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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
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

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

Smartleaf Asset Management's FIVN Position: Q1 2026 in Review

Smartleaf Asset Management reduced its FIVE9 (FIVN) stake by 80% in Q1 2026, selling an estimated $139 and leaving 2 shares worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #3453.

Smartleaf Asset Management first reported a position in FIVN in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.9K in Q4 2024. 291 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

  • Smartleaf Asset Management held 2 shares of FIVE9 worth $36 as of Q1 2026.
  • Smartleaf Asset Management sold 8 FIVE9 shares in Q1 2026, an estimated $139.
  • FIVE9 made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3453 holding.
  • Smartleaf Asset Management first reported a position in FIVE9 in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's FIVE9 position peaked at $14.9K in Q4 2024.
  • 291 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.