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FIVN icon

Smartleaf Asset Management’s FIVE9 FIVN Stock Holding History

Smartleaf Asset Management’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 		$52 Hold
2
– – ﹤0.01% 3398
2026
Q1 		$36 Sell
2
-8
-80% -$139 ﹤0.01% 3453
2025
Q4 		$200 Sell
10
-91
-90% -$1.93K ﹤0.01% 3367
2025
Q3 		$2.57K Buy
101
+91
+910% +$2.41K ﹤0.01% 2545
2025
Q2 		$267 Sell
10
-362
-97% -$9.42K ﹤0.01% 2643
2025
Q1 		$10.3K Buy
372
+6
+2% +$220 ﹤0.01% 1919
2024
Q4 		$14.9K Buy
366
+153
+72% +$5.52K ﹤0.01% 1813
2024
Q3 		$6.12K Buy
213
+149
+233% +$5.38K ﹤0.01% 2029
2024
Q2 		$2.76K Buy
64
+47
+276% +$2.44K ﹤0.01% 2086
2024
Q1 		$1.06K Buy
17
+16
+1,600% +$1.11K ﹤0.01% 1615
2023
Q4 		$79 Buy
+1
New +$70 ﹤0.01% 1103

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

Smartleaf Asset Management's FIVN Position: Q2 2026 in Review

Smartleaf Asset Management held its FIVE9 (FIVN) position steady in Q2 2026 at 2 shares worth $52. The position accounts for ﹤0.01% of the portfolio, ranked #3398.

Smartleaf Asset Management first reported a position in FIVN in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.9K in Q4 2024. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Smartleaf Asset Management held 2 shares of FIVE9 worth $52 as of Q2 2026.
  • Smartleaf Asset Management left its FIVE9 share count unchanged in Q2 2026.
  • FIVE9 made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3398 holding.
  • Smartleaf Asset Management first reported a position in FIVE9 in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's FIVE9 position peaked at $14.9K in Q4 2024.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.