Wells Fargo’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $490K | Sell |
32,317
-94,646
| -75% | -$1.65M | ﹤0.01% | 4181 |
|
|
2025
Q4 | $2.55M | Buy |
126,963
+7,501
| +6% | +$159K | ﹤0.01% | 3251 |
|
|
2025
Q3 | $2.89M | Sell |
119,462
-2,137
| -2% | -$56.5K | ﹤0.01% | 3047 |
|
|
2025
Q2 | $3.22M | Buy |
121,599
+52,313
| +76% | +$1.36M | ﹤0.01% | 2820 |
|
|
2025
Q1 | $1.88M | Buy |
69,286
+44,507
| +180% | +$1.63M | ﹤0.01% | 3205 |
|
|
2024
Q4 | $1.01M | Buy |
24,779
+852
| +4% | +$30.7K | ﹤0.01% | 3703 |
|
|
2024
Q3 | $687K | Sell |
23,927
-38,542
| -62% | -$1.39M | ﹤0.01% | 3793 |
|
|
2024
Q2 | $2.75M | Buy |
62,469
+298
| +0.5% | +$15.5K | ﹤0.01% | 2727 |
|
|
2024
Q1 | $3.86M | Sell |
62,171
-6,551
| -10% | -$455K | ﹤0.01% | 2450 |
|
|
2023
Q4 | $5.41M | Sell |
68,722
-9,201
| -12% | -$641K | ﹤0.01% | 2165 |
|
|
2023
Q3 | $5.01M | Sell |
77,923
-11,651
| -13% | -$872K | ﹤0.01% | 2110 |
|
|
2023
Q2 | $7.39M | Buy |
89,574
+5,018
| +6% | +$337K | ﹤0.01% | 1839 |
|
|
2023
Q1 | $6.11M | Buy |
84,556
+10,746
| +15% | +$769K | ﹤0.01% | 1965 |
|
|
2022
Q4 | $5.01M | Sell |
73,810
-10,682
| -13% | -$670K | ﹤0.01% | 2079 |
|
|
2022
Q3 | $6.34M | Sell |
84,492
-486
| -0.6% | -$47.2K | ﹤0.01% | 1830 |
|
|
2022
Q2 | $7.75M | Sell |
84,978
-167,466
| -66% | -$16.9M | ﹤0.01% | 1752 |
|
|
2022
Q1 | $27.9M | Sell |
252,444
-1,063
| -0.4% | -$124K | 0.01% | 1105 |
|
|
2021
Q4 | $34.8M | Buy |
253,507
+198,471
| +361% | +$29.4M | 0.01% | 976 |
|
|
2021
Q3 | $8.79M | Sell |
55,036
-1,100,678
| -95% | -$201M | ﹤0.01% | 2325 |
|
|
2021
Q2 | $212M | Sell |
1,155,714
-47,125
| -4% | -$8.12M | 0.05% | 381 |
|
|
2021
Q1 | $188M | Buy |
1,202,839
+151,991
| +14% | +$26M | 0.04% | 412 |
|
|
2020
Q4 | $183M | Buy |
1,050,848
+64,227
| +7% | +$9.77M | 0.04% | 409 |
|
|
2020
Q3 | $128M | Sell |
986,621
-2,187
| -0.2% | -$263K | 0.04% | 457 |
|
|
2020
Q2 | $109M | Sell |
988,808
-131,021
| -12% | -$12.8M | 0.03% | 507 |
|
|
2020
Q1 | $85.6M | Buy |
1,119,829
+460,646
| +70% | +$32.8M | 0.03% | 520 |
|
|
2019
Q4 | $43.2M | Buy |
659,183
+44,851
| +7% | +$2.74M | 0.01% | 1016 |
|
|
2019
Q3 | $33M | Buy |
614,332
+4,944
| +0.8% | +$278K | 0.01% | 1135 |
|
|
2019
Q2 | $31.3M | Sell |
609,388
-101,176
| -14% | -$5.13M | 0.01% | 1195 |
|
|
2019
Q1 | $37.5M | Sell |
710,564
-181,861
| -20% | -$9.25M | 0.01% | 1061 |
|
|
2018
Q4 | $39M | Sell |
892,425
-111,365
| -11% | -$4.48M | 0.01% | 958 |
|
|
2018
Q3 | $43.9M | Buy |
1,003,790
+129,297
| +15% | +$5.33M | 0.01% | 1005 |
|
|
2018
Q2 | $30.2M | Sell |
874,493
-153,300
| -15% | -$4.96M | 0.01% | 1222 |
|
|
2018
Q1 | $30.6M | Sell |
1,027,793
-137,502
| -12% | -$3.77M | 0.01% | 1181 |
|
|
2017
Q4 | $29M | Sell |
1,165,295
-365,957
| -24% | -$9.02M | 0.01% | 1223 |
|
|
2017
Q3 | $36.6M | Buy |
1,531,252
+366,166
| +31% | +$7.94M | 0.01% | 1062 |
|
|
2017
Q2 | $25.1M | Sell |
1,165,086
-235,143
| -17% | -$4.82M | 0.01% | 1242 |
|
|
2017
Q1 | $23M | Buy |
1,400,229
+775,345
| +124% | +$12.7M | 0.01% | 1293 |
|
|
2016
Q4 | $8.87M | Buy |
624,884
+495,295
| +382% | +$7.14M | ﹤0.01% | 1942 |
|
|
2016
Q3 | $2.03M | Buy |
129,589
+114,642
| +767% | +$1.56M | ﹤0.01% | 2955 |
|
|
2016
Q2 | $178K | Sell |
14,947
-14,239
| -49% | -$144K | ﹤0.01% | 4472 |
|
|
2016
Q1 | $260K | Buy |
29,186
+14,165
| +94% | +$111K | ﹤0.01% | 4244 |
|
|
2015
Q4 | $131K | Buy |
15,021
+14,901
| +12,418% | +$86.3K | ﹤0.01% | 4725 |
|
|
2015
Q3 | $0 | Sell |
120
-1,068
| -90% | -$4.83K | ﹤0.01% | 6272 |
|
|
2015
Q2 | $6K | Sell |
1,188
-1,384
| -54% | -$7.6K | ﹤0.01% | 5955 |
|
|
2015
Q1 | $14K | Buy |
2,572
+2,006
| +354% | +$8.69K | ﹤0.01% | 5506 |
|
|
2014
Q4 | $3K | Sell |
566
-2,194
| -79% | -$10.2K | ﹤0.01% | 5950 |
|
|
2014
Q3 | $18K | Buy |
2,760
+1,892
| +218% | +$12.3K | ﹤0.01% | 5353 |
|
|
2014
Q2 | $6K | Buy |
+868
| New | +$6.1K | ﹤0.01% | 5765 |
|
Other funds holding FIVN
VPM
VC
AFM
VBA
VCM
Wells Fargo's FIVN Position: Q1 2026 in Review
Wells Fargo reduced its FIVE9 (FIVN) stake by 75% in Q1 2026, selling an estimated $1.65M and leaving 32,317 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #4181.
Wells Fargo first reported a position in FIVN in Q2 2014 and has held it in 48 quarters since. The position peaked at $212M in Q2 2021. 291 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.
- Wells Fargo held 32,317 shares of FIVE9 worth $490K as of Q1 2026.
- Wells Fargo sold 94,646 FIVE9 shares in Q1 2026, an estimated $1.65M.
- FIVE9 made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #4181 holding.
- Wells Fargo first reported a position in FIVE9 in Q2 2014 and has held it in 48 quarters since.
- Wells Fargo's FIVE9 position peaked at $212M in Q2 2021.
- 291 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.