FIVN — FIVE9 INC COM

Ownership history in Lumbard & Kellner, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Lumbard & Kellner, LLC reported a position in FIVE9 INC COM (FIVN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.33% (2025 Q1)
Avg. % of fund
1.06%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 88,046 -4,621 -5.0% 0.78% $2.1M $24.20
2025 Q2 REDUCED 92,667 -18,702 -16.8% 1.07% $2.5M $26.48
2025 Q1 INITIATED 111,369 — — 1.33% $3.0M $27.15
% of Fund (quarterly)    FIVN price (monthly, adj. close)

Other funds also holding FIVN

As of 2025 Q4 — sorted by position size

P.A.W. CAPITAL CORP 3Y 7Y 7.84% Legion Partners Asset Management, LLC 3Y 7Y 6.91% Voss Capital, LP 3Y 5.67% Gagnon Advisors, LLC 3Y 7Y 4.28% ABS Direct Equity Fund LLC 3.58% S Squared Technology, LLC 3Y 7Y 3.34% Anson Funds Management LP 3Y 7Y 2.91% GAGNON SECURITIES LLC 3Y 7Y 2.55% Van Berkom & Associates Inc. 3Y 7Y 2.08% Villanova Investment Management Co LLC 1.77%
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