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 |
|---|---|---|---|---|---|
| Levin Capital Strategies, L.P. | 2,500 | $343.0K | 0.03% | −1,500−37.5% | Reduced |
| XTX Topco Ltd | 2,505 | $344.0K | 0.19% | +2,505 | New |
| Stiles Financial Services Inc | 2,515 | $345.0K | 0.17% | +2,515 | New |
| Tower Research Capital LLC (TRC) | 2,593 | $356.0K | 0.01% | −3,915−60.2% | Reduced |
| Agf Investments Inc. | 2,618 | $360.0K | 0.00% | +1,618+161.8% | Added |
| Blueshift Asset Management, LLC | 2,701 | $371.0K | 0.03% | −14,134−84.0% | Reduced |
| Meitav Dash Investments Ltd | 2,687 | $375.0K | 0.01% | +2,687 | New |
| CIBC Asset Management Inc | 2,762 | $379.0K | 0.00% | +99+3.7% | Added |
| Cetera Investment Advisers | 2,793 | $384.0K | 0.01% | +2,793 | New |
| Oppenheimer & Co Inc | 2,804 | $385.0K | 0.01% | +1,199+74.7% | Added |
| Prudential Financial Inc | 2,534 | $389.0K | 0.00% | +283+12.6% | Added |
| Concentric Wealth Management, LLC | 2,885 | $396.0K | 0.11% | −375−11.5% | Reduced |
| Spearhead Capital Advisors, LLC | 2,954 | $406.0K | 0.05% | +238+8.8% | Added |
| Two Sigma Securities, LLC | 2,954 | $406.0K | 0.08% | +2,954 | New |
| MAI Capital Management | 3,009 | $413.0K | 0.01% | +3+0.1% | Added |
| Encompass Wealth Advisors, LLC | 3,049 | $419.0K | 0.10% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,053 | $420.0K | 0.00% | +1,733+131.3% | Added |
| Commonwealth Equity Services, LLC | 3,195 | $438.0K | 0.00% | −655−17.0% | Reduced |
| Pathstone Family Office, LLC | 3,227 | $443.0K | 0.01% | −369−10.3% | Reduced |
| Sand Hill Global Advisors, LLC | 3,224 | $443.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,268 | $449.0K | 0.00% | +3,112+1,994.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,377 | $464.0K | 0.00% | +503+17.5% | Added |
| Great West Life Assurance Co | 3,478 | $476.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 3,652 | $501.0K | 0.00% | −1,569−30.1% | Reduced |
| Comerica Bank | 4,250 | $508.0K | 0.00% | +4,250 | New |
| Cetera Advisor Networks LLC | 3,717 | $510.0K | 0.01% | +433+13.2% | Added |
| AlphaCrest Capital Management LLC | 3,789 | $520.0K | 0.02% | +3,789 | New |
| Walleye Trading LLC | 3,800 | $522.0K | 0.01% | −20,318−84.2% | Reduced |
| Connacht Asset Management LP | 3,856 | $530.0K | 0.61% | −4,035−51.1% | Reduced |
| Quantbot Technologies LP | 4,053 | $556.0K | 0.05% | −6,764−62.5% | Reduced |
| Advisory Services Network, LLC | 4,055 | $557.0K | 0.02% | −521−11.4% | Reduced |
| Karani Asset Management LLC | 4,114 | $565.0K | 0.28% | +4,114 | New |
| Metropolitan Life Insurance Co | 4,488 | $616.3K | 0.01% | +10+0.2% | Added |
| Mackenzie Financial Corp | 4,504 | $618.0K | 0.00% | +4,504 | New |
| Icon Wealth Partners, LLC | 4,736 | $650.0K | 0.07% | +4,736 | New |
| Quantinno Capital Management LP | 4,745 | $652.0K | 0.12% | +4,745 | New |
| Alpine Global Management, LLC | 4,876 | $670.0K | 0.10% | +4,876 | New |
| FDx Advisors, Inc. | 4,885 | $671.0K | 0.02% | +4,885 | New |
| ProShare Advisors LLC | 4,903 | $673.0K | 0.00% | +1,346+37.8% | Added |
| Tudor Investment Corp Et Al | 4,929 | $677.0K | 0.01% | −100,640−95.3% | Reduced |
| Maryland State Retirement & Pension System | 5,088 | $699.0K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 5,320 | $731.0K | 0.05% | −171−3.1% | Reduced |
| Quent Capital, LLC | 5,370 | $737.0K | 0.16% | +5,370 | New |
| Schechter Investment Advisors, LLC | 5,481 | $753.0K | 0.07% | +5,481 | New |
| Water Island Capital LLC | 5,594 | $768.0K | 0.04% | −681,204−99.2% | Reduced |
| Wealth Effects LLC | 5,646 | $775.0K | 0.32% | +5,646 | New |
| Simplex Trading, LLC | 5,791 | $795.0K | 0.03% | +5,791 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,889 | $809.0K | 0.04% | −616−9.5% | Reduced |
| Westover Capital Advisors, LLC | 5,961 | $819.0K | 0.24% | −8,277−58.1% | Reduced |
| Intrust Bank NA | 5,979 | $821.0K | 0.10% | −758−11.3% | Reduced |
