WCM Investment Management
FIVN icon

WCM Investment Management’s FIVE9 FIVN Stock Holding History

WCM Investment 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
2025
Q3 		– Sell
-558,313
Closed -$14.9M – 236
2025
Q2 		$14.9M Buy
558,313
+34,402
+7% +$895K 0.03% 124
2025
Q1 		$14.5M Buy
523,911
+1,300
+0.2% +$47.7K 0.04% 113
2024
Q4 		$21.3M Buy
522,611
+138,019
+36% +$4.98M 0.05% 82
2024
Q3 		$11.1M Buy
384,592
+48,981
+15% +$1.77M 0.03% 143
2024
Q2 		$14.5M Buy
335,611
+6,009
+2% +$312K 0.03% 125
2024
Q1 		$20.5M Buy
329,602
+34,036
+12% +$2.36M 0.05% 94
2023
Q4 		$23.6M Buy
295,566
+26,533
+10% +$1.85M 0.07% 82
2023
Q3 		$17.3M Sell
269,033
-14,917
-5% -$1.12M 0.05% 87
2023
Q2 		$23.6M Buy
283,950
+21,153
+8% +$1.42M 0.07% 66
2023
Q1 		$19M Buy
262,797
+5,501
+2% +$393K 0.06% 77
2022
Q4 		$17.5M Buy
257,296
+102,896
+67% +$6.46M 0.06% 80
2022
Q3 		$11.8M Buy
154,400
+22,470
+17% +$2.18M 0.04% 107
2022
Q2 		$12.3M Buy
131,930
+95
+0.1% +$9.61K 0.04% 101
2022
Q1 		$14.6M Buy
131,835
+40,484
+44% +$4.71M 0.04% 99
2021
Q4 		$12.5M Buy
+91,351
New +$13.5M 0.03% 117
2019
Q3 		– Sell
-27,222
Closed -$1.4M – 157
2019
Q2 		$1.4M Sell
27,222
-585
-2% -$29.7K 0.01% 104
2019
Q1 		$1.47M Buy
+27,807
New +$1.41M 0.01% 94

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management's FIVN Position: Q3 2025 in Review

WCM Investment Management sold out of FIVE9 (FIVN) in Q3 2025, closing a stake of 558,313 shares — an estimated $14.9M sold.

WCM Investment Management first reported a position in FIVN in Q1 2019 and held it in 17 quarters. The position peaked at $23.6M in Q4 2023. 309 funds tracked by Wall St. Rank hold FIVN as of Q3 2025.

  • WCM Investment Management reported no remaining FIVE9 position as of Q3 2025 after selling out during the quarter.
  • WCM Investment Management sold 558,313 FIVE9 shares in Q3 2025, an estimated $14.9M.
  • WCM Investment Management first reported a position in FIVE9 in Q1 2019 and held it in 17 quarters.
  • WCM Investment Management's FIVE9 position peaked at $23.6M in Q4 2023.
  • 309 funds tracked by Wall St. Rank held FIVE9 as of Q3 2025.

Based on WCM Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.