S
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
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% -$3.27K ﹤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

HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland $249M AUM 37.04% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

SignatureFD's FIVN Position: Q2 2026 in Review

SignatureFD reduced its FIVE9 (FIVN) stake by 82% in Q2 2026, selling an estimated $12.3K and leaving 138 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3045.

SignatureFD first reported a position in FIVN in Q2 2020 and has held it in 25 quarters since. The position peaked at $86K in Q2 2021. 44 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • SignatureFD held 138 shares of FIVE9 worth $2.94K as of Q2 2026.
  • SignatureFD sold 622 FIVE9 shares in Q2 2026, an estimated $12.3K.
  • FIVE9 made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #3045 holding.
  • SignatureFD first reported a position in FIVE9 in Q2 2020 and has held it in 25 quarters since.
  • SignatureFD's FIVE9 position peaked at $86K in Q2 2021.
  • 44 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.