Ray Dalio’s FIVE9 FIVN Stock Holding History

Ray Dalio’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 Q1	–	Sell	-457,821	Closed	-$9.18M	–	1089
2025 Q4	$9.18M	Buy	457,821 +176,628	+63%	+$3.75M	0.03%	376
2025 Q3	$6.8M	Buy	+281,193	New	+$7.43M	0.03%	417

Other funds holding FIVN

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.1% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ray Dalio's FIVN Position: Q1 2026 in Review

Ray Dalio sold out of FIVE9 (FIVN) in Q1 2026, closing a stake of 457,821 shares — an estimated $9.18M sold.

Ray Dalio first reported a position in FIVN in Q3 2025 and held it in 2 quarters. The position peaked at $9.18M in Q4 2025. 291 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

Ray Dalio reported no remaining FIVE9 position as of Q1 2026 after selling out during the quarter.
Ray Dalio sold 457,821 FIVE9 shares in Q1 2026, an estimated $9.18M.
Ray Dalio first reported a position in FIVE9 in Q3 2025 and held it in 2 quarters.
Ray Dalio's FIVE9 position peaked at $9.18M in Q4 2025.
291 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.