Position in FIVN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,259,990
New position
Shares Held
59,099
first reported quarter
Ownership
0.079%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#121
of 290 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Mutual Advisors, LLC holds $131,147,171 across 14 Software - Infrastructure names. FIVN ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
247,016 | $92,141,908 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
76,392 | $8,912,654 | |
| 3 | ORCL |
Oracle Corp
|
57,288 | $8,395,556 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
39,960 | $7,623,768 | |
| 5 | PANW |
Palo Alto Networks Inc
|
20,527 | $7,000,117 | |
| 6 | NET |
Cloudflare, Inc.
|
9,550 | $2,342,424 | |
| 7 | FIVN |
Five9, Inc.
This page
|
59,099 | $1,259,990 | |
| 8 | SNPS |
Synopsys Inc
|
2,272 | $1,013,471 |
All Filings in FIVN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,259,990 | 59,099 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||