UBS Group
FIVN icon

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
Q1 		– Sell
-500
Closed -$10K – 10706
2025
Q4 		$10K Sell
500
-3,200
-86% -$67.9K ﹤0.01% 8246
2025
Q3 		$89.5K Sell
3,700
-1,143,300
-100% -$30.2M ﹤0.01% 7200
2025
Q2 		$30.4M Buy
+1,147,000
New +$29.9M 0.01% 1962
2021
Q4 		– Sell
-11,500
Closed -$1.84M – 10386
2021
Q3 		$1.84M Buy
+11,500
New +$2.1M ﹤0.01% 3645

Other funds holding FIVN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Anson Funds Management
Anson Funds Management Dallas, Texas $1.82B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group's FIVN Position: Q3 2026 in Review

UBS Group increased its FIVE9 (FIVN) stake by 6.8% in Q3 2026, buying an estimated $1.4M and bringing the position to 722,546 shares worth $24.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2446.

UBS Group first reported a position in FIVN in Q4 2014 and has held it in 47 quarters since. The position peaked at $67.3M in Q4 2024. 264 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • UBS Group held 722,546 shares of FIVE9 worth $24.6M as of Q3 2026.
  • UBS Group bought 46,184 FIVE9 shares in Q3 2026, an estimated $1.4M.
  • FIVE9 made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #2446 holding.
  • UBS Group first reported a position in FIVE9 in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's FIVE9 position peaked at $67.3M in Q4 2024.
  • 264 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.