PF
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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
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

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Phoenix Financial's FIVN Position: Q2 2026 in Review

Phoenix Financial opened a new position in FIVE9 (FIVN) in Q2 2026: 19,012 shares worth $404K. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in FIVN as recently as Q3 2021.

Phoenix Financial first reported a position in FIVN in Q3 2021 and has held it in 2 quarters since. The position peaked at $4.51M in Q3 2021. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Phoenix Financial held 19,012 shares of FIVE9 worth $404K as of Q2 2026.
  • FIVE9 was a new Phoenix Financial position in Q2 2026.
  • FIVE9 made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #381 holding.
  • Phoenix Financial first reported a position in FIVE9 in Q3 2021 and has held it in 2 quarters since.
  • Phoenix Financial's FIVE9 position peaked at $4.51M in Q3 2021.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.