Cardinal Point Capital Management ULC

Position in FIVN — Five9, Inc.

CIK 1950841 TORONTO, A6

Position in FIVN

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$697,668

+$112,409 QoQ

Shares Held

45,990

+57.6% QoQ

Ownership

0.060%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Cardinal Point Capital Management ULC holds $29,456,360 across 6 Software - Infrastructure names. FIVN ranks #3 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	47,128	$17,445,371
2	ORCL	Oracle Corp	69,848	$10,275,339
3	FIVN	Five9, Inc. This page	45,990	$697,668
4	AIOT	Powerfleet, Inc.	135,800	$418,264
5	CRWV	CoreWeave, Inc.	5,200	$402,844
6	SNPS	Synopsys Inc	547	$216,874

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$697,668	45,990	+57.6%	Shares	Sole	2026-04-20
2025-12-31	$585,259	29,190	-25.3%	Shares	Sole	2026-02-05
2025-09-30	$945,978	39,090	+11.0%	Shares	Sole	2025-11-06
2025-06-30	$932,758	35,225	+72.8%	Shares	Sole	2025-07-31
2025-03-31	$553,452	20,385	—	Shares	Sole	2025-05-08
No filing history on record for this holder in this stock.