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Rachor Investment Advisory Services’s FIVE9 FIVN Stock Holding History

Rachor Investment Advisory Services’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
-142
Closed -$2.15K – 285
2026
Q1 		$2.15K Hold
142
– – ﹤0.01% 244
2025
Q4 		$2.85K Buy
+142
New +$3.01K ﹤0.01% 207

Other funds holding FIVN

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Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
GA
Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Rachor Investment Advisory Services's FIVN Position: Q2 2026 in Review

Rachor Investment Advisory Services sold out of FIVE9 (FIVN) in Q2 2026, closing a stake of 142 shares — an estimated $2.15K sold.

Rachor Investment Advisory Services first reported a position in FIVN in Q4 2025 and held it in 2 quarters. The position peaked at $2.85K in Q4 2025. 89 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Rachor Investment Advisory Services reported no remaining FIVE9 position as of Q2 2026 after selling out during the quarter.
  • Rachor Investment Advisory Services sold 142 FIVE9 shares in Q2 2026, an estimated $2.15K.
  • Rachor Investment Advisory Services first reported a position in FIVE9 in Q4 2025 and held it in 2 quarters.
  • Rachor Investment Advisory Services's FIVE9 position peaked at $2.85K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.