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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 2,376 | $380.0K | 0.01% | +670+39.3% | Added |
| AMP Capital Investors Ltd | 2,385 | $381.0K | 0.00% | +2,385 | New |
| Oppenheimer Asset Management Inc. | 2,410 | $385.0K | 0.01% | −13,884−85.2% | Reduced |
| Prudential Financial Inc | 2,251 | $394.0K | 0.00% | −268−10.6% | Reduced |
| Wetherby Asset Management Inc | 2,600 | $415.0K | 0.03% | +98+3.9% | Added |
| CIBC Asset Management Inc | 2,663 | $425.0K | 0.00% | +227+9.3% | Added |
| Spearhead Capital Advisors, LLC | 2,716 | $434.0K | 0.06% | +124+4.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,874 | $459.0K | 0.00% | −1,334−31.7% | Reduced |
| KBC Group NV | 2,960 | $473.0K | 0.00% | +2,960 | New |
| Skandinaviska Enskilda Banken AB (publ) | 3,000 | $479.0K | 0.00% | +3,000 | New |
| MAI Capital Management | 3,006 | $480.0K | 0.01% | −82−2.7% | Reduced |
| Encompass Wealth Advisors, LLC | 3,049 | $487.0K | 0.13% | 00.0% | Unchanged |
| Winton Group Ltd | 3,173 | $507.0K | 0.03% | +3,173 | New |
| Sand Hill Global Advisors, LLC | 3,224 | $515.0K | 0.03% | −35−1.1% | Reduced |
| Concentric Wealth Management, LLC | 3,260 | $521.0K | 0.16% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 3,284 | $525.0K | 0.01% | +452+16.0% | Added |
| AGF Investments LLC | 3,320 | $530.0K | 0.05% | −107−3.1% | Reduced |
| AQR Capital Management LLC | 3,435 | $549.0K | 0.00% | −7,953−69.8% | Reduced |
| Cubist Systematic Strategies, LLC | 3,464 | $553.0K | 0.01% | −31,629−90.1% | Reduced |
| Great West Life Assurance Co | 3,478 | $559.0K | 0.00% | −71,066−95.3% | Reduced |
| ProShare Advisors LLC | 3,557 | $568.0K | 0.00% | −119−3.2% | Reduced |
| Kemnay Advisory Services Inc. | 3,561 | $569.0K | 0.07% | +3,561 | New |
| Pathstone Family Office, LLC | 3,596 | $574.0K | 0.02% | −277−7.2% | Reduced |
| Truist Financial Corp | 3,736 | $596.0K | 0.00% | −3,521−48.5% | Reduced |
| Illinois Municipal Retirement Fund | 3,760 | $601.0K | 0.02% | −1,681−30.9% | Reduced |
| Commonwealth Equity Services, LLC | 3,850 | $615.0K | 0.00% | −910−19.1% | Reduced |
| US Bancorp | 3,943 | $629.0K | 0.00% | −5,738−59.3% | Reduced |
| Levin Capital Strategies, L.P. | 4,000 | $639.0K | 0.07% | +4,000 | New |
| qPULA Trading Management LP | 4,000 | $639.0K | 1.00% | +4,000 | New |
| Algert Global LLC | 4,097 | $654.0K | 0.09% | +4,097 | New |
| Quantamental Technologies LLC | 4,269 | $682.0K | 0.46% | +4,269 | New |
| Pictet Asset Management SA | 4,369 | $698.0K | 0.00% | +4,369 | New |
| Metropolitan Life Insurance Co | 4,478 | $715.3K | 0.01% | −147−3.2% | Reduced |
| Advisory Services Network, LLC | 4,576 | $730.0K | 0.02% | +6+0.1% | Added |
| Twin Securities, Inc. | 4,700 | $751.0K | 0.51% | +4,700 | New |
| Guggenheim Capital LLC | 4,775 | $763.0K | 0.00% | +3,559+292.7% | Added |
| Precept Management LLC | 5,000 | $799.0K | 0.76% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 5,078 | $811.0K | 0.02% | +5,078 | New |
| Values First Advisors, Inc. | 5,152 | $823.0K | 0.53% | +574+12.5% | Added |
| Maryland State Retirement & Pension System | 5,088 | $824.0K | 0.02% | +308+6.4% | Added |
| FNY Investment Advisers, LLC | 5,171 | $826.0K | 0.39% | +5,171 | New |
| LPL Financial LLC | 5,221 | $834.0K | 0.00% | +153+3.0% | Added |
| Creative Planning | 5,370 | $858.0K | 0.00% | −48−0.9% | Reduced |
| Pitcairn Co | 5,491 | $877.0K | 0.06% | −58−1.0% | Reduced |
| Twin Tree Management, LP | 5,660 | $904.0K | 0.03% | −6,944−55.1% | Reduced |
| Bank of Hawaii | 5,770 | $922.0K | 0.05% | −2,466−29.9% | Reduced |
| Advisor Group Holdings, Inc. | 5,954 | $953.0K | 0.00% | −1,073−15.3% | Reduced |
| Ascendant Capital Management, LLC | 6,000 | $958.0K | 0.72% | 00.0% | Unchanged |
| Privium Fund Management (UK) Ltd | 6,000 | $958.0K | 1.03% | +6,000 | New |
| HighPoint Advisor Group LLC | 6,077 | $971.0K | 0.10% | −172−2.8% | Reduced |
