WealthCollab’s FIVE9 FIVN Stock Holding History

WealthCollab’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	$11.4K	Buy	+537	New	+$10.6K	﹤0.01%	543
2025 Q4	–	Sell	-53	Closed	-$1.28K	–	1050
2025 Q3	$1.28K	Buy	+53	New	+$1.4K	﹤0.01%	894

Other funds holding FIVN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthCollab's FIVN Position: Q2 2026 in Review

WealthCollab opened a new position in FIVE9 (FIVN) in Q2 2026: 537 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: WealthCollab previously reported a position in FIVN as recently as Q3 2025.

WealthCollab first reported a position in FIVN in Q3 2025 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

WealthCollab held 537 shares of FIVE9 worth $11.4K as of Q2 2026.
FIVE9 was a new WealthCollab position in Q2 2026.
FIVE9 made up ﹤0.01% of WealthCollab's portfolio in Q2 2026, its #543 holding.
WealthCollab first reported a position in FIVE9 in Q3 2025 and has held it in 2 quarters since.
293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.