Winton Group’s FIVE9 FIVN Stock Holding History

Winton Group’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
2026 Q1	–	Sell	-18,200	Closed	-$365K	–	1203
2025 Q4	$365K	Buy	+18,200	New	+$386K	0.01%	697
2023 Q3	–	Sell	-3,218	Closed	-$265K	–	820
2023 Q2	$265K	Buy	+3,218	New	+$216K	0.02%	567
2021 Q4	–	Sell	-3,173	Closed	-$507K	–	1138
2021 Q3	$507K	Buy	+3,173	New	+$579K	0.03%	852
2021 Q1	–	Sell	-1,832	Closed	-$320K	–	1393
2020 Q4	$320K	Buy	+1,832	New	+$279K	0.02%	1013
2019 Q1	–	Sell	-12,288	Closed	-$537K	–	1109
2018 Q4	$537K	Sell	12,288 -2,864	-19%	-$115K	0.01%	467
2018 Q3	$662K	Sell	15,152 -5,113	-25%	-$211K	0.01%	523
2018 Q2	$701K	Sell	20,265 -18,134	-47%	-$587K	0.02%	525
2018 Q1	$1.14M	Buy	+38,399	New	+$1.05M	0.03%	464

Other funds holding FIVN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return

Anson Funds Management Dallas, Texas $1.57B AUM 370.24% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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 $57.5B AUM 55.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return