Legion Partners Asset Management, LLC FIVN FIVE9 INC

Ownership history in Legion Partners Asset Management, LLC  ·  8 quarters on record

AI Ownership Summary

Legion Partners Asset Management, LLC reported FIVE9 INC (FIVN) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 14.02% in 2024 Q4. The latest visible filing shows FIVN at 6.52% 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 Legion Partners Asset Management, LLC's position in FIVE9 INC, 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
2026 Q1

FIVN was reported at 6.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.02% 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 Q3 to 2026 Q1

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.

How Legion Partners Asset Management, 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 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 591,685 0% 6.52% $9.0M 2026-05-15 $21.64
2025 Q4 UNCHANGED 591,685 0% 6.91% $11.9M 2026-02-17 $16.33
2025 Q3 UNCHANGED 591,685 0% 7.75% $14.3M 2025-11-14 $20.27
2025 Q2 UNCHANGED 591,685 0% 9.42% $15.7M 2025-08-14 $25.14
2025 Q1 UNCHANGED 591,685 0% 10.66% $16.1M 2025-05-15 $27.67
2024 Q4 ADDED 591,685 +495,785 +517.0% 14.02% $24.0M 2025-02-14 $40.12
2024 Q3 REDUCED 82.6% +41.7% 95,900 -453,885 -82.6% 0.96% $2.8M 2024-11-14 $38.96
2024 Q3 INITIATED 549,785 5.48% $15.8M 2024-11-14 $38.96

FAQ About Legion Partners Asset Management, 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 Legion Partners Asset Management, LLC reported owning FIVN?

Legion Partners Asset Management, LLC reported FIVN across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported FIVN position in Legion Partners Asset Management, LLC's portfolio?

The largest reported portfolio weight for FIVN was 14.02% in 2024 Q4.

What is the latest reported FIVN position on this page?

The most recent filing on this page is 2026 Q1, when Legion Partners Asset Management, LLC reported 591,685 shares, equal to 6.52% of portfolio, with an estimated market value of $9.0M.

What does the chart on this FIVN ownership page compare?

The chart compares Legion Partners Asset Management, 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.

How well did Legion Partners Asset Management, LLC time their FIVN position?

Based on 13F filing dates vs. subsequent FIVN price moves, Legion Partners Asset Management, LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on FIVN relative to SPY over the holding period was -42.4%.

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