RI
FIVN icon

Redwood Investments’s FIVE9 FIVN Stock Holding History

Redwood Investments’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
2022
Q4 		– Sell
-13,240
Closed -$993K – 122
2022
Q3 		$993K Sell
13,240
-294
-2% -$28.6K 0.13% 87
2022
Q2 		$1.23M Sell
13,534
-5,968
-31% -$604K 0.14% 92
2022
Q1 		$2.15M Hold
19,502
– – 0.2% 85
2021
Q4 		$2.68M Buy
+19,502
New +$2.88M 0.21% 86
2021
Q3 		– Sell
-24,865
Closed -$4.56M – 131
2021
Q2 		$4.56M Buy
24,865
+22,525
+963% +$3.88M 0.37% 74
2021
Q1 		$366K Hold
2,340
– – 0.03% 113
2020
Q4 		$408K Sell
2,340
-145,067
-98% -$22.1M 0.03% 114
2020
Q3 		$19.1M Sell
147,407
-51,999
-26% -$6.25M 1.61% 18
2020
Q2 		$22.1M Sell
199,406
-132,389
-40% -$12.9M 1.95% 9
2020
Q1 		$25.4M Sell
331,795
-112,463
-25% -$8.02M 2.99% 1
2019
Q4 		$29.1M Sell
444,258
-9,925
-2% -$607K 2.73% 1
2019
Q3 		$24.4M Buy
454,183
+194,652
+75% +$10.9M 1.88% 7
2019
Q2 		$13.3M Buy
259,531
+1,279
+0.5% +$64.9K 0.98% 43
2019
Q1 		$13.6M Sell
258,252
-171,364
-40% -$8.71M 1% 46
2018
Q4 		$18.8M Buy
429,616
+19,739
+5% +$794K 1.76% 9
2018
Q3 		$17.9M Sell
409,877
-130,075
-24% -$5.36M 1.4% 14
2018
Q2 		$18.7M Sell
539,952
-206,679
-28% -$6.69M 1.29% 30
2018
Q1 		$22.2M Buy
746,631
+156,181
+26% +$4.28M 1.59% 10
2017
Q4 		$14.7M Buy
590,450
+349,883
+145% +$8.63M 1.04% 42
2017
Q3 		$5.75M Buy
+240,567
New +$5.22M 0.66% 80

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Redwood Investments's FIVN Position: Q4 2022 in Review

Redwood Investments sold out of FIVE9 (FIVN) in Q4 2022, closing a stake of 13,240 shares — an estimated $993K sold.

Redwood Investments first reported a position in FIVN in Q3 2017 and held it in 20 quarters. The position peaked at $29.1M in Q4 2019. 327 funds tracked by Wall St. Rank hold FIVN as of Q4 2022.

  • Redwood Investments reported no remaining FIVE9 position as of Q4 2022 after selling out during the quarter.
  • Redwood Investments sold 13,240 FIVE9 shares in Q4 2022, an estimated $993K.
  • Redwood Investments first reported a position in FIVE9 in Q3 2017 and held it in 20 quarters.
  • Redwood Investments's FIVE9 position peaked at $29.1M in Q4 2019.
  • 327 funds tracked by Wall St. Rank held FIVE9 as of Q4 2022.

Based on Redwood Investments's 13F filing for Q4 2022, filed 20 Jan 2023.