UB
FIVN icon

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
Q2 		$3.82K Hold
179
– – ﹤0.01% 2130
2026
Q1 		$2.71K 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

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

UMB Bank's FIVN Position: Q2 2026 in Review

UMB Bank held its FIVE9 (FIVN) position steady in Q2 2026 at 179 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

UMB Bank first reported a position in FIVN in Q4 2021 and has held it in 10 quarters since. The position peaked at $35K in Q4 2021. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • UMB Bank held 179 shares of FIVE9 worth $3.82K as of Q2 2026.
  • UMB Bank left its FIVE9 share count unchanged in Q2 2026.
  • FIVE9 made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2130 holding.
  • UMB Bank first reported a position in FIVE9 in Q4 2021 and has held it in 10 quarters since.
  • UMB Bank's FIVE9 position peaked at $35K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.