Ownership history in ROYCE & ASSOCIATES LP Β· 21 quarters on record
This page tracks every 13F SEC filing in which ROYCE & ASSOCIATES LP reported a position in FIVE9 INC (FIVN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π ROYCE & ASSOCIATES LP underperformed the S&P 500 by β2.1% annually on this FIVN position. Timing score: 41% (7/17 decisions correct). Average cost basis: $40.92. Maximum drawdown during holding period: β86.1%.
β οΈ Trailed SPY by 2.1% ann. on this position.
20 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 17 add/trim decisions correct
Best entry: $21.52 (2017 Q2) Β· Worst: $174.40 (2020 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 7 trims. Bought during 4 of 7 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.06% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size