FIVN β€” FIVE9 INC

Ownership history in Sanctuary Advisors, LLC  Β·  2 quarters on record

AI Ownership Summary

Sanctuary Advisors, LLC reported FIVE9 INC (FIVN) in 2 quarterly 13F filings from 2024 Q3 through 2024 Q4. The latest visible filing shows FIVN at 0.00% 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 Sanctuary Advisors, 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
2024 Q4

FIVN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 2024 Q4

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 Sanctuary Advisors, LLC held FIVN β€” position size vs. price
% of Fund (quarterly)    FIVN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED 10,913 +5,853 +115.7% 0.00% $445K 2025-01-31 $40.99
2024 Q3 INITIATED 5,060 β€” β€” 0.00% $204K 2024-11-25 $40.97

FAQ About Sanctuary Advisors, 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 Sanctuary Advisors, LLC reported owning FIVN?

Sanctuary Advisors, LLC reported FIVN across 2 quarterly 13F filings, from 2024 Q3 through 2024 Q4.

What was the largest reported FIVN position in Sanctuary Advisors, LLC's portfolio?

The largest reported portfolio weight for FIVN was 0.00% in 2024 Q4.

What is the latest reported FIVN position on this page?

The most recent filing on this page is 2024 Q4, when Sanctuary Advisors, LLC reported 10,913 shares, equal to 0.00% of portfolio, with an estimated market value of $445K.

What does the chart on this FIVN ownership page compare?

The chart compares Sanctuary Advisors, 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.

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