OAM
FIVN icon

Oppenheimer Asset Management’s FIVE9 FIVN Stock Holding History

Oppenheimer 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
Q4 		– Sell
-17,202
Closed -$494K – 1168
2024
Q3 		$494K Sell
17,202
-23,583
-58% -$851K 0.01% 881
2024
Q2 		$1.8M Buy
40,785
+5,151
+14% +$268K 0.02% 555
2024
Q1 		$2.21M Sell
35,634
-3,221
-8% -$224K 0.03% 453
2023
Q4 		$3.06M Sell
38,855
-1,434
-4% -$99.9K 0.04% 407
2023
Q3 		$2.59M Sell
40,289
-823
-2% -$61.6K 0.04% 409
2023
Q2 		$3.39M Buy
41,112
+2,918
+8% +$196K 0.05% 378
2023
Q1 		$2.76M Buy
38,194
+278
+0.7% +$19.9K 0.04% 410
2022
Q4 		$2.57M Sell
37,916
-691
-2% -$43.4K 0.04% 414
2022
Q3 		$2.89M Buy
38,607
+496
+1% +$48.2K 0.05% 361
2022
Q2 		$3.47M Buy
38,111
+7,180
+23% +$726K 0.06% 337
2022
Q1 		$3.42M Buy
30,931
+2,187
+8% +$255K 0.05% 383
2021
Q4 		$3.95M Buy
28,744
+26,334
+1,093% +$3.89M 0.05% 357
2021
Q3 		$385K Sell
2,410
-13,884
-85% -$2.53M 0.01% 995
2021
Q2 		$2.99M Buy
16,294
+1,037
+7% +$179K 0.04% 415
2021
Q1 		$2.39M Sell
15,257
-2,719
-15% -$465K 0.04% 462
2020
Q4 		$3.13M Sell
17,976
-424
-2% -$64.5K 0.05% 367
2020
Q3 		$2.39M Buy
18,400
+244
+1% +$29.3K 0.05% 389
2020
Q2 		$2.01M Sell
18,156
-4,167
-19% -$406K 0.04% 399
2020
Q1 		$1.71M Buy
22,323
+922
+4% +$65.7K 0.04% 388
2019
Q4 		$1.4M Buy
21,401
+803
+4% +$49.1K 0.03% 533
2019
Q3 		$1.11M Buy
20,598
+766
+4% +$43.1K 0.02% 581
2019
Q2 		$1.02M Buy
19,832
+6,622
+50% +$336K 0.02% 615
2019
Q1 		$697K Buy
13,210
+2,951
+29% +$150K 0.02% 703
2018
Q4 		$449K Buy
10,259
+2,780
+37% +$112K 0.01% 796
2018
Q3 		$327K Buy
7,479
+1,278
+21% +$52.7K 0.01% 934
2018
Q2 		$214K Buy
+6,201
New +$201K 0.01% 1061

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Oppenheimer Asset Management's FIVN Position: Q4 2024 in Review

Oppenheimer Asset Management sold out of FIVE9 (FIVN) in Q4 2024, closing a stake of 17,202 shares — an estimated $494K sold.

Oppenheimer Asset Management first reported a position in FIVN in Q2 2018 and held it in 26 quarters. The position peaked at $3.95M in Q4 2021. 295 funds tracked by Wall St. Rank hold FIVN as of Q4 2024.

  • Oppenheimer Asset Management reported no remaining FIVE9 position as of Q4 2024 after selling out during the quarter.
  • Oppenheimer Asset Management sold 17,202 FIVE9 shares in Q4 2024, an estimated $494K.
  • Oppenheimer Asset Management first reported a position in FIVE9 in Q2 2018 and held it in 26 quarters.
  • Oppenheimer Asset Management's FIVE9 position peaked at $3.95M in Q4 2021.
  • 295 funds tracked by Wall St. Rank held FIVE9 as of Q4 2024.

Based on Oppenheimer Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.