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, Q2 2021
Institutional positions in Five9, Inc. as of Jun 30, 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
- 399
- +10 vs. Q1 2021
- Shares held
- 67.1M
- +3.11M (+4.9%) vs. Q1 2021
- Total value
- $12.3B
- +$2.30B (+23.0%) vs. Q1 2021
- New holders
- 55
- 147 more added
- Sold out
- 45
- 145 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | 292 | $1.70B |
| Q1 2026 | 292 | $1.20B |
| Q4 2025 | 289 | $1.59B |
| Q3 2025 | 309 | $2.08B |
| Q2 2025 | 296 | $2.33B |
| Q1 2025 | 307 | $2.24B |
| Q4 2024 | 297 | $3.22B |
| Q3 2024 | 272 | $2.33B |
| Q2 2024 | 297 | $3.48B |
| Q1 2024 | 309 | $4.68B |
| Q4 2023 | 348 | $5.71B |
| Q3 2023 | 328 | $4.73B |
| Q2 2023 | 336 | $5.82B |
| Q1 2023 | 340 | $5.18B |
| Q4 2022 | 327 | $5.11B |
| Q3 2022 | 336 | $5.36B |
| Q2 2022 | 333 | $6.56B |
| Q1 2022 | 347 | $7.77B |
| Q4 2021 | 381 | $9.34B |
| Q3 2021 | 402 | $10.5B |
| Q2 2021 | 399 | $12.3B |
| Q1 2021 | 392 | $10.3B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $0 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 5 | $1.00K | 0.00% | +1+25.0% | Added |
| Northwestern Mutual Wealth Management Co | 6 | $1.00K | 0.00% | +6 | New |
| Holloway Wealth Management, LLC | – | $1.00K | 0.00% | – | New |
| Parisi Gray Wealth Management | 7 | $1.00K | 0.00% | +7 | New |
| Clearstead Advisors, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $2.00K | 0.00% | +5+71.4% | Added |
| Lee Financial Co | 10 | $2.00K | 0.00% | +10 | New |
| Spire Wealth Management | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $3.12K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 24 | $4.00K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 25 | $5.00K | 0.00% | +25 | New |
| West Paces Advisors Inc. | 28 | $5.13K | 0.00% | +28 | New |
| American Portfolios Advisors | 33 | $6.05K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 41 | $8.00K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 49 | $9.00K | 0.00% | −151,151−100.0% | Reduced |
| HM Payson & Co | 47 | $9.00K | 0.00% | +42+840.0% | Added |
| Versant Capital Management, Inc | 56 | $10.0K | 0.00% | −57−50.4% | Reduced |
| Resources Management Corp | 56 | $10.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 53 | $10.0K | 0.00% | +22+71.0% | Added |
| Lindbrook Capital, LLC | 59 | $11.0K | 0.00% | −35−37.2% | Reduced |
| Global Retirement Partners, LLC | 62 | $11.0K | 0.00% | +43+226.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 68 | $12.0K | 0.00% | +68 | New |
| Jacobi Capital Management LLC | 73 | $13.0K | 0.00% | +22+43.1% | Added |
| Ellevest, Inc. | 80 | $15.0K | 0.00% | −120−60.0% | Reduced |
| CWM, LLC | 94 | $17.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 130 | $24.0K | 0.01% | +16+14.0% | Added |
| Endurance Wealth Management, Inc. | 140 | $25.0K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 142 | $26.0K | 0.00% | −17−10.7% | Reduced |
| Tower Research Capital LLC (TRC) | 158 | $29.0K | 0.00% | −2,114−93.0% | Reduced |
| Harvest Fund Management Co., Ltd | 168 | $31.0K | 0.00% | −623−78.8% | Reduced |
| Parallel Advisors, LLC | 168 | $31.0K | 0.00% | −8−4.5% | Reduced |
| Huntington National Bank | 192 | $35.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 189 | $35.0K | 0.01% | +50+36.0% | Added |
| TCI Wealth Advisors, Inc. | 199 | $36.0K | 0.01% | −47−19.1% | Reduced |
| First Horizon Advisors, Inc. | 207 | $37.0K | 0.00% | −17−7.6% | Reduced |
| Geneos Wealth Management Inc. | 220 | $41.0K | 0.00% | +220 | New |
| Kistler-Tiffany Companies, LLC | 239 | $44.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 250 | $45.0K | 0.00% | −5,993−96.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 256 | $47.0K | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 260 | $48.0K | 0.01% | −320−55.2% | Reduced |
