Parnassus Investments
FIVN icon

Parnassus Investments’s FIVE9 FIVN Stock Holding History

Parnassus Investments’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
Q2 		– Sell
-225,571
Closed -$16.3M – 139
2023
Q1 		$16.3M Hold
225,571
– – 0.04% 107
2022
Q4 		$15.3M Buy
225,571
+80,044
+55% +$5.02M 0.04% 109
2022
Q3 		$10.9M Buy
145,527
+58,669
+68% +$5.7M 0.03% 120
2022
Q2 		$7.92M Sell
86,858
-110,889
-56% -$11.2M 0.02% 126
2022
Q1 		$21.8M Buy
197,747
+39,512
+25% +$4.6M 0.04% 119
2021
Q4 		$21.7M Buy
+158,235
New +$23.4M 0.04% 115

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 $2.3T AUM 54.33% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parnassus Investments's FIVN Position: Q2 2023 in Review

Parnassus Investments sold out of FIVE9 (FIVN) in Q2 2023, closing a stake of 225,571 shares — an estimated $16.3M sold.

Parnassus Investments first reported a position in FIVN in Q4 2021 and held it in 6 quarters. The position peaked at $21.8M in Q1 2022. 336 funds tracked by Wall St. Rank hold FIVN as of Q2 2023.

  • Parnassus Investments reported no remaining FIVE9 position as of Q2 2023 after selling out during the quarter.
  • Parnassus Investments sold 225,571 FIVE9 shares in Q2 2023, an estimated $16.3M.
  • Parnassus Investments first reported a position in FIVE9 in Q4 2021 and held it in 6 quarters.
  • Parnassus Investments's FIVE9 position peaked at $21.8M in Q1 2022.
  • 336 funds tracked by Wall St. Rank held FIVE9 as of Q2 2023.

Based on Parnassus Investments's 13F filing for Q2 2023, filed 31 Jul 2023.