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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 1,775 | $326.0K | 0.00% | −809−31.3% | Reduced |
| First Mercantile Trust Co | 1,756 | $322.0K | 0.04% | −430−19.7% | Reduced |
| United Capital Financial Advisers, LLC | 1,719 | $315.0K | 0.00% | −120−6.5% | Reduced |
| Blueshift Asset Management, LLC | 1,671 | $306.0K | 0.02% | −4,469−72.8% | Reduced |
| Los Angeles Capital Management LLC | 1,579 | $290.0K | 0.00% | −1,738−52.4% | Reduced |
| Level Four Advisory Services, LLC | 1,523 | $279.0K | 0.02% | +146+10.6% | Added |
| Oppenheimer & Co Inc | 1,512 | $277.0K | 0.00% | +11+0.7% | Added |
| Paradigm Asset Management Co LLC | 1,500 | $275.1K | 0.07% | −200−11.8% | Reduced |
| Shay Capital LLC | 1,500 | $275.0K | 0.07% | +1,500 | New |
| XTX Topco Ltd | 1,471 | $270.0K | 0.09% | −884−37.5% | Reduced |
| American International Group, Inc. | 1,411 | $259.0K | 0.00% | +27+2.0% | Added |
| Versor Investments LP | 1,394 | $256.0K | 0.01% | +1,394 | 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 |
| 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 |
| Roanoke Asset Management Corp | 1,300 | $238.0K | 0.08% | +1,300 | New |
| Cetera Investment Advisers | 1,283 | $235.0K | 0.00% | −17−1.3% | Reduced |
| 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 |
| Foundry Partners, LLC | 1,235 | $226.0K | 0.01% | +1,235 | New |
| Guggenheim Capital LLC | 1,216 | $223.0K | 0.00% | −358−22.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,212 | $222.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| NEXT Financial Group, Inc | 1,171 | $215.0K | 0.02% | −103−8.1% | Reduced |
| Wealth Architects, LLC | 1,160 | $213.0K | 0.04% | +1,160 | New |
| Optimum Investment Advisors | 1,000 | $183.0K | 0.06% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 984 | $180.0K | 0.01% | −4,684−82.6% | Reduced |
| Agf Investments Inc. | 970 | $178.0K | 0.00% | +40+4.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 908 | $167.0K | 0.00% | −1,578−63.5% | Reduced |
| Acadian Asset Management LLC | 860 | $157.0K | 0.00% | +860 | New |
| Friess Associates LLC | 769 | $141.0K | 0.05% | +769 | New |
| O'Shaughnessy Asset Management, LLC | 738 | $135.0K | 0.00% | +195+35.9% | Added |
| Leonteq Securities AG | 600 | $110.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 595 | $109.0K | 0.04% | −125−17.4% | Reduced |
| State of Alaska, Department of Revenue | 526 | $96.0K | 0.00% | +269+104.7% | Added |
| Sageworth Trust Co | 502 | $92.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 500 | $92.0K | 0.00% | +300+150.0% | Added |
| State of Wyoming | 493 | $90.0K | 0.06% | +298+152.8% | Added |
| Signaturefd, LLC | 471 | $86.0K | 0.00% | +32+7.3% | Added |
| 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 |
| Migdal Insurance & Financial Holdings Ltd. | 390 | $72.0K | 0.00% | −185−32.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 353 | $65.0K | 0.04% | +8+2.3% | Added |
| Berman Capital Advisors, LLC | 327 | $59.0K | 0.01% | +268+454.2% | Added |
| AllSquare Wealth Management LLC | 285 | $52.0K | 0.03% | 00.0% | Unchanged |
| FORA Capital, LLC | 260 | $48.0K | 0.01% | −320−55.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 256 | $47.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 250 | $45.0K | 0.00% | −5,993−96.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 239 | $44.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 220 | $41.0K | 0.00% | +220 | New |
| First Horizon Advisors, Inc. | 207 | $37.0K | 0.00% | −17−7.6% | Reduced |
| TCI Wealth Advisors, Inc. | 199 | $36.0K | 0.01% | −47−19.1% | 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 |
| 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 |
| Tower Research Capital LLC (TRC) | 158 | $29.0K | 0.00% | −2,114−93.0% | Reduced |
| Stephens Inc | 142 | $26.0K | 0.00% | −17−10.7% | Reduced |
| Endurance Wealth Management, Inc. | 140 | $25.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 130 | $24.0K | 0.01% | +16+14.0% | Added |
| CWM, LLC | 94 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 80 | $15.0K | 0.00% | −120−60.0% | Reduced |
| Jacobi Capital Management LLC | 73 | $13.0K | 0.00% | +22+43.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 68 | $12.0K | 0.00% | +68 | New |
| 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 |
| 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 |
| 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 |
| Earnest Partners LLC | 41 | $8.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 33 | $6.05K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 28 | $5.13K | 0.00% | +28 | New |
| Meeder Asset Management Inc | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 25 | $5.00K | 0.00% | +25 | New |
| 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 |
| Raffa Wealth Management, LLC | 17 | $3.12K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| IFP Advisors, Inc | 1 | $0 | 0.00% | +1 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −266,348−100.0% | Sold out |