Five9, Inc.
FIVN- Exchange
- Nasdaq
- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001288847
In the last 90 days, Five9, Inc. insiders filed 0 open-market purchases and 6 sales; 313 institutions reported holding it in 13F filings for Q2 2026, worth $2.35B in total; Oaktree Capital is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Five9, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 313
- +2 vs. Q1 2026
- Shares held
- 91.2M
- −8.27M (−8.3%) vs. Q1 2026
- Total value
- $2.35B
- +$441.5M (+23.1%) vs. Q1 2026
- New holders
- 55
- 100 more added
- Sold out
- 53
- 98 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FIVN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 313 | $2.35B |
| Q1 2026 | 313 | $1.91B |
| Q4 2025 | 313 | $2.52B |
| Q3 2025 | 337 | $2.74B |
| Q2 2025 | 323 | $3.00B |
| Q1 2025 | 331 | $2.86B |
| Q4 2024 | 297 | $3.22B |
| Q3 2024 | 272 | $2.35B |
| Q2 2024 | 297 | $3.53B |
| Q1 2024 | 309 | $4.79B |
| Q4 2023 | 349 | $5.97B |
| Q3 2023 | 328 | $4.77B |
| Q2 2023 | 336 | $5.84B |
| Q1 2023 | 341 | $5.50B |
| Q4 2022 | 327 | $5.11B |
| Q3 2022 | 336 | $5.40B |
| Q2 2022 | 333 | $6.67B |
| Q1 2022 | 347 | $7.87B |
| Q4 2021 | 381 | $9.35B |
| Q3 2021 | 402 | $10.5B |
| Q2 2021 | 399 | $12.4B |
| Q1 2021 | 392 | $10.3B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lynrock Lake LP | – | $178.1M | 11.25% | – | – |
| BlackRock, Inc. | 7,074,625 | $171.2M | 0.00% | +26,983+0.4% | Added |
| Vanguard Portfolio Management LLC | 7,083,605 | $151.0M | 0.01% | +363,623+5.4% | Added |
| Voss Capital, LLC | 4,865,000 | $103.7M | 5.18% | −960,000−16.5% | Reduced |
| Ameriprise Financial Inc | 4,140,003 | $88.3M | 0.02% | +1,981,003+91.8% | Added |
| Vanguard Capital Management LLC | 3,312,397 | $70.6M | 0.00% | −16,657−0.5% | Reduced |
| Van Berkom & Associates Inc. | 3,110,100 | $66.3M | 2.14% | −3,556,172−53.3% | Reduced |
| State Street Corp | 2,069,554 | $61.1M | 0.00% | +21,316+1.0% | Added |
| Opti Capital Management, LP | – | $58.0M | 3.54% | – | – |
| Anson Funds Management LP | 2,499,481 | $53.3M | 4.86% | −1,673,869−40.1% | Reduced |
| Driehaus Capital Management LLC | 2,265,900 | $48.3M | 0.28% | +2,265,900 | New |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | – | $47.4M | 0.89% | – | – |
| Dimensional Fund Advisors LP | 2,222,894 | $47.4M | 0.01% | +1,168,125+110.7% | Added |
| Geode Capital Management, LLC | 2,163,451 | $46.1M | 0.00% | +100,599+4.9% | Added |
| Balyasny Asset Management LLC | 432,758 | $40.8M | 0.07% | −304,836−41.3% | Reduced |
| First Trust Advisors LP | 1,865,447 | $39.8M | 0.02% | +462,076+32.9% | Added |
| Radcliffe Capital Management, L.P. | 37,500 | $39.3M | 2.99% | −47,500−55.9% | Reduced |
| Armistice Capital, LLC | 1,536,000 | $32.7M | 0.91% | −56,000−3.5% | Reduced |
| Nuveen, LLC | 172,193 | $30.9M | 0.01% | +6,818+4.1% | Added |
| Bank of America Corp | 1,377,873 | $30.1M | 0.00% | +207,396+17.7% | Added |
| D. E. Shaw & Co., Inc. | 69,058 | $28.2M | 0.02% | −6,766−8.9% | Reduced |
