Turning Point Benefit Group’s FIVE9 FIVN Stock Holding History

Turning Point Benefit Group’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 Q1	–	Sell	-2	Closed	-$40	–	353
2025 Q4	$40	Hold	2	–	–	﹤0.01%	832
2025 Q3	$47	Buy	+2	New	+$53	﹤0.01%	746

Other funds holding FIVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Turning Point Benefit Group's FIVN Position: Q1 2026 in Review

Turning Point Benefit Group sold out of FIVE9 (FIVN) in Q1 2026, closing a stake of 2 shares — an estimated $40 sold.

Turning Point Benefit Group first reported a position in FIVN in Q3 2025 and held it in 2 quarters. The position peaked at $47 in Q3 2025. 292 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

Turning Point Benefit Group reported no remaining FIVE9 position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 2 FIVE9 shares in Q1 2026, an estimated $40.
Turning Point Benefit Group first reported a position in FIVE9 in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's FIVE9 position peaked at $47 in Q3 2025.
292 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.