Polar Capital Holdings’s FIVE9 FIVN Stock Holding History

Polar Capital Holdings’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
2022 Q4	–	Sell	-613,336	Closed	-$46M	–	338
2022 Q3	$46M	Sell	613,336 -605,412	-50%	-$58.8M	0.29%	79
2022 Q2	$111M	Buy	1,218,748 +34,360	+3%	+$3.48M	0.65%	30
2022 Q1	$131M	Buy	1,184,388 +64,403	+6%	+$7.5M	0.59%	31
2021 Q4	$154M	Buy	1,119,985 +362,143	+48%	+$53.6M	0.58%	35
2021 Q3	$121M	Buy	757,842 +417,842	+123%	+$76.2M	0.49%	38
2021 Q2	$62.4M	Buy	+340,000	New	+$58.6M	0.27%	83

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Polar Capital Holdings's FIVN Position: Q4 2022 in Review

Polar Capital Holdings sold out of FIVE9 (FIVN) in Q4 2022, closing a stake of 613,336 shares — an estimated $46M sold.

Polar Capital Holdings first reported a position in FIVN in Q2 2021 and held it in 6 quarters. The position peaked at $154M in Q4 2021. 326 funds tracked by Wall St. Rank hold FIVN as of Q4 2022.

Polar Capital Holdings reported no remaining FIVE9 position as of Q4 2022 after selling out during the quarter.
Polar Capital Holdings sold 613,336 FIVE9 shares in Q4 2022, an estimated $46M.
Polar Capital Holdings first reported a position in FIVE9 in Q2 2021 and held it in 6 quarters.
Polar Capital Holdings's FIVE9 position peaked at $154M in Q4 2021.
326 funds tracked by Wall St. Rank held FIVE9 as of Q4 2022.

Based on Polar Capital Holdings's 13F filing for Q4 2022, filed 14 Feb 2023.