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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; 292 institutions reported holding it in 13F filings for Q2 2026, worth $1.70B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Five9, Inc. as of Mar 31, 2021. 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
392
No complete 13F data for Q4 2020
Shares held
66.1M
No complete 13F data for Q4 2020
Total value
$10.3B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 392 institutions
Q1 2021: 392 institutionsQ2 2021: 399 institutionsQ3 2021: 402 institutionsQ4 2021: 381 institutionsQ1 2022: 347 institutionsQ2 2022: 333 institutionsQ3 2022: 336 institutionsQ4 2022: 327 institutionsQ1 2023: 340 institutionsQ2 2023: 336 institutionsQ3 2023: 328 institutionsQ4 2023: 348 institutionsQ1 2024: 309 institutionsQ2 2024: 297 institutionsQ3 2024: 272 institutionsQ4 2024: 297 institutionsQ1 2025: 307 institutionsQ2 2025: 296 institutionsQ3 2025: 309 institutionsQ4 2025: 289 institutionsQ1 2026: 292 institutionsQ2 2026: 292 institutions
Value heldQ1 2021: $10.3B
Q1 2021: $10.3BQ2 2021: $12.3BQ3 2021: $10.5BQ4 2021: $9.34BQ1 2022: $7.77BQ2 2022: $6.56BQ3 2022: $5.36BQ4 2022: $5.11BQ1 2023: $5.18BQ2 2023: $5.82BQ3 2023: $4.73BQ4 2023: $5.71BQ1 2024: $4.68BQ2 2024: $3.48BQ3 2024: $2.33BQ4 2024: $3.22BQ1 2025: $2.24BQ2 2025: $2.33BQ3 2025: $2.08BQ4 2025: $1.59BQ1 2026: $1.20BQ2 2026: $1.70B
Institutions holding FIVN and their total value by quarter
QuarterHoldersValue
Q2 2026292$1.70B
Q1 2026292$1.20B
Q4 2025289$1.59B
Q3 2025309$2.08B
Q2 2025296$2.33B
Q1 2025307$2.24B
Q4 2024297$3.22B
Q3 2024272$2.33B
Q2 2024297$3.48B
Q1 2024309$4.68B
Q4 2023348$5.71B
Q3 2023328$4.73B
Q2 2023336$5.82B
Q1 2023340$5.18B
Q4 2022327$5.11B
Q3 2022336$5.36B
Q2 2022333$6.56B
Q1 2022347$7.77B
Q4 2021381$9.34B
Q3 2021402$10.5B
Q2 2021399$12.3B
Q1 2021392$10.3B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Five9, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding FIVN in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
JJJ Advisors Inc.3$00.00%––
Harbour Investments, Inc.6$1.00K0.00%––
HM Payson & Co5$1.00K0.00%––
Parkside Financial Bank & Trust7$1.00K0.00%––
NewSquare Capital LLC6$1.00K0.00%––
BerganKDV Wealth Management, LLC4$1.00K0.00%––
Clearstead Advisors, LLC10$2.00K0.00%––
Hudock, Inc.13$2.00K0.00%––
Tarbox Family Office, Inc.10$2.00K0.00%––
Meridian Wealth Partners, LLC13$2.00K0.00%––
Evoke Wealth, LLC15$2.00K0.00%––
Arkadios Wealth Advisors15$2.00K0.00%––
Raffa Wealth Management, LLC17$2.66K0.00%––
GPS Wealth Strategies Group, LLC22$3.00K0.00%––
Global Retirement Partners, LLC19$3.00K0.00%––
Spire Wealth Management16$3.00K0.00%––
Meeder Asset Management Inc26$4.00K0.00%––
Macroview Investment Management LLC24$4.00K0.01%––
Enterprise Financial Services Corp31$5.00K0.00%––
American Portfolios Advisors33$5.16K0.00%––
Earnest Partners LLC41$6.00K0.00%––
FourThought Financial, LLC43$6.00K0.00%––
Savior LLC47$7.00K0.01%––
Jacobi Capital Management LLC51$8.00K0.00%––
Resources Management Corp56$9.00K0.00%––
Berman Capital Advisors, LLC59$9.00K0.00%––
Allred Capital Management, LLC87$13.6K0.01%––
Valeo Financial Advisors, LLC88$14.0K0.00%––
