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FIVN icon

Pitcairn’s FIVE9 FIVN Stock Holding History

Pitcairn’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
Q1 		– Sell
-3,248
Closed -$220K – 610
2022
Q4 		$220K Sell
3,248
-2,021
-38% -$127K 0.02% 543
2022
Q3 		$395K Sell
5,269
-26
-0.5% -$2.53K 0.04% 346
2022
Q2 		$483K Buy
5,295
+114
+2% +$11.5K 0.05% 307
2022
Q1 		$572K Sell
5,181
-139
-3% -$16.2K 0.05% 314
2021
Q4 		$731K Sell
5,320
-171
-3% -$25.3K 0.05% 280
2021
Q3 		$877K Sell
5,491
-58
-1% -$10.6K 0.06% 222
2021
Q2 		$1.02M Sell
5,549
-88
-2% -$15.2K 0.07% 201
2021
Q1 		$882K Buy
5,637
+27
+0.5% +$4.61K 0.06% 210
2020
Q4 		$978K Sell
5,610
-1,277
-19% -$194K 0.07% 184
2020
Q3 		$893K Sell
6,887
-571
-8% -$68.7K 0.08% 166
2020
Q2 		$825K Sell
7,458
-389
-5% -$37.9K 0.08% 155
2020
Q1 		$600K Buy
7,847
+216
+3% +$15.4K 0.07% 172
2019
Q4 		$500K Buy
7,631
+1,244
+19% +$76.1K 0.05% 257
2019
Q3 		$344K Sell
6,387
-22
-0.3% -$1.24K 0.03% 336
2019
Q2 		$328K Sell
6,409
-59
-0.9% -$2.99K 0.03% 353
2019
Q1 		$341K Sell
6,468
-1,018
-14% -$51.8K 0.04% 314
2018
Q4 		$328K Sell
7,486
-513
-6% -$20.6K 0.04% 270
2018
Q3 		$349K Sell
7,999
-1,116
-12% -$46K 0.04% 362
2018
Q2 		$316K Buy
+9,115
New +$295K 0.03% 383

Other funds holding FIVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pitcairn's FIVN Position: Q1 2023 in Review

Pitcairn sold out of FIVE9 (FIVN) in Q1 2023, closing a stake of 3,248 shares — an estimated $220K sold.

Pitcairn first reported a position in FIVN in Q2 2018 and held it in 19 quarters. The position peaked at $1.02M in Q2 2021. 339 funds tracked by Wall St. Rank hold FIVN as of Q1 2023.

  • Pitcairn reported no remaining FIVE9 position as of Q1 2023 after selling out during the quarter.
  • Pitcairn sold 3,248 FIVE9 shares in Q1 2023, an estimated $220K.
  • Pitcairn first reported a position in FIVE9 in Q2 2018 and held it in 19 quarters.
  • Pitcairn's FIVE9 position peaked at $1.02M in Q2 2021.
  • 339 funds tracked by Wall St. Rank held FIVE9 as of Q1 2023.

Based on Pitcairn's 13F filing for Q1 2023, filed 5 May 2023.