Johnson Dunn Capital Advisors Inc’s FIVE9 FIVN Stock Holding History

Johnson Dunn Capital Advisors Inc’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	$366K	Buy	+10,773	New	+$327K	0.26%	131

Other funds holding FIVN

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

Johnson Dunn Capital Advisors Inc's FIVN Position: Q3 2026 in Review

Johnson Dunn Capital Advisors Inc opened a new position in FIVE9 (FIVN) in Q3 2026: 10,773 shares worth $366K. The stake represents 0.26% of the portfolio and ranks #131 among its holdings.

213 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

Johnson Dunn Capital Advisors Inc held 10,773 shares of FIVE9 worth $366K as of Q3 2026.
FIVE9 was a new Johnson Dunn Capital Advisors Inc position in Q3 2026.
FIVE9 made up 0.26% of Johnson Dunn Capital Advisors Inc's portfolio in Q3 2026, its #131 holding.
213 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Johnson Dunn Capital Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.