| Atria Investments LLC | 6,350 | $1.01M | 0.02% | +6,350 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,505 | $1.04M | 0.06% | −20−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 6,508 | $1.04M | 0.03% | +6,350+4,019.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,713 | $1.07M | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 6,737 | $1.08M | 0.14% | −46−0.7% | Reduced |
| Principal Financial Group Inc | 6,894 | $1.10M | 0.00% | −55,163−88.9% | Reduced |
| Juncture Wealth Strategies, LLC | 6,918 | $1.10M | 0.58% | +533+8.3% | Added |
| Centiva Capital, LP | 6,989 | $1.12M | 0.09% | −505−6.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 7,000 | $1.12M | 0.15% | 00.0% | Unchanged |
| Trivest Advisors Ltd | 7,000 | $1.12M | 0.13% | +7,000 | New |
| Cresset Asset Management, LLC | 7,153 | $1.14M | 0.02% | +845+13.4% | Added |
| Boothbay Fund Management, LLC | 7,165 | $1.15M | 0.05% | −5,025−41.2% | Reduced |
| Wolverine Trading, LLC | 7,086 | $1.15M | 0.02% | +4,143+140.8% | Added |
| Engineers Gate Manager LP | 7,206 | $1.15M | 0.07% | +7,206 | New |
| Walleye Capital LLC | 7,498 | $1.20M | 0.04% | +7,498 | New |
| Xponance, Inc. | 7,505 | $1.20M | 0.02% | −275−3.5% | Reduced |
| Connacht Asset Management LP | 7,891 | $1.26M | 1.45% | +7,891 | New |
| BCK Capital Management LP | 8,065 | $1.29M | 0.77% | +8,065 | New |
| Jackson Square Capital, LLC | 8,242 | $1.32M | 0.43% | −60−0.7% | Reduced |
| Harvest Investment Services, LLC | 8,338 | $1.33M | 0.54% | +6,318+312.8% | Added |
| Alphasimplex Group, LLC | 8,451 | $1.35M | 1.12% | +8,451 | New |
| Picton Mahoney Asset Management | 8,635 | $1.38M | 0.05% | +330+4.0% | Added |
| Public Employees Retirement Association of Colorado | 8,981 | $1.44M | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 9,600 | $1.53M | 0.02% | +6,800+242.9% | Added |
| Paragon Advisors, LLC | 9,648 | $1.54M | 0.75% | +1,082+12.6% | Added |
| Mirador Capital Partners LP | 9,819 | $1.57M | 0.36% | +963+10.9% | Added |
| Lombard Odier Asset Management (USA) Corp | 10,000 | $1.60M | 0.23% | +10,000 | New |
| DLD Asset Management, LP | 10,000 | $1.60M | 0.13% | +10,000 | New |
| Bayesian Capital Management, LP | 10,015 | $1.60M | 0.46% | +3,455+52.7% | Added |
| Quantbot Technologies LP | 10,817 | $1.73M | 0.13% | +8,540+375.1% | Added |
| Millrace Asset Group, Inc. | 11,162 | $1.78M | 1.11% | +2,415+27.6% | Added |
| Boussard & Gavaudan Investment Management LLP | 11,584 | $1.85M | 0.17% | +11,584 | New |
| Stifel Financial Corp | 11,776 | $1.88M | 0.00% | −2,764−19.0% | Reduced |
| Utah Retirement Systems | 12,100 | $1.93M | 0.03% | −600−4.7% | Reduced |
| Baird Financial Group, Inc. | 12,163 | $1.94M | 0.00% | −1,151−8.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,190 | $1.95M | 0.01% | −154−1.2% | Reduced |
| Handelsbanken Fonder AB | 12,195 | $1.95M | 0.01% | +1,100+9.9% | Added |
| HSBC Holdings PLC | 12,119 | $1.95M | 0.00% | +4,245+53.9% | Added |
| Eaton Vance Management | 12,642 | $1.99M | 0.00% | +189+1.5% | Added |
| Teacher Retirement System of Texas | 12,507 | $2.00M | 0.01% | +4,026+47.5% | Added |
| Sterling Investment Advisors, Ltd. | 13,060 | $2.09M | 0.62% | 00.0% | Unchanged |
| Cowen and Company, LLC | 13,342 | $2.13M | 0.10% | +13,342 | New |
| Amalgamated Bank | 13,676 | $2.19M | 0.02% | −736−5.1% | Reduced |
| Azzad Asset Management Inc | 13,700 | $2.19M | 0.32% | +10.0% | Added |
| Bridgeway Capital Management, LLC | 13,900 | $2.22M | 0.04% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 14,238 | $2.27M | 0.71% | −413−2.8% | Reduced |
| Seven Eight Capital, LP | 14,478 | $2.31M | 0.22% | +4,300+42.2% | Added |
| Raymond James & Associates | 14,689 | $2.35M | 0.00% | −21,472−59.4% | Reduced |
| M&T Bank Corp | 14,723 | $2.35M | 0.01% | −5,932−28.7% | Reduced |
| Taconic Capital Advisors LP | 15,000 | $2.40M | 0.09% | +15,000 | New |