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FIVN icon

Principal Securities’s FIVE9 FIVN Stock Holding History

Principal Securities’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
2026
Q2 		– Sell
-11,341
Closed -$172K – 1555
2026
Q1 		$172K Buy
+11,341
New +$197K ﹤0.01% 1392
2025
Q4 		– Sell
-3,118
Closed -$75.5K – 2096
2025
Q3 		$75.5K Buy
3,118
+1,765
+130% +$46.7K ﹤0.01% 1743
2025
Q2 		$35.8K Buy
1,353
+1,271
+1,550% +$33.1K ﹤0.01% 2037
2025
Q1 		$3.33K Hold
82
– – ﹤0.01% 2910
2024
Q4 		$3.33K Buy
82
+59
+257% +$2.13K ﹤0.01% 2906
2024
Q3 		$661 Hold
23
– – ﹤0.01% 3228
2024
Q2 		$1.01K Buy
+23
New +$1.2K ﹤0.01% 3068

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Securities's FIVN Position: Q2 2026 in Review

Principal Securities sold out of FIVE9 (FIVN) in Q2 2026, closing a stake of 11,341 shares — an estimated $172K sold.

Principal Securities first reported a position in FIVN in Q2 2024 and held it in 7 quarters. The position peaked at $172K in Q1 2026. 292 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Principal Securities reported no remaining FIVE9 position as of Q2 2026 after selling out during the quarter.
  • Principal Securities sold 11,341 FIVE9 shares in Q2 2026, an estimated $172K.
  • Principal Securities first reported a position in FIVE9 in Q2 2024 and held it in 7 quarters.
  • Principal Securities's FIVE9 position peaked at $172K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.