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 |
|---|---|---|---|---|---|
| MAI Capital Management | 3,007 | $332.0K | 0.01% | −2−0.1% | Reduced |
| AQR Capital Management LLC | 3,024 | $334.0K | 0.00% | +1,155+61.8% | Added |
| Encompass Wealth Advisors, LLC | 3,049 | $337.0K | 0.09% | 00.0% | Unchanged |
| KBC Group NV | 3,217 | $355.0K | 0.00% | +1,715+114.2% | Added |
| Sand Hill Global Advisors, LLC | 3,224 | $356.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 3,223 | $356.0K | 0.01% | +430+15.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,385 | $374.0K | 0.00% | −31,615−90.3% | Reduced |
| Voloridge Investment Management, LLC | 3,444 | $380.0K | 0.00% | −223,142−98.5% | Reduced |
| Pathstone Family Office, LLC | 3,592 | $397.0K | 0.01% | +365+11.3% | Added |
| Nisa Investment Advisors, LLC | 3,600 | $397.0K | 0.00% | +3,600 | New |
| Great West Life Assurance Co | 3,488 | $410.0K | 0.00% | +10+0.3% | Added |
| ProShare Advisors LLC | 3,735 | $412.0K | 0.00% | −1,168−23.8% | Reduced |
| Captrust Financial Advisors | 3,731 | $412.0K | 0.00% | +2,149+135.8% | Added |
| Bayesian Capital Management, LP | 3,742 | $413.0K | 0.06% | −3,013−44.6% | Reduced |
| Canada Pension Plan Investment Board | 3,799 | $419.0K | 0.00% | −248,887−98.5% | Reduced |
| Castleark Management LLC | 3,938 | $435.0K | 0.02% | −7,395−65.3% | Reduced |
| XTX Topco Ltd | 4,026 | $444.0K | 0.19% | +1,521+60.7% | Added |
| Quantinno Capital Management LP | 4,044 | $446.0K | 0.07% | −701−14.8% | Reduced |
| Fifth Third Bancorp | 4,179 | $461.0K | 0.00% | +911+27.9% | Added |
| MetLife Investment Management | 4,365 | $481.9K | 0.00% | +4,365 | New |
| HRT Financial LP | 4,751 | $524.0K | 0.00% | +4,751 | New |
| Schechter Investment Advisors, LLC | 4,808 | $531.0K | 0.05% | −673−12.3% | Reduced |
| Point72 Hong Kong Ltd | 4,875 | $538.0K | 0.05% | +4,806+6,965.2% | Added |
| Comerica Bank | 4,952 | $540.0K | 0.00% | +702+16.5% | Added |
| Intrust Bank NA | 4,965 | $548.0K | 0.07% | −1,014−17.0% | Reduced |
| Connacht Asset Management LP | 4,993 | $551.0K | 0.82% | +1,137+29.5% | Added |
| Glaxis Capital Management, LLC | 5,000 | $552.0K | 0.78% | +5,000 | New |
| Maryland State Retirement & Pension System | 5,088 | $562.0K | 0.02% | 00.0% | Unchanged |
| Wealth Effects LLC | 5,150 | $569.0K | 0.27% | −496−8.8% | Reduced |
| Pitcairn Co | 5,181 | $572.0K | 0.05% | −139−2.6% | Reduced |
| Crossmark Global Holdings, Inc. | 5,177 | $572.0K | 0.01% | +5,177 | New |
| Juncture Wealth Strategies, LLC | 5,231 | $578.0K | 0.27% | −1,959−27.2% | Reduced |
| Icon Wealth Partners, LLC | 5,231 | $578.0K | 0.06% | +495+10.5% | Added |
| Alpha Paradigm Partners, LLC | 5,255 | $580.0K | 0.23% | −2,252−30.0% | Reduced |
| Quent Capital, LLC | 5,394 | $595.0K | 0.11% | +24+0.4% | Added |
| FDx Advisors, Inc. | 5,387 | $595.0K | 0.02% | +502+10.3% | Added |
| Zions Bancorporation, N.A. | 5,552 | $613.0K | 0.05% | +5,552 | New |
| Westover Capital Advisors, LLC | 5,566 | $614.0K | 0.19% | −395−6.6% | Reduced |
| ExodusPoint Capital Management, LP | 5,570 | $615.0K | 0.01% | −2,810−33.5% | Reduced |
| Prelude Capital Management, LLC | 5,694 | $629.0K | 0.03% | −3,998−41.3% | Reduced |
| Truist Financial Corp | 5,812 | $641.0K | 0.00% | −558−8.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,884 | $650.0K | 0.03% | −5−0.1% | Reduced |
| Creative Planning | 6,087 | $672.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,702 | $721.0K | 0.00% | +463+6.4% | Added |
| Principal Financial Group Inc | 6,615 | $730.0K | 0.00% | −645−8.9% | Reduced |
| Values First Advisors, Inc. | 6,868 | $758.0K | 0.48% | +613+9.8% | Added |
| AlphaCrest Capital Management LLC | 6,979 | $770.0K | 0.04% | +3,190+84.2% | Added |
| NJ State Employees Deferred Compensation Plan | 7,000 | $773.0K | 0.10% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 7,077 | $781.0K | 0.00% | −35−0.5% | Reduced |
| Waypoint Capital Advisors, LLC | 7,000 | $811.0K | 0.48% | +7,000 | New |
