Vise Technologies’s FIVE9 FIVN Stock Holding History

Vise Technologies’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 Q3	$293K	Buy	+8,617	New	+$261K	﹤0.01%	1714

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Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Villanova Investment Management Wayne, Pennsylvania $100M AUM 1.2% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Vise Technologies's FIVN Position: Q3 2026 in Review

Vise Technologies opened a new position in FIVE9 (FIVN) in Q3 2026: 8,617 shares worth $293K. The stake represents ﹤0.01% of the portfolio and ranks #1714 among its holdings.

98 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

Vise Technologies held 8,617 shares of FIVE9 worth $293K as of Q3 2026.
FIVE9 was a new Vise Technologies position in Q3 2026.
FIVE9 made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #1714 holding.
98 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.