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 		$132K Sell
8,700
-68,600
-89% -$1.19M ﹤0.01% 4765
2025
Q4 		$1.55M Sell
77,300
-6,200
-7% -$132K ﹤0.01% 2190
2025
Q3 		$2.02M Buy
83,500
+70,000
+519% +$1.85M ﹤0.01% 2320
2025
Q2 		$357K Sell
13,500
-80,900
-86% -$2.11M ﹤0.01% 3870
2025
Q1 		$2.56M Buy
94,400
+61,900
+190% +$2.27M ﹤0.01% 1809
2024
Q4 		$1.32M Buy
32,500
+200
+0.6% +$7.21K ﹤0.01% 2578
2024
Q3 		$927K Sell
32,300
-7,600
-19% -$274K ﹤0.01% 2985
2024
Q2 		$1.76M Buy
39,900
+4,100
+11% +$213K ﹤0.01% 2329
2024
Q1 		$2.22M Buy
35,800
+23,100
+182% +$1.6M ﹤0.01% 2302
2023
Q4 		$999K Sell
12,700
-58,200
-82% -$4.05M ﹤0.01% 3002
2023
Q3 		$4.56M Buy
70,900
+32,000
+82% +$2.39M ﹤0.01% 1418
2023
Q2 		$3.21M Sell
38,900
-5,600
-13% -$376K ﹤0.01% 1607
2023
Q1 		$3.22M Sell
44,500
-10,200
-19% -$730K ﹤0.01% 1574
2022
Q4 		$3.71M Buy
54,700
+47,900
+704% +$3.01M ﹤0.01% 1415
2022
Q3 		$509K Sell
6,800
-7,800
-53% -$758K ﹤0.01% 3449
2022
Q2 		$1.33M Sell
14,600
-26,200
-64% -$2.65M ﹤0.01% 2306
2022
Q1 		$4.5M Buy
40,800
+8,500
+26% +$989K ﹤0.01% 1338
2021
Q4 		$4.43M Buy
32,300
+7,900
+32% +$1.17M ﹤0.01% 1298
2021
Q3 		$4.51M Buy
24,400
+100
+0.4% +$18.2K ﹤0.01% 1294
2021
Q2 		$4.46M Buy
24,300
+24,073
+10,605% +$4.15M ﹤0.01% 1281
2021
Q1 		$3.55M Sell
227
-16
-7% -$2.73K 0.01% 1098
2020
Q4 		$4.24M Buy
243
+22
+10% +$3.35K 0.01% 1099
2020
Q3 		$2.87M Sell
221
-172
-44% -$20.7K ﹤0.01% 1243
2020
Q2 		$4.35M Buy
393
+309
+368% +$30.1K 0.01% 936
2020
Q1 		$642K Sell
84
-65
-44% -$4.63K ﹤0.01% 2337
2019
Q4 		$977K Sell
149
-307
-67% -$18.8K ﹤0.01% 2110
2019
Q3 		$2.45M Buy
456
+448
+5,600% +$25.2K 0.01% 1181
2019
Q2 		$41K Sell
8
-34
-81% -$1.73K ﹤0.01% 5030
2019
Q1 		$221K Buy
42
+41
+4,100% +$2.08K ﹤0.01% 3497
2018
Q4 		$4K Sell
1
-27
-96% -$1.09K ﹤0.01% 6305
2018
Q3 		$122K Sell
28
-26
-48% -$1.07K ﹤0.01% 4220
2018
Q2 		$186K Buy
+54
New +$1.75K ﹤0.01% 3576
2017
Q3 		– Sell
-51
Closed -$6K – 6095
2017
Q2 		$6K Sell
51
-168
-77% -$3.44K ﹤0.01% 4412
2017
Q1 		$19K Sell
219
-875
-80% -$14.4K ﹤0.01% 3295
2016
Q4 		$17K Buy
+1,094
New +$15.8K ﹤0.01% 3176

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.