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 |
|---|---|---|---|---|---|
| Millrace Asset Group, Inc. | 8,940 | $1.23M | 0.72% | −2,222−19.9% | Reduced |
| Atria Investments LLC | 8,898 | $1.22M | 0.02% | +2,548+40.1% | Added |
| Cresset Asset Management, LLC | 8,416 | $1.16M | 0.01% | +1,263+17.7% | Added |
| ExodusPoint Capital Management, LP | 8,380 | $1.15M | 0.01% | −43,192−83.8% | Reduced |
| State of Wisconsin Investment Board | 8,232 | $1.13M | 0.00% | −8,464−50.7% | Reduced |
| Harvest Investment Services, LLC | 8,179 | $1.12M | 0.47% | −159−1.9% | Reduced |
| Boothbay Fund Management, LLC | 8,150 | $1.12M | 0.04% | +985+13.7% | Added |
| Wolverine Trading, LLC | 7,954 | $1.11M | 0.01% | +868+12.2% | Added |
| Jackson Square Capital, LLC | 7,782 | $1.07M | 0.31% | −460−5.6% | Reduced |
| Hellman Jordan Management Co Inc | 7,653 | $1.05M | 1.26% | −13,820−64.4% | Reduced |
| Xponance, Inc. | 7,633 | $1.05M | 0.02% | +128+1.7% | Added |
| Alpha Paradigm Partners, LLC | 7,507 | $1.03M | 0.41% | +7,507 | New |
| Kayne Anderson Rudnick Investment Management LLC | 7,494 | $1.03M | 0.00% | −69,547−90.3% | Reduced |
| Qube Research & Technologies Ltd | 7,417 | $1.02M | 0.01% | −41,846−84.9% | Reduced |
| Principal Financial Group Inc | 7,260 | $997.0K | 0.00% | +366+5.3% | Added |
| Lyon Street Capital, LLC | 7,250 | $996.0K | 0.99% | +7,250 | New |
| Advisor Group Holdings, Inc. | 7,239 | $995.0K | 0.00% | +1,285+21.6% | Added |
| Juncture Wealth Strategies, LLC | 7,190 | $987.0K | 0.47% | +272+3.9% | Added |
| Guggenheim Capital LLC | 7,112 | $977.0K | 0.01% | +2,337+48.9% | Added |
| HSBC Holdings PLC | 7,061 | $970.0K | 0.00% | −5,058−41.7% | Reduced |
| Privium Fund Management (UK) Ltd | 6,000 | $969.0K | 0.76% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 7,000 | $961.0K | 0.12% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 6,910 | $950.0K | 0.03% | −1,725−20.0% | Reduced |
| Bayesian Capital Management, LP | 6,755 | $928.0K | 0.29% | −3,260−32.6% | Reduced |
| Jefferies Group LLC | 6,564 | $901.4K | 0.02% | −41,116−86.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,333 | $884.0K | 0.01% | +6,333 | New |
| Truist Financial Corp | 6,370 | $875.0K | 0.00% | +2,634+70.5% | Added |
| Values First Advisors, Inc. | 6,255 | $859.0K | 0.51% | +1,103+21.4% | Added |
| J. Goldman & Co LP | 6,114 | $840.0K | 0.08% | +6,114 | New |
| Creative Planning | 6,087 | $836.0K | 0.00% | +717+13.4% | Added |
| AGF Investments LLC | 6,006 | $825.0K | 0.07% | +2,686+80.9% | Added |
| Intrust Bank NA | 5,979 | $821.0K | 0.10% | −758−11.3% | Reduced |
| Westover Capital Advisors, LLC | 5,961 | $819.0K | 0.24% | −8,277−58.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,889 | $809.0K | 0.04% | −616−9.5% | Reduced |
| Simplex Trading, LLC | 5,791 | $795.0K | 0.03% | +5,791 | New |
| Wealth Effects LLC | 5,646 | $775.0K | 0.32% | +5,646 | New |
| Water Island Capital LLC | 5,594 | $768.0K | 0.04% | −681,204−99.2% | Reduced |
| Schechter Investment Advisors, LLC | 5,481 | $753.0K | 0.07% | +5,481 | New |
| Quent Capital, LLC | 5,370 | $737.0K | 0.16% | +5,370 | New |
| Pitcairn Co | 5,320 | $731.0K | 0.05% | −171−3.1% | Reduced |
| Maryland State Retirement & Pension System | 5,088 | $699.0K | 0.02% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 4,929 | $677.0K | 0.01% | −100,640−95.3% | Reduced |
| ProShare Advisors LLC | 4,903 | $673.0K | 0.00% | +1,346+37.8% | Added |
| FDx Advisors, Inc. | 4,885 | $671.0K | 0.02% | +4,885 | New |
| Alpine Global Management, LLC | 4,876 | $670.0K | 0.10% | +4,876 | New |
| Quantinno Capital Management LP | 4,745 | $652.0K | 0.12% | +4,745 | New |
| Icon Wealth Partners, LLC | 4,736 | $650.0K | 0.07% | +4,736 | New |
| Mackenzie Financial Corp | 4,504 | $618.0K | 0.00% | +4,504 | New |
