Private Advisor Group
FIVN icon

Private Advisor Group’s FIVE9 FIVN Stock Holding History

Private Advisor Group’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
Q3 		$326K Buy
+9,592
New +$291K ﹤0.01% 2503
2025
Q1 		– Sell
-6,620
Closed -$269K – 2340
2024
Q4 		$269K Buy
+6,620
New +$239K ﹤0.01% 1921
2020
Q3 		– Sell
-981
Closed -$109K – 2218
2020
Q2 		$109K Buy
+981
New +$95.5K ﹤0.01% 1659

Other funds holding FIVN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Gagnon Securities
Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

Private Advisor Group's FIVN Position: Q3 2026 in Review

Private Advisor Group opened a new position in FIVE9 (FIVN) in Q3 2026: 9,592 shares worth $326K. The stake represents ﹤0.01% of the portfolio and ranks #2503 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in FIVN as recently as Q4 2024.

Private Advisor Group first reported a position in FIVN in Q2 2020 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • Private Advisor Group held 9,592 shares of FIVE9 worth $326K as of Q3 2026.
  • FIVE9 was a new Private Advisor Group position in Q3 2026.
  • FIVE9 made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2503 holding.
  • Private Advisor Group first reported a position in FIVE9 in Q2 2020 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.