SEC 13F Intelligence

Waddell & Reed Financial Inc / FIVN

Waddell & Reed Financial Inc’s Five9 Inc Position

Does Waddell & Reed Financial Inc own Five9 Inc (FIVN)? Yes — 2.15M shares worth $336M (+0.69% of its 13F portfolio) as of Q1 2021, up from 1.26M shares the prior filed quarter.

Position Value
$336M
Q1 2021
Shares
2.15M
% of Portfolio
+0.69%
Quarters Held
10
currently held

Position History FIVN

Reported value by quarter
Q4 ’18: $84MQ4 ’18Q1 ’19: $97MQ2 ’19: $95MQ2 ’19Q3 ’19: $108MQ4 ’19: $119MQ4 ’19Q1 ’20: $128MQ2 ’20: $170MQ2 ’20Q3 ’20: $185MQ4 ’20: $219MQ4 ’20Q1 ’21: $336Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20212.15M$336M+0.69%
Q4 20201.26M$219M+0.46%
Q3 20201.43M$185M+0.44%
Q2 20201.53M$170M+0.44%
Q1 20201.67M$128M+0.42%
Q4 20191.81M$119M+0.30%
Q3 20192.01M$108M+0.28%
Q2 20191.84M$95M+0.23%
Q1 20191.84M$97M+0.24%
Q4 20181.92M$84M+0.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waddell & Reed Financial Inc’s full portfolio or all institutional holders of FIVN.