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Swiss Life Asset Management’s FIVE9 FIVN Stock Holding History

Swiss Life Asset Management’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 		– Sell
-13,018
Closed -$197K – 1669
2026
Q1 		$197K Buy
13,018
+1,971
+18% +$34.3K ﹤0.01% 1393
2025
Q4 		$221K Buy
+11,047
New +$234K ﹤0.01% 1221

Other funds holding FIVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Swiss Life Asset Management's FIVN Position: Q2 2026 in Review

Swiss Life Asset Management sold out of FIVE9 (FIVN) in Q2 2026, closing a stake of 13,018 shares — an estimated $197K sold.

Swiss Life Asset Management first reported a position in FIVN in Q4 2025 and held it in 2 quarters. The position peaked at $221K in Q4 2025. 161 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Swiss Life Asset Management reported no remaining FIVE9 position as of Q2 2026 after selling out during the quarter.
  • Swiss Life Asset Management sold 13,018 FIVE9 shares in Q2 2026, an estimated $197K.
  • Swiss Life Asset Management first reported a position in FIVE9 in Q4 2025 and held it in 2 quarters.
  • Swiss Life Asset Management's FIVE9 position peaked at $221K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.