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 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return

Anson Funds Management Dallas, Texas $1.57B AUM 370.24% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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 $57.5B AUM 55.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return