| Metropolitan Life Insurance Co | 4,488 | $616.3K | 0.01% | +10+0.2% | Added |
| Karani Asset Management LLC | 4,114 | $565.0K | 0.28% | +4,114 | New |
| Advisory Services Network, LLC | 4,055 | $557.0K | 0.02% | −521−11.4% | Reduced |
| Quantbot Technologies LP | 4,053 | $556.0K | 0.05% | −6,764−62.5% | Reduced |
| Connacht Asset Management LP | 3,856 | $530.0K | 0.61% | −4,035−51.1% | Reduced |
| Walleye Trading LLC | 3,800 | $522.0K | 0.01% | −20,318−84.2% | Reduced |
| AlphaCrest Capital Management LLC | 3,789 | $520.0K | 0.02% | +3,789 | New |
| Cetera Advisor Networks LLC | 3,717 | $510.0K | 0.01% | +433+13.2% | Added |
| Comerica Bank | 4,250 | $508.0K | 0.00% | +4,250 | New |
| LPL Financial LLC | 3,652 | $501.0K | 0.00% | −1,569−30.1% | Reduced |
| Great West Life Assurance Co | 3,478 | $476.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 3,377 | $464.0K | 0.00% | +503+17.5% | Added |
| Fifth Third Bancorp | 3,268 | $449.0K | 0.00% | +3,112+1,994.9% | Added |
| 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 |
| Commonwealth Equity Services, LLC | 3,195 | $438.0K | 0.00% | −655−17.0% | Reduced |
| The PNC Financial Services Group, Inc. | 3,053 | $420.0K | 0.00% | +1,733+131.3% | Added |
| Encompass Wealth Advisors, LLC | 3,049 | $419.0K | 0.10% | 00.0% | Unchanged |
| MAI Capital Management | 3,009 | $413.0K | 0.01% | +3+0.1% | Added |
| 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 |
| Concentric Wealth Management, LLC | 2,885 | $396.0K | 0.11% | −375−11.5% | Reduced |
| Prudential Financial Inc | 2,534 | $389.0K | 0.00% | +283+12.6% | Added |
| Oppenheimer & Co Inc | 2,804 | $385.0K | 0.01% | +1,199+74.7% | Added |
| Cetera Investment Advisers | 2,793 | $384.0K | 0.01% | +2,793 | New |
| CIBC Asset Management Inc | 2,762 | $379.0K | 0.00% | +99+3.7% | Added |
| Meitav Dash Investments Ltd | 2,687 | $375.0K | 0.01% | +2,687 | New |
| Blueshift Asset Management, LLC | 2,701 | $371.0K | 0.03% | −14,134−84.0% | Reduced |
| Agf Investments Inc. | 2,618 | $360.0K | 0.00% | +1,618+161.8% | Added |
| Tower Research Capital LLC (TRC) | 2,593 | $356.0K | 0.01% | −3,915−60.2% | Reduced |
| Stiles Financial Services Inc | 2,515 | $345.0K | 0.17% | +2,515 | New |
| XTX Topco Ltd | 2,505 | $344.0K | 0.19% | +2,505 | New |
| Levin Capital Strategies, L.P. | 2,500 | $343.0K | 0.03% | −1,500−37.5% | Reduced |
| Wetherby Asset Management Inc | 2,487 | $342.0K | 0.02% | −113−4.3% | Reduced |
| TownSquare Capital, LLC | 2,466 | $339.0K | 0.01% | +90+3.8% | Added |
| OneAscent Wealth Management LLC | 2,432 | $334.0K | 0.83% | +2,432 | New |
| Verdence Capital Advisors LLC | 2,393 | $329.0K | 0.04% | +2,393 | New |
| D. E. Shaw & Co., Inc. | 2,387 | $328.0K | 0.00% | −304,691−99.2% | Reduced |
| Tobam | 2,100 | $288.0K | 0.01% | +2,100 | New |
| OneAscent Financial Services LLC | 2,063 | $283.0K | 0.54% | +2,063 | New |
| Los Angeles Capital Management LLC | 1,921 | $264.0K | 0.00% | −87−4.3% | Reduced |
| Vivaldi Asset Management, LLC | 1,884 | $259.0K | 0.05% | 00.0% | Unchanged |
| AQR Capital Management LLC | 1,869 | $257.0K | 0.00% | −1,566−45.6% | Reduced |
| Rafferty Asset Management, LLC | 1,792 | $246.0K | 0.00% | +28+1.6% | Added |
| Visionary Wealth Advisors | 1,780 | $244.0K | 0.02% | +1,780 | New |
| Oak Thistle LLC | 1,760 | $242.0K | 0.19% | +1,760 | New |
| Vident Investment Advisory, LLC | 1,757 | $241.0K | 0.01% | +1,757 | New |
| FIL Ltd | 1,717 | $236.0K | 0.00% | +839+95.6% | Added |
| Delphia (USA) Inc. | 1,680 | $231.0K | 0.25% | +1,680 | New |
| Captrust Financial Advisors | 1,582 | $217.0K | 0.00% | +213+15.6% | Added |
| Stephens Inc | 1,580 | $217.0K | 0.00% | +1,580 | New |
| Keybank National Association | 1,575 | $216.0K | 0.00% | −703−30.9% | Reduced |