Position in FIVN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,355,655
-$105,770 QoQ
Shares Held
287,123
+29.0% QoQ
Ownership
0.375%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in FIVN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Dana Investment Advisors, Inc. holds $165,141,150 across 14 Software - Infrastructure names. FIVN ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
292,967 | $108,447,594 | |
| 2 | ORCL |
Oracle Corp
|
156,703 | $23,052,578 | |
| 3 | BAND |
Bandwidth Inc.
|
448,239 | $7,987,618 | |
| 4 | PRGS |
Progress Software Corp /Ma
|
258,061 | $6,619,264 | |
| 5 | FIVN |
Five9, Inc.
This page
|
287,123 | $4,355,655 | |
| 6 | EVTC |
EVERTEC, Inc.
|
148,909 | $4,202,211 | |
| 7 | WEX |
WEX Inc.
|
24,582 | $3,762,029 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
32,899 | $2,822,076 |
All Filings in FIVN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,355,655 | 287,123 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,461,425 | 222,515 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,085,088 | 127,483 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,113,915 | 117,595 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,348,339 | 86,495 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,229,498 | 79,466 | Shares | Sole | 2025-02-06 | |
| 2022-06-30 | $3,090,921 | 33,914 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,161,748 | 37,697 | Shares | Sole | 2022-05-12 | |
| 2020-09-30 | $1,653,938 | 12,754 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,867,666 | 16,876 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,907,906 | 24,953 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||