Phoenix Financial
FIVN icon

Phoenix Financial’s FIVE9 FIVN Stock Holding History

Phoenix Financial’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
2026
Q3 		– Sell
-19,012
Closed -$404K – 545
2026
Q2 		$404K Buy
+19,012
New +$375K ﹤0.01% 381
2021
Q4 		– Sell
-28,000
Closed -$4.51M – 395
2021
Q3 		$4.51M Buy
+28,000
New +$5.11M 0.08% 146

Other funds holding FIVN

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Gagnon Securities
Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
GA
Gagnon Advisors New York $182M AUM 52.04% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Phoenix Financial's FIVN Position: Q3 2026 in Review

Phoenix Financial sold out of FIVE9 (FIVN) in Q3 2026, closing a stake of 19,012 shares — an estimated $404K sold.

Phoenix Financial first reported a position in FIVN in Q3 2021 and held it in 2 quarters. The position peaked at $4.51M in Q3 2021. 142 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • Phoenix Financial reported no remaining FIVE9 position as of Q3 2026 after selling out during the quarter.
  • Phoenix Financial sold 19,012 FIVE9 shares in Q3 2026, an estimated $404K.
  • Phoenix Financial first reported a position in FIVE9 in Q3 2021 and held it in 2 quarters.
  • Phoenix Financial's FIVE9 position peaked at $4.51M in Q3 2021.
  • 142 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.