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FIVN icon

True Wealth Design’s FIVE9 FIVN Stock Holding History

True Wealth Design’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 		$8.34K Buy
391
+113
+41% +$2.23K ﹤0.01% 1128
2026
Q1 		$4.22K Buy
278
+164
+144% +$2.85K ﹤0.01% 1261
2025
Q4 		$2.29K Buy
114
+59
+107% +$1.25K ﹤0.01% 1405
2025
Q3 		$1.33K Hold
55
– – ﹤0.01% 1649
2025
Q2 		$1.46K Buy
+55
New +$1.43K ﹤0.01% 1309

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 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

True Wealth Design's FIVN Position: Q2 2026 in Review

True Wealth Design increased its FIVE9 (FIVN) stake by 41% in Q2 2026, buying an estimated $2.23K and bringing the position to 391 shares worth $8.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

True Wealth Design first reported a position in FIVN in Q2 2025 and has held it in 5 quarters since. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • True Wealth Design held 391 shares of FIVE9 worth $8.34K as of Q2 2026.
  • True Wealth Design bought 113 FIVE9 shares in Q2 2026, an estimated $2.23K.
  • FIVE9 made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1128 holding.
  • True Wealth Design first reported a position in FIVE9 in Q2 2025 and has held it in 5 quarters since.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.