Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.88K Sell
124
-105
-46% -$1.82K ﹤0.01% 1399
2025
Q4
$4.59K Sell
229
-431
-65% -$9.15K ﹤0.01% 1288
2025
Q3
$16K Buy
+660
New +$17.5K ﹤0.01% 924
2025
Q2
Sell
-3
Closed -$81 625
2025
Q1
$81 Hold
3
﹤0.01% 1305
2024
Q4
$122 Sell
3
-4,020
-100% -$145K ﹤0.01% 1312
2024
Q3
$116K Sell
4,023
-356
-8% -$12.8K 0.01% 461
2024
Q2
$193K Buy
4,379
+352
+9% +$18.3K 0.02% 319
2024
Q1
$250K Hold
4,027
0.03% 282
2023
Q4
$317K Sell
4,027
-14
-0.3% -$975 0.04% 222
2023
Q3
$260K Sell
4,041
-5,000
-55% -$374K 0.04% 229
2023
Q2
$745K Hold
9,041
0.12% 108
2023
Q1
$620K Buy
9,041
+14
+0.2% +$1K 0.11% 121
2022
Q4
$613K Buy
9,027
+1,657
+22% +$104K 0.11% 114
2022
Q3
$553K Hold
7,370
0.11% 116
2022
Q2
$672K Buy
7,370
+1,976
+37% +$200K 0.14% 90
2022
Q1
$595K Buy
5,394
+24
+0.4% +$2.79K 0.11% 127
2021
Q4
$737K Buy
+5,370
New +$794K 0.16% 110

Other funds holding FIVN