Position in FIVN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,246,729
+$857,134 QoQ
Shares Held
58,477
+127.7% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#122
of 290 holders
Holding Since
Mar 2023
9 quarters on record
Common Shares in FIVN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $77,209,916 across 35 Software - Infrastructure names. FIVN ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
99,483 | $37,109,148 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
52,912 | $10,094,815 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
83,117 | $9,697,260 | |
| 4 | PANW |
Palo Alto Networks Inc
|
19,256 | $6,566,681 | |
| 5 | ORCL |
Oracle Corp
|
35,477 | $5,199,154 | |
| 6 | CRWV |
CoreWeave, Inc.
|
33,082 | $3,292,982 | |
| 7 | SNPS |
Synopsys Inc
|
3,011 | $1,343,116 | |
| 8 | FIVN |
Five9, Inc.
This page
|
58,477 | $1,246,729 |
All Filings in FIVN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,246,729 | 58,477 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $389,595 | 25,682 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $357,030 | 17,807 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,744 | 320 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $873,204 | 32,976 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $646,468 | 23,811 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $447,243 | 11,005 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $225,013 | 7,832 | Shares | Sole | 2024-10-30 | |
| 2023-03-31 | $7,229 | 100 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||