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FIVN icon

Paloma Partners’s FIVE9 FIVN Stock Holding History

Paloma Partners’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
Q1 		– Sell
-24
Closed -$1.89K – 885
2023
Q4 		$1.89K Buy
+24
New +$1.67K ﹤0.01% 708
2021
Q3 		– Sell
-1,355
Closed -$248K – 1356
2021
Q2 		$248K Sell
1,355
-615
-31% -$106K ﹤0.01% 1420
2021
Q1 		$308K Buy
+1,970
New +$337K 0.01% 1463
2020
Q4 		– Sell
-2,400
Closed -$311K – 1821
2020
Q3 		$311K Sell
2,400
-101,665
-98% -$12.2M 0.01% 1463
2020
Q2 		$11.5M Buy
104,065
+100,165
+2,568% +$9.75M 0.2% 85
2020
Q1 		$298K Buy
+3,900
New +$278K 0.02% 693
2019
Q2 		– Sell
-4,392
Closed -$232K – 1887
2019
Q1 		$232K Buy
+4,392
New +$223K 0.01% 1443
2017
Q4 		– Sell
-13,270
Closed -$317K – 2000
2017
Q3 		$317K Buy
+13,270
New +$288K ﹤0.01% 1773
2016
Q2 		– Sell
-11,995
Closed -$106K – 2200
2016
Q1 		$106K Buy
+11,995
New +$94.3K ﹤0.01% 1760

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Paloma Partners's FIVN Position: Q1 2024 in Review

Paloma Partners sold out of FIVE9 (FIVN) in Q1 2024, closing a stake of 24 shares — an estimated $1.89K sold.

Paloma Partners first reported a position in FIVN in Q1 2016 and held it in 9 quarters. The position peaked at $11.5M in Q2 2020. 310 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

  • Paloma Partners reported no remaining FIVE9 position as of Q1 2024 after selling out during the quarter.
  • Paloma Partners sold 24 FIVE9 shares in Q1 2024, an estimated $1.89K.
  • Paloma Partners first reported a position in FIVE9 in Q1 2016 and held it in 9 quarters.
  • Paloma Partners's FIVE9 position peaked at $11.5M in Q2 2020.
  • 310 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on Paloma Partners's 13F filing for Q1 2024, filed 15 May 2024.