UBS Group’s FIVE9 FIVN Stock Holding History

UBS 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 Q2	$61.7M	Buy	2,893,720 +50,000	+2%	+$987K	0.01%	1539
2026 Q1	$43.1M	Sell	2,843,720 -2,400	-0.1%	-$41.7K	0.01%	1800
2025 Q4	$57.1M	Buy	2,846,120 +22,400	+0.8%	+$475K	0.01%	1480
2025 Q3	$68.3M	Sell	2,823,720 -8,000	-0.3%	-$212K	0.01%	1338
2025 Q2	$75M	Buy	2,831,720 +8,000	+0.3%	+$208K	0.01%	1180
2025 Q1	$76.7M	Hold	2,823,720	–	–	0.01%	1107
2024 Q4	$115M	Hold	2,823,720	–	–	0.02%	833
2024 Q3	$81.1M	Hold	2,823,720	–	–	0.02%	849
2024 Q2	$125M	Hold	2,823,720	–	–	0.03%	538
2024 Q1	$175M	Buy	+2,823,720	New	+$196M	0.04%	408
2020 Q3	–	Sell	-37,200	Closed	-$4.12M	–	8118
2020 Q2	$4.12M	Buy	+37,200	New	+$3.62M	﹤0.01%	2197
2020 Q1	–	Sell	-24,300	Closed	-$1.59M	–	8081
2019 Q4	$1.59M	Buy	+24,300	New	+$1.49M	﹤0.01%	3771

Other funds holding FIVN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

UBS Group's FIVN Position: Q2 2026 in Review

UBS Group reduced its FIVE9 (FIVN) stake by 24% in Q2 2026, selling an estimated $4.12M and leaving 676,362 shares worth $14.4M. The position accounts for ﹤0.01% of the portfolio, ranked #3032.

UBS Group first reported a position in FIVN in Q4 2014 and has held it in 46 quarters since. The position peaked at $67.3M in Q4 2024. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

UBS Group held 676,362 shares of FIVE9 worth $14.4M as of Q2 2026.
UBS Group sold 208,532 FIVE9 shares in Q2 2026, an estimated $4.12M.
FIVE9 made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3032 holding.
UBS Group first reported a position in FIVE9 in Q4 2014 and has held it in 46 quarters since.
UBS Group's FIVE9 position peaked at $67.3M in Q4 2024.
293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.