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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 15,925 | $2.54M | 0.00% | +15,925 | New |
| Segall Bryant & Hamill, LLC | 15,013 | $2.40M | 0.02% | −29,351−66.2% | Reduced |
| Taconic Capital Advisors LP | 15,000 | $2.40M | 0.09% | +15,000 | New |
| M&T Bank Corp | 14,723 | $2.35M | 0.01% | −5,932−28.7% | Reduced |
| Raymond James & Associates | 14,689 | $2.35M | 0.00% | −21,472−59.4% | Reduced |
| Seven Eight Capital, LP | 14,478 | $2.31M | 0.22% | +4,300+42.2% | Added |
| Westover Capital Advisors, LLC | 14,238 | $2.27M | 0.71% | −413−2.8% | Reduced |
| Bridgeway Capital Management, LLC | 13,900 | $2.22M | 0.04% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 13,700 | $2.19M | 0.32% | +10.0% | Added |
| Amalgamated Bank | 13,676 | $2.19M | 0.02% | −736−5.1% | Reduced |
| Cowen and Company, LLC | 13,342 | $2.13M | 0.10% | +13,342 | New |
| Sterling Investment Advisors, Ltd. | 13,060 | $2.09M | 0.62% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 12,507 | $2.00M | 0.01% | +4,026+47.5% | Added |
| Eaton Vance Management | 12,642 | $1.99M | 0.00% | +189+1.5% | Added |
| HSBC Holdings PLC | 12,119 | $1.95M | 0.00% | +4,245+53.9% | Added |
| Handelsbanken Fonder AB | 12,195 | $1.95M | 0.01% | +1,100+9.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,190 | $1.95M | 0.01% | −154−1.2% | Reduced |
| Baird Financial Group, Inc. | 12,163 | $1.94M | 0.00% | −1,151−8.6% | Reduced |
| Utah Retirement Systems | 12,100 | $1.93M | 0.03% | −600−4.7% | Reduced |
| Stifel Financial Corp | 11,776 | $1.88M | 0.00% | −2,764−19.0% | Reduced |
| Boussard & Gavaudan Investment Management LLP | 11,584 | $1.85M | 0.17% | +11,584 | New |
| Millrace Asset Group, Inc. | 11,162 | $1.78M | 1.11% | +2,415+27.6% | Added |
| Quantbot Technologies LP | 10,817 | $1.73M | 0.13% | +8,540+375.1% | Added |
| Bayesian Capital Management, LP | 10,015 | $1.60M | 0.46% | +3,455+52.7% | 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 |
| Mirador Capital Partners LP | 9,819 | $1.57M | 0.36% | +963+10.9% | Added |
| Paragon Advisors, LLC | 9,648 | $1.54M | 0.75% | +1,082+12.6% | Added |
| Virginia Retirement Systems Et Al | 9,600 | $1.53M | 0.02% | +6,800+242.9% | Added |
| Public Employees Retirement Association of Colorado | 8,981 | $1.44M | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 8,635 | $1.38M | 0.05% | +330+4.0% | Added |
| Alphasimplex Group, LLC | 8,451 | $1.35M | 1.12% | +8,451 | New |
| Harvest Investment Services, LLC | 8,338 | $1.33M | 0.54% | +6,318+312.8% | Added |
| Jackson Square Capital, LLC | 8,242 | $1.32M | 0.43% | −60−0.7% | Reduced |
| BCK Capital Management LP | 8,065 | $1.29M | 0.77% | +8,065 | New |
| Connacht Asset Management LP | 7,891 | $1.26M | 1.45% | +7,891 | New |
| Xponance, Inc. | 7,505 | $1.20M | 0.02% | −275−3.5% | Reduced |
| Walleye Capital LLC | 7,498 | $1.20M | 0.04% | +7,498 | New |
| Engineers Gate Manager LP | 7,206 | $1.15M | 0.07% | +7,206 | New |
| Wolverine Trading, LLC | 7,086 | $1.15M | 0.02% | +4,143+140.8% | Added |
| Boothbay Fund Management, LLC | 7,165 | $1.15M | 0.05% | −5,025−41.2% | Reduced |
| Cresset Asset Management, LLC | 7,153 | $1.14M | 0.02% | +845+13.4% | Added |
| 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 |
| Centiva Capital, LP | 6,989 | $1.12M | 0.09% | −505−6.7% | Reduced |
| Juncture Wealth Strategies, LLC | 6,918 | $1.10M | 0.58% | +533+8.3% | Added |
| Principal Financial Group Inc | 6,894 | $1.10M | 0.00% | −55,163−88.9% | Reduced |
| Intrust Bank NA | 6,737 | $1.08M | 0.14% | −46−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,713 | $1.07M | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,508 | $1.04M | 0.03% | +6,350+4,019.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,505 | $1.04M | 0.06% | −20−0.3% | Reduced |
