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Schechter Investment Advisors’s FIVE9 FIVN Stock Holding History

Schechter Investment 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
Q1 		– Sell
-5,492
Closed -$223K – 651
2024
Q4 		$223K Buy
+5,492
New +$198K 0.02% 550
2024
Q3 		– Sell
-5,534
Closed -$244K – 686
2024
Q2 		$244K Sell
5,534
-1,050
-16% -$54.6K 0.02% 515
2024
Q1 		$409K Buy
6,584
+471
+8% +$32.7K 0.03% 424
2023
Q4 		$481K Sell
6,113
-206
-3% -$14.3K 0.04% 358
2023
Q3 		$406K Buy
6,319
+273
+5% +$20.4K 0.04% 386
2023
Q2 		$498K Hold
6,046
– – 0.04% 388
2023
Q1 		$437K Buy
6,046
+1,238
+26% +$88.6K 0.04% 441
2022
Q4 		$326K Hold
4,808
– – 0.03% 609
2022
Q3 		$361K Sell
4,808
-180
-4% -$17.5K 0.04% 623
2022
Q2 		$454K Buy
4,988
+180
+4% +$18.2K 0.04% 561
2022
Q1 		$531K Sell
4,808
-673
-12% -$78.3K 0.05% 509
2021
Q4 		$753K Buy
+5,481
New +$811K 0.07% 390

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Schechter Investment Advisors's FIVN Position: Q1 2025 in Review

Schechter Investment Advisors sold out of FIVE9 (FIVN) in Q1 2025, closing a stake of 5,492 shares — an estimated $223K sold.

Schechter Investment Advisors first reported a position in FIVN in Q4 2021 and held it in 12 quarters. The position peaked at $753K in Q4 2021. 306 funds tracked by Wall St. Rank hold FIVN as of Q1 2025.

  • Schechter Investment Advisors reported no remaining FIVE9 position as of Q1 2025 after selling out during the quarter.
  • Schechter Investment Advisors sold 5,492 FIVE9 shares in Q1 2025, an estimated $223K.
  • Schechter Investment Advisors first reported a position in FIVE9 in Q4 2021 and held it in 12 quarters.
  • Schechter Investment Advisors's FIVE9 position peaked at $753K in Q4 2021.
  • 306 funds tracked by Wall St. Rank held FIVE9 as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.