| AllSquare Wealth Management LLC | 285 | $52.0K | 0.03% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 327 | $59.0K | 0.01% | +268+454.2% | Added |
| Newbridge Financial Services Group, Inc. | 353 | $65.0K | 0.04% | +8+2.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 390 | $72.0K | 0.00% | −185−32.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 400 | $73.0K | 0.00% | −100−20.0% | Reduced |
| Private Capital Group, LLC | 399 | $73.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 471 | $86.0K | 0.00% | +32+7.3% | Added |
| State of Wyoming | 493 | $90.0K | 0.06% | +298+152.8% | Added |
| Sageworth Trust Co | 502 | $92.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 500 | $92.0K | 0.00% | +300+150.0% | Added |
| State of Alaska, Department of Revenue | 526 | $96.0K | 0.00% | +269+104.7% | Added |
| Heritage Wealth Management, LLC | 595 | $109.0K | 0.04% | −125−17.4% | Reduced |
| Leonteq Securities AG | 600 | $110.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 738 | $135.0K | 0.00% | +195+35.9% | Added |
| Friess Associates LLC | 769 | $141.0K | 0.05% | +769 | New |
| Acadian Asset Management LLC | 860 | $157.0K | 0.00% | +860 | New |
| Harel Insurance Investments & Financial Services Ltd. | 908 | $167.0K | 0.00% | −1,578−63.5% | Reduced |
| Agf Investments Inc. | 970 | $178.0K | 0.00% | +40+4.3% | Added |
| Exchange Traded Concepts, LLC | 984 | $180.0K | 0.01% | −4,684−82.6% | Reduced |
| Optimum Investment Advisors | 1,000 | $183.0K | 0.06% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,160 | $213.0K | 0.04% | +1,160 | New |
| NEXT Financial Group, Inc | 1,171 | $215.0K | 0.02% | −103−8.1% | Reduced |
| Raymond James Trust N.A. | 1,195 | $219.0K | 0.01% | +1,195 | New |
| West Family Investments, Inc. | 1,193 | $219.0K | 0.06% | +1,193 | New |
| Edmond de Rothschild Holding S.A. | 1,212 | $222.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,216 | $223.0K | 0.00% | −358−22.7% | Reduced |
| Foundry Partners, LLC | 1,235 | $226.0K | 0.01% | +1,235 | New |
| Verition Fund Management LLC | 1,271 | $233.0K | 0.00% | +1,271 | New |
| Greytown Advisors Inc. | 1,272 | $233.0K | 0.11% | +1,272 | New |
| Hardy Reed LLC | 1,270 | $233.0K | 0.04% | +1,270 | New |
| Cetera Investment Advisers | 1,283 | $235.0K | 0.00% | −17−1.3% | Reduced |
| Roanoke Asset Management Corp | 1,300 | $238.0K | 0.08% | +1,300 | New |
| We Are One Seven, LLC | 1,309 | $240.0K | 0.03% | +15+1.2% | Added |
| Brinker Capital Investments, LLC | 1,309 | $240.0K | 0.00% | +1,309 | New |
| Paloma Partners Management Co | 1,355 | $248.0K | 0.01% | −615−31.2% | Reduced |
| Belpointe Asset Management LLC | 1,353 | $248.0K | 0.02% | −70−4.9% | Reduced |
| Capital Investment Advisory Services, LLC | 1,350 | $248.0K | 0.03% | 00.0% | Unchanged |
| Versor Investments LP | 1,394 | $256.0K | 0.01% | +1,394 | New |
| American International Group, Inc. | 1,411 | $259.0K | 0.00% | +27+2.0% | Added |
| XTX Topco Ltd | 1,471 | $270.0K | 0.09% | −884−37.5% | Reduced |
| Shay Capital LLC | 1,500 | $275.0K | 0.07% | +1,500 | New |
| Paradigm Asset Management Co LLC | 1,500 | $275.1K | 0.07% | −200−11.8% | Reduced |
| Oppenheimer & Co Inc | 1,512 | $277.0K | 0.00% | +11+0.7% | Added |
| Level Four Advisory Services, LLC | 1,523 | $279.0K | 0.02% | +146+10.6% | Added |
| Los Angeles Capital Management LLC | 1,579 | $290.0K | 0.00% | −1,738−52.4% | Reduced |
| Blueshift Asset Management, LLC | 1,671 | $306.0K | 0.02% | −4,469−72.8% | Reduced |
| United Capital Financial Advisers, LLC | 1,719 | $315.0K | 0.00% | −120−6.5% | Reduced |
| First Mercantile Trust Co | 1,756 | $322.0K | 0.04% | −430−19.7% | Reduced |
| Rafferty Asset Management, LLC | 1,775 | $326.0K | 0.00% | −809−31.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 1,790 | $328.0K | 0.15% | −75−4.0% | Reduced |