Rockefeller Capital Management
FIVN icon

Rockefeller Capital Management’s FIVE9 FIVN Stock Holding History

Rockefeller Capital Management’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 		$9.64K Sell
452
-705
-61% -$13.9K ﹤0.01% 4033
2026
Q1 		$17.6K Buy
1,157
+581
+101% +$10.1K ﹤0.01% 3762
2025
Q4 		$11.5K Sell
576
-579
-50% -$12.3K ﹤0.01% 3745
2025
Q3 		$28K Buy
+1,155
New +$30.5K ﹤0.01% 3186
2023
Q1 		– Sell
-196
Closed -$12K – 2633
2022
Q4 		$12K Buy
196
+29
+17% +$1.82K ﹤0.01% 3000
2022
Q3 		$12K Sell
167
-145
-46% -$14.1K ﹤0.01% 3003
2022
Q2 		$28K Buy
312
+131
+72% +$13.3K ﹤0.01% 2549
2022
Q1 		$19K Sell
181
-177
-49% -$20.6K ﹤0.01% 2741
2021
Q4 		$49K Buy
358
+105
+42% +$15.5K ﹤0.01% 2227
2021
Q3 		$40K Buy
253
+3
+1% +$547 ﹤0.01% 2238
2021
Q2 		$45K Sell
250
-5,993
-96% -$1.03M ﹤0.01% 2125
2021
Q1 		$975K Sell
6,243
-1
-0% -$171 0.01% 789
2020
Q4 		$1.09M Buy
6,244
+6,095
+4,091% +$927K 0.01% 672
2020
Q3 		$19K Buy
149
+21
+16% +$2.53K ﹤0.01% 1804
2020
Q2 		$14K Buy
+128
New +$12.5K ﹤0.01% 1786

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

Rockefeller Capital Management's FIVN Position: Q2 2026 in Review

Rockefeller Capital Management reduced its FIVE9 (FIVN) stake by 61% in Q2 2026, selling an estimated $13.9K and leaving 452 shares worth $9.64K. The position accounts for ﹤0.01% of the portfolio, ranked #4033.

Rockefeller Capital Management first reported a position in FIVN in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.09M in Q4 2020. 289 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Rockefeller Capital Management held 452 shares of FIVE9 worth $9.64K as of Q2 2026.
  • Rockefeller Capital Management sold 705 FIVE9 shares in Q2 2026, an estimated $13.9K.
  • FIVE9 made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4033 holding.
  • Rockefeller Capital Management first reported a position in FIVE9 in Q2 2020 and has held it in 15 quarters since.
  • Rockefeller Capital Management's FIVE9 position peaked at $1.09M in Q4 2020.
  • 289 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.