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Ophir Asset Management’s FIVE9 FIVN Stock Holding History

Ophir Asset 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
2024
Q1 		– Sell
-189,789
Closed -$14.9M – 35
2023
Q4 		$14.9M Sell
189,789
-116,888
-38% -$8.14M 2.97% 19
2023
Q3 		$19.7M Buy
306,677
+81,346
+36% +$6.09M 4.65% 12
2023
Q2 		$18.6M Buy
225,331
+13,828
+7% +$928K 3.87% 13
2023
Q1 		$15.3M Sell
211,503
-136,625
-39% -$9.77M 2.84% 21
2022
Q4 		$23.6M Buy
+348,128
New +$21.8M 4.54% 8

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ophir Asset Management's FIVN Position: Q1 2024 in Review

Ophir Asset Management sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 189,789 shares — an estimated $14.9M sold.

Ophir Asset Management first reported a position in FIVN in Q4 2022 and held it in 5 quarters. The position peaked at $23.6M in Q4 2022. 311 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

  • Ophir Asset Management reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
  • Ophir Asset Management sold 189,789 FIVE9 shares in Q1 2024, an estimated $14.9M.
  • Ophir Asset Management first reported a position in FIVE9 in Q4 2022 and held it in 5 quarters.
  • Ophir Asset Management's FIVE9 position peaked at $23.6M in Q4 2022.
  • 311 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on Ophir Asset Management's 13F filing for Q1 2024, filed 15 May 2024.