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 |
|---|---|---|---|---|---|
| Altium Wealth Management LLC | 1,790 | $328.0K | 0.02% | −15−0.8% | Reduced |
| TownSquare Capital, LLC | 1,706 | $328.0K | 0.01% | +1,706 | New |
| IBM Retirement Fund | 1,907 | $350.0K | 0.03% | −244−11.3% | Reduced |
| Beacon Pointe Advisors, LLC | 1,959 | $359.0K | 0.01% | +413+26.7% | Added |
| First Midwest Bank Trust Division | 1,971 | $361.0K | 0.05% | −74−3.6% | Reduced |
| Harvest Investment Services, LLC | 2,020 | $370.0K | 0.16% | +2,020 | New |
| Glenmede Trust Co NA | 2,099 | $384.0K | 0.00% | −124−5.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,115 | $388.0K | 0.05% | +2,115 | New |
| Y-Intercept (Hong Kong) Ltd | 2,177 | $399.0K | 0.10% | +2,177 | New |
| Captrust Financial Advisors | 2,182 | $400.0K | 0.00% | −763−25.9% | Reduced |
| Summit Global Investments | 2,200 | $403.0K | 0.02% | −21,666−90.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,200 | $403.0K | 0.01% | −559−20.3% | Reduced |
| Premier Asset Management LLC | 2,251 | $413.0K | 0.06% | +482+27.2% | Added |
| Quantbot Technologies LP | 2,277 | $417.0K | 0.03% | −4,772−67.7% | Reduced |
| Moody Aldrich Partners LLC | 2,350 | $431.0K | 0.06% | −34−1.4% | Reduced |
| Canada Pension Plan Investment Board | 2,381 | $436.0K | 0.00% | −39,998−94.4% | Reduced |
| Pearl River Capital, LLC | 2,390 | $438.0K | 0.12% | +2,390 | New |
| CIBC Asset Management Inc | 2,436 | $447.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,440 | $447.0K | 0.00% | +34+1.4% | Added |
| Wetherby Asset Management Inc | 2,502 | $459.0K | 0.03% | +2,502 | New |
| Synovus Financial Corp | 2,511 | $462.0K | 0.00% | −2,261−47.4% | Reduced |
| Prudential Financial Inc | 2,519 | $462.0K | 0.00% | +219+9.5% | Added |
| Spearhead Capital Advisors, LLC | 2,592 | $475.0K | 0.06% | +289+12.5% | Added |
| Keybank National Association | 2,750 | $504.0K | 0.00% | +4+0.1% | Added |
| Virginia Retirement Systems Et Al | 2,800 | $513.0K | 0.01% | −7,300−72.3% | Reduced |
| Cetera Advisor Networks LLC | 2,832 | $519.0K | 0.01% | +2,832 | New |
| Campbell & CO Investment Adviser LLC | 2,900 | $532.0K | 0.23% | +2,900 | New |
| Bank of Nova Scotia | 2,944 | $540.0K | 0.00% | +158+5.7% | Added |
| Baker Avenue Asset Management, LP | 2,960 | $542.0K | 0.03% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 2,943 | $550.0K | 0.01% | −2,390−44.8% | Reduced |
| Encompass Wealth Advisors, LLC | 3,049 | $559.0K | 0.14% | 00.0% | Unchanged |
| MAI Capital Management | 3,088 | $566.0K | 0.01% | +9+0.3% | Added |
| Fifth Third Bancorp | 3,166 | $581.0K | 0.00% | −9−0.3% | Reduced |
| Hexavest Inc. | 3,185 | $584.0K | 0.03% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 3,260 | $598.0K | 0.18% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 3,259 | $598.0K | 0.04% | +35+1.1% | Added |
| JustInvest LLC | 3,345 | $613.0K | 0.06% | +1,782+114.0% | Added |
| AGF Investments LLC | 3,427 | $628.0K | 0.06% | −55−1.6% | Reduced |
| ProShare Advisors LLC | 3,676 | $675.0K | 0.00% | +230+6.7% | Added |
| Alpha Paradigm Partners, LLC | 3,705 | $679.0K | 0.26% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 3,854 | $707.0K | 0.80% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,873 | $710.0K | 0.02% | +1,311+51.2% | Added |
| Jane Street Group, LLC | 4,005 | $735.0K | 0.00% | −6,816−63.0% | Reduced |
| Legato Capital Management LLC | 4,095 | $751.0K | 0.11% | +4,095 | New |
| Raymond James Financial Services Advisors, Inc. | 4,208 | $772.0K | 0.00% | +127+3.1% | Added |
| AE Wealth Management LLC | 4,243 | $778.0K | 0.01% | +74+1.8% | Added |
| Duality Advisers, LP | 4,264 | $782.0K | 0.07% | +4,264 | New |
| Janney Montgomery Scott LLC | 4,275 | $784.0K | 0.00% | −946−18.1% | Reduced |
| Tudor Investment Corp Et Al | 4,285 | $786.0K | 0.02% | −15,132−77.9% | Reduced |
