Sand Hill Global Advisors’s FIVE9 FIVN Stock Holding History

Sand Hill Global 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
2024 Q2	–	Sell	-3,224	Closed	-$200K	–	192
2024 Q1	$200K	Hold	3,224	–	–	0.01%	160
2023 Q4	$254K	Hold	3,224	–	–	0.01%	149
2023 Q3	$207K	Hold	3,224	–	–	0.01%	146
2023 Q2	$266K	Hold	3,224	–	–	0.01%	140
2023 Q1	$233K	Hold	3,224	–	–	0.01%	147
2022 Q4	$219K	Hold	3,224	–	–	0.01%	153
2022 Q3	$242K	Hold	3,224	–	–	0.02%	143
2022 Q2	$294K	Hold	3,224	–	–	0.02%	135
2022 Q1	$356K	Hold	3,224	–	–	0.02%	123
2021 Q4	$443K	Hold	3,224	–	–	0.02%	116
2021 Q3	$515K	Sell	3,224 -35	-1%	-$6.39K	0.03%	110
2021 Q2	$598K	Buy	3,259 +35	+1%	+$6.03K	0.04%	104
2021 Q1	$504K	Hold	3,224	–	–	0.03%	98
2020 Q4	$562K	Sell	3,224 -2,044	-39%	-$311K	0.04%	99
2020 Q3	$683K	Hold	5,268	–	–	0.05%	90
2020 Q2	$583K	Hold	5,268	–	–	0.05%	92
2020 Q1	$403K	Hold	5,268	–	–	0.04%	93
2019 Q4	$345K	Hold	5,268	–	–	0.03%	116
2019 Q3	$283K	Hold	5,268	–	–	0.03%	122
2019 Q2	$270K	Hold	5,268	–	–	0.03%	97
2019 Q1	$278K	Hold	5,268	–	–	0.03%	92
2018 Q4	$230K	Hold	5,268	–	–	0.02%	98
2018 Q3	$230K	Buy	+5,268	New	+$217K	0.02%	97

Other funds holding FIVN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sand Hill Global Advisors's FIVN Position: Q2 2024 in Review

Sand Hill Global Advisors sold out of FIVE9 (FIVN) in Q2 2024, closing a stake of 3,224 shares — an estimated $200K sold.

Sand Hill Global Advisors first reported a position in FIVN in Q3 2018 and held it in 23 quarters. The position peaked at $683K in Q3 2020. 296 funds tracked by Wall St. Rank hold FIVN as of Q2 2024.

Sand Hill Global Advisors reported no remaining FIVE9 position as of Q2 2024 after selling out during the quarter.
Sand Hill Global Advisors sold 3,224 FIVE9 shares in Q2 2024, an estimated $200K.
Sand Hill Global Advisors first reported a position in FIVE9 in Q3 2018 and held it in 23 quarters.
Sand Hill Global Advisors's FIVE9 position peaked at $683K in Q3 2020.
296 funds tracked by Wall St. Rank held FIVE9 as of Q2 2024.

Based on Sand Hill Global Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.