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Spearhead Capital Advisors’s FIVE9 FIVN Stock Holding History

Spearhead Capital Advisors’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
2022
Q1 		– Sell
-2,954
Closed -$406K – 208
2021
Q4 		$406K Buy
2,954
+238
+9% +$35.2K 0.05% 119
2021
Q3 		$434K Buy
2,716
+124
+5% +$22.6K 0.06% 117
2021
Q2 		$475K Buy
2,592
+289
+13% +$49.8K 0.06% 109
2021
Q1 		$360K Sell
2,303
-849
-27% -$145K 0.05% 116
2020
Q4 		$550K Sell
3,152
-208
-6% -$31.6K 0.09% 91
2020
Q3 		$436K Buy
3,360
+417
+14% +$50.1K 0.08% 91
2020
Q2 		$326K Buy
+2,943
New +$286K 0.07% 94

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Spearhead Capital Advisors's FIVN Position: Q1 2022 in Review

Spearhead Capital Advisors sold out of FIVE9 (FIVN) in Q1 2022, closing a stake of 2,954 shares — an estimated $406K sold.

Spearhead Capital Advisors first reported a position in FIVN in Q2 2020 and held it in 7 quarters. The position peaked at $550K in Q4 2020. 347 funds tracked by Wall St. Rank hold FIVN as of Q1 2022.

  • Spearhead Capital Advisors reported no remaining FIVE9 position as of Q1 2022 after selling out during the quarter.
  • Spearhead Capital Advisors sold 2,954 FIVE9 shares in Q1 2022, an estimated $406K.
  • Spearhead Capital Advisors first reported a position in FIVE9 in Q2 2020 and held it in 7 quarters.
  • Spearhead Capital Advisors's FIVE9 position peaked at $550K in Q4 2020.
  • 347 funds tracked by Wall St. Rank held FIVE9 as of Q1 2022.

Based on Spearhead Capital Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.