Raymond James Financial
FIVN icon

Raymond James Financial’s FIVE9 FIVN Stock Holding History

Raymond James Financial’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 		$165K Sell
10,899
-26,662
-71% -$463K ﹤0.01% 4927
2025
Q4 		$753K Sell
37,561
-1,413
-4% -$30K ﹤0.01% 3977
2025
Q3 		$943K Sell
38,974
-393,257
-91% -$10.4M ﹤0.01% 3715
2025
Q2 		$11.4M Buy
432,231
+23,421
+6% +$610K ﹤0.01% 1759
2025
Q1 		$11.1M Buy
408,810
+121,630
+42% +$4.46M ﹤0.01% 1728
2024
Q4 		$11.7M Buy
+287,180
New +$10.4M ﹤0.01% 1727

Other funds holding FIVN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VC
Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.57B AUM 370.24% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return