VPIM
FIVN icon

Vanguard Personalized Indexing Management’s FIVE9 FIVN Stock Holding History

Vanguard Personalized Indexing Management’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 		$215K Buy
+14,147
New +$246K ﹤0.01% 1785
2025
Q4 		– Sell
-9,499
Closed -$230K – 2008
2025
Q3 		$230K Buy
+9,499
New +$251K ﹤0.01% 1628
2024
Q1 		– Sell
-3,070
Closed -$242K – 1645
2023
Q4 		$242K Sell
3,070
-331
-10% -$23.1K 0.01% 1327
2023
Q3 		$219K Sell
3,401
-179
-5% -$13.4K 0.01% 1268
2023
Q2 		$295K Sell
3,580
-830
-19% -$55.7K 0.01% 1139
2023
Q1 		$319K Sell
4,410
-3,811
-46% -$273K 0.01% 1095
2022
Q4 		$558K Buy
+8,221
New +$516K 0.02% 764
2022
Q3 		– Sell
-6,391
Closed -$582K – 1253
2022
Q2 		$582K Buy
6,391
+4,282
+203% +$433K 0.03% 744
2022
Q1 		$233K Buy
+2,109
New +$245K 0.01% 1067
2021
Q3 		– Sell
-3,345
Closed -$613K – 1007
2021
Q2 		$613K Buy
3,345
+1,782
+114% +$307K 0.06% 393
2021
Q1 		$244K Buy
+1,563
New +$267K 0.04% 595

Other funds holding FIVN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VC
Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.57B AUM 370.24% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
VCM
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
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