| Atria Investments LLC | 6,350 | $1.01M | 0.02% | +6,350 | New |
| HighPoint Advisor Group LLC | 6,077 | $971.0K | 0.10% | −172−2.8% | 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 |
| Advisor Group Holdings, Inc. | 5,954 | $953.0K | 0.00% | −1,073−15.3% | Reduced |
| Bank of Hawaii | 5,770 | $922.0K | 0.05% | −2,466−29.9% | Reduced |
| Twin Tree Management, LP | 5,660 | $904.0K | 0.03% | −6,944−55.1% | Reduced |
| Pitcairn Co | 5,491 | $877.0K | 0.06% | −58−1.0% | Reduced |
| Creative Planning | 5,370 | $858.0K | 0.00% | −48−0.9% | Reduced |
| LPL Financial LLC | 5,221 | $834.0K | 0.00% | +153+3.0% | Added |
| FNY Investment Advisers, LLC | 5,171 | $826.0K | 0.39% | +5,171 | New |
| Maryland State Retirement & Pension System | 5,088 | $824.0K | 0.02% | +308+6.4% | Added |
| Values First Advisors, Inc. | 5,152 | $823.0K | 0.53% | +574+12.5% | Added |
| PEAK6 Investments LLC | 5,078 | $811.0K | 0.02% | +5,078 | New |
| Precept Management LLC | 5,000 | $799.0K | 0.76% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,775 | $763.0K | 0.00% | +3,559+292.7% | Added |
| Twin Securities, Inc. | 4,700 | $751.0K | 0.51% | +4,700 | New |
| Advisory Services Network, LLC | 4,576 | $730.0K | 0.02% | +6+0.1% | Added |
| Metropolitan Life Insurance Co | 4,478 | $715.3K | 0.01% | −147−3.2% | Reduced |
| Pictet Asset Management SA | 4,369 | $698.0K | 0.00% | +4,369 | New |
| Quantamental Technologies LLC | 4,269 | $682.0K | 0.46% | +4,269 | New |
| Algert Global LLC | 4,097 | $654.0K | 0.09% | +4,097 | New |
| 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 |
| US Bancorp | 3,943 | $629.0K | 0.00% | −5,738−59.3% | Reduced |
| Commonwealth Equity Services, LLC | 3,850 | $615.0K | 0.00% | −910−19.1% | Reduced |
| Illinois Municipal Retirement Fund | 3,760 | $601.0K | 0.02% | −1,681−30.9% | Reduced |
| Truist Financial Corp | 3,736 | $596.0K | 0.00% | −3,521−48.5% | Reduced |
| Pathstone Family Office, LLC | 3,596 | $574.0K | 0.02% | −277−7.2% | Reduced |
| Kemnay Advisory Services Inc. | 3,561 | $569.0K | 0.07% | +3,561 | New |
| ProShare Advisors LLC | 3,557 | $568.0K | 0.00% | −119−3.2% | Reduced |
| Great West Life Assurance Co | 3,478 | $559.0K | 0.00% | −71,066−95.3% | Reduced |
| Cubist Systematic Strategies, LLC | 3,464 | $553.0K | 0.01% | −31,629−90.1% | Reduced |
| AQR Capital Management LLC | 3,435 | $549.0K | 0.00% | −7,953−69.8% | Reduced |
| AGF Investments LLC | 3,320 | $530.0K | 0.05% | −107−3.1% | Reduced |
| Cetera Advisor Networks LLC | 3,284 | $525.0K | 0.01% | +452+16.0% | Added |
| Concentric Wealth Management, LLC | 3,260 | $521.0K | 0.16% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 3,224 | $515.0K | 0.03% | −35−1.1% | Reduced |
| Winton Group Ltd | 3,173 | $507.0K | 0.03% | +3,173 | New |
| Encompass Wealth Advisors, LLC | 3,049 | $487.0K | 0.13% | 00.0% | Unchanged |
| MAI Capital Management | 3,006 | $480.0K | 0.01% | −82−2.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 3,000 | $479.0K | 0.00% | +3,000 | New |
| KBC Group NV | 2,960 | $473.0K | 0.00% | +2,960 | New |
| Raymond James Financial Services Advisors, Inc. | 2,874 | $459.0K | 0.00% | −1,334−31.7% | Reduced |
| Spearhead Capital Advisors, LLC | 2,716 | $434.0K | 0.06% | +124+4.8% | Added |
| CIBC Asset Management Inc | 2,663 | $425.0K | 0.00% | +227+9.3% | Added |
| Wetherby Asset Management Inc | 2,600 | $415.0K | 0.03% | +98+3.9% | Added |
| Prudential Financial Inc | 2,251 | $394.0K | 0.00% | −268−10.6% | Reduced |
| Oppenheimer Asset Management Inc. | 2,410 | $385.0K | 0.01% | −13,884−85.2% | Reduced |