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FIVN icon

TwinBeech Capital’s FIVE9 FIVN Stock Holding History

TwinBeech Capital’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 		– Sell
-21,028
Closed -$319K – 476
2026
Q1 		$319K Sell
21,028
-64,785
-75% -$1.13M 0.03% 438
2025
Q4 		$1.72M Buy
85,813
+66,781
+351% +$1.42M 0.12% 215
2025
Q3 		$461K Sell
19,032
-130,259
-87% -$3.44M 0.02% 403
2025
Q2 		$3.95M Buy
+149,291
New +$3.89M 0.09% 236
2024
Q1 		– Sell
-174,505
Closed -$13.7M – 656
2023
Q4 		$13.7M Buy
174,505
+140,816
+418% +$9.81M 0.22% 139
2023
Q3 		$2.17M Buy
+33,689
New +$2.52M 0.04% 400
2022
Q4 		– Sell
-70,069
Closed -$5.25M – 764
2022
Q3 		$5.25M Buy
+70,069
New +$6.81M 0.14% 182
2021
Q2 		– Sell
-12,300
Closed -$1.92M – 507
2021
Q1 		$1.92M Buy
+12,300
New +$2.1M 0.28% 116
2020
Q4 		– Sell
-10,822
Closed -$1.4M – 488
2020
Q3 		$1.4M Buy
+10,822
New +$1.3M 0.3% 92
2020
Q1 		– Sell
-3,281
Closed -$215K – 356
2019
Q4 		$215K Buy
+3,281
New +$201K 0.06% 347

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

TwinBeech Capital's FIVN Position: Q2 2026 in Review

TwinBeech Capital sold out of FIVE9 (FIVN) in Q2 2026, closing a stake of 21,028 shares — an estimated $319K sold.

TwinBeech Capital first reported a position in FIVN in Q4 2019 and held it in 10 quarters. The position peaked at $13.7M in Q4 2023. 290 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • TwinBeech Capital reported no remaining FIVE9 position as of Q2 2026 after selling out during the quarter.
  • TwinBeech Capital sold 21,028 FIVE9 shares in Q2 2026, an estimated $319K.
  • TwinBeech Capital first reported a position in FIVE9 in Q4 2019 and held it in 10 quarters.
  • TwinBeech Capital's FIVE9 position peaked at $13.7M in Q4 2023.
  • 290 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.