Y-Intercept (Hong Kong) Ltd FIVN — FIVE9 INC

Ownership history in Y-Intercept (Hong Kong) Ltd  ·  13 quarters on record

AI Ownership Summary

Y-Intercept (Hong Kong) Ltd reported FIVE9 INC (FIVN) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.15% in 2024 Q3. The latest visible filing shows FIVN at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FIVN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Y-Intercept (Hong Kong) Ltd'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
2026 Q2

FIVN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

FIVN stock page Y-Intercept (Hong Kong) Ltd fund profile Y-Intercept (Hong Kong) Ltd full holdings
How Y-Intercept (Hong Kong) Ltd 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 36,443 +21,869 +150.1% 0.02% $777K 2026-07-14 $25.58
2026 Q1 REDUCED 85.9% +40.4% ❌ 14,574 -88,904 -85.9% 0.00% $221K 2026-04-27 $16.56
2025 Q4 ADDED — — — 103,478 +17,521 +20.4% 0.05% $2.1M 2026-02-13 $16.75
2025 Q3 ADDED — — — 85,957 +64,345 +297.7% 0.05% $2.1M 2025-10-31 $24.28
2025 Q1 ADDED — — — 21,612 +4,728 +28.0% 0.04% $587K 2025-05-06 $24.83
2024 Q4 REDUCED 79.9% -33.2% ✅ 16,884 -67,228 -79.9% 0.05% $686K 2025-02-04 $42.67
2024 Q3 ADDED — — — 84,112 +66,286 +371.9% 0.15% $2.4M 2024-11-15 $38.07
2024 Q2 ADDED — — — 17,826 +8,250 +86.2% 0.04% $786K 2024-08-14 $32.21
2024 Q1 REDUCED 13.5% -29.9% ✅ 9,576 -1,494 -13.5% 0.04% $595K 2024-05-10 $53.06
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FIVN

As of 2026 Q2 — sorted by position size

Mirador Capital Partners LP 3Y 7Y 0.16% FNY Investment Advisers, LLC 3Y 7Y 0.06% Cardinal Point Capital Management ULC 0.06% Tactive Advisors, LLC 0.06% Versant Capital Management, Inc 3Y 7Y 0.0% Assenagon Asset Management S.A. 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% Merit Financial Group, LLC 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% LRI Investments, LLC 0.0%

FAQ About Y-Intercept (Hong Kong) Ltd and FIVN

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

How long has Y-Intercept (Hong Kong) Ltd reported owning FIVN?

Y-Intercept (Hong Kong) Ltd reported FIVN across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported FIVN position in Y-Intercept (Hong Kong) Ltd's portfolio?

The largest reported portfolio weight for FIVN was 0.15% in 2024 Q3.

What is the latest reported FIVN position on this page?

The most recent filing on this page is 2026 Q2, when Y-Intercept (Hong Kong) Ltd reported 36,443 shares, equal to 0.02% of portfolio, with an estimated market value of $777K.

What does the chart on this FIVN ownership page compare?

The chart compares Y-Intercept (Hong Kong) Ltd'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.

How well did Y-Intercept (Hong Kong) Ltd time their FIVN position?

Based on 13F filing dates vs. subsequent FIVN price moves, Y-Intercept (Hong Kong) Ltd correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on FIVN relative to SPY over the holding period was -43.6%.

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