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Segall Bryant & Hamill’s FIVE9 FIVN Stock Holding History

Segall Bryant & Hamill’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 		$2.88M Buy
134,947
+24,891
+23% +$491K 0.03% 403
2026
Q1 		$1.67M Buy
110,056
+25,983
+31% +$452K 0.02% 434
2025
Q4 		$1.69M Sell
84,073
-413,937
-83% -$8.79M 0.02% 457
2025
Q3 		$12.1M Sell
498,010
-197,739
-28% -$5.23M 0.16% 203
2025
Q2 		$18.4M Sell
695,749
-67,561
-9% -$1.76M 0.26% 130
2025
Q1 		$20.7M Buy
763,310
+547,794
+254% +$20.1M 0.32% 100
2024
Q4 		$8.76M Buy
215,516
+87,099
+68% +$3.14M 0.12% 245
2024
Q3 		$3.69M Sell
128,417
-54,298
-30% -$1.96M 0.05% 371
2024
Q2 		$8.06M Buy
182,715
+33,348
+22% +$1.73M 0.14% 219
2024
Q1 		$9.28M Buy
149,367
+14,113
+10% +$981K 0.17% 197
2023
Q4 		$10.6M Buy
+135,254
New +$9.42M 0.21% 177
2022
Q4 		– Sell
-20,476
Closed -$1.53M – 719
2022
Q3 		$1.53M Sell
20,476
-28,185
-58% -$2.74M 0.02% 451
2022
Q2 		$4.43M Sell
48,661
-1,014
-2% -$103K 0.05% 336
2022
Q1 		$5.49M Buy
49,675
+1,384
+3% +$161K 0.05% 318
2021
Q4 		$6.63M Buy
48,291
+33,278
+222% +$4.92M 0.06% 269
2021
Q3 		$2.4M Sell
15,013
-29,351
-66% -$5.36M 0.02% 444
2021
Q2 		$8.14M Sell
44,364
-6,198
-12% -$1.07M 0.08% 243
2021
Q1 		$7.91M Sell
50,562
-19,699
-28% -$3.37M 0.08% 249
2020
Q4 		$12.2M Sell
70,261
-48,107
-41% -$7.32M 0.14% 171
2020
Q3 		$15.3M Sell
118,368
-6,615
-5% -$796K 0.21% 116
2020
Q2 		$13.8M Sell
124,983
-79,006
-39% -$7.69M 0.23% 103
2020
Q1 		$15.6M Buy
203,989
+367
+0.2% +$26.2K 0.32% 76
2019
Q4 		$13.4M Buy
203,622
+12,368
+6% +$757K 0.21% 116
2019
Q3 		$10.3M Buy
191,254
+46,417
+32% +$2.61M 0.16% 163
2019
Q2 		$7.43M Buy
+144,837
New +$7.35M 0.11% 213

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

Segall Bryant & Hamill's FIVN Position: Q2 2026 in Review

Segall Bryant & Hamill increased its FIVE9 (FIVN) stake by 23% in Q2 2026, buying an estimated $491K and bringing the position to 134,947 shares worth $2.88M. The position accounts for 0.03% of the portfolio, ranked #403.

Segall Bryant & Hamill first reported a position in FIVN in Q2 2019 and has held it in 25 quarters since. The position peaked at $20.7M in Q1 2025. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Segall Bryant & Hamill held 134,947 shares of FIVE9 worth $2.88M as of Q2 2026.
  • Segall Bryant & Hamill bought 24,891 FIVE9 shares in Q2 2026, an estimated $491K.
  • FIVE9 made up 0.03% of Segall Bryant & Hamill's portfolio in Q2 2026, its #403 holding.
  • Segall Bryant & Hamill first reported a position in FIVE9 in Q2 2019 and has held it in 25 quarters since.
  • Segall Bryant & Hamill's FIVE9 position peaked at $20.7M in Q1 2025.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.