Stifel Financial’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $396K | Sell |
26,083
-8,354
| -24% | -$145K | ﹤0.01% | 3002 |
|
|
2025
Q4 | $690K | Sell |
34,437
-270,590
| -89% | -$5.74M | ﹤0.01% | 2682 |
|
|
2025
Q3 | $7.38M | Buy |
305,027
+278,514
| +1,050% | +$7.36M | 0.01% | 1091 |
|
|
2025
Q2 | $702K | Buy |
26,513
+3,250
| +14% | +$84.6K | ﹤0.01% | 2559 |
|
|
2025
Q1 | $632K | Sell |
23,263
-775
| -3% | -$28.4K | ﹤0.01% | 2532 |
|
|
2024
Q4 | $977K | Buy |
24,038
+11,449
| +91% | +$413K | ﹤0.01% | 2260 |
|
|
2024
Q3 | $362K | Sell |
12,589
-748
| -6% | -$27K | ﹤0.01% | 2866 |
|
|
2024
Q2 | $588K | Sell |
13,337
-22,098
| -62% | -$1.15M | ﹤0.01% | 2526 |
|
|
2024
Q1 | $2.2M | Sell |
35,435
-1,445
| -4% | -$100K | ﹤0.01% | 1652 |
|
|
2023
Q4 | $2.9M | Buy |
36,880
+2,714
| +8% | +$189K | ﹤0.01% | 1426 |
|
|
2023
Q3 | $2.2M | Sell |
34,166
-385
| -1% | -$28.8K | ﹤0.01% | 1533 |
|
|
2023
Q2 | $2.85M | Sell |
34,551
-4,640
| -12% | -$311K | ﹤0.01% | 1396 |
|
|
2023
Q1 | $2.83M | Buy |
39,191
+23,470
| +149% | +$1.68M | ﹤0.01% | 1351 |
|
|
2022
Q4 | $1.07M | Sell |
15,721
-491
| -3% | -$30.8K | ﹤0.01% | 1953 |
|
|
2022
Q3 | $1.22M | Sell |
16,212
-1,454
| -8% | -$141K | ﹤0.01% | 1823 |
|
|
2022
Q2 | $1.61M | Buy |
17,666
+4,744
| +37% | +$480K | ﹤0.01% | 1646 |
|
|
2022
Q1 | $1.43M | Buy |
12,922
+1,468
| +13% | +$171K | ﹤0.01% | 1876 |
|
|
2021
Q4 | $1.57M | Sell |
11,454
-322
| -3% | -$47.6K | ﹤0.01% | 1800 |
|
|
2021
Q3 | $1.88M | Sell |
11,776
-2,764
| -19% | -$504K | ﹤0.01% | 1621 |
|
|
2021
Q2 | $2.67M | Buy |
14,540
+759
| +6% | +$131K | ﹤0.01% | 1419 |
|
|
2021
Q1 | $2.15M | Sell |
13,781
-1,398
| -9% | -$239K | ﹤0.01% | 1468 |
|
|
2020
Q4 | $2.65M | Sell |
15,179
-1,250
| -8% | -$190K | ﹤0.01% | 1211 |
|
|
2020
Q3 | $2.13M | Sell |
16,429
-2,679
| -14% | -$322K | ﹤0.01% | 1182 |
|
|
2020
Q2 | $2.12M | Sell |
19,108
-4,244
| -18% | -$413K | ﹤0.01% | 1121 |
|
|
2020
Q1 | $1.82M | Sell |
23,352
-212,055
| -90% | -$15.1M | 0.01% | 1082 |
|
|
2019
Q4 | $15.5M | Sell |
235,407
-77,271
| -25% | -$4.73M | 0.03% | 444 |
|
|
2019
Q3 | $16.8M | Sell |
312,678
-66,434
| -18% | -$3.74M | 0.04% | 374 |
|
|
2019
Q2 | $19.4M | Sell |
379,112
-7,242
| -2% | -$368K | 0.05% | 329 |
|
|
2019
Q1 | $20.4M | Sell |
386,354
-5,257
| -1% | -$267K | 0.06% | 304 |
|
|
2018
Q4 | $17.1M | Buy |
391,611
+126,159
| +48% | +$5.08M | 0.06% | 320 |
|
|
2018
Q3 | $11.6M | Sell |
265,452
-13,177
| -5% | -$543K | 0.03% | 476 |
|
|
2018
Q2 | $9.65M | Buy |
+278,629
| New | +$9.02M | 0.03% | 554 |
|
Other funds holding FIVN
VPM
VC
AFM
VBA
VCM
Stifel Financial's FIVN Position: Q1 2026 in Review
Stifel Financial reduced its FIVE9 (FIVN) stake by 24% in Q1 2026, selling an estimated $145K and leaving 26,083 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #3002.
Stifel Financial first reported a position in FIVN in Q2 2018 and has held it in 32 quarters since. The position peaked at $20.4M in Q1 2019. 290 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.
- Stifel Financial held 26,083 shares of FIVE9 worth $396K as of Q1 2026.
- Stifel Financial sold 8,354 FIVE9 shares in Q1 2026, an estimated $145K.
- FIVE9 made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3002 holding.
- Stifel Financial first reported a position in FIVE9 in Q2 2018 and has held it in 32 quarters since.
- Stifel Financial's FIVE9 position peaked at $20.4M in Q1 2019.
- 290 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.