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, Q3 2021
Institutional positions in Five9, Inc. as of Sep 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
- 402
- +6 vs. Q2 2021
- Shares held
- 65.7M
- −1.32M (−2.0%) vs. Q2 2021
- Total value
- $10.5B
- −$1.80B (−14.6%) vs. Q2 2021
- New holders
- 109
- 118 more added
- Sold out
- 103
- 126 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lee Financial Co | 3 | $0 | 0.00% | −7−70.0% | Reduced |
| Bell Investment Advisors, Inc | 3 | $0 | 0.00% | +3 | New |
| Lindbrook Capital, LLC | 9 | $1.00K | 0.00% | −50−84.7% | Reduced |
| HM Payson & Co | 5 | $1.00K | 0.00% | −42−89.4% | Reduced |
| Harbour Investments, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8 | $1.00K | 0.00% | +2+33.3% | Added |
| NewSquare Capital LLC | 5 | $1.00K | 0.00% | −1−16.7% | Reduced |
| BerganKDV Wealth Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Evoke Wealth, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 15 | $2.00K | 0.00% | +3+25.0% | Added |
| Tarbox Family Office, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Eagle Bay Advisors LLC | 14 | $2.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 17 | $2.72K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 21 | $3.00K | 0.00% | −22−51.2% | Reduced |
| Spire Wealth Management | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 16 | $3.00K | 0.00% | +16 | New |
| Meeder Asset Management Inc | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 28 | $4.47K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 33 | $5.27K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 52 | $7.00K | 0.00% | −155−74.9% | Reduced |
| Earnest Partners LLC | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 56 | $9.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 93 | $15.0K | 0.00% | +25+36.8% | Added |
| Versant Capital Management, Inc | 95 | $15.0K | 0.01% | +39+69.6% | Added |
| Global Retirement Partners, LLC | 101 | $16.0K | 0.00% | +39+62.9% | Added |
| Glassman Wealth Services | 129 | $21.0K | 0.00% | −1−0.8% | Reduced |
| Endurance Wealth Management, Inc. | 140 | $22.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 156 | $25.0K | 0.00% | −3,010−95.1% | Reduced |
| TCI Wealth Advisors, Inc. | 199 | $32.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $32.0K | 0.00% | +8+4.2% | Added |
| Quadrant Capital Group LLC | 203 | $32.0K | 0.00% | +14+7.4% | Added |
| Ellevest, Inc. | 221 | $35.0K | 0.00% | +141+176.3% | Added |
| Geneos Wealth Management Inc. | 220 | $36.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 239 | $38.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 253 | $40.0K | 0.00% | +3+1.2% | Added |
| Advisors Asset Management, Inc. | 251 | $40.0K | 0.00% | +251 | New |
| Fuller & Thaler Asset Management, Inc. | 255 | $41.0K | 0.00% | −61,502−99.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 256 | $41.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 284 | $45.0K | 0.00% | +116+69.0% | Added |
| AllSquare Wealth Management LLC | 285 | $46.0K | 0.03% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 480 | $53.0K | 0.06% | +480 | New |
| Phoenix Wealth Advisors | 336 | $54.0K | 0.04% | −3,904−92.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 353 | $56.0K | 0.04% | 00.0% | Unchanged |
| Private Capital Group, LLC | 378 | $60.0K | 0.01% | −21−5.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 390 | $62.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 400 | $64.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 448 | $70.0K | 0.01% | +121+37.0% | Added |
