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 |
|---|---|---|---|---|---|
| Picton Mahoney Asset Management | 8,305 | $1.52M | 0.06% | +8,305 | New |
| Bank of Hawaii | 8,236 | $1.51M | 0.08% | +5,630+216.0% | Added |
| Alpha DNA Investment Management LLC | 8,085 | $1.48M | 1.02% | +3,824+89.7% | Added |
| State of Wisconsin Investment Board | 7,976 | $1.46M | 0.00% | +147+1.9% | Added |
| HSBC Holdings PLC | 7,874 | $1.45M | 0.00% | +7,874 | New |
| Xponance, Inc. | 7,780 | $1.43M | 0.03% | +1,417+22.3% | Added |
| Centiva Capital, LP | 7,494 | $1.37M | 0.11% | +7,494 | New |
| Sante Capital Fund, LP | 7,340 | $1.35M | 0.56% | +7,340 | New |
| Truist Financial Corp | 7,257 | $1.33M | 0.00% | +1,992+37.8% | Added |
| Advisor Group Holdings, Inc. | 7,027 | $1.29M | 0.00% | −602−7.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 7,000 | $1.28M | 0.17% | 00.0% | Unchanged |
| Coe Capital Management, LLC | 6,977 | $1.28M | 1.21% | 00.0% | Unchanged |
| Intrust Bank NA | 6,783 | $1.24M | 0.17% | −711−9.5% | Reduced |
| Juncture Wealth Strategies, LLC | 6,385 | $1.24M | 0.71% | −263−4.0% | Reduced |
| Atom Investors LP | 6,739 | $1.24M | 0.26% | +1,088+19.3% | 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 |
| Snowden Capital Advisors LLC | 6,667 | $1.22M | 0.06% | +97+1.5% | Added |
| Castleark Management LLC | 6,618 | $1.21M | 0.04% | −1,100−14.3% | Reduced |
| Bayesian Capital Management, LP | 6,560 | $1.20M | 0.31% | +1,822+38.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,525 | $1.20M | 0.07% | +5+0.1% | Added |
| STRS Ohio | 6,448 | $1.18M | 0.00% | −3,287−33.8% | Reduced |
| EMC Capital Management | 6,365 | $1.17M | 0.66% | −1,075−14.4% | Reduced |
| Prelude Capital Management, LLC | 6,329 | $1.16M | 0.06% | −5,115−44.7% | Reduced |
| Balyasny Asset Management LLC | 6,321 | $1.16M | 0.01% | −12,016−65.5% | Reduced |
| Cresset Asset Management, LLC | 6,308 | $1.16M | 0.02% | +620+10.9% | 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 |
| Gardner Lewis Asset Management L P | 6,225 | $1.14M | 0.19% | +70+1.1% | Added |
| King Luther Capital Management Corp | 6,105 | $1.12M | 0.01% | −105−1.7% | Reduced |
| Meitav Dash Investments Ltd | 5,950 | $1.11M | 0.03% | +5,950 | New |
| Ascendant Capital Management, LLC | 6,000 | $1.10M | 0.78% | 00.0% | Unchanged |
| Magnetar Financial LLC | 5,696 | $1.04M | 0.01% | +5,696 | New |
| Pitcairn Co | 5,549 | $1.02M | 0.07% | −88−1.6% | Reduced |
| Illinois Municipal Retirement Fund | 5,441 | $998.0K | 0.04% | −1,936−26.2% | Reduced |
| Creative Planning | 5,418 | $994.0K | 0.00% | −2,540−31.9% | Reduced |
| Schroder Investment Management Group | 5,293 | $971.0K | 0.00% | −34−0.6% | Reduced |
| Occudo Quantitative Strategies LP | 5,113 | $938.0K | 0.14% | +5,113 | New |
| LPL Financial LLC | 5,068 | $929.0K | 0.00% | −1,309−20.5% | Reduced |
| Maryland State Retirement & Pension System | 4,780 | $920.0K | 0.03% | +62+1.3% | 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 |
| Commonwealth Equity Services, LLC | 4,760 | $872.0K | 0.00% | +390+8.9% | Added |
| Metropolitan Life Insurance Co | 4,625 | $848.2K | 0.01% | +139+3.1% | Added |
| Values First Advisors, Inc. | 4,578 | $840.0K | 0.57% | −156−3.3% | Reduced |
| Advisory Services Network, LLC | 4,570 | $839.0K | 0.03% | −219−4.6% | Reduced |
| Wesbanco Bank Inc | 4,475 | $821.0K | 0.03% | −600−11.8% | Reduced |
| Phoenix Wealth Advisors | 4,240 | $816.0K | 0.59% | +3,965+1,441.8% | Added |
