Number of Shares
111,369.00
Current Holdings Value*
$3.02 Mil
% of Portfolio
1.33%
Total Estimate Gain
$-1.08 Mil
% of Total Estimate Gain
-26.53%

Lumbard & Kellner, LLC's Five9 Inc Holding Summary

As of 2025-03-31, Lumbard & Kellner, LLC held 111,369.00 shares of Five9 Inc(FIVN), totaling $3.02 Mil. This investment constitutes 1.33% of their stock portfolio, and Lumbard & Kellner, LLC now holds 0.15% of the outstanding Five9 Inc(FIVN) stock.

The initial trade took place in 2025Q1. And since then Lumbard & Kellner, LLC has made 1 purchases of FIVN, at an average price of $36.67, for a total of 111,369.00 shares. Based on historical transaction data and FIVN's current price of $26.94, Lumbard & Kellner, LLC's estimated gain on his FIVN holdings is $-1.08 Mil, reflecting a -26.53% gain to date.

Lumbard & Kellner, LLC FIVN ($26.94) Holding Chart

Lumbard & Kellner, LLC FIVN ($26.94) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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