Position in FIVN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,147,067
+$1,791,412 QoQ
Shares Held
288,324
+0.4% QoQ
Ownership
0.386%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#53
of 293 holders
Holding Since
Mar 2020
12 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 Jun 30, 2026Dana Investment Advisors, Inc. holds $188,071,848 across 14 Software - Infrastructure names. FIVN ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
301,285 | $112,385,330 | |
| 2 | ORCL |
Oracle Corp
|
173,543 | $25,432,726 | |
| 3 | BAND |
Bandwidth Inc.
|
230,948 | $14,619,008 | |
| 4 | PRGS |
Progress Software Corp /Ma
|
333,457 | $11,197,486 | |
| 5 | FIVN |
Five9, Inc.
This page
|
288,324 | $6,147,067 | |
| 6 | EVTC |
EVERTEC, Inc.
|
212,922 | $5,914,973 | |
| 7 | WEX |
WEX Inc.
|
24,181 | $3,411,697 | |
| 8 | PANW |
Palo Alto Networks Inc
|
7,744 | $2,640,858 |
All Filings in FIVN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,147,067 | 288,324 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||