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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
VCM
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 $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's FIVN Position: Q1 2026 in Review

UBS Group reduced its FIVE9 (FIVN) stake by 4.5% in Q1 2026, selling an estimated $721K and leaving 884,894 shares worth $13.4M. The position accounts for ﹤0.01% of the portfolio, ranked #3033.

UBS Group first reported a position in FIVN in Q4 2014 and has held it in 45 quarters since. The position peaked at $67.3M in Q4 2024. 290 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

  • UBS Group held 884,894 shares of FIVE9 worth $13.4M as of Q1 2026.
  • UBS Group sold 41,466 FIVE9 shares in Q1 2026, an estimated $721K.
  • FIVE9 made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3033 holding.
  • UBS Group first reported a position in FIVE9 in Q4 2014 and has held it in 45 quarters since.
  • UBS Group's FIVE9 position peaked at $67.3M in Q4 2024.
  • 290 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.