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, Q1 2022
Institutional positions in Five9, Inc. as of Mar 31, 2022. 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
- 347
- −30 vs. Q4 2021
- Shares held
- 70.4M
- +2.42M (+3.6%) vs. Q4 2021
- Total value
- $7.77B
- −$1.57B (−16.8%) vs. Q4 2021
- New holders
- 46
- 137 more added
- Sold out
- 76
- 117 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 3 | $0 | 0.00% | −107−97.3% | Reduced |
| Ci Investments Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.88K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 18 | $2.00K | 0.00% | −58−76.3% | Reduced |
| First Horizon Advisors, Inc. | 21 | $2.00K | 0.00% | −25−54.3% | Reduced |
| Ellevest, Inc. | 15 | $2.00K | 0.00% | −23−60.5% | Reduced |
| Covington Capital Management | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 21 | $2.00K | 0.00% | +21 | New |
| Steward Partners Investment Advisory, LLC | 22 | $2.00K | 0.00% | +22 | New |
| Providence Capital Advisors, LLC | 16 | $2.00K | 0.00% | +16 | New |
| TCWP LLC | 27 | $2.00K | 0.00% | +27 | New |
| Lindbrook Capital, LLC | 26 | $3.00K | 0.00% | +26 | New |
| West Paces Advisors Inc. | 31 | $3.42K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 34 | $4.00K | 0.00% | −152−81.7% | Reduced |
| Curi Capital | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 44 | $5.00K | 0.00% | +22+100.0% | Added |
| Resources Management Corp | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 60 | $6.62K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 59 | $7.00K | 0.00% | +3+5.4% | Added |
| Covestor Ltd | 65 | $7.00K | 0.00% | +25+62.5% | Added |
| Sageworth Trust Co of South Dakota | 68 | $8.00K | 0.01% | −313−82.2% | Reduced |
| Harvest Fund Management Co., Ltd | 102 | $11.0K | 0.00% | −200−66.2% | Reduced |
| Money Concepts Capital Corp | 100 | $11.0K | 0.00% | +100 | New |
| Parallel Advisors, LLC | 119 | $13.0K | 0.00% | −52−30.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 118 | $13.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 140 | $15.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 149 | $15.0K | 0.00% | +140+1,555.6% | Added |
| Riverview Trust Co | 136 | $15.0K | 0.01% | +136 | New |
| TD Waterhouse Canada Inc. | 107 | $15.6K | 0.00% | −49−31.4% | Reduced |
| Rockefeller Capital Management L.P. | 181 | $19.0K | 0.00% | −177−49.4% | Reduced |
| TCI Wealth Advisors, Inc. | 176 | $19.0K | 0.00% | −1−0.6% | Reduced |
| Global Retirement Partners, LLC | 222 | $19.0K | 0.00% | +115+107.5% | Added |
| Elequin Capital LP | 172 | $19.0K | 0.00% | +172 | New |
| Proequities, Inc. | 179 | $20.0K | 0.00% | −184−50.7% | Reduced |
| Neo Ivy Capital Management | 216 | $24.0K | 0.02% | −83−27.8% | Reduced |
| Geneos Wealth Management Inc. | 220 | $24.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 213 | $24.0K | 0.00% | +165+343.8% | Added |
| Kistler-Tiffany Companies, LLC | 239 | $26.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 255 | $28.0K | 0.00% | −58−18.5% | Reduced |
| Umb Bank N A | 254 | $28.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 256 | $28.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 264 | $29.0K | 0.00% | −103−28.1% | Reduced |
| AllSquare Wealth Management LLC | 285 | $31.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 320 | $35.0K | 0.01% | −58−15.3% | Reduced |
| Lazard Asset Management LLC | 379 | $41.0K | 0.00% | +379 | New |
