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Palisade Capital Management’s FIVE9 FIVN Stock Holding History

Palisade Capital 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
2025
Q1 		– Sell
-7,000
Closed -$284K – 374
2024
Q4 		$284K Sell
7,000
-1,250
-15% -$45.1K 0.01% 351
2024
Q3 		$237K Buy
8,250
+1,750
+27% +$63.2K 0.01% 354
2024
Q2 		$287K Buy
6,500
+1,000
+18% +$52K 0.01% 345
2024
Q1 		$342K Buy
+5,500
New +$382K 0.01% 339
2017
Q1 		– Sell
-91,850
Closed -$1.3M – 446
2016
Q4 		$1.3M Sell
91,850
-62,675
-41% -$903K 0.05% 300
2016
Q3 		$2.42M Buy
154,525
+775
+0.5% +$10.6K 0.09% 301
2016
Q2 		$1.83M Buy
+153,750
New +$1.56M 0.07% 342

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 $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Palisade Capital Management's FIVN Position: Q1 2025 in Review

Palisade Capital Management sold out of FIVE9 (FIVN) in Q1 2025, closing a stake of 7,000 shares — an estimated $284K sold.

Palisade Capital Management first reported a position in FIVN in Q2 2016 and held it in 7 quarters. The position peaked at $2.42M in Q3 2016. 306 funds tracked by Wall St. Rank hold FIVN as of Q1 2025.

  • Palisade Capital Management reported no remaining FIVE9 position as of Q1 2025 after selling out during the quarter.
  • Palisade Capital Management sold 7,000 FIVE9 shares in Q1 2025, an estimated $284K.
  • Palisade Capital Management first reported a position in FIVE9 in Q2 2016 and held it in 7 quarters.
  • Palisade Capital Management's FIVE9 position peaked at $2.42M in Q3 2016.
  • 306 funds tracked by Wall St. Rank held FIVE9 as of Q1 2025.

Based on Palisade Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.