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Summit Trail Advisors’s FIVE9 FIVN Stock Holding History

Summit Trail 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
Q2 		$453K Sell
21,253
-292
-1% -$5.76K 0.01% 1240
2026
Q1 		$327K Buy
21,545
+10,241
+91% +$178K ﹤0.01% 1281
2025
Q4 		$227K Sell
11,304
-2,797
-20% -$59.4K ﹤0.01% 1252
2025
Q3 		$341K Sell
14,101
-777
-5% -$20.5K ﹤0.01% 1171
2025
Q2 		$394K Buy
+14,878
New +$387K 0.01% 816

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 Trail Advisors's FIVN Position: Q2 2026 in Review

Summit Trail Advisors reduced its FIVE9 (FIVN) stake by 1.4% in Q2 2026, selling an estimated $5.76K and leaving 21,253 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #1240.

Summit Trail Advisors first reported a position in FIVN in Q2 2025 and has held it in 5 quarters since. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Summit Trail Advisors held 21,253 shares of FIVE9 worth $453K as of Q2 2026.
  • Summit Trail Advisors sold 292 FIVE9 shares in Q2 2026, an estimated $5.76K.
  • FIVE9 made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1240 holding.
  • Summit Trail Advisors first reported a position in FIVE9 in Q2 2025 and has held it in 5 quarters since.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.