Voss Capital, LLC released its Q3 2025 investor letter, with Voss Value Fund, LP, and Voss Value Offshore Fund, Ltd returning +5.0% and +4.9% respectively, compared to index returns. The top 10 longs comprised 77.8% of the fund, while the top 10 shorts were -43.5%. Check out the top 5 holdings for 2025 picks.

In the investor letter, Voss Capital discussed Five9, Inc. (NASDAQ:FIVN), an intelligent cloud software provider for contact centers. FIVN had a one-month return of -13.69% and lost 52.10% over 52 weeks. On Dec 1, 2025, FIVN stock closed at $19.86 per share with a market cap of $1.553 billion.

Voss Capital’s investor letter highlighted Five9, Inc. (NASDAQ:FIVN) with a positive outlook despite recent growth deceleration. The company’s AI revenue and bookings saw significant growth, indicating demand resilience. The current growth challenges are seen as minor execution issues rather than structural obsolescence.

Five9, Inc. (FIVN) was held by 36 hedge fund portfolios in Q3 2025, with $286 million revenue, 8% YoY growth. While FIVN shows potential, other AI stocks may offer greater upside and less downside risk. Explore opportunities in extremely undervalued AI stocks and their potential benefits.

For more on cheap US stocks and hedge fund investor letters from Q3 2025, visit the provided links. Stay informed with the latest insights on Dow stocks and unstoppable stock picks for potential investment opportunities.

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Read more at Yahoo Finance: Voss Capital is Optimistic on Five9 (FIVN). Here’s Why