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Stoneridge Investment Partners’s FIVE9 FIVN Stock Holding History

Stoneridge Investment Partners’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 		– Sell
-12,517
Closed -$190K – 164
2026
Q1 		$190K Hold
12,517
– – 0.14% 101
2025
Q4 		$251K Buy
12,517
+2,439
+24% +$51.8K 0.17% 91
2025
Q3 		$244K Buy
+10,078
New +$266K 0.17% 90
2016
Q1 		– Sell
-39,772
Closed -$346K – 300
2015
Q4 		$346K Sell
39,772
-65,560
-62% -$380K 0.05% 231
2015
Q3 		$390K Buy
+105,332
New +$476K 0.05% 224

Other funds holding FIVN

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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
VBA
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
DCM
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

Stoneridge Investment Partners's FIVN Position: Q2 2026 in Review

Stoneridge Investment Partners sold out of FIVE9 (FIVN) in Q2 2026, closing a stake of 12,517 shares — an estimated $190K sold.

Stoneridge Investment Partners first reported a position in FIVN in Q3 2015 and held it in 5 quarters. The position peaked at $390K in Q3 2015. 292 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Stoneridge Investment Partners reported no remaining FIVE9 position as of Q2 2026 after selling out during the quarter.
  • Stoneridge Investment Partners sold 12,517 FIVE9 shares in Q2 2026, an estimated $190K.
  • Stoneridge Investment Partners first reported a position in FIVE9 in Q3 2015 and held it in 5 quarters.
  • Stoneridge Investment Partners's FIVE9 position peaked at $390K in Q3 2015.
  • 292 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.