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FIVN icon

SBI Securities’s FIVE9 FIVN Stock Holding History

SBI Securities’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 		$3.26K Sell
153
-8
-5% -$158 ﹤0.01% 2367
2026
Q1 		$2.44K Buy
161
+10
+7% +$174 ﹤0.01% 2350
2025
Q4 		$3.03K Buy
151
+125
+481% +$2.65K ﹤0.01% 2235
2025
Q3 		$629 Sell
26
-15
-37% -$397 ﹤0.01% 2883
2025
Q2 		$1.09K Sell
41
-153
-79% -$3.98K ﹤0.01% 2644
2025
Q1 		$5.27K Buy
194
+182
+1,517% +$6.67K ﹤0.01% 1877
2024
Q4 		$488 Buy
+12
New +$433 ﹤0.01% 2897

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SBI Securities's FIVN Position: Q2 2026 in Review

SBI Securities reduced its FIVE9 (FIVN) stake by 5% in Q2 2026, selling an estimated $158 and leaving 153 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

SBI Securities first reported a position in FIVN in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.27K in Q1 2025. 290 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • SBI Securities held 153 shares of FIVE9 worth $3.26K as of Q2 2026.
  • SBI Securities sold 8 FIVE9 shares in Q2 2026, an estimated $158.
  • FIVE9 made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2367 holding.
  • SBI Securities first reported a position in FIVE9 in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's FIVE9 position peaked at $5.27K in Q1 2025.
  • 290 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.