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 |
|---|---|---|---|---|---|
| KBC Group NV | 1,502 | $206.0K | 0.00% | −1,458−49.3% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,428 | $196.0K | 0.00% | +1,428 | New |
| American International Group, Inc. | 1,281 | $176.0K | 0.00% | −30−2.3% | Reduced |
| NEXT Financial Group, Inc | 1,251 | $172.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,225 | $168.0K | 0.08% | +1,225 | New |
| Paradigm Asset Management Co LLC | 1,200 | $164.8K | 0.04% | −200−14.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,171 | $161.0K | 0.00% | +40+3.5% | Added |
| Optimum Investment Advisors | 1,000 | $137.0K | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 951 | $130.6K | 0.00% | +700+278.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 771 | $108.0K | 0.00% | −126−14.0% | Reduced |
| Schroder Investment Management Group | 779 | $107.0K | 0.00% | −1,205−60.7% | Reduced |
| Leonteq Securities AG | 751 | $103.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 709 | $98.0K | 0.02% | +694+4,626.7% | Added |
| Whittier Trust Co | 524 | $72.0K | 0.00% | +524 | New |
| Newbridge Financial Services Group, Inc. | 428 | $59.0K | 0.03% | +75+21.2% | Added |
| Cullen/Frost Bankers, Inc. | 400 | $55.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Signaturefd, LLC | 367 | $50.0K | 0.00% | −107−22.6% | Reduced |
| Proequities, Inc. | 363 | $50.0K | 0.00% | +363 | New |
| Rockefeller Capital Management L.P. | 358 | $49.0K | 0.00% | +105+41.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 346 | $48.0K | 0.00% | −44−11.3% | Reduced |
| Huntington National Bank | 313 | $43.0K | 0.00% | +113+56.5% | Added |
| Harvest Fund Management Co., Ltd | 302 | $42.0K | 0.01% | −267−46.9% | Reduced |
| Neo Ivy Capital Management | 299 | $41.0K | 0.06% | −181−37.7% | Reduced |
| AllSquare Wealth Management LLC | 285 | $39.0K | 0.02% | 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 |
| Kistler-Tiffany Companies, LLC | 239 | $33.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 220 | $30.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 214 | $29.0K | 0.00% | +214 | New |
| TD Waterhouse Canada Inc. | 156 | $27.1K | 0.00% | +156 | New |
| Quadrant Capital Group LLC | 186 | $26.0K | 0.00% | −17−8.4% | Reduced |
| TCI Wealth Advisors, Inc. | 177 | $24.0K | 0.00% | −22−11.1% | Reduced |
| Parallel Advisors, LLC | 171 | $23.0K | 0.00% | −113−39.8% | Reduced |
| State of Wyoming | 163 | $22.0K | 0.01% | +163 | New |
| Amplius Wealth Advisors, LLC | 153 | $21.0K | 0.00% | +153 | New |
| Endurance Wealth Management, Inc. | 140 | $19.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Global Retirement Partners, LLC | 107 | $15.0K | 0.01% | +6+5.9% | Added |
| Allworth Financial LP | 110 | $15.0K | 0.00% | +110 | New |
| Carroll Financial Associates, Inc. | 97 | $13.0K | 0.00% | +97 | New |
| CoreCap Advisors, LLC | 87 | $12.0K | 0.00% | +87 | New |
| Glassman Wealth Services | 76 | $10.0K | 0.00% | −53−41.1% | Reduced |
| Point72 Hong Kong Ltd | 69 | $9.00K | 0.00% | −16,410−99.6% | Reduced |
| American Portfolios Advisors | 60 | $8.24K | 0.00% | +27+81.8% | Added |
| Versant Capital Management, Inc | 56 | $8.00K | 0.00% | −39−41.1% | Reduced |
| Resources Management Corp | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 48 | $7.00K | 0.00% | +48 | New |
| Surevest, LLC | 50 | $7.00K | 0.00% | +50 | 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 |
| 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 |
| West Paces Advisors Inc. | 31 | $4.26K | 0.00% | +3+10.7% | Added |
| Motley Fool Asset Management LLC | 32 | $4.00K | 0.00% | +32 | New |
| Confluence Wealth Services, Inc. | 33 | $4.00K | 0.00% | +33 | New |
| 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 |
| Raffa Wealth Management, LLC | 17 | $2.33K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| HBK Investments L P | 0 | $0 | 0.00% | −957,300−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −770,008−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −733,553−100.0% | Sold out |
| Alpine Associates Management Inc. | 0 | $0 | 0.00% | −683,039−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −601,508−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −513,817−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −506,326−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −423,325−100.0% | Sold out |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −368,405−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −326,575−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −248,823−100.0% | Sold out |
| Sand Grove Capital Management LLP | 0 | $0 | 0.00% | −233,227−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −214,827−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −210,517−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −209,874−100.0% | Sold out |
| TOMS Capital Investment Management LP | 0 | $0 | 0.00% | −184,151−100.0% | Sold out |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −178,512−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −158,048−100.0% | Sold out |