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Wealthspire Advisors (New York)’s FIVE9 FIVN Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-600
Closed -$14.5K – 1675
2025
Q3 		$14.5K Buy
+600
New +$15.9K ﹤0.01% 1846
2021
Q2 		– Sell
-2,544
Closed -$398K – 483
2021
Q1 		$398K Buy
2,544
+90
+4% +$15.4K 0.01% 462
2020
Q4 		$428K Hold
2,454
– – 0.01% 335
2020
Q3 		$318K Hold
2,454
– – 0.02% 232
2020
Q2 		$272K Buy
+2,454
New +$239K 0.02% 220

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthspire Advisors (New York)'s FIVN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of FIVE9 (FIVN) in Q4 2025, closing a stake of 600 shares — an estimated $14.5K sold.

Wealthspire Advisors (New York) first reported a position in FIVN in Q2 2020 and held it in 5 quarters. The position peaked at $428K in Q4 2020. 289 funds tracked by Wall St. Rank hold FIVN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining FIVE9 position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 600 FIVE9 shares in Q4 2025, an estimated $14.5K.
  • Wealthspire Advisors (New York) first reported a position in FIVE9 in Q2 2020 and held it in 5 quarters.
  • Wealthspire Advisors (New York)'s FIVE9 position peaked at $428K in Q4 2020.
  • 289 funds tracked by Wall St. Rank held FIVE9 as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.