Values First Advisors, Inc. Five9, Inc. Transaction History

Values First Advisors, Inc.

$169 Million
Q1 2024

A detailed history of Values First Advisors, Inc. transactions in Five9, Inc. stock. As of the latest transaction made, Values First Advisors, Inc. holds 6,022 shares of FIVN stock, worth $258,223. This represents 0.22% of its overall portfolio holdings.

Number of Shares

6,022

Previous 8,054 25.23%

Holding current value

$258,223

Previous $633,000 40.92%

% of portfolio

0.22%

Previous 0.38%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$56.88 - $79.79 $115,580 - $162,133	-2,032 Reduced 25.23%	6,022 $374,000
Q4 2023 Jan 18, 2024	BUY	$55.69 - $85.47 $70,113 - $107,606	1,259 Added 18.53%	8,054 $633,000
Q3 2023 Nov 08, 2023	SELL	$63.31 - $87.94 $197,084 - $273,757	-3,113 Reduced 31.42%	6,795 $436,000
Q2 2023 Aug 02, 2023	BUY	$51.5 - $82.45 $19,879 - $31,825	386 Added 4.05%	9,908 $816,000
Q1 2023 May 15, 2023	SELL	$60.41 - $85.61 $170,960 - $242,276	-2,830 Reduced 22.91%	9,522 $688,000

Q4 2022 Jan 20, 2023	BUY	$47.3 - $81.45 $83,106 - $143,107	1,757 Added 16.58%	12,352 $0
Q3 2022 Dec 02, 2022	BUY	$74.98 - $118.02 $36,740 - $57,829	490 Added 4.85%	10,595 $794,000
Q2 2022 Jul 20, 2022	BUY	$82.23 - $119.09 $266,178 - $385,494	3,237 Added 47.13%	10,105 $921,000
Q1 2022 May 03, 2022	BUY	$83.12 - $138.95 $50,952 - $85,176	613 Added 9.8%	6,868 $758,000
Q4 2021 Mar 10, 2022	BUY	$128.25 - $167.26 $802,203 - $1.05 Million	6,255 New	6,255 $859,000
Q3 2021 Nov 15, 2022	SELL	$158.23 - $209.7 $783,713 - $1.04 Million	-4,953 Reduced 49.02%	5,152 $823,000
Q2 2021 Nov 15, 2022	SELL	$155.97 - $187.97 $24,331 - $29,323	-156 Reduced 3.3%	4,578 $840,000
Q1 2021 Nov 15, 2022	SELL	$151.44 - $197.79 $813,384 - $1.06 Million	-5,371 Reduced 53.15%	4,734 $740,000
Q4 2020 Nov 15, 2022	SELL	$131.95 - $186.65 $92,892 - $131,401	-704 Reduced 14.28%	4,225 $737,000
Q3 2020 Nov 15, 2022	SELL	$110.56 - $129.86 $47,761 - $56,099	-432 Reduced 8.06%	4,929 $639,000
Q2 2020 Nov 15, 2022	SELL	$73.74 - $110.67 $101,982 - $153,056	-1,383 Reduced 20.51%	5,361 $593,000
Q1 2020 Jan 09, 2023	SELL	$56.45 - $78.75 $159,189 - $222,075	-2,820 Reduced 26.62%	7,775 $594 Million
Q4 2019 Nov 15, 2022	SELL	$51.98 - $69.07 $174,704 - $232,144	-3,361 Reduced 33.26%	6,744 $442,000

Others Institutions Holding FIVN

# of Institutions

353

Shares Held

73.4M

Call Options Held

3.78M

Put Options Held

346K

View Full List

About Five9, Inc.

Ticker FIVN
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 70,103,000
Market Cap $3.01B
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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Values First Advisors, Inc. Five9, Inc. Transaction History