| Vestor Capital, LLC | 382 | $42.0K | 0.00% | +382 | New |
| Cullen/Frost Bankers, Inc. | 400 | $44.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 404 | $45.0K | 0.00% | −367−47.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 428 | $47.0K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 448 | $50.0K | 0.00% | +102+29.5% | Added |
| Whittier Trust Co | 539 | $60.0K | 0.00% | +15+2.9% | Added |
| Heritage Wealth Management, LLC | 595 | $66.0K | 0.02% | +595 | New |
| Cubist Systematic Strategies, LLC | 719 | $79.0K | 0.00% | −27,022−97.4% | Reduced |
| Parkside Financial Bank & Trust | 726 | $80.0K | 0.02% | +17+2.4% | Added |
| Leonteq Securities AG | 751 | $82.9K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 944 | $104.0K | 0.00% | +944 | New |
| Paradigm Asset Management Co LLC | 1,200 | $132.5K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,225 | $135.0K | 0.06% | 00.0% | Unchanged |
| American International Group, Inc. | 1,281 | $141.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,283 | $142.0K | 0.00% | +112+9.6% | Added |
| Tower Research Capital LLC (TRC) | 1,337 | $148.0K | 0.00% | −1,256−48.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,613 | $179.0K | 0.00% | −1,440−47.2% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,668 | $184.0K | 0.00% | +240+16.8% | Added |
| Raymond James Trust N.A. | 1,919 | $212.0K | 0.01% | +1,919 | New |
| Manufacturers Life Insurance Company, The | 2,020 | $223.0K | 0.00% | +2,020 | New |
| Stephens Inc | 2,087 | $230.0K | 0.00% | +507+32.1% | Added |
| JustInvest LLC | 2,109 | $233.0K | 0.01% | +2,109 | New |
| State of Wyoming | 2,124 | $235.0K | 0.12% | +1,961+1,203.1% | Added |
| Picton Mahoney Asset Management | 2,220 | $245.0K | 0.01% | −4,690−67.9% | Reduced |
| Corton Capital Inc. | 2,239 | $247.0K | 0.11% | +2,239 | New |
| Commerce Bank | 2,310 | $255.0K | 0.00% | +2,310 | New |
| OneAscent Financial Services LLC | 2,363 | $261.0K | 0.19% | +300+14.5% | Added |
| Pearl River Capital, LLC | 2,376 | $262.0K | 0.07% | −6,702−73.8% | Reduced |
| Two Sigma Securities, LLC | 2,394 | $264.0K | 0.04% | −560−19.0% | Reduced |
| Water Island Capital LLC | 2,400 | $265.0K | 0.01% | −3,194−57.1% | Reduced |
| Wetherby Asset Management Inc | 2,413 | $266.0K | 0.02% | −74−3.0% | Reduced |
| Centiva Capital, LP | 2,500 | $276.0K | 0.02% | +2,500 | New |
| Stiles Financial Services Inc | 2,515 | $278.0K | 0.14% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 2,687 | $297.0K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,699 | $298.0K | 0.03% | +306+12.8% | Added |
| Barclays PLC | 2,714 | $300.0K | 0.00% | −6,771−71.4% | Reduced |
| TownSquare Capital, LLC | 2,748 | $303.0K | 0.01% | +282+11.4% | Added |
| CIBC Asset Management Inc | 2,762 | $305.0K | 0.00% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 2,759 | $305.0K | 0.15% | +327+13.4% | Added |
| Shay Capital LLC | 2,797 | $309.0K | 0.11% | +2,797 | New |
| Prudential Financial Inc | 2,806 | $310.0K | 0.00% | +272+10.7% | Added |
| Moody Aldrich Partners LLC | 2,820 | $311.0K | 0.04% | +2,820 | New |
| FORA Capital, LLC | 2,815 | $311.0K | 0.06% | +2,815 | New |
| Concentric Wealth Management, LLC | 2,885 | $319.0K | 0.09% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 2,906 | $321.0K | 0.06% | +2,906 | New |
| Levin Capital Strategies, L.P. | 3,000 | $331.0K | 0.03% | +500+20.0% | Added |