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Oppenheimer & Co’s FIVE9 FIVN Stock Holding History

Oppenheimer & Co’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
2025
Q2 		– Sell
-76,069
Closed -$2.07M – 1642
2025
Q1 		$2.07M Buy
76,069
+26,836
+55% +$984K 0.03% 534
2024
Q4 		$2M Buy
+49,233
New +$1.78M 0.03% 549
2022
Q1 		– Sell
-2,804
Closed -$385K – 1512
2021
Q4 		$385K Buy
2,804
+1,199
+75% +$177K 0.01% 1126
2021
Q3 		$256K Buy
1,605
+93
+6% +$17K ﹤0.01% 1283
2021
Q2 		$277K Buy
1,512
+11
+0.7% +$1.9K 0.01% 1281
2021
Q1 		$235K Buy
1,501
+172
+13% +$29.4K ﹤0.01% 1278
2020
Q4 		$232K Buy
+1,329
New +$202K ﹤0.01% 1185

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $94.8B AUM 24.11% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oppenheimer & Co's FIVN Position: Q2 2025 in Review

Oppenheimer & Co sold out of FIVE9 (FIVN) in Q2 2025, closing a stake of 76,069 shares — an estimated $2.07M sold.

Oppenheimer & Co first reported a position in FIVN in Q4 2020 and held it in 7 quarters. The position peaked at $2.07M in Q1 2025. 294 funds tracked by Wall St. Rank hold FIVN as of Q2 2025.

  • Oppenheimer & Co reported no remaining FIVE9 position as of Q2 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 76,069 FIVE9 shares in Q2 2025, an estimated $2.07M.
  • Oppenheimer & Co first reported a position in FIVE9 in Q4 2020 and held it in 7 quarters.
  • Oppenheimer & Co's FIVE9 position peaked at $2.07M in Q1 2025.
  • 294 funds tracked by Wall St. Rank held FIVE9 as of Q2 2025.

Based on Oppenheimer & Co's 13F filing for Q2 2025, filed 31 Jul 2025.