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Stephens Investment Management Group’s FIVE9 FIVN Stock Holding History

Stephens Investment Management 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
2024
Q3 		– Sell
-893,766
Closed -$39.4M – 162
2024
Q2 		$39.4M Sell
893,766
-17,879
-2% -$929K 0.55% 81
2024
Q1 		$56.6M Buy
911,645
+147,894
+19% +$10.3M 0.75% 55
2023
Q4 		$60.1M Buy
763,751
+97,058
+15% +$6.76M 0.88% 47
2023
Q3 		$42.9M Buy
666,693
+5,168
+0.8% +$387K 0.7% 66
2023
Q2 		$54.5M Sell
661,525
-60,226
-8% -$4.04M 0.85% 48
2023
Q1 		$52.2M Buy
721,751
+3,199
+0.4% +$229K 0.87% 46
2022
Q4 		$48.7M Buy
718,552
+167,743
+30% +$10.5M 0.88% 49
2022
Q3 		$41.3M Buy
550,809
+13,682
+3% +$1.33M 0.78% 55
2022
Q2 		$49M Buy
537,127
+366
+0.1% +$37K 0.9% 41
2022
Q1 		$59.3M Buy
536,761
+159,633
+42% +$18.6M 0.87% 48
2021
Q4 		$51.8M Buy
+377,128
New +$55.8M 0.67% 65
2021
Q3 		– Sell
-419,097
Closed -$76.9M – 188
2021
Q2 		$76.9M Sell
419,097
-34,296
-8% -$5.91M 1.05% 19
2021
Q1 		$70.9M Sell
453,393
-10,028
-2% -$1.71M 1.03% 26
2020
Q4 		$80.8M Sell
463,421
-23,074
-5% -$3.51M 1.2% 16
2020
Q3 		$63.1M Sell
486,495
-88,211
-15% -$10.6M 1.12% 24
2020
Q2 		$63.6M Buy
574,706
+59,069
+11% +$5.75M 1.15% 24
2020
Q1 		$39.4M Buy
515,637
+86,838
+20% +$6.19M 0.95% 43
2019
Q4 		$28.1M Sell
428,799
-45,393
-10% -$2.78M 0.53% 83
2019
Q3 		$25.5M Sell
474,192
-59,593
-11% -$3.35M 0.51% 87
2019
Q2 		$27.4M Buy
533,785
+6,574
+1% +$334K 0.52% 85
2019
Q1 		$27.9M Sell
527,211
-22,366
-4% -$1.14M 0.57% 82
2018
Q4 		$24M Sell
549,577
-34,909
-6% -$1.4M 0.57% 83
2018
Q3 		$25.5M Sell
584,486
-45,707
-7% -$1.88M 0.47% 92
2018
Q2 		$21.6M Sell
630,193
-24,558
-4% -$795K 0.43% 98
2018
Q1 		$19.5M Sell
654,751
-32,654
-5% -$894K 0.42% 95
2017
Q4 		$17.1M Sell
687,405
-22,679
-3% -$559K 0.39% 102
2017
Q3 		$17M Buy
710,084
+118,769
+20% +$2.58M 0.39% 98
2017
Q2 		$12.7M Sell
591,315
-4,520
-0.8% -$92.6K 0.31% 116
2017
Q1 		$9.81M Buy
+595,835
New +$9.78M 0.24% 132

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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Stephens Investment Management Group's FIVN Position: Q3 2024 in Review

Stephens Investment Management Group sold out of FIVE9 (FIVN) in Q3 2024, closing a stake of 893,766 shares — an estimated $39.4M sold.

Stephens Investment Management Group first reported a position in FIVN in Q1 2017 and held it in 29 quarters. The position peaked at $80.8M in Q4 2020. 269 funds tracked by Wall St. Rank hold FIVN as of Q3 2024.

  • Stephens Investment Management Group reported no remaining FIVE9 position as of Q3 2024 after selling out during the quarter.
  • Stephens Investment Management Group sold 893,766 FIVE9 shares in Q3 2024, an estimated $39.4M.
  • Stephens Investment Management Group first reported a position in FIVE9 in Q1 2017 and held it in 29 quarters.
  • Stephens Investment Management Group's FIVE9 position peaked at $80.8M in Q4 2020.
  • 269 funds tracked by Wall St. Rank held FIVE9 as of Q3 2024.

Based on Stephens Investment Management Group's 13F filing for Q3 2024, filed 28 Oct 2024.