Osaic Holdings
FIVN icon

Osaic Holdings’s FIVE9 FIVN Stock Holding History

Osaic Holdings’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
Q4 		– Sell
-1
Closed -$5 – 7359
2023
Q3 		$5 Hold
1
– – ﹤0.01% 7354
2023
Q2 		$245 Hold
1
– – ﹤0.01% 7169
2023
Q1 		$210 Buy
+1
New +$72 ﹤0.01% 7258
2022
Q4 		– Sell
-1
Closed -$1K – 7260
2022
Q3 		$1K Hold
1
– – ﹤0.01% 6981
2022
Q2 		$2K Hold
1
– – ﹤0.01% 6876
2022
Q1 		$3K Buy
+1
New +$116 ﹤0.01% 6728

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

Osaic Holdings's FIVN Position: Q1 2026 in Review

Osaic Holdings reduced its FIVE9 (FIVN) stake by 5.9% in Q1 2026, selling an estimated $2.78K and leaving 2,533 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5408.

Osaic Holdings first reported a position in FIVN in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.77M in Q2 2020. 291 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

  • Osaic Holdings held 2,533 shares of FIVE9 worth $38.4K as of Q1 2026.
  • Osaic Holdings sold 160 FIVE9 shares in Q1 2026, an estimated $2.78K.
  • FIVE9 made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5408 holding.
  • Osaic Holdings first reported a position in FIVE9 in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's FIVE9 position peaked at $1.77M in Q2 2020.
  • 291 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.