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FIVN icon

Sphera Funds Management’s FIVE9 FIVN Stock Holding History

Sphera Funds 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
2024
Q2 		– Sell
-27,500
Closed -$1.71M – 126
2024
Q1 		$1.71M Buy
27,500
+12,500
+83% +$868K 0.24% 83
2023
Q4 		$1.18M Buy
+15,000
New +$1.04M 0.19% 84
2023
Q1 		– Sell
-95,000
Closed -$6.45M – 89
2022
Q4 		$6.45M Buy
+95,000
New +$5.96M 1.38% 25
2022
Q3 		– Sell
-140,968
Closed -$12.8M – 79
2022
Q2 		$12.8M Buy
140,968
+111,269
+375% +$11.3M 1.37% 16
2022
Q1 		$3.28M Sell
29,699
-55,857
-65% -$6.5M 0.46% 47
2021
Q4 		$11.7M Buy
+85,556
New +$12.7M 1.29% 24

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sphera Funds Management's FIVN Position: Q2 2024 in Review

Sphera Funds Management sold out of FIVE9 (FIVN) in Q2 2024, closing a stake of 27,500 shares — an estimated $1.71M sold.

Sphera Funds Management first reported a position in FIVN in Q4 2021 and held it in 6 quarters. The position peaked at $12.8M in Q2 2022. 296 funds tracked by Wall St. Rank hold FIVN as of Q2 2024.

  • Sphera Funds Management reported no remaining FIVE9 position as of Q2 2024 after selling out during the quarter.
  • Sphera Funds Management sold 27,500 FIVE9 shares in Q2 2024, an estimated $1.71M.
  • Sphera Funds Management first reported a position in FIVE9 in Q4 2021 and held it in 6 quarters.
  • Sphera Funds Management's FIVE9 position peaked at $12.8M in Q2 2022.
  • 296 funds tracked by Wall St. Rank held FIVE9 as of Q2 2024.

Based on Sphera Funds Management's 13F filing for Q2 2024, filed 14 Aug 2024.