Prelude Capital Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Buy |
+22,100
| New | +$585K | 0.06% | 391 |
|
|
2024
Q2 | – | Sell |
-11,263
| Closed | -$700K | – | 1215 |
|
|
2024
Q1 | $700K | Buy |
11,263
+7,539
| +202% | +$468K | 0.04% | 438 |
|
|
2023
Q4 | $293K | Buy |
+3,724
| New | +$293K | 0.02% | 646 |
|
|
2023
Q2 | – | Sell |
-8,297
| Closed | -$600K | – | 1096 |
|
|
2023
Q1 | $600K | Buy |
+8,297
| New | +$600K | 0.04% | 357 |
|
|
2022
Q4 | – | Sell |
-6,550
| Closed | -$491K | – | 1275 |
|
|
2022
Q3 | $491K | Sell |
6,550
-4,579
| -41% | -$343K | 0.02% | 653 |
|
|
2022
Q2 | $1.01M | Buy |
11,129
+5,435
| +95% | +$495K | 0.03% | 413 |
|
|
2022
Q1 | $629K | Sell |
5,694
-3,998
| -41% | -$442K | 0.02% | 588 |
|
|
2021
Q4 | $1.33M | Sell |
9,692
-21,229
| -69% | -$2.92M | 0.03% | 350 |
|
|
2021
Q3 | $4.94M | Buy |
30,921
+24,592
| +389% | +$3.93M | 0.13% | 66 |
|
|
2021
Q2 | $1.16M | Sell |
6,329
-5,115
| -45% | -$938K | 0.03% | 410 |
|
|
2021
Q1 | $1.79M | Buy |
+11,444
| New | +$1.79M | 0.05% | 208 |
|
|
2020
Q3 | – | Sell |
-1,173
| Closed | -$130K | – | 1531 |
|
|
2020
Q2 | $130K | Buy |
+1,173
| New | +$130K | 0.01% | 594 |
|
|
2020
Q1 | – | Sell |
-8,473
| Closed | -$556K | – | 1132 |
|
|
2019
Q4 | $556K | Buy |
8,473
+5,423
| +178% | +$356K | 0.02% | 299 |
|
|
2019
Q3 | $164K | Sell |
3,050
-950
| -24% | -$51.1K | 0.01% | 474 |
|
|
2019
Q2 | $205K | Buy |
4,000
+3,473
| +659% | +$178K | 0.01% | 458 |
|
|
2019
Q1 | $28K | Buy |
527
+209
| +66% | +$11.1K | ﹤0.01% | 904 |
|
|
2018
Q4 | $14K | Sell |
318
-300
| -49% | -$13.2K | ﹤0.01% | 968 |
|
|
2018
Q3 | $27K | Buy |
618
+278
| +82% | +$12.1K | ﹤0.01% | 920 |
|
|
2018
Q2 | $12K | Buy |
+340
| New | +$12K | ﹤0.01% | 1176 |
|
|
2017
Q4 | – | Sell |
-1,756
| Closed | -$42K | – | 1318 |
|
|
2017
Q3 | $42K | Sell |
1,756
-34,089
| -95% | -$815K | ﹤0.01% | 1042 |
|
|
2017
Q2 | $771K | Sell |
35,845
-3,800
| -10% | -$81.7K | 0.07% | 224 |
|
|
2017
Q1 | $653K | Hold |
39,645
| – | – | 0.06% | 274 |
|
|
2016
Q4 | $563K | Buy |
+39,645
| New | +$563K | 0.07% | 274 |
|
|
2015
Q3 | – | Sell |
-64,600
| Closed | -$338K | – | 1488 |
|
|
2015
Q2 | $338K | Sell |
64,600
-25,400
| -28% | -$133K | 0.05% | 381 |
|
|
2015
Q1 | $500K | Hold |
90,000
| – | – | 0.07% | 324 |
|
|
2014
Q4 | $403K | Buy |
90,000
+10,000
| +13% | +$44.8K | 0.06% | 351 |
|
|
2014
Q3 | $523K | Buy |
+80,000
| New | +$523K | 0.07% | 320 |
|