Wells Fargo
FIVN icon

Wells Fargo’s FIVE9 FIVN Stock Holding History

Wells Fargo’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
2024
Q1 		– Sell
-39,700
Closed -$3.12M – 7567
2023
Q4 		$3.12M Buy
+39,700
New +$2.76M ﹤0.01% 2554
2021
Q4 		– Sell
-10,000
Closed -$1.6M – 7389
2021
Q3 		$1.6M Buy
+10,000
New +$1.82M ﹤0.01% 3861

Other funds holding FIVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.