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Stanley-Laman Group’s FIVE9 FIVN Stock Holding History

Stanley-Laman Group’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
2025
Q1 		– Sell
-63,863
Closed -$2.6M – 293
2024
Q4 		$2.6M Sell
63,863
-14,057
-18% -$507K 0.36% 116
2024
Q3 		$2.24M Sell
77,920
-6,360
-8% -$230K 0.31% 122
2024
Q2 		$3.72M Sell
84,280
-6,806
-7% -$354K 0.53% 83
2024
Q1 		$5.66M Buy
91,086
+353
+0.4% +$24.5K 0.79% 32
2023
Q4 		$7.14M Buy
+90,733
New +$6.32M 1.09% 24
2022
Q2 		– Sell
-131,710
Closed -$14.5M – 284
2022
Q1 		$14.5M Buy
131,710
+62,145
+89% +$7.23M 2.01% 4
2021
Q4 		$9.55M Buy
+69,565
New +$10.3M 1.12% 27

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stanley-Laman Group's FIVN Position: Q1 2025 in Review

Stanley-Laman Group sold out of FIVE9 (FIVN) in Q1 2025, closing a stake of 63,863 shares — an estimated $2.6M sold.

Stanley-Laman Group first reported a position in FIVN in Q4 2021 and held it in 7 quarters. The position peaked at $14.5M in Q1 2022. 306 funds tracked by Wall St. Rank hold FIVN as of Q1 2025.

  • Stanley-Laman Group reported no remaining FIVE9 position as of Q1 2025 after selling out during the quarter.
  • Stanley-Laman Group sold 63,863 FIVE9 shares in Q1 2025, an estimated $2.6M.
  • Stanley-Laman Group first reported a position in FIVE9 in Q4 2021 and held it in 7 quarters.
  • Stanley-Laman Group's FIVE9 position peaked at $14.5M in Q1 2022.
  • 306 funds tracked by Wall St. Rank held FIVE9 as of Q1 2025.

Based on Stanley-Laman Group's 13F filing for Q1 2025, filed 16 Apr 2025.