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

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo's FIVN Position: Q2 2026 in Review

Wells Fargo increased its FIVE9 (FIVN) stake by 118% in Q2 2026, buying an estimated $752K and bringing the position to 70,391 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3813.

Wells Fargo first reported a position in FIVN in Q2 2014 and has held it in 49 quarters since. The position peaked at $212M in Q2 2021. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Wells Fargo held 70,391 shares of FIVE9 worth $1.5M as of Q2 2026.
  • Wells Fargo bought 38,074 FIVE9 shares in Q2 2026, an estimated $752K.
  • FIVE9 made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #3813 holding.
  • Wells Fargo first reported a position in FIVE9 in Q2 2014 and has held it in 49 quarters since.
  • Wells Fargo's FIVE9 position peaked at $212M in Q2 2021.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.