Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$489K Buy
32,256
+13,369
+71% +$232K 0.06% 328
2025
Q4
$379K Buy
18,887
+13,772
+269% +$292K 0.04% 563
2025
Q3
$124K Buy
5,115
+9
+0.2% +$238 0.01% 1218
2025
Q2
$135K Sell
5,106
-154
-3% -$4.01K 0.02% 1146
2025
Q1
$143K Buy
5,260
+543
+12% +$19.9K 0.02% 995
2024
Q4
$192K Buy
4,717
+1,386
+42% +$50K 0.02% 861
2024
Q3
$95.7K Buy
3,331
+1,390
+72% +$50.2K 0.01% 1180
2024
Q2
$85.6K Buy
1,941
+1,902
+4,877% +$98.8K 0.01% 1116
2024
Q1
$2.42K Buy
39
+2
+5% +$139 ﹤0.01% 1576
2023
Q4
$2.91K Buy
+37
New +$2.58K ﹤0.01% 1571
2023
Q3
Sell
-1,602
Closed -$132K 1697
2023
Q2
$132K Buy
1,602
+1,592
+15,920% +$107K 0.04% 646
2023
Q1
$723 Sell
10
-1,783
-99% -$128K ﹤0.01% 1543
2022
Q4
$122K Buy
1,793
+402
+29% +$25.2K 0.04% 641
2022
Q3
$104K Buy
1,391
+651
+88% +$63.2K 0.05% 578
2022
Q2
$68K Sell
740
-1,384
-65% -$140K 0.04% 749
2022
Q1
$235K Buy
2,124
+1,961
+1,203% +$228K 0.12% 142
2021
Q4
$22K Buy
+163
New +$24.1K 0.01% 1438
2021
Q3
Sell
-493
Closed -$90K 1253
2021
Q2
$90K Buy
493
+298
+153% +$51.4K 0.06% 491
2021
Q1
$30K Buy
+195
New +$33.3K 0.05% 275

Other funds holding FIVN