Ritter Daniher Financial Advisory LLC / DE
Position in FIVN — Five9, Inc.
CIK 1936603
CINCINNATI, OH
Position in FIVN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,558
+$738 QoQ
Shares Held
120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#259
of 290 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Ritter Daniher Financial Advisory LLC / DE holds $4,579,356 across 9 Software - Infrastructure names. FIVN ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,679 | $3,983,480 | |
| 2 | ORCL |
Oracle Corp
|
2,304 | $337,651 | |
| 3 | CHKP |
Check Point Software Technologies Ltd
|
1,328 | $174,539 | |
| 4 | CRWV |
CoreWeave, Inc.
|
320 | $31,852 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
199 | $23,217 | |
| 6 | FTNT |
Fortinet, Inc.
|
140 | $21,506 | |
| 7 | STNE |
StoneCo Ltd.
|
400 | $4,336 | |
| 8 | FIVN |
Five9, Inc.
This page
|
120 | $2,558 |
All Filings in FIVN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,558 | 120 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,820 | 120 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,406 | 120 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||