Prelude Capital Management’s FIVE9 FIVN Stock Holding History

Prelude Capital Management’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
2021 Q4	–	Sell	-12,300	Closed	-$1.97M	–	2053
2021 Q3	$1.97M	Buy	+12,300	New	+$2.24M	0.05%	316

Other funds holding FIVN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prelude Capital Management's FIVN Position: Q3 2025 in Review

Prelude Capital Management sold out of FIVE9 (FIVN) in Q3 2025, closing a stake of 22,100 shares — an estimated $585K sold.

Prelude Capital Management first reported a position in FIVN in Q3 2014 and held it in 27 quarters. The position peaked at $4.94M in Q3 2021. 308 funds tracked by Wall St. Rank hold FIVN as of Q3 2025.

Prelude Capital Management reported no remaining FIVE9 position as of Q3 2025 after selling out during the quarter.
Prelude Capital Management sold 22,100 FIVE9 shares in Q3 2025, an estimated $585K.
Prelude Capital Management first reported a position in FIVE9 in Q3 2014 and held it in 27 quarters.
Prelude Capital Management's FIVE9 position peaked at $4.94M in Q3 2021.
308 funds tracked by Wall St. Rank held FIVE9 as of Q3 2025.

Based on Prelude Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.