Raffa Wealth Management’s FIVE9 FIVN Stock Holding History

Raffa 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
2026 Q2	$362	Hold	17	–	–	﹤0.01%	1211
2026 Q1	$258	Hold	17	–	–	﹤0.01%	1136
2025 Q4	$341	Hold	17	–	–	﹤0.01%	1104
2025 Q3	$411	Hold	17	–	–	﹤0.01%	1099
2025 Q2	$450	Hold	17	–	–	﹤0.01%	1021
2025 Q1	$462	Hold	17	–	–	﹤0.01%	973
2024 Q4	$691	Hold	17	–	–	﹤0.01%	947
2024 Q3	$488	Hold	17	–	–	﹤0.01%	993
2024 Q2	$750	Hold	17	–	–	﹤0.01%	976
2024 Q1	$1.06K	Hold	17	–	–	﹤0.01%	880
2023 Q4	$1.34K	Hold	17	–	–	﹤0.01%	734
2023 Q3	$1.09K	Hold	17	–	–	﹤0.01%	754
2023 Q2	$1.4K	Hold	17	–	–	﹤0.01%	706
2023 Q1	$1.23K	Hold	17	–	–	﹤0.01%	734
2022 Q4	$1.15K	Hold	17	–	–	﹤0.01%	738
2022 Q3	$1.27K	Hold	17	–	–	﹤0.01%	725
2022 Q2	$1.55K	Hold	17	–	–	﹤0.01%	676
2022 Q1	$1.88K	Hold	17	–	–	﹤0.01%	653
2021 Q4	$2.33K	Hold	17	–	–	﹤0.01%	613
2021 Q3	$2.72K	Hold	17	–	–	﹤0.01%	522
2021 Q2	$3.12K	Hold	17	–	–	﹤0.01%	495
2021 Q1	$2.66K	Buy	17 +4	+31%	+$683	﹤0.01%	558
2020 Q4	$2.27K	Hold	13	–	–	﹤0.01%	524
2020 Q3	$1.69K	Hold	13	–	–	﹤0.01%	529
2020 Q2	$1.44K	Buy	+13	New	+$1.26K	﹤0.01%	552

Other funds holding FIVN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 374.17% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raffa Wealth Management's FIVN Position: Q2 2026 in Review

Raffa Wealth Management held its FIVE9 (FIVN) position steady in Q2 2026 at 17 shares worth $362. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Raffa Wealth Management first reported a position in FIVN in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.12K in Q2 2021. 269 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

Raffa Wealth Management held 17 shares of FIVE9 worth $362 as of Q2 2026.
Raffa Wealth Management left its FIVE9 share count unchanged in Q2 2026.
FIVE9 made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1211 holding.
Raffa Wealth Management first reported a position in FIVE9 in Q2 2020 and has held it in 25 quarters since.
Raffa Wealth Management's FIVE9 position peaked at $3.12K in Q2 2021.
269 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.