CONQUIS FINANCIAL LLC FIVN — FIVE9 INC COM

Ownership history in CONQUIS FINANCIAL LLC  ·  5 quarters on record

AI Ownership Summary

CONQUIS FINANCIAL LLC reported FIVE9 INC COM (FIVN) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.12% in 2024 Q4. The latest visible filing shows FIVN at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FIVN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CONQUIS FINANCIAL LLC's position in FIVE9 INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FIVN was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FIVN stock page CONQUIS FINANCIAL LLC fund profile CONQUIS FINANCIAL LLC full holdings
How CONQUIS FINANCIAL LLC held FIVN — position size vs. price
% of Fund (quarterly)    FIVN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 3,000 — 0% 0.05% $60K 2026-02-11 $16.59
2025 Q3 UNCHANGED — — — 3,000 — 0% 0.07% $73K 2025-10-31 $24.28
2025 Q2 UNCHANGED — — — 3,000 — 0% 0.08% $79K 2025-08-11 $24.05
2025 Q1 UNCHANGED — — — 3,000 — 0% 0.08% $81K 2025-05-09 $26.52
2024 Q4 INITIATED — — — 3,000 — — 0.12% $122K 2025-02-12 $41.20

🏢 Other funds also holding FIVN

As of 2026 Q1 — sorted by position size

P.A.W. CAPITAL CORP 3Y 7Y 10.32% Gagnon Advisors, LLC 3Y 7Y 3.75% GAGNON SECURITIES LLC 3Y 7Y 2.18% Van Berkom & Associates Inc. 3Y 7Y 1.67% Villanova Investment Management Co LLC 1.42% Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.58% Aurora Investment Counsel 3Y 7Y 0.57% Finivi Inc. 0.15% STONERIDGE INVESTMENT PARTNERS LLC 3Y 7Y 0.14% Mirador Capital Partners LP 3Y 7Y 0.13%

FAQ About CONQUIS FINANCIAL LLC and FIVN

These are the practical questions this page is built to answer before you even open the full history table.

How long has CONQUIS FINANCIAL LLC reported owning FIVN?

CONQUIS FINANCIAL LLC reported FIVN across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported FIVN position in CONQUIS FINANCIAL LLC's portfolio?

The largest reported portfolio weight for FIVN was 0.12% in 2024 Q4.

What is the latest reported FIVN position on this page?

The most recent filing on this page is 2025 Q4, when CONQUIS FINANCIAL LLC reported 3,000 shares, equal to 0.05% of portfolio, with an estimated market value of $60K.

What does the chart on this FIVN ownership page compare?

The chart compares CONQUIS FINANCIAL LLC's quarterly FIVN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to CONQUIS FINANCIAL LLC Holdings