| Morgan Stanley | 1,089,516 | $26.4M | 0.00% | +178,334+19.6% | Added |
| JPMorgan Chase & Co | 459,891 | $25.9M | 0.00% | −372,863−44.8% | Reduced |
| AQR Capital Management LLC | 1,227,051 | $25.7M | 0.01% | +279,880+29.5% | Added |
| Verition Fund Management LLC | 29,643 | $24.7M | 0.17% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 1,149,493 | $24.5M | 0.02% | +483,150+72.5% | Added |
| Point72 Asset Management, L.P. | 1,110,631 | $23.7M | 0.04% | −1,205,703−52.1% | Reduced |
| Goldman Sachs Group Inc | 1,024,736 | $22.0M | 0.00% | −121,795−10.6% | Reduced |
| Tenor Capital Management Co., L.P. | – | $20.5M | 0.29% | – | – |
| Invenomic Capital Management LP | 892,658 | $19.0M | 1.14% | −44,130−4.7% | Reduced |
| Northern Trust Corp | 867,751 | $18.5M | 0.00% | +153,270+21.5% | Added |
| Walleye Capital LLC | – | $15.6M | 0.07% | – | – |
| Gagnon Securities LLC | 722,698 | $15.4M | 2.97% | +100,634+16.2% | Added |
| Cooper Creek Partners Management LLC | 709,281 | $15.1M | 0.63% | 00.0% | Unchanged |
| Walleye Trading LLC | 684,809 | $14.6M | 0.20% | +684,809 | New |
| UBS Group AG | 676,362 | $14.6M | 0.00% | −208,532−23.6% | Reduced |
| Royal Bank of Canada | 444,565 | $14.4M | 0.00% | +47,482+12.0% | Added |
| Algert Global LLC | 677,141 | $14.4M | 0.17% | −352,245−34.2% | Reduced |
| Charles Schwab Investment Management Inc | 643,293 | $13.7M | 0.00% | −76,445−10.6% | Reduced |
| Millennium Management LLC | 260,085 | $13.1M | 0.01% | −239,602−48.0% | Reduced |
| Advent Capital Management | – | $13.0M | 0.30% | – | – |
| Context Capital Management, LLC | – | $12.7M | 0.26% | – | – |
| Glenmede Trust Co NA | 559,424 | $11.9M | 0.05% | −18,248−3.2% | Reduced |
| Clark Capital Management Group, Inc. | 553,981 | $11.8M | 0.06% | −350,845−38.8% | Reduced |
| Russell Investments Group, Ltd. | 243,661 | $11.8M | 0.01% | +146,365+150.4% | Added |
| Citadel Advisors LLC | 520,586 | $11.1M | 0.01% | −100,158−16.1% | Reduced |
| Principal Financial Group Inc | 517,313 | $11.0M | 0.01% | +260,565+101.5% | Added |
| S Squared Technology, LLC | 515,195 | $11.0M | 3.41% | −20,000−3.7% | Reduced |
| Vanguard Fiduciary Trust Co | 505,500 | $10.8M | 0.00% | −38,094−7.0% | Reduced |
| Deutsche Bank AG | 489,292 | $10.4M | 0.00% | +100,229+25.8% | Added |
| Bank of New York Mellon Corp | 489,185 | $10.4M | 0.00% | +12,978+2.7% | Added |
| Public Sector Pension Investment Board | 486,517 | $10.4M | 0.03% | +486,517 | New |
| Royce & Associates LP | 485,862 | $10.4M | 0.08% | +485,862 | New |
| Acadian Asset Management LLC | 476,148 | $10.1M | 0.01% | +57,338+13.7% | Added |
| Cerity Partners LLC | 474,428 | $10.1M | 0.01% | +441,739+1,351.3% | Added |
| Two Sigma Investments, LP | 445,487 | $9.50M | 0.01% | −148,955−25.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 408,536 | $8.71M | 0.00% | +398,034+3,790.1% | Added |
| Calamos Advisors LLC | – | $8.65M | 0.03% | – | – |
| Squarepoint Ops LLC | 374,506 | $7.98M | 0.02% | +40,519+12.1% | Added |
| Lord, Abbett & Co. LLC | – | $7.77M | 0.02% | – | New |
