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Richardson Financial Services’s FIVE9 FIVN Stock Holding History

Richardson Financial Services’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 		$28.5K Sell
1,339
-824
-38% -$16.3K 0.02% 384
2026
Q1 		$32.8K Buy
2,163
+845
+64% +$14.7K 0.02% 363
2025
Q4 		$26.4K Buy
1,318
+336
+34% +$7.13K 0.01% 372
2025
Q3 		$23.8K Buy
982
+657
+202% +$17.4K 0.01% 355
2025
Q2 		$8.65K Hold
325
– – 0.01% 429
2025
Q1 		$8.82K Buy
+325
New +$11.9K 0.01% 393

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

Richardson Financial Services's FIVN Position: Q2 2026 in Review

Richardson Financial Services reduced its FIVE9 (FIVN) stake by 38% in Q2 2026, selling an estimated $16.3K and leaving 1,339 shares worth $28.5K. The position accounts for 0.02% of the portfolio, ranked #384.

Richardson Financial Services first reported a position in FIVN in Q1 2025 and has held it in 6 quarters since. The position peaked at $32.8K in Q1 2026. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Richardson Financial Services held 1,339 shares of FIVE9 worth $28.5K as of Q2 2026.
  • Richardson Financial Services sold 824 FIVE9 shares in Q2 2026, an estimated $16.3K.
  • FIVE9 made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #384 holding.
  • Richardson Financial Services first reported a position in FIVE9 in Q1 2025 and has held it in 6 quarters since.
  • Richardson Financial Services's FIVE9 position peaked at $32.8K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.