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Prentiss Smith & Co’s FIVE9 FIVN Stock Holding History

Prentiss Smith & Co’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
2025
Q4 		– Sell
-34,787
Closed -$842K – 69
2025
Q3 		$842K Sell
34,787
-594
-2% -$15.7K 0.48% 45
2025
Q2 		$937K Sell
35,381
-386
-1% -$10K 0.56% 43
2025
Q1 		$971K Buy
35,767
+378
+1% +$13.9K 0.63% 39
2024
Q4 		$1.44M Sell
35,389
-55
-0.2% -$1.98K 0.94% 32
2024
Q3 		$1.02M Sell
35,444
-57
-0.2% -$2.06K 0.65% 38
2024
Q2 		$1.57M Buy
+35,501
New +$1.84M 1.09% 27

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prentiss Smith & Co's FIVN Position: Q4 2025 in Review

Prentiss Smith & Co sold out of FIVE9 (FIVN) in Q4 2025, closing a stake of 34,787 shares — an estimated $842K sold.

Prentiss Smith & Co first reported a position in FIVN in Q2 2024 and held it in 6 quarters. The position peaked at $1.57M in Q2 2024. 289 funds tracked by Wall St. Rank hold FIVN as of Q4 2025.

  • Prentiss Smith & Co reported no remaining FIVE9 position as of Q4 2025 after selling out during the quarter.
  • Prentiss Smith & Co sold 34,787 FIVE9 shares in Q4 2025, an estimated $842K.
  • Prentiss Smith & Co first reported a position in FIVE9 in Q2 2024 and held it in 6 quarters.
  • Prentiss Smith & Co's FIVE9 position peaked at $1.57M in Q2 2024.
  • 289 funds tracked by Wall St. Rank held FIVE9 as of Q4 2025.

Based on Prentiss Smith & Co's 13F filing for Q4 2025, filed 29 Jan 2026.