SBI Securities
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
Q3 		$11.2K Buy
330
+177
+116% +$5.37K ﹤0.01% 1794
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

SBI Securities's FIVN Position: Q3 2026 in Review

SBI Securities increased its FIVE9 (FIVN) stake by 116% in Q3 2026, buying an estimated $5.37K and bringing the position to 330 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

SBI Securities first reported a position in FIVN in Q4 2024 and has held it in 8 quarters since. 48 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • SBI Securities held 330 shares of FIVE9 worth $11.2K as of Q3 2026.
  • SBI Securities bought 177 FIVE9 shares in Q3 2026, an estimated $5.37K.
  • FIVE9 made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #1794 holding.
  • SBI Securities first reported a position in FIVE9 in Q4 2024 and has held it in 8 quarters since.
  • 48 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.