Simplex Trading
FIVN icon

Simplex Trading’s FIVE9 FIVN Stock Holding History

Simplex Trading’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
Q1 		$2.39M Buy
157,500
+42,300
+37% +$735K ﹤0.01% 1685
2025
Q4 		$2.31M Sell
115,200
-97,300
-46% -$2.07M ﹤0.01% 1862
2025
Q3 		$5.14M Buy
212,500
+102,700
+94% +$2.72M ﹤0.01% 1431
2025
Q2 		$2.91M Sell
109,800
-60,800
-36% -$1.58M ﹤0.01% 1783
2025
Q1 		$4.63M Buy
170,600
+35,000
+26% +$1.28M ﹤0.01% 1362
2024
Q4 		$5.51M Sell
135,600
-24,700
-15% -$891K ﹤0.01% 1415
2024
Q3 		$4.61M Buy
160,300
+33,500
+26% +$1.21M ﹤0.01% 1557
2024
Q2 		$5.59M Sell
126,800
-12,900
-9% -$670K ﹤0.01% 1370
2024
Q1 		$8.68M Buy
139,700
+20,500
+17% +$1.42M 0.01% 1220
2023
Q4 		$9.38M Buy
119,200
+30,800
+35% +$2.14M 0.01% 1130
2023
Q3 		$5.68M Buy
88,400
+23,700
+37% +$1.77M ﹤0.01% 1255
2023
Q2 		$5.33M Buy
64,700
+31,300
+94% +$2.1M ﹤0.01% 1274
2023
Q1 		$2.41M Sell
33,400
-7,800
-19% -$558K ﹤0.01% 1788
2022
Q4 		$2.79M Buy
41,200
+25,200
+158% +$1.58M ﹤0.01% 1613
2022
Q3 		$1.2M Sell
16,000
-23,500
-59% -$2.28M ﹤0.01% 2444
2022
Q2 		$3.6M Sell
39,500
-45,700
-54% -$4.62M ﹤0.01% 1359
2022
Q1 		$9.41M Sell
85,200
-6,700
-7% -$780K 0.01% 868
2021
Q4 		$12.6M Buy
91,900
+76,900
+513% +$11.4M 0.01% 688
2021
Q3 		$2.77M Hold
15,000
– – ﹤0.01% 1760
2021
Q2 		$2.75M Buy
15,000
+14,872
+11,619% +$2.56M ﹤0.01% 1779
2021
Q1 		$2M Sell
128
-18
-12% -$3.08K ﹤0.01% 1606
2020
Q4 		$2.55M Buy
146
+21
+17% +$3.19K ﹤0.01% 1522
2020
Q3 		$1.62M Sell
125
-92
-42% -$11.1K ﹤0.01% 1724
2020
Q2 		$2.4M Buy
217
+91
+72% +$8.86K ﹤0.01% 1370
2020
Q1 		$963K Buy
126
+17
+16% +$1.21K ﹤0.01% 1917
2019
Q4 		$714K Sell
109
-118
-52% -$7.22K ﹤0.01% 2391
2019
Q3 		$1.22M Buy
227
+168
+285% +$9.45K ﹤0.01% 1757
2019
Q2 		$302K Sell
59
-408
-87% -$20.7K ﹤0.01% 3070
2019
Q1 		$2.47M Buy
467
+441
+1,696% +$22.4K 0.01% 1189
2018
Q4 		$113K Sell
26
-136
-84% -$5.47K ﹤0.01% 3748
2018
Q3 		$707K Sell
162
-43
-21% -$1.77K ﹤0.01% 2250
2018
Q2 		$708K Sell
205
-16
-7% -$518 ﹤0.01% 2122
2018
Q1 		$30K Buy
221
+97
+78% +$2.66K ﹤0.01% 2939
2017
Q4 		$20K Sell
124
-155
-56% -$3.82K ﹤0.01% 3297
2017
Q3 		$51K Sell
279
-188
-40% -$4.08K ﹤0.01% 2282
2017
Q2 		$82K Sell
467
-78
-14% -$1.6K ﹤0.01% 1934
2017
Q1 		$21K Buy
545
+532
+4,092% +$8.73K ﹤0.01% 3186
2016
Q4 		$9K Sell
13
-56
-81% -$807 ﹤0.01% 3835
2016
Q3 		$18K Buy
+69
New +$942 ﹤0.01% 3068
2016
Q1 		– Sell
-11
Closed -$1K – 5786
2015
Q4 		$1K Buy
+11
New +$64 ﹤0.01% 4852

Other funds holding FIVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplex Trading's FIVN Position: Q1 2026 in Review

Simplex Trading sold out of FIVE9 (FIVN) in Q1 2026, closing a stake of 35,629 shares — an estimated $619K sold.

Simplex Trading first reported a position in FIVN in Q4 2015 and held it in 20 quarters. The position peaked at $7.09M in Q2 2023. 290 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

  • Simplex Trading reported no remaining FIVE9 position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 35,629 FIVE9 shares in Q1 2026, an estimated $619K.
  • Simplex Trading first reported a position in FIVE9 in Q4 2015 and held it in 20 quarters.
  • Simplex Trading's FIVE9 position peaked at $7.09M in Q2 2023.
  • 290 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.