| AGF Investments LLC | 6,006 | $825.0K | 0.07% | +2,686+80.9% | Added |
| Creative Planning | 6,087 | $836.0K | 0.00% | +717+13.4% | Added |
| J. Goldman & Co LP | 6,114 | $840.0K | 0.08% | +6,114 | New |
| Values First Advisors, Inc. | 6,255 | $859.0K | 0.51% | +1,103+21.4% | Added |
| Truist Financial Corp | 6,370 | $875.0K | 0.00% | +2,634+70.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,333 | $884.0K | 0.01% | +6,333 | New |
| Jefferies Group LLC | 6,564 | $901.4K | 0.02% | −41,116−86.2% | Reduced |
| Bayesian Capital Management, LP | 6,755 | $928.0K | 0.29% | −3,260−32.6% | Reduced |
| Picton Mahoney Asset Management | 6,910 | $950.0K | 0.03% | −1,725−20.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 7,000 | $961.0K | 0.12% | 00.0% | Unchanged |
| Privium Fund Management (UK) Ltd | 6,000 | $969.0K | 0.76% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,061 | $970.0K | 0.00% | −5,058−41.7% | Reduced |
| Guggenheim Capital LLC | 7,112 | $977.0K | 0.01% | +2,337+48.9% | Added |
| Juncture Wealth Strategies, LLC | 7,190 | $987.0K | 0.47% | +272+3.9% | Added |
| Advisor Group Holdings, Inc. | 7,239 | $995.0K | 0.00% | +1,285+21.6% | Added |
| Lyon Street Capital, LLC | 7,250 | $996.0K | 0.99% | +7,250 | New |
| Principal Financial Group Inc | 7,260 | $997.0K | 0.00% | +366+5.3% | Added |
| Qube Research & Technologies Ltd | 7,417 | $1.02M | 0.01% | −41,846−84.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,494 | $1.03M | 0.00% | −69,547−90.3% | Reduced |
| Alpha Paradigm Partners, LLC | 7,507 | $1.03M | 0.41% | +7,507 | New |
| Xponance, Inc. | 7,633 | $1.05M | 0.02% | +128+1.7% | Added |
| Hellman Jordan Management Co Inc | 7,653 | $1.05M | 1.26% | −13,820−64.4% | Reduced |
| Jackson Square Capital, LLC | 7,782 | $1.07M | 0.31% | −460−5.6% | Reduced |
| Wolverine Trading, LLC | 7,954 | $1.11M | 0.01% | +868+12.2% | Added |
| Boothbay Fund Management, LLC | 8,150 | $1.12M | 0.04% | +985+13.7% | Added |
| Harvest Investment Services, LLC | 8,179 | $1.12M | 0.47% | −159−1.9% | Reduced |
| State of Wisconsin Investment Board | 8,232 | $1.13M | 0.00% | −8,464−50.7% | Reduced |
| ExodusPoint Capital Management, LP | 8,380 | $1.15M | 0.01% | −43,192−83.8% | Reduced |
| Cresset Asset Management, LLC | 8,416 | $1.16M | 0.01% | +1,263+17.7% | Added |
| Atria Investments LLC | 8,898 | $1.22M | 0.02% | +2,548+40.1% | Added |
| Millrace Asset Group, Inc. | 8,940 | $1.23M | 0.72% | −2,222−19.9% | Reduced |
| Public Employees Retirement Association of Colorado | 8,981 | $1.23M | 0.01% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 9,078 | $1.25M | 0.34% | +9,078 | New |
| Barclays PLC | 9,485 | $1.30M | 0.00% | −47,255−83.3% | Reduced |
| Ascendant Capital Management, LLC | 9,500 | $1.30M | 1.03% | +3,500+58.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,582 | $1.32M | 0.01% | +2,869+42.7% | Added |
| Virginia Retirement Systems Et Al | 9,600 | $1.32M | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 9,692 | $1.33M | 0.07% | −21,229−68.7% | Reduced |
| Natixis | 9,943 | $1.36M | 0.00% | −60,888−86.0% | Reduced |
| Handelsbanken Fonder AB | 10,295 | $1.41M | 0.01% | −1,900−15.6% | Reduced |
| Castleark Management LLC | 11,333 | $1.56M | 0.06% | +9,110+409.8% | Added |
| Stifel Financial Corp | 11,454 | $1.57M | 0.00% | −322−2.7% | Reduced |
| Cutler Group LP | 11,478 | $1.58M | 0.11% | −15,224−57.0% | Reduced |
| Utah Retirement Systems | 12,100 | $1.66M | 0.02% | 00.0% | Unchanged |
| Tiger Management L.L.C. | 12,200 | $1.68M | 0.33% | +12,200 | New |
| Sarasin & Partners LLP | 12,210 | $1.68M | 0.02% | −7,416−37.8% | Reduced |
| Squarepoint Ops LLC | 12,243 | $1.68M | 0.01% | −14,769−54.7% | Reduced |
| Avitas Wealth Management LLC | 12,523 | $1.72M | 0.29% | −6,255−33.3% | Reduced |
| Eaton Vance Management | 12,767 | $1.75M | 0.00% | +125+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,783 | $1.75M | 0.01% | +593+4.9% | Added |