Universal-Beteiligungs- und Servicegesellschaft
FIVN icon

Universal-Beteiligungs- und Servicegesellschaft’s FIVE9 FIVN Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$6.2M Buy
291,012
+264,326
+991% +$5.22M 0.01% 853
2026
Q1 		$405K Buy
26,686
+239
+0.9% +$4.15K ﹤0.01% 1782
2025
Q4 		$529K Buy
26,447
+17,294
+189% +$367K ﹤0.01% 1687
2025
Q3 		$222K Buy
+9,153
New +$242K ﹤0.01% 1987
2025
Q2 		– Sell
-8,422
Closed -$229K – 2046
2025
Q1 		$229K Buy
+8,422
New +$309K ﹤0.01% 1846

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

Universal-Beteiligungs- und Servicegesellschaft's FIVN Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its FIVE9 (FIVN) stake by 991% in Q2 2026, buying an estimated $5.22M and bringing the position to 291,012 shares worth $6.2M. The position accounts for 0.01% of the portfolio, ranked #853.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in FIVN in Q1 2025 and has held it in 5 quarters since. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 291,012 shares of FIVE9 worth $6.2M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 264,326 FIVE9 shares in Q2 2026, an estimated $5.22M.
  • FIVE9 made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #853 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in FIVE9 in Q1 2025 and has held it in 5 quarters since.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.