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 Q3	$988K	Sell	29,038 -7,405	-20%	-$225K	0.02%	1024
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 Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Y-Intercept (HK)'s FIVN Position: Q3 2026 in Review

Y-Intercept (HK) reduced its FIVE9 (FIVN) stake by 20% in Q3 2026, selling an estimated $225K and leaving 29,038 shares worth $988K. The position accounts for 0.02% of the portfolio, ranked #1024.

Y-Intercept (HK) first reported a position in FIVN in Q2 2021 and has held it in 14 quarters since. The position peaked at $2.42M in Q3 2024. 43 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

Y-Intercept (HK) held 29,038 shares of FIVE9 worth $988K as of Q3 2026.
Y-Intercept (HK) sold 7,405 FIVE9 shares in Q3 2026, an estimated $225K.
FIVE9 made up 0.02% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1024 holding.
Y-Intercept (HK) first reported a position in FIVE9 in Q2 2021 and has held it in 14 quarters since.
Y-Intercept (HK)'s FIVE9 position peaked at $2.42M in Q3 2024.
43 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.