Ifp Advisors, Inc Five9, Inc. Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

Number of Shares

Holding current value

% of portfolio

0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$21.54 - $29.56 $0 - $0	0 New	0 $0
Q4 2024 Feb 04, 2025	BUY	$27.26 - $43.41 $0 - $0	0 New	0 $0
Q2 2023 Aug 04, 2023	BUY	$51.5 - $82.45 $3,862 - $6,183	75 Added 300.0%	100 $8,000
Q1 2023 Apr 18, 2023	SELL	$60.41 - $85.61 $2,235 - $3,167	-37 Reduced 59.68%	25 $1,000
Q4 2022 Feb 07, 2023	SELL	$47.3 - $81.45 $3,405 - $5,864	-72 Reduced 53.73%	62 $6,000
Q3 2022 Nov 08, 2022	BUY	$74.98 - $118.02 $299 - $472	4 Added 3.08%	134 $14,000
Q2 2022 Sep 06, 2022	BUY	$82.23 - $119.09 $10,689 - $15,481	130 New	130 $13,000
Q2 2022 Aug 12, 2022	SELL	$82.23 - $119.09 $10,689 - $15,481	-130 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$83.12 - $138.95 $9,226 - $15,423	111 Added 584.21%	130 $14,000
Q1 2022 Aug 08, 2022	BUY	$83.12 - $138.95 $831 - $1,389	10 Added 111.11%	19 $2,000
Q4 2021 Jan 12, 2022	BUY	$128.25 - $167.26 $1,154 - $1,505	9 New	9 $1,000
Q3 2021 Oct 06, 2021	SELL	$158.23 - $209.7 $158 - $209	-1 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$155.97 - $187.97 $155 - $187	1 New	1 $0
Q1 2021 Apr 30, 2021	BUY	$151.44 - $197.79 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	SELL	$131.95 - $186.65 $5,409 - $7,652	-41 Closed	0 $0
Q3 2020 Oct 29, 2020	SELL	$110.56 - $129.86 $773 - $909	-7 Reduced 14.58%	41 $5,000
Q2 2020 Aug 05, 2020	SELL	$73.74 - $110.67 $442 - $664	-6 Reduced 11.11%	48 $6,000
Q1 2020 May 12, 2020	BUY	$56.45 - $78.75 $338 - $472	6 Added 12.5%	54 $4,000
Q4 2019 Jan 17, 2020	SELL	$51.98 - $69.07 $155 - $207	-3 Reduced 5.88%	48 $3,000
Q3 2019 Nov 07, 2019	BUY	$47.47 - $64.0 $2,420 - $3,264	51 New	51 $3,000
Q1 2019 May 15, 2019	SELL	$40.98 - $56.49 $4,753 - $6,552	-116 Closed	0 $0
Q3 2018 Oct 25, 2018	SELL	$31.9 - $48.47 $1,595 - $2,423	-50 Reduced 30.12%	116 $0
Q2 2018 Aug 07, 2018	BUY	$27.21 - $39.01 $4,516 - $6,475	166 New	166 $0

Others Institutions Holding FIVN

# of Institutions

358

Shares Held

85.7M

Call Options Held

5.73M

Put Options Held

4.18M

Vanguard Group Inc Valley Forge, PA

9.27M
Shares

$206 Million
0.0% of portfolio
Pictet Asset Management Holding Sa Carouge, V8

5.64M
Shares

$126 Million
0.16% of portfolio
Black Rock Inc. New York, NY

4.22M
Shares

$94 Million
0.0% of portfolio
Pictet Asset Management Sa Geneva 73, V8

4.08M
Shares

$90.7 Million
0.4% of portfolio
Voss Capital, LLC Houston, TX

3.25M
Shares

$72.3 Million
7.23% of portfolio

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...

More about FIVN

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