SEC 13F Intelligence

Coe Capital Management, LLC / FIVN

Coe Capital Management, LLC’s Five9 Inc Position

Does Coe Capital Management, LLC own Five9 Inc (FIVN)? Yes — 7.0K shares worth $1M (+1.21% of its 13F portfolio) as of Q2 2021, down from 9.9K shares the prior filed quarter.

Position Value
$1M
Q2 2021
Shares
7.0K
% of Portfolio
+1.21%
Quarters Held
10
currently held

Position History FIVN

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ2 ’19Q3 ’19: $892,000Q4 ’19: $855,000Q4 ’19Q1 ’20: $941,000Q2 ’20: $1MQ2 ’20Q3 ’20: $1MQ4 ’20: $2MQ4 ’20Q2 ’21: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20217.0K$1M+1.21%
Q4 20209.9K$2M+1.88%
Q3 202010.2K$1M+1.78%
Q2 202010.3K$1M+1.69%
Q1 202012.3K$941,000+1.57%
Q4 201913.0K$855,000+1.09%
Q3 201916.6K$892,000+0.99%
Q2 201923.3K$1M+1.32%
Q1 201922.4K$1M+1.38%
Q4 201838.6K$2M+2.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Coe Capital Management, LLC’s full portfolio or all institutional holders of FIVN.