SignatureFD
FIVN icon

SignatureFD’s FIVE9 FIVN Stock Holding History

SignatureFD’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 		$11.8K Buy
346
+208
+151% +$6.31K ﹤0.01% 2656
2026
Q2 		$2.94K Sell
138
-622
-82% -$12.3K ﹤0.01% 3045
2026
Q1 		$11.5K Buy
760
+358
+89% +$6.22K ﹤0.01% 2448
2025
Q4 		$8.06K Sell
402
-64
-14% -$1.36K ﹤0.01% 2518
2025
Q3 		$11.3K Buy
466
+10
+2% +$264 ﹤0.01% 2368
2025
Q2 		$12.1K Sell
456
-557
-55% -$14.5K ﹤0.01% 2275
2025
Q1 		$27.5K Sell
1,013
-33
-3% -$1.21K ﹤0.01% 1895
2024
Q4 		$42.5K Buy
1,046
+10
+1% +$361 ﹤0.01% 1674
2024
Q3 		$29.8K Buy
1,036
+984
+1,892% +$35.5K ﹤0.01% 1849
2024
Q2 		$2.29K Sell
52
-55
-51% -$2.86K ﹤0.01% 2728
2024
Q1 		$6.65K Sell
107
-47
-31% -$3.26K ﹤0.01% 2451
2023
Q4 		$12.1K Sell
154
-73
-32% -$5.08K ﹤0.01% 2167
2023
Q3 		$14.6K Buy
227
+6
+3% +$449 ﹤0.01% 2014
2023
Q2 		$18.2K Sell
221
-268
-55% -$18K ﹤0.01% 1933
2023
Q1 		$35.4K Sell
489
-108
-18% -$7.72K ﹤0.01% 1562
2022
Q4 		$40.5K Buy
597
+414
+226% +$26K ﹤0.01% 1460
2022
Q3 		$14K Sell
183
-252
-58% -$24.5K ﹤0.01% 1909
2022
Q2 		$40K Buy
435
+171
+65% +$17.3K ﹤0.01% 1415
2022
Q1 		$29K Sell
264
-103
-28% -$12K ﹤0.01% 1647
2021
Q4 		$50K Sell
367
-107
-23% -$15.8K ﹤0.01% 1342
2021
Q3 		$76K Buy
474
+3
+0.6% +$547 ﹤0.01% 1102
2021
Q2 		$86K Buy
471
+32
+7% +$5.52K ﹤0.01% 1013
2021
Q1 		$69K Buy
439
+235
+115% +$40.1K ﹤0.01% 1027
2020
Q4 		$36K Buy
204
+132
+183% +$20.1K ﹤0.01% 1221
2020
Q3 		$9K Buy
72
+43
+148% +$5.17K ﹤0.01% 1667
2020
Q2 		$3K Buy
+29
New +$2.82K ﹤0.01% 1967

Other funds holding FIVN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Gagnon Securities
Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

SignatureFD's FIVN Position: Q3 2026 in Review

SignatureFD increased its FIVE9 (FIVN) stake by 151% in Q3 2026, buying an estimated $6.31K and bringing the position to 346 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2656.

SignatureFD first reported a position in FIVN in Q2 2020 and has held it in 26 quarters since. The position peaked at $86K in Q2 2021. 167 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • SignatureFD held 346 shares of FIVE9 worth $11.8K as of Q3 2026.
  • SignatureFD bought 208 FIVE9 shares in Q3 2026, an estimated $6.31K.
  • FIVE9 made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2656 holding.
  • SignatureFD first reported a position in FIVE9 in Q2 2020 and has held it in 26 quarters since.
  • SignatureFD's FIVE9 position peaked at $86K in Q2 2021.
  • 167 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.