UMB Bank’s FIVE9 FIVN Stock Holding History

UMB Bank’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 Q3	$8.67K	Buy	255 +76	+42%	+$2.3K	﹤0.01%	1952
2026 Q2	$3.82K	Hold	179	–	–	﹤0.01%	2130
2026 Q1	$2.72K	Buy	+179	New	+$3.11K	﹤0.01%	2132
2023 Q4	–	Sell	-16	Closed	-$1.03K	–	1654
2023 Q3	$1.03K	Hold	16	–	–	﹤0.01%	1600
2023 Q2	$1.32K	Hold	16	–	–	﹤0.01%	1561
2023 Q1	$1.16K	Hold	16	–	–	﹤0.01%	1580
2022 Q4	$1K	Sell	16 -187	-92%	-$11.7K	﹤0.01%	1613
2022 Q3	$15K	Sell	203 -51	-20%	-$4.95K	﹤0.01%	1197
2022 Q2	$24K	Hold	254	–	–	﹤0.01%	1109
2022 Q1	$28K	Hold	254	–	–	﹤0.01%	1128
2021 Q4	$35K	Buy	+254	New	+$37.6K	﹤0.01%	1097

Other funds holding FIVN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Gagnon Advisors New York $182M AUM 52.04% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

UMB Bank's FIVN Position: Q3 2026 in Review

UMB Bank increased its FIVE9 (FIVN) stake by 42% in Q3 2026, buying an estimated $2.3K and bringing the position to 255 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

UMB Bank first reported a position in FIVN in Q4 2021 and has held it in 11 quarters since. The position peaked at $35K in Q4 2021. 139 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

UMB Bank held 255 shares of FIVE9 worth $8.67K as of Q3 2026.
UMB Bank bought 76 FIVE9 shares in Q3 2026, an estimated $2.3K.
FIVE9 made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #1952 holding.
UMB Bank first reported a position in FIVE9 in Q4 2021 and has held it in 11 quarters since.
UMB Bank's FIVE9 position peaked at $35K in Q4 2021.
139 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.