Toth Financial Advisory’s FIVE9 FIVN Stock Holding History

Toth Financial Advisory’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	$988K	Buy	+29,040	New	+$881K	0.1%	140
2024 Q1	–	Sell	-3,705	Closed	-$292K	–	738
2023 Q4	$292K	Buy	+3,705	New	+$258K	0.04%	193

Other funds holding FIVN

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Toth Financial Advisory's FIVN Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in FIVE9 (FIVN) in Q3 2026: 29,040 shares worth $988K. The stake represents 0.1% of the portfolio and ranks #140 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in FIVN as recently as Q4 2023.

Toth Financial Advisory first reported a position in FIVN in Q4 2023 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

Toth Financial Advisory held 29,040 shares of FIVE9 worth $988K as of Q3 2026.
FIVE9 was a new Toth Financial Advisory position in Q3 2026.
FIVE9 made up 0.1% of Toth Financial Advisory's portfolio in Q3 2026, its #140 holding.
Toth Financial Advisory first reported a position in FIVE9 in Q4 2023 and has held it in 2 quarters since.
11 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.