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, Q4 2021
Institutional positions in Five9, Inc. as of Dec 31, 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
- 381
- −15 vs. Q3 2021
- Shares held
- 68.0M
- +2.39M (+3.6%) vs. Q3 2021
- Total value
- $9.34B
- −$1.14B (−10.9%) vs. Q3 2021
- New holders
- 101
- 122 more added
- Sold out
- 116
- 119 more reduced
6 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Group Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Retirement Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Schubert & Co | 3 | $0 | 0.00% | +3 | New |
| Snowden Capital Advisors LLC | 6 | $0 | 0.00% | +6 | New |
| Clearstead Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $1.00K | 0.00% | −7−50.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 6 | $1.00K | 0.00% | −2−25.0% | Reduced |
| Ci Investments Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| IFP Advisors, Inc | 9 | $1.00K | 0.00% | +9 | New |
| Evoke Wealth, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $2.00K | 0.00% | +14+466.7% | Added |
| Sierra Capital LLC | 11 | $2.00K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 17 | $2.33K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 20 | $3.00K | 0.00% | +20 | New |
| Motley Fool Asset Management LLC | 32 | $4.00K | 0.00% | +32 | New |
| Confluence Wealth Services, Inc. | 33 | $4.00K | 0.00% | +33 | New |
| West Paces Advisors Inc. | 31 | $4.26K | 0.00% | +3+10.7% | Added |
| Ellevest, Inc. | 38 | $5.00K | 0.00% | −183−82.8% | Reduced |
| Spire Wealth Management | 39 | $5.00K | 0.00% | +23+143.8% | Added |
| Curi Capital | 41 | $5.00K | 0.00% | +41 | New |
| Earnest Partners LLC | 41 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 46 | $6.00K | 0.00% | −6−11.5% | Reduced |
| Covestor Ltd | 40 | $6.00K | 0.01% | +40 | New |
| CWM, LLC | 48 | $7.00K | 0.00% | +48 | New |
| Surevest, LLC | 50 | $7.00K | 0.00% | +50 | New |
| Versant Capital Management, Inc | 56 | $8.00K | 0.00% | −39−41.1% | Reduced |
| Resources Management Corp | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 60 | $8.24K | 0.00% | +27+81.8% | Added |
| Point72 Hong Kong Ltd | 69 | $9.00K | 0.00% | −16,410−99.6% | Reduced |
| Glassman Wealth Services | 76 | $10.0K | 0.00% | −53−41.1% | Reduced |
| CoreCap Advisors, LLC | 87 | $12.0K | 0.00% | +87 | New |
| Carroll Financial Associates, Inc. | 97 | $13.0K | 0.00% | +97 | New |
| Global Retirement Partners, LLC | 107 | $15.0K | 0.01% | +6+5.9% | Added |
| Allworth Financial LP | 110 | $15.0K | 0.00% | +110 | New |
| Sageworth Trust Co | 115 | $16.0K | 0.00% | −387−77.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 118 | $16.0K | 0.00% | +25+26.9% | Added |
| Endurance Wealth Management, Inc. | 140 | $19.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 153 | $21.0K | 0.00% | +153 | New |
| State of Wyoming | 163 | $22.0K | 0.01% | +163 | New |
| Parallel Advisors, LLC | 171 | $23.0K | 0.00% | −113−39.8% | Reduced |
| TCI Wealth Advisors, Inc. | 177 | $24.0K | 0.00% | −22−11.1% | Reduced |
| Quadrant Capital Group LLC | 186 | $26.0K | 0.00% | −17−8.4% | Reduced |
| TD Waterhouse Canada Inc. | 156 | $27.1K | 0.00% | +156 | New |
| National Bank of Canada | 214 | $29.0K | 0.00% | +214 | New |
| Geneos Wealth Management Inc. | 220 | $30.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 239 | $33.0K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 253 | $35.0K | 0.00% | −2−0.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 256 | $35.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 254 | $35.0K | 0.00% | +254 | New |
