Woodline Partners’s FIVE9 FIVN Stock Holding History

Woodline Partners’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	-36,640	Closed	-$735K	–	1078
2025 Q4	$735K	Buy	36,640 +16,763	+84%	+$356K	﹤0.01%	864
2025 Q3	$481K	Buy	19,877 +9,897	+99%	+$262K	﹤0.01%	839
2025 Q2	$264K	Sell	9,980 -3,687	-27%	-$96K	﹤0.01%	894
2025 Q1	$371K	Sell	13,667 -96,006	-88%	-$3.52M	﹤0.01%	846
2024 Q4	$4.46M	Sell	109,673 -46,880	-30%	-$1.69M	0.03%	511
2024 Q3	$4.5M	Buy	156,553 +101,718	+185%	+$3.67M	0.04%	397
2024 Q2	$2.42M	Sell	54,835 -83,219	-60%	-$4.32M	0.02%	404
2024 Q1	$8.57M	Buy	138,054 +99,710	+260%	+$6.93M	0.08%	290
2023 Q4	$3.02M	Sell	38,344 -60,389	-61%	-$4.21M	0.03%	357
2023 Q3	$6.35M	Buy	+98,733	New	+$7.39M	0.07%	282
2023 Q1	–	Sell	-70,698	Closed	-$4.8M	–	689
2022 Q4	$4.8M	Buy	70,698 +1,576	+2%	+$98.9K	0.07%	322
2022 Q3	$5.18M	Sell	69,122 -33,717	-33%	-$3.28M	0.08%	284
2022 Q2	$9.37M	Buy	+102,839	New	+$10.4M	0.15%	187
2022 Q1	–	Sell	-160,898	Closed	-$22.1M	–	760
2021 Q4	$22.1M	Buy	160,898 +143,887	+846%	+$21.3M	0.32%	79
2021 Q3	$2.72M	Buy	+17,011	New	+$3.1M	0.05%	363

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