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Stephens Consulting’s FIVE9 FIVN Stock Holding History

Stephens Consulting’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
Q4 		– Sell
-81
Closed -$1.96K – 495
2025
Q3 		$1.96K Buy
+81
New +$2.14K ﹤0.01% 325

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stephens Consulting's FIVN Position: Q4 2025 in Review

Stephens Consulting sold out of FIVE9 (FIVN) in Q4 2025, closing a stake of 81 shares — an estimated $1.96K sold.

Stephens Consulting first reported a position in FIVN in Q3 2025 and held it in 1 quarter. The position peaked at $1.96K in Q3 2025. 289 funds tracked by Wall St. Rank hold FIVN as of Q4 2025.

  • Stephens Consulting reported no remaining FIVE9 position as of Q4 2025 after selling out during the quarter.
  • Stephens Consulting sold 81 FIVE9 shares in Q4 2025, an estimated $1.96K.
  • Stephens Consulting first reported a position in FIVE9 in Q3 2025 and held it in 1 quarter.
  • Stephens Consulting's FIVE9 position peaked at $1.96K in Q3 2025.
  • 289 funds tracked by Wall St. Rank held FIVE9 as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.