Wetherby Asset Management Inc Five9, Inc. Transaction History

Wetherby Asset Management Inc

$2.19 Billion
Q2 2025

A detailed history of Wetherby Asset Management Inc transactions in Five9, Inc. stock. As of the latest transaction made, Wetherby Asset Management Inc holds 70,695 shares of FIVN stock, worth $1.52 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

70,695

Previous 66,907 5.66%

Holding current value

$1.52 Million

Previous $2.72 Million 31.15%

% of portfolio

0.09%

Previous 0.13%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$21.54 - $29.56 $81,593 - $111,973	3,788 Added 5.66%	70,695 $1.87 Million
Q4 2024 Feb 14, 2025	SELL	$27.26 - $43.41 $299 - $477	-11 Reduced 0.02%	66,907 $2.72 Million
Q3 2024 Nov 14, 2024	BUY	$26.99 - $46.76 $7,800 - $13,513	289 Added 0.43%	66,918 $1.92 Million
Q2 2024 Aug 14, 2024	BUY	$39.54 - $61.93 $137,085 - $214,711	3,467 Added 5.49%	66,629 $2.94 Million
Q1 2024 May 15, 2024	BUY	$56.88 - $79.79 $1,137 - $1,595	20 Added 0.03%	63,162 $3.92 Million
Q4 2023 Feb 14, 2024	SELL	$55.69 - $85.47 $15,147 - $23,247	-272 Reduced 0.43%	63,142 $4.97 Million
Q3 2023 Nov 14, 2023	SELL	$63.31 - $87.94 $1,962 - $2,726	-31 Reduced 0.05%	63,414 $4.08 Million
Q2 2023 Aug 14, 2023	BUY	$51.5 - $82.45 $83,327 - $133,404	1,618 Added 2.62%	63,445 $5.23 Million
Q1 2023 May 12, 2023	SELL	$60.41 - $85.61 $38,722 - $54,876	-641 Reduced 1.03%	61,827 $4.47 Million
Q4 2022 Feb 14, 2023	BUY	$47.3 - $81.45 $2.78 Million - $4.79 Million	58,789 Added 1597.96%	62,468 $4.24 Million
Q3 2022 Nov 14, 2022	SELL	$74.98 - $118.02 $10,047 - $15,814	-134 Reduced 3.51%	3,679 $276,000
Q2 2022 Aug 15, 2022	BUY	$82.23 - $119.09 $115,122 - $166,726	1,400 Added 58.02%	3,813 $348,000
Q1 2022 May 16, 2022	SELL	$83.12 - $138.95 $6,150 - $10,282	-74 Reduced 2.98%	2,413 $266,000
Q4 2021 Feb 14, 2022	SELL	$128.25 - $167.26 $14,492 - $18,900	-113 Reduced 4.35%	2,487 $342,000
Q3 2021 Nov 15, 2021	BUY	$158.23 - $209.7 $15,506 - $20,550	98 Added 3.92%	2,600 $415,000
Q2 2021 Aug 16, 2021	BUY	$155.97 - $187.97 $390,236 - $470,300	2,502 New	2,502 $459,000
Q1 2021 May 14, 2021	SELL	$151.44 - $197.79 $678,905 - $886,692	-4,483 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$131.95 - $186.65 $8,972 - $12,692	68 Added 1.54%	4,483 $782,000
Q3 2020 Nov 13, 2020	BUY	$110.56 - $129.86 $488,122 - $573,331	4,415 New	4,415 $573,000

Others Institutions Holding FIVN

# of Institutions

359

Shares Held

85.8M

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 $1.51B
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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Wetherby Asset Management Inc Five9, Inc. Transaction History