Position in FIVN
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$6,068
-$1,952 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIVN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026JNBA Financial Advisors holds $13,309,124 across 15 Software - Infrastructure names. FIVN ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,620 | $12,074,945 | |
| 2 | ORCL |
Oracle Corp
|
6,624 | $974,456 | |
| 3 | SNPS |
Synopsys Inc
|
252 | $99,912 | |
| 4 | RELY |
Remitly Global, Inc.
|
5,000 | $78,350 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
179 | $26,184 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
100 | $14,285 | |
| 7 | FTNT |
Fortinet, Inc.
|
141 | $11,522 | |
| 8 | FIVN |
Five9, Inc.
This page
|
400 | $6,068 |
All Filings in FIVN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,068 | 400 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $8,020 | 400 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,680 | 400 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $10,592 | 400 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,860 | 400 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||