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
Q2 		$2.13M Buy
99,965
+89,066
+817% +$1.76M ﹤0.01% 3439
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

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
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 373.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raymond James Financial's FIVN Position: Q2 2026 in Review

Raymond James Financial increased its FIVE9 (FIVN) stake by 817% in Q2 2026, buying an estimated $1.76M and bringing the position to 99,965 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #3439.

Raymond James Financial first reported a position in FIVN in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.7M in Q4 2024. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Raymond James Financial held 99,965 shares of FIVE9 worth $2.13M as of Q2 2026.
  • Raymond James Financial bought 89,066 FIVE9 shares in Q2 2026, an estimated $1.76M.
  • FIVE9 made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3439 holding.
  • Raymond James Financial first reported a position in FIVE9 in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's FIVE9 position peaked at $11.7M in Q4 2024.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.