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This page summarizes the FIVN holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether FIVN is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing FIVN Share Count |
|---|
| BNP Paribas Arbitrage SA |
8,877 |
48,889 |
+40,012 |
+450.74% |
| Capstone Investment Advisors LLC |
6,157 |
12,208 |
+6,051 |
+98.28% |
| Byrne Asset Management LLC |
220 |
260 |
+40 |
+18.18% |
| Trust Point Inc. |
5,914 |
6,921 |
+1,007 |
+17.03% |
| Parkside Financial Bank & Trust |
1,043 |
1,192 |
+149 |
+14.29% |
| Mirae Asset Global Investments Co. Ltd. |
382,237 |
429,007 |
+46,770 |
+12.24% |
| WCM Investment Management LLC |
295,566 |
329,602 |
+34,036 |
+11.52% |
| Raymond James & Associates |
78,909 |
86,867 |
+7,958 |
+10.09% |
| Mirador Capital Partners LP |
16,533 |
17,564 |
+1,031 |
+6.24% |
| Conestoga Capital Advisors LLC |
137,613 |
144,848 |
+7,235 |
+5.26% |
| CWM LLC |
689 |
722 |
+33 |
+4.79% |
| Migdal Insurance & Financial Holdings Ltd. |
294 |
305 |
+11 |
+3.74% |
| Verdence Capital Advisors LLC |
5,438 |
5,570 |
+132 |
+2.43% |
| Park Place Capital Corp |
449 |
459 |
+10 |
+2.23% |
| Wasatch Advisors Inc. |
3,396,381 |
3,459,581 |
+63,200 |
+1.86% |
| Cambridge Investment Research Advisors Inc. |
9,637 |
9,680 |
+43 |
+0.45% |
| Stanley Laman Group Ltd. |
90,733 |
91,086 |
+353 |
+0.39% |
| 13F Filers Reporting New Positions In FIVN |
|---|
| Salem Investment Counselors Inc. |
0 |
100 |
+100 |
+100% |
| Nisa Investment Advisors LLC |
0 |
2,812 |
+2,812 |
+100% |
| Massmutual Trust Co. FSB ADV |
0 |
2 |
+2 |
+100% |
| Nordea Investment Management AB |
0 |
51,739 |
+51,739 |
+100% |
| Riverview Trust Co |
0 |
257 |
+257 |
+100% |
| MV Capital Management Inc. |
0 |
2 |
+2 |
+100% |
| Summit Global Investments |
0 |
6,397 |
+6,397 |
+100% |
| Private Wealth Management Group LLC |
0 |
17 |
+17 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
21 |
21 |
UNCH |
0.00% |
| Proequities Inc. |
66 |
66 |
UNCH |
0.00% |
| Kornitzer Capital Management Inc. KS |
112,615 |
112,615 |
UNCH |
0.00% |
| Arcadia Investment Management Corp MI |
452 |
452 |
UNCH |
0.00% |
| Whittier Trust Co. |
524 |
524 |
UNCH |
0.00% |
| Benjamin F. Edwards & Company Inc. |
10 |
10 |
UNCH |
0.00% |
| State of New Jersey Common Pension Fund D |
42,579 |
42,579 |
UNCH |
0.00% |
| NJ State Employees Deferred Compensation Plan |
7,000 |
7,000 |
UNCH |
0.00% |
| Blume Capital Management Inc. |
20 |
20 |
UNCH |
0.00% |
| First Horizon Advisors Inc. |
327 |
327 |
UNCH |
0.00% |
| MCF Advisors LLC |
117 |
117 |
UNCH |
0.00% |
| Venturi Wealth Management LLC |
65 |
65 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
60 |
60 |
UNCH |
0.00% |
| Silvant Capital Management LLC |
22,332 |
22,332 |
UNCH |
0.00% |
| Global Retirement Partners LLC |
136 |
136 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
5,088 |
5,088 |
UNCH |
0.00% |
| Spire Wealth Management |
38 |
38 |
UNCH |
0.00% |
| Quent Capital LLC |
4,027 |
4,027 |
UNCH |
0.00% |
| Cherry Tree Wealth Management LLC |
23 |
23 |
UNCH |
0.00% |
| PFS Partners LLC |
200 |
200 |
UNCH |
0.00% |
| Jamison Private Wealth Management Inc. |
32 |
32 |
UNCH |
0.00% |
| 13F Filers Decreasing FIVN Share Count |
|---|
| Cutler Group LP |
6,087 |
1,124 |
-4,963 |
-81.53% |
| Amalgamated Bank |
16,382 |
4,772 |
-11,610 |
-70.87% |
| GAMMA Investing LLC |
43 |
19 |
-24 |
-55.81% |
| Handelsinvest Investeringsforvaltning |
4,057 |
2,671 |
-1,386 |
-34.16% |
| Allspring Global Investments Holdings LLC |
282,131 |
198,222 |
-83,909 |
-29.74% |
| Values First Advisors Inc. |
8,054 |
6,022 |
-2,032 |
-25.23% |
| Versant Capital Management Inc |
34 |
30 |
-4 |
-11.76% |
| Mutual of America Capital Management LLC |
78,346 |
73,170 |
-5,176 |
-6.61% |
| Zurcher Kantonalbank Zurich Cantonalbank |
15,182 |
14,439 |
-743 |
-4.89% |
| Principal Financial Group Inc. |
7,564 |
7,221 |
-343 |
-4.53% |
| Lindbrook Capital LLC |
139 |
134 |
-5 |
-3.60% |
| Bank of New York Mellon Corp |
378,803 |
367,643 |
-11,160 |
-2.95% |
| Fifth Third Bancorp |
740 |
721 |
-19 |
-2.57% |
| Riverbridge Partners LLC |
779,233 |
760,337 |
-18,896 |
-2.42% |
| California Public Employees Retirement System |
125,308 |
123,333 |
-1,975 |
-1.58% |
| 13F Filers Exiting FIVN |
|---|
| Lecap Asset Management Ltd. |
12,273 |
0 |
-12,273 |
-100.00% |
| KLR Investment Advisors LLC |
3,103 |
0 |
-3,103 |
-100.00% |
| Newbridge Financial Services Group Inc. |
100 |
0 |
-100 |
-100.00% |
| Ronald Blue Trust Inc. |
3 |
0 |
-3 |
-100.00% |
| International Assets Investment Management LLC |
21,404 |
0 |
-21,404 |
-100.00% |
| Oak Thistle LLC |
8,016 |
0 |
-8,016 |
-100.00% |
| FORA Capital LLC |
19,952 |
0 |
-19,952 |
-100.00% |
| Juncture Wealth Strategies LLC |
5,771 |
0 |
-5,771 |
-100.00% |
| Assenagon Asset Management S.A. |
837,856 |
0 |
-837,856 |
-100.00% |
| Simplex Trading LLC |
48,211 |
0 |
-48,211 |
-100.00% |
| Raymond James Trust N.A. |
2,926 |
0 |
-2,926 |
-100.00% |
| Toth Financial Advisory Corp |
3,705 |
0 |
-3,705 |
-100.00% |
| Valley National Advisers Inc. |
30 |
0 |
-30 |
-100.00% |
See Summary: Institutional Holders of FIVN
See Details: Top 10 Hedge Funds Holding FIVN
Also See: FIVN Insider Buying
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