UBS Group’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.4M | Sell |
884,894
-41,466
| -4% | -$721K | ﹤0.01% | 3033 |
|
|
2025
Q4 | $18.6M | Sell |
926,360
-142,395
| -13% | -$3.02M | ﹤0.01% | 2651 |
|
|
2025
Q3 | $25.9M | Sell |
1,068,755
-1,068,628
| -50% | -$28.3M | 0.01% | 2280 |
|
|
2025
Q2 | $56.6M | Buy |
2,137,383
+589,770
| +38% | +$15.3M | 0.01% | 1403 |
|
|
2025
Q1 | $42M | Sell |
1,547,613
-107,871
| -7% | -$3.96M | 0.01% | 1641 |
|
|
2024
Q4 | $67.3M | Buy |
1,655,484
+1,017,404
| +159% | +$36.7M | 0.02% | 1206 |
|
|
2024
Q3 | $18.3M | Sell |
638,080
-61,026
| -9% | -$2.2M | 0.01% | 1899 |
|
|
2024
Q2 | $30.8M | Buy |
699,106
+496,386
| +245% | +$25.8M | 0.01% | 1358 |
|
|
2024
Q1 | $12.6M | Sell |
202,720
-585,661
| -74% | -$40.7M | ﹤0.01% | 2076 |
|
|
2023
Q4 | $62M | Buy |
788,381
+254,467
| +48% | +$17.7M | 0.02% | 847 |
|
|
2023
Q3 | $34.3M | Buy |
533,914
+340,567
| +176% | +$25.5M | 0.02% | 1086 |
|
|
2023
Q2 | $15.9M | Buy |
193,347
+154,362
| +396% | +$10.4M | 0.01% | 1629 |
|
|
2023
Q1 | $2.82M | Buy |
38,985
+4,332
| +13% | +$310K | ﹤0.01% | 3061 |
|
|
2022
Q4 | $2.35M | Sell |
34,653
-23,572
| -40% | -$1.48M | ﹤0.01% | 3238 |
|
|
2022
Q3 | $4.37M | Buy |
58,225
+13,165
| +29% | +$1.28M | ﹤0.01% | 2481 |
|
|
2022
Q2 | $4.11M | Buy |
45,060
+18,993
| +73% | +$1.92M | ﹤0.01% | 2538 |
|
|
2022
Q1 | $2.88M | Sell |
26,067
-322,160
| -93% | -$37.5M | ﹤0.01% | 3090 |
|
|
2021
Q4 | $47.8M | Buy |
348,227
+256,001
| +278% | +$37.9M | 0.02% | 981 |
|
|
2021
Q3 | $14.7M | Buy |
92,226
+63,754
| +224% | +$11.6M | 0.01% | 1734 |
|
|
2021
Q2 | $5.22M | Sell |
28,472
-3,806
| -12% | -$656K | ﹤0.01% | 2631 |
|
|
2021
Q1 | $5.05M | Buy |
32,278
+5,061
| +19% | +$865K | ﹤0.01% | 2586 |
|
|
2020
Q4 | $4.75M | Buy |
27,217
+5,696
| +26% | +$866K | ﹤0.01% | 2496 |
|
|
2020
Q3 | $2.79M | Buy |
21,521
+11,941
| +125% | +$1.44M | ﹤0.01% | 2740 |
|
|
2020
Q2 | $1.06M | Sell |
9,580
-44,748
| -82% | -$4.36M | ﹤0.01% | 3457 |
|
|
2020
Q1 | $4.15M | Sell |
54,328
-21,268
| -28% | -$1.52M | ﹤0.01% | 2095 |
|
|
2019
Q4 | $4.96M | Buy |
75,596
+26,524
| +54% | +$1.62M | ﹤0.01% | 2607 |
|
|
2019
Q3 | $2.64M | Buy |
49,072
+29,071
| +145% | +$1.64M | ﹤0.01% | 3027 |
|
|
2019
Q2 | $1.03M | Sell |
20,001
-36,149
| -64% | -$1.83M | ﹤0.01% | 3741 |
|
|
2019
Q1 | $2.97M | Buy |
56,150
+10,923
| +24% | +$555K | ﹤0.01% | 2632 |
|
|
2018
Q4 | $1.98M | Buy |
45,227
+28,841
| +176% | +$1.16M | ﹤0.01% | 3051 |
|
|
2018
Q3 | $716K | Buy |
16,386
+3,121
| +24% | +$129K | ﹤0.01% | 4143 |
|
|
2018
Q2 | $459K | Buy |
13,265
+11,605
| +699% | +$376K | ﹤0.01% | 4375 |
|
|
2018
Q1 | $49K | Sell |
1,660
-4,666
| -74% | -$128K | ﹤0.01% | 5727 |
|
|
2017
Q4 | $157K | Buy |
6,326
+307
| +5% | +$7.57K | ﹤0.01% | 5080 |
|
|
2017
Q3 | $144K | Buy |
6,019
+1,876
| +45% | +$40.7K | ﹤0.01% | 5079 |
|
|
2017
Q2 | $89K | Sell |
4,143
-829
| -17% | -$17K | ﹤0.01% | 5240 |
|
|
2017
Q1 | $82K | Sell |
4,972
-1,374
| -22% | -$22.6K | ﹤0.01% | 5189 |
|
|
2016
Q4 | $90K | Buy |
6,346
+4,955
| +356% | +$71.4K | ﹤0.01% | 5364 |
|
|
2016
Q3 | $22K | Buy |
+1,391
| New | +$19K | ﹤0.01% | 6219 |
|
|
2016
Q2 | – | Sell |
-407
| Closed | -$4K | – | 7802 |
|
|
2016
Q1 | $4K | Sell |
407
-8,513
| -95% | -$66.9K | ﹤0.01% | 7086 |
|
|
2015
Q4 | $78K | Buy |
8,920
+6,998
| +364% | +$40.5K | ﹤0.01% | 5415 |
|
|
2015
Q3 | $8K | Buy |
1,922
+551
| +40% | +$2.49K | ﹤0.01% | 7406 |
|
|
2015
Q2 | $7K | Buy |
1,371
+964
| +237% | +$5.29K | ﹤0.01% | 7687 |
|
|
2015
Q1 | $2K | Sell |
407
-4,083
| -91% | -$17.7K | ﹤0.01% | 8443 |
|
|
2014
Q4 | $20K | Buy |
+4,490
| New | +$20.9K | ﹤0.01% | 7662 |
|
Other funds holding FIVN
VPM
VC
AFM
VBA
VCM
