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Potrero Capital Research’s FIVE9 FIVN Stock Holding History

Potrero Capital Research’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
2024
Q4 		– Sell
-543,346
Closed -$15.6M – 32
2024
Q3 		$15.6M Buy
+543,346
New +$19.6M 4.94% 9
2024
Q1 		– Sell
-75,692
Closed -$5.96M – 27
2023
Q4 		$5.96M Buy
+75,692
New +$5.27M 3.16% 10
2021
Q4 		– Sell
-43,407
Closed -$6.93M – 74
2021
Q3 		$6.93M Buy
+43,407
New +$7.92M 1.62% 21
2017
Q4 		– Sell
-63,690
Closed -$1.52M – 44
2017
Q3 		$1.52M Buy
63,690
+10,000
+19% +$217K 1.28% 24
2017
Q2 		$1.16M Buy
53,690
+39,890
+289% +$817K 1.08% 28
2017
Q1 		$227K Buy
+13,800
New +$226K 0.2% 40

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Potrero Capital Research's FIVN Position: Q4 2024 in Review

Potrero Capital Research sold out of FIVE9 (FIVN) in Q4 2024, closing a stake of 543,346 shares — an estimated $15.6M sold.

Potrero Capital Research first reported a position in FIVN in Q1 2017 and held it in 6 quarters. The position peaked at $15.6M in Q3 2024. 296 funds tracked by Wall St. Rank hold FIVN as of Q4 2024.

  • Potrero Capital Research reported no remaining FIVE9 position as of Q4 2024 after selling out during the quarter.
  • Potrero Capital Research sold 543,346 FIVE9 shares in Q4 2024, an estimated $15.6M.
  • Potrero Capital Research first reported a position in FIVE9 in Q1 2017 and held it in 6 quarters.
  • Potrero Capital Research's FIVE9 position peaked at $15.6M in Q3 2024.
  • 296 funds tracked by Wall St. Rank held FIVE9 as of Q4 2024.

Based on Potrero Capital Research's 13F filing for Q4 2024, filed 14 Feb 2025.