RAFFA WEALTH MANAGEMENT, LLC’s FIVE9 FIVN Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$362	Hold	17	–	–	﹤0.01%	1211
2026 Q1	$258	Hold	17	–	–	﹤0.01%	1136
2025 Q4	$341	Hold	17	–	–	﹤0.01%	1104
2025 Q3	$411	Hold	17	–	–	﹤0.01%	1099
2025 Q2	$450	Hold	17	–	–	﹤0.01%	1021
2025 Q1	$462	Hold	17	–	–	﹤0.01%	973
2024 Q4	$691	Hold	17	–	–	﹤0.01%	947
2024 Q3	$488	Hold	17	–	–	﹤0.01%	993
2024 Q2	$750	Hold	17	–	–	﹤0.01%	976
2024 Q1	$1.06K	Hold	17	–	–	﹤0.01%	880
2023 Q4	$1.34K	Hold	17	–	–	﹤0.01%	734
2023 Q3	$1.09K	Hold	17	–	–	﹤0.01%	754
2023 Q2	$1.4K	Hold	17	–	–	﹤0.01%	706
2023 Q1	$1.23K	Hold	17	–	–	﹤0.01%	734
2022 Q4	$1.15K	Hold	17	–	–	﹤0.01%	738
2022 Q3	$1.27K	Hold	17	–	–	﹤0.01%	725
2022 Q2	$1.55K	Hold	17	–	–	﹤0.01%	676
2022 Q1	$1.88K	Hold	17	–	–	﹤0.01%	653
2021 Q4	$2.33K	Hold	17	–	–	﹤0.01%	613
2021 Q3	$2.72K	Hold	17	–	–	﹤0.01%	522
2021 Q2	$3.12K	Hold	17	–	–	﹤0.01%	495
2021 Q1	$2.66K	Buy	17 +4	+31%	+$683	﹤0.01%	558
2020 Q4	$2.27K	Hold	13	–	–	﹤0.01%	524
2020 Q3	$1.69K	Hold	13	–	–	﹤0.01%	529
2020 Q2	$1.44K	Buy	+13	New	+$1.26K	﹤0.01%	552

Other funds holding FIVN

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

PAWC

P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VIM

Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GITFIT

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland $249M AUM 37.04% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FIVN Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its FIVE9 (FIVN) position steady in Q2 2026 at 17 shares worth $362. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FIVN in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.12K in Q2 2021. 52 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 17 shares of FIVE9 worth $362 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its FIVE9 share count unchanged in Q2 2026.
FIVE9 made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1211 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in FIVE9 in Q2 2020 and has held it in 25 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's FIVE9 position peaked at $3.12K in Q2 2021.
52 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.