SCA
FIVN icon

Summit Creek Advisors’s FIVE9 FIVN Stock Holding History

Summit Creek Advisors’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
Q1 		– Sell
-176,540
Closed -$3.54M – 67
2025
Q4 		$3.54M Sell
176,540
-16,178
-8% -$343K 0.56% 54
2025
Q3 		$4.66M Sell
192,718
-14,650
-7% -$387K 0.68% 54
2025
Q2 		$5.49M Sell
207,368
-9,246
-4% -$241K 0.76% 50
2025
Q1 		$5.88M Sell
216,614
-268
-0.1% -$9.83K 0.86% 46
2024
Q4 		$8.81M Buy
216,882
+42,146
+24% +$1.52M 1.16% 41
2024
Q3 		$5.02M Sell
174,736
-10,517
-6% -$380K 0.68% 50
2024
Q2 		$8.17M Sell
185,253
-13,190
-7% -$685K 1.12% 43
2024
Q1 		$12.3M Buy
198,443
+31,626
+19% +$2.2M 1.55% 32
2023
Q4 		$13.1M Buy
166,817
+38,617
+30% +$2.69M 1.76% 31
2023
Q3 		$8.24M Sell
128,200
-5,293
-4% -$396K 1.12% 40
2023
Q2 		$11M Buy
133,493
+15,747
+13% +$1.06M 1.38% 37
2023
Q1 		$8.51M Buy
117,746
+59,993
+104% +$4.29M 1.11% 41
2022
Q4 		$3.92M Buy
+57,753
New +$3.62M 0.53% 50

Other funds holding FIVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 374.17% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Creek Advisors's FIVN Position: Q1 2026 in Review

Summit Creek Advisors sold out of FIVE9 (FIVN) in Q1 2026, closing a stake of 176,540 shares — an estimated $3.54M sold.

Summit Creek Advisors first reported a position in FIVN in Q4 2022 and held it in 13 quarters. The position peaked at $13.1M in Q4 2023. 291 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

  • Summit Creek Advisors reported no remaining FIVE9 position as of Q1 2026 after selling out during the quarter.
  • Summit Creek Advisors sold 176,540 FIVE9 shares in Q1 2026, an estimated $3.54M.
  • Summit Creek Advisors first reported a position in FIVE9 in Q4 2022 and held it in 13 quarters.
  • Summit Creek Advisors's FIVE9 position peaked at $13.1M in Q4 2023.
  • 291 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

Based on Summit Creek Advisors's 13F filing for Q1 2026, filed 6 May 2026.