Five9 shares owned by Creative Planning
Historical chart of Creative Planning investment in Five9
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Quarterly reported holdings in Five9 by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 95k | 20.05 |
| 2025-09-30 | $526k | 22k | 24.20 |
| 2025-06-30 | $203k | 7.7k | 26.48 |
| 2025-03-31 | $328k | 12k | 27.15 |
| 2024-12-31 | $395k | 9.7k | 40.64 |
| 2023-09-30 | $250k | 3.9k | 64.30 |
| 2023-06-30 | $523k | 6.3k | 82.45 |
| 2023-03-31 | $498k | 6.9k | 72.29 |
| 2022-12-31 | $504k | 7.4k | 67.86 |
| 2022-09-30 | $588k | 7.8k | 75.01 |
| 2022-06-30 | $770k | 8.5k | 91.12 |
| 2022-03-31 | $672k | 6.1k | 110.40 |
| 2021-12-31 | $836k | 6.1k | 137.34 |
| 2021-09-30 | $858k | 5.4k | 159.78 |
| 2021-06-30 | $994k | 5.4k | 183.46 |
| 2021-03-31 | $1.2M | 8.0k | 156.32 |
| 2020-12-31 | $1.3M | 7.4k | 174.35 |
| 2020-09-30 | $1.1M | 8.2k | 129.66 |
| 2020-06-30 | $903k | 8.2k | 110.66 |
| 2020-03-31 | $231k | 3.0k | 76.34 |
| 2017-06-30 | $10k | 450 | 22.22 |
| 2016-09-30 | $8.0k | 500 | 16.00 |