Steward Partners Investment Advisory
FIVN icon

Steward Partners Investment Advisory’s FIVE9 FIVN Stock Holding History

Steward Partners Investment Advisory’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
2026
Q2 		$28.4K Sell
1,334
-27
-2% -$533 ﹤0.01% 3258
2026
Q1 		$20.6K Buy
1,361
+208
+18% +$3.62K ﹤0.01% 3217
2025
Q4 		$23.1K Buy
1,153
+326
+39% +$6.92K ﹤0.01% 3078
2025
Q3 		$20K Sell
827
-1,364
-62% -$36.1K ﹤0.01% 3094
2025
Q2 		$58K Hold
2,191
– – ﹤0.01% 2399
2025
Q1 		$59.5K Buy
2,191
+858
+64% +$31.5K ﹤0.01% 2294
2024
Q4 		$54.2K Buy
1,333
+1,315
+7,306% +$47.4K ﹤0.01% 2293
2024
Q3 		$517 Buy
+18
New +$650 ﹤0.01% 3595
2022
Q3 		– Sell
-8
Closed -$1K – 3272
2022
Q2 		$1K Sell
8
-14
-64% -$1.42K ﹤0.01% 3111
2022
Q1 		$2K Buy
+22
New +$2.56K ﹤0.01% 3076
2021
Q4 		– Sell
-2,200
Closed -$351K – 3216
2021
Q3 		$351K Hold
2,200
– – 0.01% 1043
2021
Q2 		$403K Sell
2,200
-559
-20% -$96.4K 0.01% 1023
2021
Q1 		$431K Buy
2,759
+1,059
+62% +$181K 0.01% 942
2020
Q4 		$296K Buy
1,700
+200
+13% +$30.4K 0.01% 918
2020
Q3 		$195K Buy
1,500
+1,400
+1,400% +$168K ﹤0.01% 949
2020
Q2 		$11K Buy
+100
New +$9.73K ﹤0.01% 1996
2019
Q3 		– Sell
-200
Closed -$10K – 2662
2019
Q2 		$10K Buy
+200
New +$10.2K ﹤0.01% 1975

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
Driehaus Capital Management
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Partners Investment Advisory's FIVN Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its FIVE9 (FIVN) stake by 2% in Q2 2026, selling an estimated $533 and leaving 1,334 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3258.

Steward Partners Investment Advisory first reported a position in FIVN in Q2 2019 and has held it in 17 quarters since. The position peaked at $431K in Q1 2021. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Steward Partners Investment Advisory held 1,334 shares of FIVE9 worth $28.4K as of Q2 2026.
  • Steward Partners Investment Advisory sold 27 FIVE9 shares in Q2 2026, an estimated $533.
  • FIVE9 made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3258 holding.
  • Steward Partners Investment Advisory first reported a position in FIVE9 in Q2 2019 and has held it in 17 quarters since.
  • Steward Partners Investment Advisory's FIVE9 position peaked at $431K in Q1 2021.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.