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Sanctuary Advisors’s FIVE9 FIVN Stock Holding History

Sanctuary Advisors’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
2025
Q2 		– Sell
-10,938
Closed -$297K – 2382
2025
Q1 		$297K Buy
10,938
+25
+0.2% +$917 ﹤0.01% 1802
2024
Q4 		$445K Buy
10,913
+5,853
+116% +$211K ﹤0.01% 1751
2024
Q3 		$204K Buy
+5,060
New +$183K ﹤0.01% 2216

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sanctuary Advisors's FIVN Position: Q2 2025 in Review

Sanctuary Advisors sold out of FIVE9 (FIVN) in Q2 2025, closing a stake of 10,938 shares — an estimated $297K sold.

Sanctuary Advisors first reported a position in FIVN in Q3 2024 and held it in 3 quarters. The position peaked at $445K in Q4 2024. 294 funds tracked by Wall St. Rank hold FIVN as of Q2 2025.

  • Sanctuary Advisors reported no remaining FIVE9 position as of Q2 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 10,938 FIVE9 shares in Q2 2025, an estimated $297K.
  • Sanctuary Advisors first reported a position in FIVE9 in Q3 2024 and held it in 3 quarters.
  • Sanctuary Advisors's FIVE9 position peaked at $445K in Q4 2024.
  • 294 funds tracked by Wall St. Rank held FIVE9 as of Q2 2025.

Based on Sanctuary Advisors's 13F filing for Q2 2025, filed 6 Jan 2026.