| BNP Paribas Arbitrage, SA | 4,381 | $803.4K | 0.00% | −1,480−25.3% | Reduced |
| Pictet Asset Management Ltd | 4,369 | $801.0K | 0.00% | −631−12.6% | Reduced |
| Tudor Investment Corp Et Al | 4,285 | $786.0K | 0.02% | −15,132−77.9% | Reduced |
| Janney Montgomery Scott LLC | 4,275 | $784.0K | 0.00% | −946−18.1% | Reduced |
| Duality Advisers, LP | 4,264 | $782.0K | 0.07% | +4,264 | New |
| AE Wealth Management LLC | 4,243 | $778.0K | 0.01% | +74+1.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,208 | $772.0K | 0.00% | +127+3.1% | Added |
| Legato Capital Management LLC | 4,095 | $751.0K | 0.11% | +4,095 | New |
| Jane Street Group, LLC | 4,005 | $735.0K | 0.00% | −6,816−63.0% | Reduced |
| Pathstone Family Office, LLC | 3,873 | $710.0K | 0.02% | +1,311+51.2% | Added |
| Quantinno Capital Management LP | 3,854 | $707.0K | 0.80% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 3,705 | $679.0K | 0.26% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,676 | $675.0K | 0.00% | +230+6.7% | Added |
| AGF Investments LLC | 3,427 | $628.0K | 0.06% | −55−1.6% | Reduced |
| JustInvest LLC | 3,345 | $613.0K | 0.06% | +1,782+114.0% | Added |
| 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 |
| Hexavest Inc. | 3,185 | $584.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,166 | $581.0K | 0.00% | −9−0.3% | Reduced |
| MAI Capital Management | 3,088 | $566.0K | 0.01% | +9+0.3% | Added |
| Encompass Wealth Advisors, LLC | 3,049 | $559.0K | 0.14% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 2,943 | $550.0K | 0.01% | −2,390−44.8% | Reduced |
| Baker Avenue Asset Management, LP | 2,960 | $542.0K | 0.03% | 00.0% | Unchanged |
| Bank of Nova Scotia | 2,944 | $540.0K | 0.00% | +158+5.7% | Added |
| Campbell & CO Investment Adviser LLC | 2,900 | $532.0K | 0.23% | +2,900 | New |
| Cetera Advisor Networks LLC | 2,832 | $519.0K | 0.01% | +2,832 | New |
| Virginia Retirement Systems Et Al | 2,800 | $513.0K | 0.01% | −7,300−72.3% | Reduced |
| Keybank National Association | 2,750 | $504.0K | 0.00% | +4+0.1% | Added |
| Spearhead Capital Advisors, LLC | 2,592 | $475.0K | 0.06% | +289+12.5% | Added |
| 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 |
| Wetherby Asset Management Inc | 2,502 | $459.0K | 0.03% | +2,502 | 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 |
| Pearl River Capital, LLC | 2,390 | $438.0K | 0.12% | +2,390 | New |
| Canada Pension Plan Investment Board | 2,381 | $436.0K | 0.00% | −39,998−94.4% | Reduced |
| Moody Aldrich Partners LLC | 2,350 | $431.0K | 0.06% | −34−1.4% | Reduced |
| Quantbot Technologies LP | 2,277 | $417.0K | 0.03% | −4,772−67.7% | Reduced |
| Premier Asset Management LLC | 2,251 | $413.0K | 0.06% | +482+27.2% | Added |
| 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 |
| Captrust Financial Advisors | 2,182 | $400.0K | 0.00% | −763−25.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,177 | $399.0K | 0.10% | +2,177 | New |
| Mount Yale Investment Advisors, LLC | 2,115 | $388.0K | 0.05% | +2,115 | New |
| Glenmede Trust Co NA | 2,099 | $384.0K | 0.00% | −124−5.6% | Reduced |
| Harvest Investment Services, LLC | 2,020 | $370.0K | 0.16% | +2,020 | New |
| First Midwest Bank Trust Division | 1,971 | $361.0K | 0.05% | −74−3.6% | Reduced |
| Beacon Pointe Advisors, LLC | 1,959 | $359.0K | 0.01% | +413+26.7% | Added |
| IBM Retirement Fund | 1,907 | $350.0K | 0.03% | −244−11.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 1,790 | $328.0K | 0.15% | −75−4.0% | Reduced |
| 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 |