Vanguard Personalized Indexing Management
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
Q2 		– Sell
-14,147
Closed -$215K – 2287
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

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

Vanguard Personalized Indexing Management's FIVN Position: Q2 2026 in Review

Vanguard Personalized Indexing Management sold out of FIVE9 (FIVN) in Q2 2026, closing a stake of 14,147 shares — an estimated $215K sold.

Vanguard Personalized Indexing Management first reported a position in FIVN in Q1 2021 and held it in 11 quarters. The position peaked at $613K in Q2 2021. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Vanguard Personalized Indexing Management reported no remaining FIVE9 position as of Q2 2026 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 14,147 FIVE9 shares in Q2 2026, an estimated $215K.
  • Vanguard Personalized Indexing Management first reported a position in FIVE9 in Q1 2021 and held it in 11 quarters.
  • Vanguard Personalized Indexing Management's FIVE9 position peaked at $613K in Q2 2021.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.