FIVN β€” FIVE9 INC

Ownership history in PRENTISS SMITH & CO INC  Β·  6 quarters on record

AI Ownership Summary

PRENTISS SMITH & CO INC reported FIVE9 INC (FIVN) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 1.09% in 2024 Q2. The latest visible filing shows FIVN at 0.48% 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 PRENTISS SMITH & CO 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 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 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 PRENTISS SMITH & CO INC held FIVN β€” position size vs. price
% of Fund (quarterly)    FIVN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 34,787 -594 -1.7% 0.48% $842K 2025-10-20 $22.43
2025 Q2 REDUCED 35,381 -386 -1.1% 0.56% $937K 2025-07-22 $28.36
2025 Q1 ADDED 35,767 +378 +1.1% 0.63% $971K 2025-04-21 $21.59
2024 Q4 REDUCED 35,389 -55 -0.2% 0.94% $1.4M 2025-01-23 $39.13
2024 Q3 REDUCED 35,444 -57 -0.2% 0.65% $1.0M 2024-10-21 $30.92
2024 Q2 INITIATED 35,501 β€” β€” 1.09% $1.6M 2024-07-17 $46.62

FAQ About PRENTISS SMITH & CO 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 PRENTISS SMITH & CO INC reported owning FIVN?

PRENTISS SMITH & CO INC reported FIVN across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported FIVN position in PRENTISS SMITH & CO INC's portfolio?

The largest reported portfolio weight for FIVN was 1.09% in 2024 Q2.

What is the latest reported FIVN position on this page?

The most recent filing on this page is 2025 Q3, when PRENTISS SMITH & CO INC reported 34,787 shares, equal to 0.48% of portfolio, with an estimated market value of $842K.

What does the chart on this FIVN ownership page compare?

The chart compares PRENTISS SMITH & CO 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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