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 $2.3T AUM 54.33% 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 $6.73T AUM 46.02% 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 $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TOBAM's FIVN Position: Q2 2023 in Review

TOBAM sold out of FIVE9 (FIVN) in Q2 2023, closing a stake of 955 shares — an estimated $69K sold.

TOBAM first reported a position in FIVN in Q3 2020 and held it in 9 quarters. The position peaked at $5.3M in Q4 2022. 336 funds tracked by Wall St. Rank hold FIVN as of Q2 2023.

  • TOBAM reported no remaining FIVE9 position as of Q2 2023 after selling out during the quarter.
  • TOBAM sold 955 FIVE9 shares in Q2 2023, an estimated $69K.
  • TOBAM first reported a position in FIVE9 in Q3 2020 and held it in 9 quarters.
  • TOBAM's FIVE9 position peaked at $5.3M in Q4 2022.
  • 336 funds tracked by Wall St. Rank held FIVE9 as of Q2 2023.

Based on TOBAM's 13F filing for Q2 2023, filed 31 Jul 2023.