Sculptor Capital’s FIVE9 FIVN Stock Holding History

Sculptor Capital’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 Q2	–	Sell	-27,100	Closed	-$736K	–	393
2025 Q1	$736K	Buy	+27,100	New	+$994K	0.01%	216
2021 Q4	–	Sell	-513,817	Closed	-$82.1M	–	1158
2021 Q3	$82.1M	Buy	+513,817	New	+$93.8M	0.68%	31

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

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

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sculptor Capital's FIVN Position: Q2 2025 in Review

Sculptor Capital sold out of FIVE9 (FIVN) in Q2 2025, closing a stake of 27,100 shares — an estimated $736K sold.

Sculptor Capital first reported a position in FIVN in Q3 2021 and held it in 2 quarters. The position peaked at $82.1M in Q3 2021. 294 funds tracked by Wall St. Rank hold FIVN as of Q2 2025.

Sculptor Capital reported no remaining FIVE9 position as of Q2 2025 after selling out during the quarter.
Sculptor Capital sold 27,100 FIVE9 shares in Q2 2025, an estimated $736K.
Sculptor Capital first reported a position in FIVE9 in Q3 2021 and held it in 2 quarters.
Sculptor Capital's FIVE9 position peaked at $82.1M in Q3 2021.
294 funds tracked by Wall St. Rank held FIVE9 as of Q2 2025.

Based on Sculptor Capital's 13F filing for Q2 2025, filed 14 Aug 2025.