Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.78M Buy
117,407
+60,858
+108% +$1.06M 0.03% 920
2025
Q4
$1.13M Buy
56,549
+6,662
+13% +$141K 0.03% 938
2025
Q3
$1.21M Buy
+49,887
New +$1.32M 0.06% 456
2024
Q4
Sell
-21,883
Closed -$629K 2473
2024
Q3
$629K Buy
+21,883
New +$790K 0.05% 663
2024
Q2
Sell
-5,889
Closed -$366K 2052
2024
Q1
$366K Buy
5,889
+3,338
+131% +$232K 0.05% 681
2023
Q4
$201K Buy
+2,551
New +$178K 0.04% 963
2023
Q2
Sell
-6,153
Closed -$445K 1530
2023
Q1
$445K Buy
+6,153
New +$440K 0.09% 368
2022
Q4
Sell
-3,096
Closed -$232K 1251
2022
Q3
$232K Buy
+3,096
New +$301K 0.06% 685
2022
Q2
Sell
-4,026
Closed -$444K 935
2022
Q1
$444K Buy
4,026
+1,521
+61% +$177K 0.19% 165
2021
Q4
$344K Buy
+2,505
New +$371K 0.19% 152
2021
Q3
Sell
-1,471
Closed -$270K 790
2021
Q2
$270K Sell
1,471
-884
-38% -$152K 0.09% 425
2021
Q1
$368K Buy
+2,355
New +$402K 0.18% 199

Other funds holding FIVN