SSG
FIVN icon

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
2025
Q2 		– Sell
-2,000
Closed -$54.3K – 1187
2025
Q1 		$54.3K Buy
+2,000
New +$73.3K 0.01% 322
2022
Q1 		– Sell
-120,000
Closed -$16.5M – 1183
2021
Q4 		$16.5M Buy
120,000
+119,090
+13,087% +$17.6M 0.77% 23
2021
Q3 		$14.5M Buy
+910
New +$166K 1.13% 10

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
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

Summit Securities Group's FIVN Position: Q2 2026 in Review

Summit Securities Group sold out of FIVE9 (FIVN) in Q2 2026, closing a stake of 597 shares — an estimated $9.06K sold.

Summit Securities Group first reported a position in FIVN in Q1 2021 and held it in 9 quarters. The position peaked at $17M in Q4 2022. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Summit Securities Group reported no remaining FIVE9 position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 597 FIVE9 shares in Q2 2026, an estimated $9.06K.
  • Summit Securities Group first reported a position in FIVE9 in Q1 2021 and held it in 9 quarters.
  • Summit Securities Group's FIVE9 position peaked at $17M in Q4 2022.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.