| AllSquare Wealth Management LLC | 285 | $39.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 299 | $41.0K | 0.06% | −181−37.7% | Reduced |
| Harvest Fund Management Co., Ltd | 302 | $42.0K | 0.01% | −267−46.9% | Reduced |
| Huntington National Bank | 313 | $43.0K | 0.00% | +113+56.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 346 | $48.0K | 0.00% | −44−11.3% | Reduced |
| Rockefeller Capital Management L.P. | 358 | $49.0K | 0.00% | +105+41.5% | Added |
| Signaturefd, LLC | 367 | $50.0K | 0.00% | −107−22.6% | Reduced |
| Proequities, Inc. | 363 | $50.0K | 0.00% | +363 | New |
| Private Capital Group, LLC | 378 | $52.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 381 | $52.0K | 0.08% | +381 | New |
| Cullen/Frost Bankers, Inc. | 400 | $55.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 428 | $59.0K | 0.03% | +75+21.2% | Added |
| Whittier Trust Co | 524 | $72.0K | 0.00% | +524 | New |
| Parkside Financial Bank & Trust | 709 | $98.0K | 0.02% | +694+4,626.7% | Added |
| Leonteq Securities AG | 751 | $103.1K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 779 | $107.0K | 0.00% | −1,205−60.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 771 | $108.0K | 0.00% | −126−14.0% | Reduced |
| Advisors Asset Management, Inc. | 951 | $130.6K | 0.00% | +700+278.9% | Added |
| Optimum Investment Advisors | 1,000 | $137.0K | 0.05% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,171 | $161.0K | 0.00% | +40+3.5% | Added |
| Paradigm Asset Management Co LLC | 1,200 | $164.8K | 0.04% | −200−14.3% | Reduced |
| Highlander Capital Management, LLC | 1,225 | $168.0K | 0.08% | +1,225 | New |
| NEXT Financial Group, Inc | 1,251 | $172.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 1,281 | $176.0K | 0.00% | −30−2.3% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,428 | $196.0K | 0.00% | +1,428 | New |
| KBC Group NV | 1,502 | $206.0K | 0.00% | −1,458−49.3% | Reduced |
| Keybank National Association | 1,575 | $216.0K | 0.00% | −703−30.9% | Reduced |
| Captrust Financial Advisors | 1,582 | $217.0K | 0.00% | +213+15.6% | Added |
| Stephens Inc | 1,580 | $217.0K | 0.00% | +1,580 | New |
| Delphia (USA) Inc. | 1,680 | $231.0K | 0.25% | +1,680 | New |
| FIL Ltd | 1,717 | $236.0K | 0.00% | +839+95.6% | Added |
| Vident Investment Advisory, LLC | 1,757 | $241.0K | 0.01% | +1,757 | New |
| Oak Thistle LLC | 1,760 | $242.0K | 0.19% | +1,760 | New |
| Visionary Wealth Advisors | 1,780 | $244.0K | 0.02% | +1,780 | New |
| Rafferty Asset Management, LLC | 1,792 | $246.0K | 0.00% | +28+1.6% | Added |
| AQR Capital Management LLC | 1,869 | $257.0K | 0.00% | −1,566−45.6% | Reduced |
| Vivaldi Asset Management, LLC | 1,884 | $259.0K | 0.05% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,921 | $264.0K | 0.00% | −87−4.3% | Reduced |
| OneAscent Financial Services LLC | 2,063 | $283.0K | 0.54% | +2,063 | New |
| Tobam | 2,100 | $288.0K | 0.01% | +2,100 | New |
| D. E. Shaw & Co., Inc. | 2,387 | $328.0K | 0.00% | −304,691−99.2% | Reduced |
| Verdence Capital Advisors LLC | 2,393 | $329.0K | 0.04% | +2,393 | New |
| OneAscent Wealth Management LLC | 2,432 | $334.0K | 0.83% | +2,432 | New |
| TownSquare Capital, LLC | 2,466 | $339.0K | 0.01% | +90+3.8% | Added |
| Wetherby Asset Management Inc | 2,487 | $342.0K | 0.02% | −113−4.3% | Reduced |