Position in FIVN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,035,938
+$338,270 QoQ
Shares Held
48,590
+5.7% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#128
of 290 holders
Holding Since
Mar 2025
6 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, 2026Cardinal Point Capital Management ULC holds $31,026,914 across 7 Software - Infrastructure names. FIVN ranks #3 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
47,939 | $17,882,205 | |
| 2 | ORCL |
Oracle Corp
|
70,256 | $10,296,016 | |
| 3 | FIVN |
Five9, Inc.
This page
|
48,590 | $1,035,938 | |
| 4 | AIOT |
Powerfleet, Inc.
|
233,300 | $893,539 | |
| 5 | CRWV |
CoreWeave, Inc.
|
5,200 | $517,608 | |
| 6 | SNPS |
Synopsys Inc
|
710 | $316,709 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,780 | $84,899 |
All Filings in FIVN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,035,938 | 48,590 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $697,668 | 45,990 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $585,259 | 29,190 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $945,978 | 39,090 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $932,758 | 35,225 | 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. | ||||||