WT
FIVN icon

Whittier Trust’s FIVE9 FIVN Stock Holding History

Whittier Trust’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
Q2 		– Sell
-524
Closed -$14.2K – 1527
2025
Q1 		$14.2K Hold
524
– – ﹤0.01% 1164
2024
Q4 		$21.3K Hold
524
– – ﹤0.01% 1093
2024
Q3 		$15K Hold
524
– – ﹤0.01% 1183
2024
Q2 		$23.1K Hold
524
– – ﹤0.01% 1069
2024
Q1 		$32.5K Hold
524
– – ﹤0.01% 1023
2023
Q4 		$41.2K Sell
524
-2
-0.4% -$139 ﹤0.01% 960
2023
Q3 		$33.8K Buy
526
+2
+0.4% +$150 ﹤0.01% 1007
2023
Q2 		$43.2K Hold
524
– – ﹤0.01% 965
2023
Q1 		$37.9K Hold
524
– – ﹤0.01% 1016
2022
Q4 		$35.6K Hold
524
– – ﹤0.01% 1025
2022
Q3 		$39K Hold
524
– – ﹤0.01% 1013
2022
Q2 		$48K Sell
524
-15
-3% -$1.52K ﹤0.01% 959
2022
Q1 		$60K Buy
539
+15
+3% +$1.75K ﹤0.01% 929
2021
Q4 		$72K Buy
+524
New +$77.5K ﹤0.01% 896

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Whittier Trust's FIVN Position: Q2 2025 in Review

Whittier Trust sold out of FIVE9 (FIVN) in Q2 2025, closing a stake of 524 shares — an estimated $14.2K sold.

Whittier Trust first reported a position in FIVN in Q4 2021 and held it in 14 quarters. The position peaked at $72K in Q4 2021. 294 funds tracked by Wall St. Rank hold FIVN as of Q2 2025.

  • Whittier Trust reported no remaining FIVE9 position as of Q2 2025 after selling out during the quarter.
  • Whittier Trust sold 524 FIVE9 shares in Q2 2025, an estimated $14.2K.
  • Whittier Trust first reported a position in FIVE9 in Q4 2021 and held it in 14 quarters.
  • Whittier Trust's FIVE9 position peaked at $72K in Q4 2021.
  • 294 funds tracked by Wall St. Rank held FIVE9 as of Q2 2025.

Based on Whittier Trust's 13F filing for Q2 2025, filed 30 Jul 2025.