VEPM
FIVN icon

Vista Equity Partners Management’s FIVE9 FIVN Stock Holding History

Vista Equity Partners 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
2024
Q2 		– Sell
-81,524
Closed -$5.06M – 35
2024
Q1 		$5.06M Sell
81,524
-42,838
-34% -$2.98M 0.14% 33
2023
Q4 		$9.79M Sell
124,362
-85,043
-41% -$5.92M 0.24% 30
2023
Q3 		$13.5M Sell
209,405
-78,757
-27% -$5.89M 0.34% 22
2023
Q2 		$23.8M Buy
288,162
+116,735
+68% +$7.84M 0.54% 16
2023
Q1 		$12.4M Buy
171,427
+82,642
+93% +$5.91M 0.16% 17
2022
Q4 		$6.02M Sell
88,785
-275,471
-76% -$17.3M 0.09% 18
2022
Q3 		$27.3M Buy
364,256
+121,595
+50% +$11.8M 0.44% 10
2022
Q2 		$22.1M Buy
242,661
+97,047
+67% +$9.82M 0.38% 11
2022
Q1 		$16.1M Sell
145,614
-41,178
-22% -$4.79M 0.14% 19
2021
Q4 		$25.6M Buy
186,792
+103,935
+125% +$15.4M 0.2% 23
2021
Q3 		$13.2M Sell
82,857
-95,104
-53% -$17.4M 0.13% 31
2021
Q2 		$32.6M Buy
177,961
+21,538
+14% +$3.71M 0.35% 13
2021
Q1 		$24.5M Sell
156,423
-50,905
-25% -$8.7M 0.36% 15
2020
Q4 		$36.2M Buy
207,328
+56,838
+38% +$8.64M 0.49% 10
2020
Q3 		$19.5M Buy
150,490
+54,832
+57% +$6.59M 0.38% 14
2020
Q2 		$10.6M Sell
95,658
-109,977
-53% -$10.7M 0.44% 27
2020
Q1 		$15.7M Sell
205,635
-16,746
-8% -$1.19M 0.92% 11
2019
Q4 		$14.6M Sell
222,381
-284,360
-56% -$17.4M 0.67% 23
2019
Q3 		$27.2M Buy
506,741
+97,979
+24% +$5.51M 1.79% 6
2019
Q2 		$21M Buy
408,762
+124,681
+44% +$6.33M 3.95% 11
2019
Q1 		$15M Buy
284,081
+179,449
+172% +$9.12M 2.57% 16
2018
Q4 		$4.58M Buy
+104,632
New +$4.21M 0.54% 20
2015
Q3 		– Sell
-510,789
Closed -$2.67M – 31
2015
Q2 		$2.67M Buy
+510,789
New +$2.8M 1.5% 23

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vista Equity Partners Management's FIVN Position: Q2 2024 in Review

Vista Equity Partners Management sold out of FIVE9 (FIVN) in Q2 2024, closing a stake of 81,524 shares — an estimated $5.06M sold.

Vista Equity Partners Management first reported a position in FIVN in Q2 2015 and held it in 23 quarters. The position peaked at $36.2M in Q4 2020. 297 funds tracked by Wall St. Rank hold FIVN as of Q2 2024.

  • Vista Equity Partners Management reported no remaining FIVE9 position as of Q2 2024 after selling out during the quarter.
  • Vista Equity Partners Management sold 81,524 FIVE9 shares in Q2 2024, an estimated $5.06M.
  • Vista Equity Partners Management first reported a position in FIVE9 in Q2 2015 and held it in 23 quarters.
  • Vista Equity Partners Management's FIVE9 position peaked at $36.2M in Q4 2020.
  • 297 funds tracked by Wall St. Rank held FIVE9 as of Q2 2024.

Based on Vista Equity Partners Management's 13F filing for Q2 2024, filed 14 Aug 2024.