WRF
FIVN icon

Waddell & Reed Financial’s FIVE9 FIVN Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$336M Buy
2,148,101
+893,067
+71% +$153M 0.69% 24
2020
Q4 		$219M Sell
1,255,034
-172,620
-12% -$26.3M 0.46% 48
2020
Q3 		$185M Sell
1,427,654
-105,259
-7% -$12.7M 0.44% 52
2020
Q2 		$170M Sell
1,532,913
-141,472
-8% -$13.8M 0.44% 55
2020
Q1 		$128M Sell
1,674,385
-139,373
-8% -$9.94M 0.42% 63
2019
Q4 		$119M Sell
1,813,758
-193,596
-10% -$11.8M 0.3% 98
2019
Q3 		$108M Buy
2,007,354
+163,097
+9% +$9.17M 0.28% 104
2019
Q2 		$94.6M Buy
1,844,257
+1,652
+0.1% +$83.8K 0.23% 123
2019
Q1 		$97.3M Sell
1,842,605
-79,303
-4% -$4.03M 0.24% 120
2018
Q4 		$84M Buy
1,921,908
+604,860
+46% +$24.3M 0.24% 121
2018
Q3 		$57.5M Sell
1,317,048
-335,332
-20% -$13.8M 0.13% 189
2018
Q2 		$57.1M Sell
1,652,380
-47,270
-3% -$1.53M 0.13% 172
2018
Q1 		$50.6M Buy
1,699,650
+6,840
+0.4% +$187K 0.12% 201
2017
Q4 		$42.1M Sell
1,692,810
-17,890
-1% -$441K 0.09% 250
2017
Q3 		$40.9M Buy
1,710,700
+389,280
+29% +$8.44M 0.09% 252
2017
Q2 		$28.4M Sell
1,321,420
-8,300
-0.6% -$170K 0.06% 310
2017
Q1 		$21.9M Buy
1,329,720
+470,040
+55% +$7.71M 0.05% 338
2016
Q4 		$12.2M Buy
859,680
+82,580
+11% +$1.19M 0.03% 392
2016
Q3 		$12.2M Buy
+777,100
New +$10.6M 0.03% 389

Other funds holding FIVN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waddell & Reed Financial's FIVN Position: Q1 2021 in Review

Waddell & Reed Financial increased its FIVE9 (FIVN) stake by 71% in Q1 2021, buying an estimated $153M and bringing the position to 2,148,101 shares worth $336M. The position accounts for 0.69% of the portfolio, ranked #24.

Waddell & Reed Financial first reported a position in FIVN in Q3 2016 and has held it in 19 quarters since. 390 funds tracked by Wall St. Rank hold FIVN as of Q1 2021.

  • Waddell & Reed Financial held 2,148,101 shares of FIVE9 worth $336M as of Q1 2021.
  • Waddell & Reed Financial bought 893,067 FIVE9 shares in Q1 2021, an estimated $153M.
  • FIVE9 made up 0.69% of Waddell & Reed Financial's portfolio in Q1 2021, its #24 holding.
  • Waddell & Reed Financial first reported a position in FIVE9 in Q3 2016 and has held it in 19 quarters since.
  • 390 funds tracked by Wall St. Rank held FIVE9 as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.