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

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

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.