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FIVN icon

Xponance’s FIVE9 FIVN Stock Holding History

Xponance’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
-9,835
Closed -$267K – 1521
2025
Q1 		$267K Buy
9,835
+414
+4% +$15.2K ﹤0.01% 1142
2024
Q4 		$383K Buy
9,421
+539
+6% +$19.4K ﹤0.01% 1039
2024
Q3 		$255K Sell
8,882
-672
-7% -$24.3K ﹤0.01% 1145
2024
Q2 		$421K Buy
9,554
+153
+2% +$7.95K ﹤0.01% 956
2024
Q1 		$584K Buy
9,401
+180
+2% +$12.5K 0.01% 900
2023
Q4 		$726K Sell
9,221
-576
-6% -$40.1K 0.01% 794
2023
Q3 		$630K Buy
9,797
+57
+0.6% +$4.27K 0.01% 803
2023
Q2 		$803K Buy
9,740
+183
+2% +$12.3K 0.01% 721
2023
Q1 		$691K Buy
9,557
+167
+2% +$11.9K 0.01% 790
2022
Q4 		$637K Buy
9,390
+1,177
+14% +$73.9K 0.01% 805
2022
Q3 		$616K Buy
8,213
+224
+3% +$21.8K 0.01% 756
2022
Q2 		$728K Buy
7,989
+438
+6% +$44.3K 0.01% 698
2022
Q1 		$834K Sell
7,551
-82
-1% -$9.54K 0.01% 666
2021
Q4 		$1.05M Buy
7,633
+128
+2% +$18.9K 0.02% 589
2021
Q3 		$1.2M Sell
7,505
-275
-4% -$50.2K 0.02% 494
2021
Q2 		$1.43M Buy
7,780
+1,417
+22% +$244K 0.03% 461
2021
Q1 		$995K Sell
6,363
-19
-0.3% -$3.25K 0.02% 482
2020
Q4 		$1.11M Sell
6,382
-61
-0.9% -$9.28K 0.02% 437
2020
Q3 		$836K Buy
6,443
+37
+0.6% +$4.45K 0.02% 471
2020
Q2 		$709K Buy
+6,406
New +$624K 0.02% 472

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

Xponance's FIVN Position: Q2 2025 in Review

Xponance sold out of FIVE9 (FIVN) in Q2 2025, closing a stake of 9,835 shares — an estimated $267K sold.

Xponance first reported a position in FIVN in Q2 2020 and held it in 20 quarters. The position peaked at $1.43M in Q2 2021. 294 funds tracked by Wall St. Rank hold FIVN as of Q2 2025.

  • Xponance reported no remaining FIVE9 position as of Q2 2025 after selling out during the quarter.
  • Xponance sold 9,835 FIVE9 shares in Q2 2025, an estimated $267K.
  • Xponance first reported a position in FIVE9 in Q2 2020 and held it in 20 quarters.
  • Xponance's FIVE9 position peaked at $1.43M in Q2 2021.
  • 294 funds tracked by Wall St. Rank held FIVE9 as of Q2 2025.

Based on Xponance's 13F filing for Q2 2025, filed 14 Aug 2025.