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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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VC
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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 $1.61T 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.