ORI
FIVN icon

Oak Ridge Investments’s FIVE9 FIVN Stock Holding History

Oak Ridge Investments’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
2023
Q2 		– Sell
-56,373
Closed -$4.08M – 152
2023
Q1 		$4.08M Buy
56,373
+941
+2% +$67.3K 0.55% 64
2022
Q4 		$3.76M Sell
55,432
-3,089
-5% -$194K 0.56% 62
2022
Q3 		$4.39M Buy
58,521
+436
+0.8% +$42.4K 0.67% 46
2022
Q2 		$5.29M Sell
58,085
-2,164
-4% -$219K 0.77% 36
2022
Q1 		$6.65M Sell
60,249
-16,049
-21% -$1.87M 0.74% 38
2021
Q4 		$10.5M Sell
76,298
-1,538
-2% -$227K 0.88% 30
2021
Q3 		$12.4M Sell
77,836
-33,891
-30% -$6.18M 1.1% 20
2021
Q2 		$20.5M Sell
111,727
-3,605
-3% -$621K 1.79% 7
2021
Q1 		$18M Sell
115,332
-1,891
-2% -$323K 1.68% 7
2020
Q4 		$20.4M Sell
117,223
-36,079
-24% -$5.49M 1.8% 6
2020
Q3 		$19.9M Sell
153,302
-11,314
-7% -$1.36M 1.55% 8
2020
Q2 		$18.2M Sell
164,616
-88,979
-35% -$8.66M 1.53% 10
2020
Q1 		$19.4M Sell
253,595
-31,900
-11% -$2.27M 1.99% 6
2019
Q4 		$18.7M Sell
285,495
-23,864
-8% -$1.46M 1.37% 16
2019
Q3 		$16.6M Buy
309,359
+88,203
+40% +$4.96M 1.25% 22
2019
Q2 		$11.3M Buy
221,156
+46,323
+26% +$2.35M 0.78% 51
2019
Q1 		$9.24M Buy
+174,833
New +$8.89M 0.59% 72

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oak Ridge Investments's FIVN Position: Q2 2023 in Review

Oak Ridge Investments sold out of FIVE9 (FIVN) in Q2 2023, closing a stake of 56,373 shares — an estimated $4.08M sold.

Oak Ridge Investments first reported a position in FIVN in Q1 2019 and held it in 17 quarters. The position peaked at $20.5M in Q2 2021. 335 funds tracked by Wall St. Rank hold FIVN as of Q2 2023.

  • Oak Ridge Investments reported no remaining FIVE9 position as of Q2 2023 after selling out during the quarter.
  • Oak Ridge Investments sold 56,373 FIVE9 shares in Q2 2023, an estimated $4.08M.
  • Oak Ridge Investments first reported a position in FIVE9 in Q1 2019 and held it in 17 quarters.
  • Oak Ridge Investments's FIVE9 position peaked at $20.5M in Q2 2021.
  • 335 funds tracked by Wall St. Rank held FIVE9 as of Q2 2023.

Based on Oak Ridge Investments's 13F filing for Q2 2023, filed 7 Aug 2023.