Management first reported a position in FIVN in Q4 2020 and has held it in 3 quarters since. The position peaked at $1.02K in Q4 2025. 290 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

  • North Star Investment Management held 28 shares of FIVE9 worth $425 as of Q1 2026.
  • North Star Investment Management sold 23 FIVE9 shares in Q1 2026, an estimated $400.
  • FIVE9 made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1647 holding.
  • North Star Investment Management first reported a position in FIVE9 in Q4 2020 and has held it in 3 quarters since.
  • North Star Investment Management's FIVE9 position peaked at $1.02K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.