| Pictet Asset Management Ltd | 4,369 | $801.0K | 0.00% | −631−12.6% | Reduced |
| BNP Paribas Arbitrage, SA | 4,381 | $803.4K | 0.00% | −1,480−25.3% | Reduced |
| Phoenix Wealth Advisors | 4,240 | $816.0K | 0.59% | +3,965+1,441.8% | Added |
| Wesbanco Bank Inc | 4,475 | $821.0K | 0.03% | −600−11.8% | Reduced |
| Advisory Services Network, LLC | 4,570 | $839.0K | 0.03% | −219−4.6% | Reduced |
| Values First Advisors, Inc. | 4,578 | $840.0K | 0.57% | −156−3.3% | Reduced |
| Metropolitan Life Insurance Co | 4,625 | $848.2K | 0.01% | +139+3.1% | Added |
| Commonwealth Equity Services, LLC | 4,760 | $872.0K | 0.00% | +390+8.9% | Added |
| Adage Capital Partners GP, L.L.C. | 5,000 | $917.0K | 0.00% | −10,000−66.7% | Reduced |
| Precept Management LLC | 5,000 | $917.0K | 0.93% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 4,780 | $920.0K | 0.03% | +62+1.3% | Added |
| LPL Financial LLC | 5,068 | $929.0K | 0.00% | −1,309−20.5% | Reduced |
| Occudo Quantitative Strategies LP | 5,113 | $938.0K | 0.14% | +5,113 | New |
| Schroder Investment Management Group | 5,293 | $971.0K | 0.00% | −34−0.6% | Reduced |
| Creative Planning | 5,418 | $994.0K | 0.00% | −2,540−31.9% | Reduced |
| Illinois Municipal Retirement Fund | 5,441 | $998.0K | 0.04% | −1,936−26.2% | Reduced |
| Pitcairn Co | 5,549 | $1.02M | 0.07% | −88−1.6% | Reduced |
| Magnetar Financial LLC | 5,696 | $1.04M | 0.01% | +5,696 | New |
| Ascendant Capital Management, LLC | 6,000 | $1.10M | 0.78% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 5,950 | $1.11M | 0.03% | +5,950 | New |
| King Luther Capital Management Corp | 6,105 | $1.12M | 0.01% | −105−1.7% | Reduced |
| Gardner Lewis Asset Management L P | 6,225 | $1.14M | 0.19% | +70+1.1% | Added |
| HighPoint Advisor Group LLC | 6,249 | $1.15M | 0.12% | −46−0.7% | Reduced |
| Chartwell Investment Partners, LLC | 6,249 | $1.15M | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,308 | $1.16M | 0.02% | +620+10.9% | Added |
| Balyasny Asset Management LLC | 6,321 | $1.16M | 0.01% | −12,016−65.5% | Reduced |
| Prelude Capital Management, LLC | 6,329 | $1.16M | 0.06% | −5,115−44.7% | Reduced |
| EMC Capital Management | 6,365 | $1.17M | 0.66% | −1,075−14.4% | Reduced |
| STRS Ohio | 6,448 | $1.18M | 0.00% | −3,287−33.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,525 | $1.20M | 0.07% | +5+0.1% | Added |
| Bayesian Capital Management, LP | 6,560 | $1.20M | 0.31% | +1,822+38.5% | Added |
| Castleark Management LLC | 6,618 | $1.21M | 0.04% | −1,100−14.3% | Reduced |
| Snowden Capital Advisors LLC | 6,667 | $1.22M | 0.06% | +97+1.5% | Added |
| Zacks Investment Management | 6,711 | $1.23M | 0.02% | −6,917−50.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,713 | $1.23M | 0.01% | −289−4.1% | Reduced |
| Atom Investors LP | 6,739 | $1.24M | 0.26% | +1,088+19.3% | Added |
| Juncture Wealth Strategies, LLC | 6,385 | $1.24M | 0.71% | −263−4.0% | Reduced |
| Intrust Bank NA | 6,783 | $1.24M | 0.17% | −711−9.5% | Reduced |
| Coe Capital Management, LLC | 6,977 | $1.28M | 1.21% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 7,000 | $1.28M | 0.17% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,027 | $1.29M | 0.00% | −602−7.9% | Reduced |
| Truist Financial Corp | 7,257 | $1.33M | 0.00% | +1,992+37.8% | Added |
| Sante Capital Fund, LP | 7,340 | $1.35M | 0.56% | +7,340 | New |
| Centiva Capital, LP | 7,494 | $1.37M | 0.11% | +7,494 | New |
| Xponance, Inc. | 7,780 | $1.43M | 0.03% | +1,417+22.3% | Added |
| HSBC Holdings PLC | 7,874 | $1.45M | 0.00% | +7,874 | New |
| State of Wisconsin Investment Board | 7,976 | $1.46M | 0.00% | +147+1.9% | Added |
| Alpha DNA Investment Management LLC | 8,085 | $1.48M | 1.02% | +3,824+89.7% | Added |
| Bank of Hawaii | 8,236 | $1.51M | 0.08% | +5,630+216.0% | Added |
| Jackson Square Capital, LLC | 8,302 | $1.52M | 0.49% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 8,305 | $1.52M | 0.06% | +8,305 | New |