International Assets Investment Management, LLC82$14.0K0.00%––
Lindbrook Capital, LLC94$15.0K0.00%––
NWK Group, Inc.105$16.0K0.01%––
CWM, LLC94$17.0K0.00%––
Glassman Wealth Services114$18.0K0.00%––
Versant Capital Management, Inc113$18.0K0.01%––
Endurance Wealth Management, Inc.140$22.0K0.00%––
Quadrant Capital Group LLC139$22.0K0.00%––
Stephens Inc159$25.0K0.00%––
Parallel Advisors, LLC176$28.0K0.00%––
Huntington National Bank192$30.0K0.00%––
State of Wyoming195$30.0K0.05%––
Tobam200$31.0K0.00%––
Ellevest, Inc.200$31.0K0.00%––
First Horizon Advisors, Inc.224$34.0K0.00%––
Kistler-Tiffany Companies, LLC239$37.0K0.01%––
TCI Wealth Advisors, Inc.246$38.0K0.02%––
Wealthcare Advisory Partners LLC250$39.0K0.00%––
State of Alaska, Department of Revenue257$40.0K0.00%––
Plante Moran Financial Advisors, LLC256$40.0K0.01%––
AllSquare Wealth Management LLC285$45.0K0.03%––
Phoenix Wealth Advisors275$45.0K0.04%––
Newbridge Financial Services Group, Inc.345$54.0K0.04%––
Private Capital Group, LLC399$62.0K0.02%––
Signaturefd, LLC439$69.0K0.00%––
Cullen/Frost Bankers, Inc.500$78.0K0.00%––
Sageworth Trust Co502$78.0K0.01%––
O'Shaughnessy Asset Management, LLC543$85.0K0.00%––
Migdal Insurance & Financial Holdings Ltd.575$90.0K0.00%––
FORA Capital, LLC580$91.0K0.03%––
Leonteq Securities AG600$93.8K0.01%––
Heritage Wealth Management, LLC720$113.0K0.06%––
Harvest Fund Management Co., Ltd791$123.0K0.01%––
Agf Investments Inc.930$145.0K0.00%––
Optimum Investment Advisors1,000$156.0K0.05%––
Edmond de Rothschild Holding S.A.1,212$189.0K0.01%––
NEXT Financial Group, Inc1,274$199.0K0.02%––
We Are One Seven, LLC1,294$202.0K0.03%––
Bienville Capital Management, LLC1,300$203.0K0.06%––
Cetera Investment Advisers1,300$203.0K0.00%––
Capital Investment Advisory Services, LLC1,350$211.0K0.03%––
Level Four Advisory Services, LLC1,377$215.0K0.02%––
American International Group, Inc.1,384$216.0K0.00%––
Sowell Financial Services LLC1,290$216.0K0.01%––
Cetera Advisors LLC1,415$221.0K0.01%––
Toroso Investments, LLC1,423$222.0K0.01%––
Belpointe Asset Management LLC1,423$223.0K0.02%––
OneAscent Financial Services LLC1,491$233.0K0.23%––
Two Sigma Advisers, LP1,500$234.0K0.00%––
Oppenheimer & Co Inc1,501$235.0K0.00%––
Beacon Pointe Advisors, LLC1,546$241.0K0.01%––
DekaBank Deutsche Girozentrale1,600$242.0K0.00%––
JustInvest LLC1,563$244.0K0.04%––
Guggenheim Capital LLC1,574$246.0K0.00%––
Concorde Asset Management, LLC1,625$254.0K0.15%––
Paradigm Asset Management Co LLC1,700$265.8K0.07%––
Premier Asset Management LLC1,769$276.0K0.05%––
Gilbert & Cook, Inc.1,778$278.0K0.05%––
Altium Wealth Management LLC1,805$282.0K0.02%––
United Capital Financial Advisers, LLC1,839$287.0K0.00%––
Peregrine Asset Advisers, Inc.1,865$292.0K0.15%––
Paloma Partners Management Co1,970$308.0K0.01%––
Boston Private Wealth LLC2,007$314.0K0.00%––
First Midwest Bank Trust Division2,045$320.0K0.04%––
IBM Retirement Fund2,151$336.0K0.02%––
First Mercantile Trust Co2,186$342.0K0.04%––
Glenmede Trust Co NA2,223$346.0K0.00%––
Tower Research Capital LLC (TRC)2,272$355.0K0.01%––
Prudential Financial Inc2,300$360.0K0.00%––
Spearhead Capital Advisors, LLC2,303$360.0K0.05%––
Redwood Investments, LLC2,340$366.0K0.03%––
XTX Topco Ltd2,355$368.0K0.18%––