SI
FIVN icon

Stephens Inc’s FIVE9 FIVN Stock Holding History

Stephens Inc’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
-2,803
Closed -$174K – 1301
2024
Q1 		$174K Buy
2,803
+492
+21% +$34.2K ﹤0.01% 1181
2023
Q4 		$182K Sell
2,311
-542
-19% -$37.7K ﹤0.01% 1104
2023
Q3 		$183K Buy
2,853
+196
+7% +$14.7K ﹤0.01% 1052
2023
Q2 		$219K Sell
2,657
-10
-0.4% -$671 ﹤0.01% 1031
2023
Q1 		$193K Buy
2,667
+380
+17% +$27.2K ﹤0.01% 1039
2022
Q4 		$155K Buy
2,287
+162
+8% +$10.2K ﹤0.01% 1034
2022
Q3 		$159K Buy
2,125
+122
+6% +$11.9K ﹤0.01% 1051
2022
Q2 		$183K Sell
2,003
-84
-4% -$8.5K ﹤0.01% 1072
2022
Q1 		$230K Buy
2,087
+507
+32% +$59K ﹤0.01% 1119
2021
Q4 		$217K Buy
+1,580
New +$234K ﹤0.01% 1176
2021
Q3 		– Sell
-142
Closed -$26K – 1370
2021
Q2 		$26K Sell
142
-17
-11% -$2.93K ﹤0.01% 1309
2021
Q1 		$25K Sell
159
-1,324
-89% -$226K ﹤0.01% 1274
2020
Q4 		$259K Buy
1,483
+169
+13% +$25.7K ﹤0.01% 991
2020
Q3 		$170K Hold
1,314
– – ﹤0.01% 1044
2020
Q2 		$145K Hold
1,314
– – ﹤0.01% 1019
2020
Q1 		$100K Sell
1,314
-180
-12% -$12.8K ﹤0.01% 979
2019
Q4 		$98K Sell
1,494
-62
-4% -$3.79K ﹤0.01% 1069
2019
Q3 		$84K Sell
1,556
-2,140
-58% -$120K ﹤0.01% 1110
2019
Q2 		$190K Buy
3,696
+448
+14% +$22.7K ﹤0.01% 1075
2019
Q1 		$172K Sell
3,248
-6,621
-67% -$337K ﹤0.01% 1075
2018
Q4 		$431K Buy
9,869
+6,100
+162% +$245K 0.01% 742
2018
Q3 		$165K Buy
+3,769
New +$155K ﹤0.01% 1081

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

Stephens Inc's FIVN Position: Q2 2024 in Review

Stephens Inc sold out of FIVE9 (FIVN) in Q2 2024, closing a stake of 2,803 shares — an estimated $174K sold.

Stephens Inc first reported a position in FIVN in Q3 2018 and held it in 22 quarters. The position peaked at $431K in Q4 2018. 296 funds tracked by Wall St. Rank hold FIVN as of Q2 2024.

  • Stephens Inc reported no remaining FIVE9 position as of Q2 2024 after selling out during the quarter.
  • Stephens Inc sold 2,803 FIVE9 shares in Q2 2024, an estimated $174K.
  • Stephens Inc first reported a position in FIVE9 in Q3 2018 and held it in 22 quarters.
  • Stephens Inc's FIVE9 position peaked at $431K in Q4 2018.
  • 296 funds tracked by Wall St. Rank held FIVE9 as of Q2 2024.

Based on Stephens Inc's 13F filing for Q2 2024, filed 6 Aug 2024.