FIVN — FIVE9 INC COM

Ownership history in Schechter Investment Advisors, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Schechter Investment Advisors, 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
0.07% (2022 Q3)
Avg. % of fund
0.04%
First filed
2022 Q3
Last filed
2024 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 5,492 -42 -0.8% 0.02% $223K $40.64
2024 Q2 REDUCED 5,534 -1,050 -15.9% 0.02% $244K $44.10
2024 Q1 ADDED 6,584 +471 +7.7% 0.03% $409K $62.11
2023 Q4 REDUCED 6,113 -206 -3.3% 0.04% $481K $78.69
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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%
← Back to Schechter Investment Advisors, LLC Holdings