Summit Securities Group’s FIVE9 FIVN Stock Holding History

Summit Securities 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
2026 Q1	$9.06K	Buy	+597	New	+$10.4K	﹤0.01%	681
2025 Q2	–	Sell	-155	Closed	-$4.21K	–	1188
2025 Q1	$4.21K	Buy	+155	New	+$5.68K	﹤0.01%	622
2024 Q3	–	Sell	-89	Closed	-$4K	–	676
2024 Q2	$4K	Buy	+89	New	+$4.62K	﹤0.01%	511
2023 Q3	–	Sell	-28,500	Closed	-$2.35M	–	731
2023 Q2	$2.35M	Buy	+28,500	New	+$1.91M	0.31%	56
2023 Q1	–	Sell	-250,000	Closed	-$17M	–	973
2022 Q4	$17M	Buy	+250,000	New	+$15.7M	0.64%	37
2022 Q2	–	Sell	-49,501	Closed	-$5.46M	–	1039
2022 Q1	$5.46M	Buy	49,501 +301	+0.6%	+$35K	0.61%	32
2021 Q4	$6.76M	Buy	49,200 +9,536	+24%	+$1.41M	0.32%	61
2021 Q3	$6.34M	Buy	+39,664	New	+$7.24M	0.49%	42
2021 Q2	–	Sell	-2,978	Closed	-$466K	–	744
2021 Q1	$466K	Buy	+2,978	New	+$509K	0.05%	334

Other funds holding FIVN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's FIVN Position: Q1 2026 in Review

Summit Securities Group opened a new position in FIVE9 (FIVN) in Q1 2026: 597 shares worth $9.06K. The stake represents ﹤0.01% of the portfolio and ranks #681 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in FIVN as recently as Q1 2025.

Summit Securities Group first reported a position in FIVN in Q1 2021 and has held it in 9 quarters since. The position peaked at $17M in Q4 2022. 291 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

Summit Securities Group held 597 shares of FIVE9 worth $9.06K as of Q1 2026.
FIVE9 was a new Summit Securities Group position in Q1 2026.
FIVE9 made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #681 holding.
Summit Securities Group first reported a position in FIVE9 in Q1 2021 and has held it in 9 quarters since.
Summit Securities Group's FIVE9 position peaked at $17M in Q4 2022.
291 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.