YIH
FIVN icon

Y-Intercept (HK)’s FIVE9 FIVN Stock Holding History

Y-Intercept (HK)’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
Q2 		$777K Buy
36,443
+21,869
+150% +$432K 0.02% 1148
2026
Q1 		$221K Sell
14,574
-88,904
-86% -$1.55M ﹤0.01% 1428
2025
Q4 		$2.07M Buy
103,478
+17,521
+20% +$372K 0.05% 603
2025
Q3 		$2.08M Buy
+85,957
New +$2.27M 0.05% 579
2025
Q2 		– Sell
-21,612
Closed -$587K – 1741
2025
Q1 		$587K Buy
21,612
+4,728
+28% +$173K 0.04% 628
2024
Q4 		$686K Sell
16,884
-67,228
-80% -$2.42M 0.05% 584
2024
Q3 		$2.42M Buy
84,112
+66,286
+372% +$2.39M 0.15% 164
2024
Q2 		$786K Buy
17,826
+8,250
+86% +$429K 0.04% 605
2024
Q1 		$595K Sell
9,576
-1,494
-13% -$104K 0.04% 618
2023
Q4 		$871K Sell
11,070
-16,819
-60% -$1.17M 0.08% 366
2023
Q3 		$1.79M Buy
+27,889
New +$2.09M 0.18% 164
2022
Q4 		– Sell
-9,350
Closed -$701K – 1107
2022
Q3 		$701K Buy
+9,350
New +$908K 0.07% 417
2021
Q3 		– Sell
-2,177
Closed -$399K – 731
2021
Q2 		$399K Buy
+2,177
New +$375K 0.1% 324

Other funds holding FIVN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return