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 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return

Anson Funds Management Dallas, Texas $1.57B AUM 370.24% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return