| Signaturefd, LLC | 474 | $76.0K | 0.00% | +3+0.6% | Added |
| State of Alaska, Department of Revenue | 501 | $80.0K | 0.00% | −25−4.8% | Reduced |
| Sageworth Trust Co | 502 | $80.0K | 0.01% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 558 | $89.0K | 0.00% | +558 | New |
| Harvest Fund Management Co., Ltd | 569 | $90.0K | 0.02% | +401+238.7% | Added |
| Heritage Wealth Management, LLC | 595 | $95.0K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 593 | $95.0K | 0.00% | +593 | New |
| Leonteq Securities AG | 751 | $120.0K | 0.01% | +151+25.2% | Added |
| FIL Ltd | 878 | $140.0K | 0.00% | −13,391−93.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 897 | $143.0K | 0.00% | −11−1.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 923 | $148.0K | 0.00% | +185+25.1% | Added |
| Optimum Investment Advisors | 1,000 | $160.0K | 0.07% | 00.0% | Unchanged |
| Agf Investments Inc. | 1,000 | $160.0K | 0.00% | +30+3.1% | Added |
| NN Investment Partners Holdings N.V. | 1,106 | $177.0K | 0.00% | −10,152−90.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,131 | $181.0K | 0.00% | −81−6.7% | Reduced |
| Capital Investment Advisory Services, LLC | 1,250 | $200.0K | 0.03% | −100−7.4% | Reduced |
| NEXT Financial Group, Inc | 1,251 | $200.0K | 0.02% | +80+6.8% | Added |
| Greytown Advisors Inc. | 1,272 | $203.0K | 0.09% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 1,276 | $204.0K | 0.00% | −21,690−94.4% | Reduced |
| Lazard Asset Management LLC | 1,281 | $204.0K | 0.00% | +1,281 | New |
| Roanoke Asset Management Corp | 1,300 | $208.0K | 0.07% | 00.0% | Unchanged |
| American International Group, Inc. | 1,311 | $209.0K | 0.00% | −100−7.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,320 | $211.0K | 0.00% | −1,120−45.9% | Reduced |
| Captrust Financial Advisors | 1,369 | $219.0K | 0.00% | −813−37.3% | Reduced |
| Ieq Capital, LLC | 1,372 | $220.0K | 0.01% | +1,372 | New |
| Paradigm Asset Management Co LLC | 1,400 | $223.6K | 0.06% | −100−6.7% | Reduced |
| Brinker Capital Investments, LLC | 1,309 | $240.0K | 0.00% | 00.0% | Unchanged |
| Maven Securities LTD | 1,500 | $240.0K | 0.03% | +1,500 | New |
| Oppenheimer & Co Inc | 1,605 | $256.0K | 0.00% | +93+6.2% | Added |
| Peregrine Asset Advisers, Inc. | 1,615 | $258.0K | 0.13% | −175−9.8% | Reduced |
| Bridgefront Capital, LLC | 1,636 | $261.0K | 0.27% | +1,636 | New |
| United Capital Financial Advisers, LLC | 1,719 | $275.0K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 1,764 | $282.0K | 0.00% | −11−0.6% | Reduced |
| Telemetry Investments, L.L.C. | 1,800 | $288.0K | 0.39% | +1,800 | New |
| Provenire Capital, LLC | 1,870 | $299.0K | 1.10% | +1,870 | New |
| Vivaldi Asset Management, LLC | 1,884 | $301.0K | 0.05% | +1,884 | New |
| IBM Retirement Fund | 1,907 | $305.0K | 0.02% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1,984 | $316.0K | 0.00% | −3,309−62.5% | Reduced |
| Los Angeles Capital Management LLC | 2,008 | $321.0K | 0.00% | +429+27.2% | Added |
| Mount Yale Investment Advisors, LLC | 2,126 | $340.0K | 0.04% | +11+0.5% | Added |
| Holocene Advisors, LP | 2,148 | $343.0K | 0.00% | −150,137−98.6% | Reduced |
| Gsa Capital Partners LLP | 2,153 | $344.0K | 0.04% | +2,153 | New |
| Steward Partners Investment Advisory, LLC | 2,200 | $351.0K | 0.01% | 00.0% | Unchanged |
| Castleark Management LLC | 2,223 | $355.0K | 0.01% | −4,395−66.4% | Reduced |
| CastleArk Alternatives, LLC | 2,223 | $355.0K | 0.01% | +2,223 | New |
| Keybank National Association | 2,278 | $364.0K | 0.00% | −472−17.2% | Reduced |
| Gamco Investors, Inc. Et Al | 2,300 | $367.0K | 0.00% | +2,300 | New |