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 |
|---|---|---|---|---|---|
| AMP Capital Investors Ltd | 2,385 | $381.0K | 0.00% | +2,385 | New |
| TownSquare Capital, LLC | 2,376 | $380.0K | 0.01% | +670+39.3% | Added |
| Gamco Investors, Inc. Et Al | 2,300 | $367.0K | 0.00% | +2,300 | New |
| Keybank National Association | 2,278 | $364.0K | 0.00% | −472−17.2% | Reduced |
| 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 |
| Steward Partners Investment Advisory, LLC | 2,200 | $351.0K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,153 | $344.0K | 0.04% | +2,153 | New |
| Holocene Advisors, LP | 2,148 | $343.0K | 0.00% | −150,137−98.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,126 | $340.0K | 0.04% | +11+0.5% | Added |
| Los Angeles Capital Management LLC | 2,008 | $321.0K | 0.00% | +429+27.2% | Added |
| Schroder Investment Management Group | 1,984 | $316.0K | 0.00% | −3,309−62.5% | Reduced |
| IBM Retirement Fund | 1,907 | $305.0K | 0.02% | 00.0% | Unchanged |
| Vivaldi Asset Management, LLC | 1,884 | $301.0K | 0.05% | +1,884 | New |
| Provenire Capital, LLC | 1,870 | $299.0K | 1.10% | +1,870 | New |
| Telemetry Investments, L.L.C. | 1,800 | $288.0K | 0.39% | +1,800 | New |
| Rafferty Asset Management, LLC | 1,764 | $282.0K | 0.00% | −11−0.6% | Reduced |
| United Capital Financial Advisers, LLC | 1,719 | $275.0K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,636 | $261.0K | 0.27% | +1,636 | New |
| Peregrine Asset Advisers, Inc. | 1,615 | $258.0K | 0.13% | −175−9.8% | Reduced |
| Oppenheimer & Co Inc | 1,605 | $256.0K | 0.00% | +93+6.2% | Added |
| 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 |
| Paradigm Asset Management Co LLC | 1,400 | $223.6K | 0.06% | −100−6.7% | Reduced |
| Ieq Capital, LLC | 1,372 | $220.0K | 0.01% | +1,372 | New |
| Captrust Financial Advisors | 1,369 | $219.0K | 0.00% | −813−37.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,320 | $211.0K | 0.00% | −1,120−45.9% | Reduced |
| American International Group, Inc. | 1,311 | $209.0K | 0.00% | −100−7.1% | Reduced |
| Roanoke Asset Management Corp | 1,300 | $208.0K | 0.07% | 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 |
| Greytown Advisors Inc. | 1,272 | $203.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Edmond de Rothschild Holding S.A. | 1,131 | $181.0K | 0.00% | −81−6.7% | Reduced |
| NN Investment Partners Holdings N.V. | 1,106 | $177.0K | 0.00% | −10,152−90.2% | Reduced |
| 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 |
| O'Shaughnessy Asset Management, LLC | 923 | $148.0K | 0.00% | +185+25.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 897 | $143.0K | 0.00% | −11−1.2% | Reduced |
| FIL Ltd | 878 | $140.0K | 0.00% | −13,391−93.8% | Reduced |
| Leonteq Securities AG | 751 | $120.0K | 0.01% | +151+25.2% | Added |
| Heritage Wealth Management, LLC | 595 | $95.0K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 593 | $95.0K | 0.00% | +593 | New |
| Harvest Fund Management Co., Ltd | 569 | $90.0K | 0.02% | +401+238.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 558 | $89.0K | 0.00% | +558 | New |
| 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 |
| Signaturefd, LLC | 474 | $76.0K | 0.00% | +3+0.6% | Added |
| Berman Capital Advisors, LLC | 448 | $70.0K | 0.01% | +121+37.0% | Added |
| Cullen/Frost Bankers, Inc. | 400 | $64.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 390 | $62.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 378 | $60.0K | 0.01% | −21−5.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 353 | $56.0K | 0.04% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 336 | $54.0K | 0.04% | −3,904−92.1% | Reduced |
| Neo Ivy Capital Management | 480 | $53.0K | 0.06% | +480 | New |
| AllSquare Wealth Management LLC | 285 | $46.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 284 | $45.0K | 0.00% | +116+69.0% | Added |
| 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 |
| 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 |
| Kistler-Tiffany Companies, LLC | 239 | $38.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 220 | $36.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 221 | $35.0K | 0.00% | +141+176.3% | Added |
| 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 |
| Fifth Third Bancorp | 156 | $25.0K | 0.00% | −3,010−95.1% | Reduced |
| Endurance Wealth Management, Inc. | 140 | $22.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 129 | $21.0K | 0.00% | −1−0.8% | Reduced |
| Global Retirement Partners, LLC | 101 | $16.0K | 0.00% | +39+62.9% | Added |
| 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 |
| Resources Management Corp | 56 | $9.00K | 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 |
| American Portfolios Advisors | 33 | $5.27K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 28 | $4.47K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 17 | $2.72K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |