T
FIVN icon

TOBAM’s FIVE9 FIVN Stock Holding History

TOBAM’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
2023
Q2 		– Sell
-955
Closed -$69K – 371
2023
Q1 		$69K Sell
955
-77,145
-99% -$5.52M ﹤0.01% 328
2022
Q4 		$5.3M Buy
78,100
+26,500
+51% +$1.66M 0.35% 63
2022
Q3 		$3.87M Buy
51,600
+31,800
+161% +$3.09M 0.27% 74
2022
Q2 		$1.8M Buy
+19,800
New +$2M 0.11% 104
2022
Q1 		– Sell
-2,100
Closed -$288K – 451
2021
Q4 		$288K Buy
+2,100
New +$311K 0.01% 173
2021
Q3 		– Sell
-500
Closed -$92K – 439
2021
Q2 		$92K Buy
500
+300
+150% +$51.7K ﹤0.01% 266
2021
Q1 		$31K Hold
200
– – ﹤0.01% 414
2020
Q4 		$35K Sell
200
-100
-33% -$15.2K ﹤0.01% 387
2020
Q3 		$39K Buy
+300
New +$36.1K ﹤0.01% 326

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return