Tactive Advisors
FIVN icon

Tactive Advisors’s FIVE9 FIVN Stock Holding History

Tactive 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
Q3 		$332K Sell
9,770
-1,095
-10% -$33.2K 0.08% 206
2026
Q2 		$232K Buy
+10,865
New +$214K 0.06% 242

Other funds holding FIVN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Tactive Advisors's FIVN Position: Q3 2026 in Review

Tactive Advisors reduced its FIVE9 (FIVN) stake by 10% in Q3 2026, selling an estimated $33.2K and leaving 9,770 shares worth $332K. The position accounts for 0.08% of the portfolio, ranked #206.

Tactive Advisors first reported a position in FIVN in Q2 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • Tactive Advisors held 9,770 shares of FIVE9 worth $332K as of Q3 2026.
  • Tactive Advisors sold 1,095 FIVE9 shares in Q3 2026, an estimated $33.2K.
  • FIVE9 made up 0.08% of Tactive Advisors's portfolio in Q3 2026, its #206 holding.
  • Tactive Advisors first reported a position in FIVE9 in Q2 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.