Ossiam’s FIVE9 FIVN Stock Holding History

Ossiam’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 Q3	–	Sell	-13,320	Closed	-$353K	–	715
2025 Q2	$353K	Hold	13,320	–	–	﹤0.01%	501
2025 Q1	$362K	Hold	13,320	–	–	0.01%	454
2024 Q4	$541K	Hold	13,320	–	–	0.01%	446
2024 Q3	$383K	Hold	13,320	–	–	0.01%	480
2024 Q2	$587K	Hold	13,320	–	–	0.01%	440
2024 Q1	$827K	Hold	13,320	–	–	0.01%	421
2023 Q4	$1.05M	Hold	13,320	–	–	0.02%	352
2023 Q3	$856K	Hold	13,320	–	–	0.02%	374
2023 Q2	$1.1M	Buy	+13,320	New	+$894K	0.02%	303
2023 Q1	–	Sell	-567	Closed	-$38.5K	–	717
2022 Q4	$38.5K	Hold	567	–	–	﹤0.01%	678
2022 Q3	$43K	Buy	+567	New	+$55.1K	﹤0.01%	685

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ossiam's FIVN Position: Q3 2025 in Review

Ossiam sold out of FIVE9 (FIVN) in Q3 2025, closing a stake of 13,320 shares — an estimated $353K sold.

Ossiam first reported a position in FIVN in Q3 2022 and held it in 11 quarters. The position peaked at $1.1M in Q2 2023. 308 funds tracked by Wall St. Rank hold FIVN as of Q3 2025.

Ossiam reported no remaining FIVE9 position as of Q3 2025 after selling out during the quarter.
Ossiam sold 13,320 FIVE9 shares in Q3 2025, an estimated $353K.
Ossiam first reported a position in FIVE9 in Q3 2022 and held it in 11 quarters.
Ossiam's FIVE9 position peaked at $1.1M in Q2 2023.
308 funds tracked by Wall St. Rank held FIVE9 as of Q3 2025.

Based on Ossiam's 13F filing for Q3 2025, filed 14 Nov 2025.