Envestnet Asset Management Inc Five9, Inc. Transaction History

Envestnet Asset Management Inc

$326 Billion
Q2 2025

A detailed history of Envestnet Asset Management Inc transactions in Five9, Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 28,225 shares of FIVN stock, worth $628,288. This represents 0.0% of its overall portfolio holdings.

Number of Shares

28,225

Previous 48,543 41.86%

Holding current value

$628,288

Previous $1.32 Million 43.28%

% of portfolio

0.0%

Previous 0.0%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$21.54 - $29.56 $437,649 - $600,600	-20,318 Reduced 41.86%	28,225 $747,000
Q1 2025 Apr 29, 2025	BUY	$27.15 - $42.82 $468,717 - $739,244	17,264 Added 55.19%	48,543 $1.32 Million
Q4 2024 Feb 12, 2025	SELL	$27.26 - $43.41 $32,521 - $51,788	-1,193 Reduced 3.67%	31,279 $1.27 Million
Q3 2024 Nov 06, 2024	SELL	$26.99 - $46.76 $888,888 - $1.54 Million	-32,934 Reduced 50.35%	32,472 $932,000
Q2 2024 Aug 08, 2024	SELL	$39.54 - $61.93 $204,817 - $320,797	-5,180 Reduced 7.34%	65,406 $2.88 Million
Q1 2024 May 13, 2024	BUY	$56.88 - $79.79 $736,880 - $1.03 Million	12,955 Added 22.48%	70,586 $4.38 Million
Q4 2023 Feb 13, 2024	SELL	$55.69 - $85.47 $421,016 - $646,153	-7,560 Reduced 11.6%	57,631 $4.53 Million
Q3 2023 Nov 13, 2023	BUY	$63.31 - $87.94 $1.34 Million - $1.86 Million	21,125 Added 47.94%	65,191 $4.19 Million
Q2 2023 Aug 04, 2023	BUY	$51.5 - $82.45 $72,769 - $116,501	1,413 Added 3.31%	44,066 $3.63 Million
Q1 2023 May 11, 2023	BUY	$60.41 - $85.61 $213,790 - $302,973	3,539 Added 9.05%	42,653 $3.08 Million
Q4 2022 Feb 07, 2023	SELL	$47.3 - $81.45 $279,495 - $481,288	-5,909 Reduced 13.12%	39,114 $2.65 Million
Q3 2022 Nov 10, 2022	BUY	$74.98 - $118.02 $50,011 - $78,719	667 Added 1.5%	45,023 $3.38 Million
Q2 2022 Aug 03, 2022	BUY	$82.23 - $119.09 $329,495 - $477,193	4,007 Added 9.93%	44,356 $4.04 Million
Q1 2022 May 04, 2022	BUY	$83.12 - $138.95 $113,375 - $189,527	1,364 Added 3.5%	40,349 $4.46 Million
Q4 2021 Feb 04, 2022	BUY	$128.25 - $167.26 $2.7 Million - $3.52 Million	21,040 Added 117.25%	38,985 $5.35 Million
Q3 2021 Oct 07, 2021	SELL	$158.23 - $209.7 $969,475 - $1.28 Million	-6,127 Reduced 25.45%	17,945 $2.87 Million
Q2 2021 Aug 04, 2021	BUY	$155.97 - $187.97 $541,683 - $652,819	3,473 Added 16.86%	24,072 $4.42 Million
Q1 2021 May 04, 2021	SELL	$151.44 - $197.79 $553,210 - $722,526	-3,653 Reduced 15.06%	20,599 $3.22 Million
Q4 2020 Feb 02, 2021	SELL	$131.95 - $186.65 $1.38 Million - $1.95 Million	-10,438 Reduced 30.09%	24,252 $4.23 Million
Q3 2020 Oct 09, 2020	SELL	$110.56 - $129.86 $578,560 - $679,557	-5,233 Reduced 13.11%	34,690 $4.5 Million
Q2 2020 Jul 08, 2020	SELL	$73.74 - $110.67 $358,671 - $538,298	-4,864 Reduced 10.86%	39,923 $4.42 Million
Q1 2020 Apr 23, 2020	BUY	$56.45 - $78.75 $259,049 - $361,383	4,589 Added 11.42%	44,787 $3.42 Million
Q4 2019 Feb 11, 2020	SELL	$51.98 - $69.07 $88,158 - $117,142	-1,696 Reduced 4.05%	40,198 $2.64 Million
Q3 2019 Oct 17, 2019	SELL	$47.47 - $64.0 $78,325 - $105,600	-1,650 Reduced 3.79%	41,894 $2.25 Million
Q2 2019 Aug 02, 2019	BUY	$46.9 - $54.93 $20,354 - $23,839	434 Added 1.01%	43,544 $2.23 Million
Q1 2019 May 10, 2019	BUY	$40.98 - $56.49 $9,794 - $13,501	239 Added 0.56%	43,110 $2.28 Million
Q4 2018 Feb 13, 2019	BUY	$35.49 - $44.04 $1.52 Million - $1.89 Million	42,871 New	42,871 $1.87 Million
Q3 2018 Nov 14, 2018	SELL	$31.9 - $48.47 $409,532 - $622,257	-12,838 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	$27.21 - $39.01 $109,275 - $156,664	4,016 Added 45.52%	12,838 $443,000
Q1 2018 May 09, 2018	BUY	$22.88 - $32.07 $15,878 - $22,256	694 Added 8.54%	8,822 $268,000
Q4 2017 Feb 20, 2018	SELL	$22.73 - $25.82 $318 - $361	-14 Reduced 0.17%	8,128 $202,000
Q3 2017 Nov 13, 2017	BUY	$19.93 - $23.9 $162,270 - $194,593	8,142	8,142 $195,000

Others Institutions Holding FIVN

# of Institutions

358

Shares Held

85.7M

Call Options Held

5.73M

Put Options Held

4.18M

View Full List

About Five9, Inc.

Ticker FIVN
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 70,103,000
Market Cap $1.56B
Description
Five9, Inc., together with its subsidiaries, provides cloud software for contact centers in the United States and internationally. The company offers virtual contact center cloud platform that delivers a suite of applications, which enables the breadth of contact center-related customer service, sales, and marketing functions. Its solution enabl...

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Envestnet Asset Management Inc Five9, Inc. Transaction History