ZIM
FIVN icon

Zacks Investment Management’s FIVE9 FIVN Stock Holding History

Zacks Investment Management’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 		$1.28M Buy
60,237
+3,057
+5% +$60.3K 0.01% 405
2026
Q1 		$867K Buy
57,180
+18,074
+46% +$314K 0.01% 428
2025
Q4 		$784K Sell
39,106
-12,214
-24% -$259K 0.01% 438
2025
Q3 		$1.24M Sell
51,320
-49
-0.1% -$1.3K 0.01% 391
2025
Q2 		$1.36M Sell
51,369
-187,127
-78% -$4.87M 0.01% 367
2025
Q1 		$6.48M Buy
238,496
+55,723
+30% +$2.04M 0.06% 198
2024
Q4 		$7.43M Buy
+182,773
New +$6.59M 0.07% 187
2021
Q3 		– Sell
-6,711
Closed -$1.23M – 621
2021
Q2 		$1.23M Sell
6,711
-6,917
-51% -$1.19M 0.02% 341
2021
Q1 		$2.13M Sell
13,628
-663
-5% -$113K 0.04% 276
2020
Q4 		$2.49M Sell
14,291
-1,905
-12% -$290K 0.05% 221
2020
Q3 		$2.1M Buy
16,196
+1,379
+9% +$166K 0.04% 220
2020
Q2 		$1.64M Sell
14,817
-5,517
-27% -$537K 0.04% 227
2020
Q1 		$1.55M Sell
20,334
-2,457
-11% -$175K 0.04% 227
2019
Q4 		$1.5M Sell
22,791
-950
-4% -$58.1K 0.03% 318
2019
Q3 		$1.28M Sell
23,741
-1,705
-7% -$95.9K 0.03% 338
2019
Q2 		$1.3M Sell
25,446
-1,790
-7% -$90.8K 0.03% 356
2019
Q1 		$1.44M Sell
27,236
-10,976
-29% -$558K 0.03% 321
2018
Q4 		$1.67M Sell
38,212
-12,266
-24% -$493K 0.04% 258
2018
Q3 		$2.21M Sell
50,478
-1,444
-3% -$59.5K 0.05% 254
2018
Q2 		$1.79M Buy
51,922
+466
+0.9% +$15.1K 0.04% 300
2018
Q1 		$1.53M Buy
51,456
+2,671
+5% +$73.2K 0.03% 325
2017
Q4 		$1.21M Buy
48,785
+544
+1% +$13.4K 0.03% 358
2017
Q3 		$1.15M Buy
48,241
+1,184
+3% +$25.7K 0.03% 351
2017
Q2 		$1.01M Buy
47,057
+1,244
+3% +$25.5K 0.03% 369
2017
Q1 		$754K Buy
45,813
+4,859
+12% +$79.7K 0.02% 413
2016
Q4 		$581K Buy
+40,954
New +$590K 0.02% 428

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zacks Investment Management's FIVN Position: Q2 2026 in Review

Zacks Investment Management increased its FIVE9 (FIVN) stake by 5.3% in Q2 2026, buying an estimated $60.3K and bringing the position to 60,237 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #405.

Zacks Investment Management first reported a position in FIVN in Q4 2016 and has held it in 26 quarters since. The position peaked at $7.43M in Q4 2024. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Zacks Investment Management held 60,237 shares of FIVE9 worth $1.28M as of Q2 2026.
  • Zacks Investment Management bought 3,057 FIVE9 shares in Q2 2026, an estimated $60.3K.
  • FIVE9 made up 0.01% of Zacks Investment Management's portfolio in Q2 2026, its #405 holding.
  • Zacks Investment Management first reported a position in FIVE9 in Q4 2016 and has held it in 26 quarters since.
  • Zacks Investment Management's FIVE9 position peaked at $7.43M in Q4 2024.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.