OBERWEIS ASSET MANAGEMENT INC/ FIVN Five9, Inc.

Ownership history in OBERWEIS ASSET MANAGEMENT INC/  ·  3 quarters on record

AI Ownership Summary

OBERWEIS ASSET MANAGEMENT INC/ reported Five9, Inc. (FIVN) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.64% in 2025 Q2. The latest visible filing shows FIVN at 0.37% 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 OBERWEIS ASSET MANAGEMENT INC/'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
2025 Q3

FIVN was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 to 2025 Q3

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 OBERWEIS ASSET MANAGEMENT INC/ 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 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 28.7% -17.6% 396,600 -159,300 -28.7% 0.37% $9.6M 2025-11-17 $18.72
2025 Q2 ADDED 555,900 +189,300 +51.6% 0.64% $14.7M 2025-08-14 $25.14
2025 Q1 INITIATED 366,600 0.50% $10.0M 2025-05-15 $27.67

FAQ About OBERWEIS ASSET MANAGEMENT INC/ and FIVN

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

How long has OBERWEIS ASSET MANAGEMENT INC/ reported owning FIVN?

OBERWEIS ASSET MANAGEMENT INC/ reported FIVN across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported FIVN position in OBERWEIS ASSET MANAGEMENT INC/'s portfolio?

The largest reported portfolio weight for FIVN was 0.64% in 2025 Q2.

What is the latest reported FIVN position on this page?

The most recent filing on this page is 2025 Q3, when OBERWEIS ASSET MANAGEMENT INC/ reported 396,600 shares, equal to 0.37% of portfolio, with an estimated market value of $9.6M.

What does the chart on this FIVN ownership page compare?

The chart compares OBERWEIS ASSET MANAGEMENT INC/'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.

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