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Root Financial Partners’s FIVE9 FIVN Stock Holding History

Root Financial Partners’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 		– Sell
-939
Closed -$14.2K – 1381
2026
Q1 		$14.2K Buy
+939
New +$16.3K ﹤0.01% 1516

Other funds holding FIVN

HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland $249M AUM 37.04% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Root Financial Partners's FIVN Position: Q2 2026 in Review

Root Financial Partners sold out of FIVE9 (FIVN) in Q2 2026, closing a stake of 939 shares — an estimated $14.2K sold.

Root Financial Partners first reported a position in FIVN in Q1 2026 and held it in 1 quarter. The position peaked at $14.2K in Q1 2026. 52 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Root Financial Partners reported no remaining FIVE9 position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 939 FIVE9 shares in Q2 2026, an estimated $14.2K.
  • Root Financial Partners first reported a position in FIVE9 in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's FIVE9 position peaked at $14.2K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.