Royce & Associates
FIVN icon

Royce & Associates’s FIVE9 FIVN Stock Holding History

Royce & Associates’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 		$17.3M Buy
509,918
+24,056
+5% +$730K 0.16% 210
2026
Q2 		$10.4M Buy
+485,862
New +$9.6M 0.08% 374
2025
Q4 		– Sell
-258,450
Closed -$6.25M – 782
2025
Q3 		$6.25M Sell
258,450
-93,900
-27% -$2.48M 0.06% 420
2025
Q2 		$9.33M Sell
352,350
-11,170
-3% -$291K 0.1% 303
2025
Q1 		$9.9M Buy
363,520
+33,760
+10% +$1.24M 0.11% 288
2024
Q4 		$13.4M Buy
329,760
+304,760
+1,219% +$11M 0.12% 243
2024
Q3 		$718K Sell
25,000
-82,466
-77% -$2.98M 0.01% 767
2024
Q2 		$4.74M Buy
+107,466
New +$5.58M 0.04% 491
2021
Q2 		– Sell
-42,918
Closed -$6.71M – 1020
2021
Q1 		$6.71M Buy
42,918
+2,700
+7% +$461K 0.05% 539
2020
Q4 		$7.01M Buy
40,218
+7,100
+21% +$1.08M 0.06% 477
2020
Q3 		$4.3M Buy
33,118
+2,400
+8% +$289K 0.05% 502
2020
Q2 		$3.4M Buy
30,718
+4,300
+16% +$419K 0.04% 547
2020
Q1 		$2.02M Buy
+26,418
New +$1.88M 0.03% 588
2019
Q4 		– Sell
-64,116
Closed -$3.45M – 1148
2019
Q3 		$3.45M Sell
64,116
-55,500
-46% -$3.12M 0.03% 577
2019
Q2 		$6.14M Buy
119,616
+3,500
+3% +$178K 0.06% 444
2019
Q1 		$6.13M Hold
116,116
– – 0.05% 455
2018
Q4 		$5.08M Sell
116,116
-22,884
-16% -$921K 0.05% 503
2018
Q3 		$6.07M Buy
139,000
+63,000
+83% +$2.6M 0.04% 543
2018
Q2 		$2.63M Sell
76,000
-14,000
-16% -$453K 0.02% 770
2018
Q1 		$2.68M Hold
90,000
– – 0.02% 773
2017
Q4 		$2.24M Hold
90,000
– – 0.01% 820
2017
Q3 		$2.15M Buy
90,000
+45,000
+100% +$976K 0.01% 816
2017
Q2 		$968K Buy
+45,000
New +$922K 0.01% 980

Other funds holding FIVN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Royce & Associates's FIVN Position: Q3 2026 in Review

Royce & Associates increased its FIVE9 (FIVN) stake by 5% in Q3 2026, buying an estimated $730K and bringing the position to 509,918 shares worth $17.3M. The position accounts for 0.16% of the portfolio, ranked #210.

Royce & Associates first reported a position in FIVN in Q2 2017 and has held it in 23 quarters since. 167 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • Royce & Associates held 509,918 shares of FIVE9 worth $17.3M as of Q3 2026.
  • Royce & Associates bought 24,056 FIVE9 shares in Q3 2026, an estimated $730K.
  • FIVE9 made up 0.16% of Royce & Associates's portfolio in Q3 2026, its #210 holding.
  • Royce & Associates first reported a position in FIVE9 in Q2 2017 and has held it in 23 quarters since.
  • 167 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Royce & Associates's 13F filing for Q3 2026, filed 9 Nov 2026.