Position in FIVN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$28,547
-$4,265 QoQ
Shares Held
1,339
-38.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#225
of 288 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $4,714,414 across 9 Software - Infrastructure names. FIVN ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,217 | $2,692,084 | |
| 2 | PANW |
Palo Alto Networks Inc
|
3,083 | $1,051,364 | |
| 3 | SNPS |
Synopsys Inc
|
1,411 | $629,404 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,054 | $122,970 | |
| 5 | ORCL |
Oracle Corp
|
483 | $70,782 | |
| 6 | QLYS |
Qualys, Inc.
|
373 | $51,283 | |
| 7 | EVTC |
EVERTEC, Inc.
|
1,425 | $39,586 | |
| 8 | FIVN |
Five9, Inc.
This page
|
1,339 | $28,547 |
All Filings in FIVN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,547 | 1,339 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $32,812 | 2,163 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $26,425 | 1,318 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $23,764 | 982 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $8,606 | 325 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,823 | 325 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||