SCGE Management’s FIVE9 FIVN Stock Holding History

SCGE Management’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
2022 Q4	–	Sell	-940,000	Closed	-$70.5M	–	27
2022 Q3	$70.5M	Sell	940,000 -598,440	-39%	-$58.1M	2.38%	14
2022 Q2	$140M	Buy	1,538,440 +315,440	+26%	+$31.9M	4.02%	9
2022 Q1	$135M	Buy	1,223,000 +778,928	+175%	+$90.7M	2.08%	18
2021 Q4	$61M	Hold	444,072	–	–	0.69%	22
2021 Q3	$70.9M	Hold	444,072	–	–	0.66%	27
2021 Q2	$81.4M	Hold	444,072	–	–	0.76%	25
2021 Q1	$69.4M	Hold	444,072	–	–	0.78%	24
2020 Q4	$77.4M	Hold	444,072	–	–	0.9%	22
2020 Q3	$57.6M	Hold	444,072	–	–	0.9%	22
2020 Q2	$49.1M	Buy	444,072 +343,213	+340%	+$33.4M	0.95%	19
2020 Q1	$7.71M	Buy	+100,859	New	+$7.19M	0.24%	26
2017 Q3	–	Sell	-725,000	Closed	-$15.6M	–	17
2017 Q2	$15.6M	Sell	725,000 -411,238	-36%	-$8.42M	3.96%	11
2017 Q1	$18.7M	Buy	+1,136,238	New	+$18.6M	4.86%	10

Other funds holding FIVN

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCGE Management's FIVN Position: Q4 2022 in Review

SCGE Management sold out of FIVE9 (FIVN) in Q4 2022, closing a stake of 940,000 shares — an estimated $70.5M sold.

SCGE Management first reported a position in FIVN in Q1 2017 and held it in 13 quarters. The position peaked at $140M in Q2 2022. 327 funds tracked by Wall St. Rank hold FIVN as of Q4 2022.

SCGE Management reported no remaining FIVE9 position as of Q4 2022 after selling out during the quarter.
SCGE Management sold 940,000 FIVE9 shares in Q4 2022, an estimated $70.5M.
SCGE Management first reported a position in FIVE9 in Q1 2017 and held it in 13 quarters.
SCGE Management's FIVE9 position peaked at $140M in Q2 2022.
327 funds tracked by Wall St. Rank held FIVE9 as of Q4 2022.

Based on SCGE Management's 13F filing for Q4 2022, filed 14 Feb 2023.