True Wealth Design
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
Q3 		$13.3K Hold
391
– – ﹤0.01% 963
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 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
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

True Wealth Design's FIVN Position: Q3 2026 in Review

True Wealth Design held its FIVE9 (FIVN) position steady in Q3 2026 at 391 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

True Wealth Design first reported a position in FIVN in Q2 2025 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • True Wealth Design held 391 shares of FIVE9 worth $13.3K as of Q3 2026.
  • True Wealth Design left its FIVE9 share count unchanged in Q3 2026.
  • FIVE9 made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #963 holding.
  • True Wealth Design first reported a position in FIVE9 in Q2 2025 and has held it in 6 quarters since.
  • 43 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.