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Van Berkom & Associates’s FIVE9 FIVN Stock Holding History

Van Berkom & Associates’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 		$66.3M Sell
3,110,100
-223,036
-7% -$4.4M 2.14% 25
2026
Q1 		$50.6M Sell
3,333,136
-263,244
-7% -$4.58M 1.64% 35
2025
Q4 		$72.1M Buy
3,596,380
+787,626
+28% +$16.7M 2.08% 28
2025
Q3 		$68M Sell
2,808,754
-36,295
-1% -$960K 1.97% 29
2025
Q2 		$75.3M Buy
2,845,049
+704,286
+33% +$18.3M 2.24% 25
2025
Q1 		$58.1M Buy
2,140,763
+266,484
+14% +$9.77M 1.87% 30
2024
Q4 		$76.2M Sell
1,874,279
-70,019
-4% -$2.53M 2.26% 24
2024
Q3 		$55.9M Buy
1,944,298
+644,815
+50% +$23.3M 1.53% 37
2024
Q2 		$57.3M Buy
1,299,483
+446,151
+52% +$23.2M 1.71% 37
2024
Q1 		$53M Buy
+853,332
New +$59.3M 1.51% 39

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
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 374.31% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Van Berkom & Associates's FIVN Position: Q2 2026 in Review

Van Berkom & Associates reduced its FIVE9 (FIVN) stake by 6.7% in Q2 2026, selling an estimated $4.4M and leaving 3,110,100 shares worth $66.3M. The position accounts for 2.14% of the portfolio, ranked #25.

Van Berkom & Associates first reported a position in FIVN in Q1 2024 and has held it in 10 quarters since. The position peaked at $76.2M in Q4 2024. 289 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Van Berkom & Associates held 3,110,100 shares of FIVE9 worth $66.3M as of Q2 2026.
  • Van Berkom & Associates sold 223,036 FIVE9 shares in Q2 2026, an estimated $4.4M.
  • FIVE9 made up 2.14% of Van Berkom & Associates's portfolio in Q2 2026, its #25 holding.
  • Van Berkom & Associates first reported a position in FIVE9 in Q1 2024 and has held it in 10 quarters since.
  • Van Berkom & Associates's FIVE9 position peaked at $76.2M in Q4 2024.
  • 289 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Van Berkom & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.