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Rothschild Investment LLC’s FIVE9 FIVN Stock Holding History

Rothschild Investment LLC’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 		$12.2K Sell
573
-60
-9% -$1.18K ﹤0.01% 1772
2026
Q1 		$9.6K Sell
633
-1,203
-66% -$20.9K ﹤0.01% 1702
2025
Q4 		$36.8K Buy
1,836
+1,786
+3,572% +$37.9K ﹤0.01% 1119
2025
Q3 		$1.21K Sell
50
-90
-64% -$2.38K ﹤0.01% 2505
2025
Q2 		$3.71K Buy
+140
New +$3.64K ﹤0.01% 1657

Other funds holding FIVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
GA
Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return

Rothschild Investment LLC's FIVN Position: Q2 2026 in Review

Rothschild Investment LLC reduced its FIVE9 (FIVN) stake by 9.5% in Q2 2026, selling an estimated $1.18K and leaving 573 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Rothschild Investment LLC first reported a position in FIVN in Q2 2025 and has held it in 5 quarters since. The position peaked at $36.8K in Q4 2025. 103 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Rothschild Investment LLC held 573 shares of FIVE9 worth $12.2K as of Q2 2026.
  • Rothschild Investment LLC sold 60 FIVE9 shares in Q2 2026, an estimated $1.18K.
  • FIVE9 made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1772 holding.
  • Rothschild Investment LLC first reported a position in FIVE9 in Q2 2025 and has held it in 5 quarters since.
  • Rothschild Investment LLC's FIVE9 position peaked at $36.8K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.