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Wilmington Savings Fund Society’s FIVE9 FIVN Stock Holding History

Wilmington Savings Fund Society’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
Q3 		– Sell
-144,581
Closed -$3.83M – 1605
2025
Q2 		$3.83M Sell
144,581
-74
-0.1% -$1.93K 0.07% 208
2025
Q1 		$3.93M Sell
144,655
-5
-0% -$183 0.07% 197
2024
Q4 		$5.88M Buy
144,660
+79
+0.1% +$2.85K 0.11% 160
2024
Q3 		$4.15M Buy
+144,581
New +$5.22M 0.07% 201

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wilmington Savings Fund Society's FIVN Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of FIVE9 (FIVN) in Q3 2025, closing a stake of 144,581 shares — an estimated $3.83M sold.

Wilmington Savings Fund Society first reported a position in FIVN in Q3 2024 and held it in 4 quarters. The position peaked at $5.88M in Q4 2024. 309 funds tracked by Wall St. Rank hold FIVN as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining FIVE9 position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 144,581 FIVE9 shares in Q3 2025, an estimated $3.83M.
  • Wilmington Savings Fund Society first reported a position in FIVE9 in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's FIVE9 position peaked at $5.88M in Q4 2024.
  • 309 funds tracked by Wall St. Rank held FIVE9 as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.