Root Financial Partners
FIVN icon

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
Q3 		$38.5K Buy
+1,133
New +$34.4K ﹤0.01% 1216
2026
Q2 		– Sell
-939
Closed -$14.2K – 1381
2026
Q1 		$14.2K Buy
+939
New +$16.3K ﹤0.01% 1516

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Principal Financial Group
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Gagnon Securities
Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
GA
Gagnon Advisors New York $182M AUM 52.04% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Root Financial Partners's FIVN Position: Q3 2026 in Review

Root Financial Partners opened a new position in FIVE9 (FIVN) in Q3 2026: 1,133 shares worth $38.5K. The stake represents ﹤0.01% of the portfolio and ranks #1216 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FIVN as recently as Q1 2026.

Root Financial Partners first reported a position in FIVN in Q1 2026 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • Root Financial Partners held 1,133 shares of FIVE9 worth $38.5K as of Q3 2026.
  • FIVE9 was a new Root Financial Partners position in Q3 2026.
  • FIVE9 made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1216 holding.
  • Root Financial Partners first reported a position in FIVE9 in Q1 2026 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.