PWM
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Prosperity Wealth Management’s FIVE9 FIVN Stock Holding History

Prosperity Wealth 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
2025
Q4 		$501K Buy
+25,000
New +$531K 0.17% 131

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

Prosperity Wealth Management's FIVN Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in FIVE9 (FIVN) in Q4 2025: 25,000 shares worth $501K. The stake represents 0.17% of the portfolio and ranks #131 among its holdings.

289 funds tracked by Wall St. Rank hold FIVN as of Q4 2025.

  • Prosperity Wealth Management held 25,000 shares of FIVE9 worth $501K as of Q4 2025.
  • FIVE9 was a new Prosperity Wealth Management position in Q4 2025.
  • FIVE9 made up 0.17% of Prosperity Wealth Management's portfolio in Q4 2025, its #131 holding.
  • 289 funds tracked by Wall St. Rank held FIVE9 as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.