| Herald Investment Management Ltd | 354,500 | $7.55M | 1.02% | −7,500−2.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 291,012 | $7.19M | 0.01% | +264,326+990.5% | Added |
| Gagnon Advisors, LLC | 336,277 | $7.17M | 4.56% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 313,767 | $6.69M | 0.01% | +313,767 | New |
| Towle & Co | 304,623 | $6.49M | 2.20% | +304,623 | New |
| Pacer Advisors, Inc. | 295,804 | $6.31M | 0.02% | −107,840−26.7% | Reduced |
| BNP Paribas Arbitrage, SA | 293,312 | $6.26M | 0.00% | +87,869+42.8% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 7,000,000 | $6.24M | 3.26% | 00.0% | Unchanged |
| FMR LLC | 252,372 | $6.19M | 0.00% | +70,191+38.5% | Added |
| Dana Investment Advisors, Inc. | 288,324 | $6.15M | 0.16% | +1,201+0.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | – | $5.58M | 0.00% | – | – |
| Mackay Shields LLC | – | $5.48M | 0.18% | – | – |
| Ares Systematic Credit Ltd | 32,101 | $5.12M | 3.11% | +839+2.7% | Added |
| OP Asset Management Ltd | 234,083 | $4.99M | 0.05% | −33,278−12.4% | Reduced |
| P.A.W. Capital Corp | 230,600 | $4.92M | 3.77% | −19,900−7.9% | Reduced |
| Jupiter Asset Management Ltd | 228,440 | $4.87M | 0.02% | −29,710−11.5% | Reduced |
| Empowered Funds, LLC | 224,825 | $4.79M | 0.03% | +224,825 | New |
| Man Group plc | 11,853 | $4.70M | 0.01% | −84,294−87.7% | Reduced |
| Massachusetts Financial Services Co | 216,589 | $4.62M | 0.00% | −30,985−12.5% | Reduced |
| Chicago Capital Management, LLC | – | $4.48M | 3.99% | – | New |
| Daiwa Securities Group Inc. | – | $4.43M | 0.01% | – | New |
| Barclays PLC | 18,783 | $4.41M | 0.00% | −159,518−89.5% | Reduced |
| Great West Life Assurance Co | 202,367 | $4.31M | 0.01% | +18,369+10.0% | Added |
| Susquehanna Fundamental Investments, LLC | 201,081 | $4.29M | 0.08% | +18,566+10.2% | Added |
| Citigroup Inc | 64,632 | $4.26M | 0.00% | +33,176+105.5% | Added |
| IMC-Chicago, LLC | 196,188 | $4.18M | 0.04% | +196,188 | New |
| Bastion Asset Management Inc. | 207,483 | $4.18M | 1.42% | +207,483 | New |
| State of Wisconsin Investment Board | 4,028,322 | $4.15M | 0.01% | +999,717+33.0% | Added |
| Lisanti Capital Growth, LLC | 193,680 | $4.13M | 0.91% | +193,680 | New |
| CSS LLC | – | $4.13M | 0.18% | – | – |
| Quantinno Capital Management LP | 192,920 | $4.11M | 0.00% | +76,494+65.7% | Added |
| Alliancebernstein L.P. | 268,032 | $4.07M | 0.00% | +88,847+49.6% | Added |
| UBS Asset Management Americas Inc | 190,612 | $4.06M | 0.00% | −15,032−7.3% | Reduced |
| Nomura Asset Management International Inc. | 184,448 | $3.93M | 0.01% | +184,448 | New |
| Invesco Ltd. | 179,351 | $3.82M | 0.00% | −24,499−12.0% | Reduced |
| Capital Fund Management S.A. | 178,433 | $3.80M | 0.03% | +99,624+126.4% | Added |
| Amundi | 37,801 | $3.79M | 0.00% | +5,477+16.9% | Added |
| Assenagon Asset Management S.A. | 176,088 | $3.75M | 0.00% | −527,811−75.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 175,937 | $3.75M | 0.00% | −31,935−15.4% | Reduced |
| Creative Planning | 170,615 | $3.64M | 0.00% | −34,436−16.8% | Reduced |