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Creative Planning FIVN Position History
Five9, Inc.
Quarters held
8
Latest value
$6.8M
Q3 2026
Peak value
$6.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $515K |
| Q3 2025 | $11K |
| Q4 2025 | $1.9M |
| Q1 2026 | $3.1M |
| Q2 2026 | $54K |
| Q2 2026 | $3.6M |
| Q3 2026 | $88K |
| Q3 2026 | $6.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.8M | 198.7K | — | — |
| Q3 2026 | $88K | 2.6K | — | — |
| Q2 2026 | $3.6M | 168.1K | — | — |
| Q2 2026 | $54K | 2.5K | — | — |
| Q1 2026 | $3.1M | 205.1K | — | — |
| Q4 2025 | $1.9M | 94.6K | — | — |
| Q3 2025 | $11K | 472 | — | — |
| Q3 2025 | $515K | 21.3K | — | — |