A detailed history of Regal Investment Advisors LLC transactions in Five9, Inc. stock. As of the latest transaction made, Regal Investment Advisors LLC holds 14,765 shares of FIVN stock, worth $299,286. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,765
Previous 15,207 2.91%
Holding current value
$299,286
Previous $402,000 11.19%
% of portfolio
0.02%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

SELL
$24.05 - $29.16 $10,630 - $12,888
-442 Reduced 2.91%
14,765 $357,000
Q2 2025

Aug 11, 2025

BUY
$21.54 - $29.56 $947 - $1,300
44 Added 0.29%
15,207 $402,000
Q1 2025

May 12, 2025

BUY
$27.15 - $42.82 $411,675 - $649,279
15,163 New
15,163 $411,000
Q2 2024

Aug 14, 2024

SELL
$39.54 - $61.93 $4,863 - $7,617
-123 Reduced 1.92%
6,292 $277,000
Q1 2024

May 15, 2024

BUY
$56.88 - $79.79 $22,410 - $31,437
394 Added 6.54%
6,415 $398,000
Q4 2023

Feb 14, 2024

BUY
$55.69 - $85.47 $335,309 - $514,614
6,021 New
6,021 $473,000
Q2 2023

Aug 11, 2023

SELL
$51.5 - $82.45 $69,937 - $111,967
-1,358 Reduced 31.96%
2,891 $238,000
Q1 2023

May 11, 2023

BUY
$60.41 - $85.61 $256,682 - $363,756
4,249 New
4,249 $307,000

Others Institutions Holding FIVN

About Five9, Inc.


  • Ticker FIVN
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 70,103,000
  • Market Cap $1.42B
  • Description
  • Five9, Inc., together with its subsidiaries, provides cloud software for contact centers in the United States and internationally. The company offers virtual contact center cloud platform that delivers a suite of applications, which enables the breadth of contact center-related customer service, sales, and marketing functions. Its solution enabl...
More about FIVN
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