| Xponance, Inc. | 7,551 | $834.0K | 0.01% | −82−1.1% | Reduced |
| Cutler Group LP | 7,755 | $856.0K | 0.08% | −3,723−32.4% | Reduced |
| AGF Investments LLC | 7,859 | $868.0K | 0.07% | +1,853+30.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 8,152 | $900.0K | 0.00% | +658+8.8% | Added |
| Handelsbanken Fonder AB | 8,695 | $960.0K | 0.01% | −1,600−15.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,761 | $967.0K | 0.00% | −821−8.6% | Reduced |
| Jane Street Group, LLC | 8,878 | $980.0K | 0.00% | −8,501−48.9% | Reduced |
| Hellman Jordan Management Co Inc | 8,925 | $985.0K | 1.07% | +1,272+16.6% | Added |
| Public Employees Retirement Association of Colorado | 8,981 | $992.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 9,269 | $1.02M | 0.00% | +6,074+190.1% | Added |
| Virginia Retirement Systems Et Al | 9,300 | $1.03M | 0.01% | −300−3.1% | Reduced |
| Wolverine Trading, LLC | 9,334 | $1.03M | 0.03% | +1,380+17.3% | Added |
| Avitas Wealth Management LLC | 9,514 | $1.05M | 0.19% | −3,009−24.0% | Reduced |
| Pinebridge Investments, L.P. | 9,650 | $1.06M | 0.01% | −8,831−47.8% | Reduced |
| Boothbay Fund Management, LLC | 10,101 | $1.11M | 0.04% | +1,951+23.9% | Added |
| Brown Capital Management LLC | 10,349 | $1.14M | 0.01% | +10,349 | New |
| LPL Financial LLC | 10,422 | $1.20M | 0.00% | +6,770+185.4% | Added |
| National Bank of Canada | 11,614 | $1.28M | 0.01% | +11,400+5,327.1% | Added |
| Blueshift Asset Management, LLC | 11,959 | $1.32M | 0.12% | +9,258+342.8% | Added |
| Utah Retirement Systems | 12,100 | $1.33M | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 12,269 | $1.34M | 0.00% | +5,208+73.8% | Added |
| PEAK6 Investments LLC | 12,412 | $1.37M | 0.04% | −9,609−43.6% | Reduced |
| Stifel Financial Corp | 12,922 | $1.43M | 0.00% | +1,468+12.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,069 | $1.44M | 0.01% | +286+2.2% | Added |
| Bridgeway Capital Management, LLC | 13,600 | $1.50M | 0.03% | −300−2.2% | Reduced |
| Mirador Capital Partners LP | 13,645 | $1.51M | 0.30% | +310+2.3% | Added |
| Teacher Retirement System of Texas | 14,064 | $1.55M | 0.01% | +736+5.5% | Added |
| Sterling Investment Advisors, Ltd. | 14,910 | $1.65M | 0.47% | +650+4.6% | Added |
| Amalgamated Bank | 15,611 | $1.72M | 0.01% | +1,380+9.7% | Added |
| Amalgamated Financial Corp. | 15,611 | $1.72M | 0.01% | +15,611 | New |
| M&T Bank Corp | 16,078 | $1.77M | 0.01% | +1,777+12.4% | Added |
| Vontobel Holding Ltd. | 16,041 | $1.77M | 0.02% | −907−5.4% | Reduced |
| Holocene Advisors, LP | 16,801 | $1.85M | 0.01% | −1,202,399−98.6% | Reduced |
| Baird Financial Group, Inc. | 17,193 | $1.90M | 0.00% | −5,929−25.6% | Reduced |
| Silvant Capital Management LLC | 17,213 | $1.90M | 0.36% | −106−0.6% | Reduced |
| Concentric Capital Strategies, LP | 17,400 | $1.92M | 0.73% | +17,400 | New |
| US Bancorp | 17,449 | $1.93M | 0.00% | +3,378+24.0% | Added |
| Millrace Asset Group, Inc. | 17,461 | $1.93M | 1.40% | +8,521+95.3% | Added |
| Shell Asset Management Co | 18,165 | $2.00M | 0.05% | −2,751−13.2% | Reduced |
| Arizona State Retirement System | 18,395 | $2.03M | 0.02% | +166+0.9% | Added |
| Azzad Asset Management Inc | 18,545 | $2.05M | 0.30% | +4,845+35.4% | Added |
| Redwood Investments, LLC | 19,502 | $2.15M | 0.20% | 00.0% | Unchanged |
| Ergoteles LLC | 19,622 | $2.17M | 0.08% | −2,483−11.2% | Reduced |
| Pentwater Capital Management LP | 20,000 | $2.21M | 0.04% | −245,000−92.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 20,160 | $2.23M | 0.19% | +81+0.4% | Added |
| Trexquant Investment LP | 20,216 | $2.23M | 0.10% | +2,373+13.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 20,517 | $2.27M | 0.03% | +14,184+224.0% | Added |
| Osterweis Capital Management Inc | 20,560 | $2.27M | 0.12% | −41,595−66.9% | Reduced |
| HighTower Advisors, LLC | 21,784 | $2.42M | 0.01% | +2,140+10.9% | Added |
| Algert Global LLC | 22,104 | $2.44M | 0.16% | +22,104 | New |