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 |
|---|---|---|---|---|---|
| AlphaCrest Capital Management LLC | 6,979 | $770.0K | 0.04% | +3,190+84.2% | Added |
| Values First Advisors, Inc. | 6,868 | $758.0K | 0.48% | +613+9.8% | Added |
| Principal Financial Group Inc | 6,615 | $730.0K | 0.00% | −645−8.9% | Reduced |
| Advisor Group Holdings, Inc. | 7,702 | $721.0K | 0.00% | +463+6.4% | Added |
| Creative Planning | 6,087 | $672.0K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,884 | $650.0K | 0.03% | −5−0.1% | Reduced |
| Truist Financial Corp | 5,812 | $641.0K | 0.00% | −558−8.8% | Reduced |
| Prelude Capital Management, LLC | 5,694 | $629.0K | 0.03% | −3,998−41.3% | Reduced |
| ExodusPoint Capital Management, LP | 5,570 | $615.0K | 0.01% | −2,810−33.5% | Reduced |
| Westover Capital Advisors, LLC | 5,566 | $614.0K | 0.19% | −395−6.6% | Reduced |
| Zions Bancorporation, N.A. | 5,552 | $613.0K | 0.05% | +5,552 | New |
| 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 |
| Alpha Paradigm Partners, LLC | 5,255 | $580.0K | 0.23% | −2,252−30.0% | Reduced |
| 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 |
| 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 |
| Wealth Effects LLC | 5,150 | $569.0K | 0.27% | −496−8.8% | Reduced |
| Maryland State Retirement & Pension System | 5,088 | $562.0K | 0.02% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 5,000 | $552.0K | 0.78% | +5,000 | New |
| Connacht Asset Management LP | 4,993 | $551.0K | 0.82% | +1,137+29.5% | Added |
| Intrust Bank NA | 4,965 | $548.0K | 0.07% | −1,014−17.0% | Reduced |
| Comerica Bank | 4,952 | $540.0K | 0.00% | +702+16.5% | Added |
| Point72 Hong Kong Ltd | 4,875 | $538.0K | 0.05% | +4,806+6,965.2% | Added |
| Schechter Investment Advisors, LLC | 4,808 | $531.0K | 0.05% | −673−12.3% | Reduced |
| HRT Financial LP | 4,751 | $524.0K | 0.00% | +4,751 | New |
| MetLife Investment Management | 4,365 | $481.9K | 0.00% | +4,365 | New |
| Fifth Third Bancorp | 4,179 | $461.0K | 0.00% | +911+27.9% | Added |
| Quantinno Capital Management LP | 4,044 | $446.0K | 0.07% | −701−14.8% | Reduced |
| XTX Topco Ltd | 4,026 | $444.0K | 0.19% | +1,521+60.7% | Added |
| Castleark Management LLC | 3,938 | $435.0K | 0.02% | −7,395−65.3% | Reduced |
| Canada Pension Plan Investment Board | 3,799 | $419.0K | 0.00% | −248,887−98.5% | Reduced |
| Bayesian Capital Management, LP | 3,742 | $413.0K | 0.06% | −3,013−44.6% | Reduced |
| 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 |
| Great West Life Assurance Co | 3,488 | $410.0K | 0.00% | +10+0.3% | Added |
| 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 |
| Voloridge Investment Management, LLC | 3,444 | $380.0K | 0.00% | −223,142−98.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,385 | $374.0K | 0.00% | −31,615−90.3% | Reduced |
| 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 |
| KBC Group NV | 3,217 | $355.0K | 0.00% | +1,715+114.2% | Added |
| Encompass Wealth Advisors, LLC | 3,049 | $337.0K | 0.09% | 00.0% | Unchanged |
| AQR Capital Management LLC | 3,024 | $334.0K | 0.00% | +1,155+61.8% | Added |
| MAI Capital Management | 3,007 | $332.0K | 0.01% | −2−0.1% | Reduced |
| Levin Capital Strategies, L.P. | 3,000 | $331.0K | 0.03% | +500+20.0% | Added |
| Dimension Capital Management LLC | 2,906 | $321.0K | 0.06% | +2,906 | New |
| Concentric Wealth Management, LLC | 2,885 | $319.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Prudential Financial Inc | 2,806 | $310.0K | 0.00% | +272+10.7% | Added |
| Shay Capital LLC | 2,797 | $309.0K | 0.11% | +2,797 | New |
| 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 |
| TownSquare Capital, LLC | 2,748 | $303.0K | 0.01% | +282+11.4% | Added |
| Barclays PLC | 2,714 | $300.0K | 0.00% | −6,771−71.4% | Reduced |
| Verdence Capital Advisors LLC | 2,699 | $298.0K | 0.03% | +306+12.8% | Added |
| Meitav Dash Investments Ltd | 2,687 | $297.0K | 0.00% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,515 | $278.0K | 0.14% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,500 | $276.0K | 0.02% | +2,500 | New |
| Wetherby Asset Management Inc | 2,413 | $266.0K | 0.02% | −74−3.0% | Reduced |
| Water Island Capital LLC | 2,400 | $265.0K | 0.01% | −3,194−57.1% | Reduced |
| Two Sigma Securities, LLC | 2,394 | $264.0K | 0.04% | −560−19.0% | Reduced |
| Pearl River Capital, LLC | 2,376 | $262.0K | 0.07% | −6,702−73.8% | Reduced |
| OneAscent Financial Services LLC | 2,363 | $261.0K | 0.19% | +300+14.5% | Added |
| Commerce Bank | 2,310 | $255.0K | 0.00% | +2,310 | New |
| Corton Capital Inc. | 2,239 | $247.0K | 0.11% | +2,239 | New |
| Picton Mahoney Asset Management | 2,220 | $245.0K | 0.01% | −4,690−67.9% | Reduced |
| State of Wyoming | 2,124 | $235.0K | 0.12% | +1,961+1,203.1% | Added |
| JustInvest LLC | 2,109 | $233.0K | 0.01% | +2,109 | New |
| Stephens Inc | 2,087 | $230.0K | 0.00% | +507+32.1% | Added |
| Manufacturers Life Insurance Company, The | 2,020 | $223.0K | 0.00% | +2,020 | New |
| Raymond James Trust N.A. | 1,919 | $212.0K | 0.01% | +1,919 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,668 | $184.0K | 0.00% | +240+16.8% | Added |
| The PNC Financial Services Group, Inc. | 1,613 | $179.0K | 0.00% | −1,440−47.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,337 | $148.0K | 0.00% | −1,256−48.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,283 | $142.0K | 0.00% | +112+9.6% | Added |
| American International Group, Inc. | 1,281 | $141.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,225 | $135.0K | 0.06% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,200 | $132.5K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 944 | $104.0K | 0.00% | +944 | New |
| Leonteq Securities AG | 751 | $82.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 726 | $80.0K | 0.02% | +17+2.4% | Added |
| Cubist Systematic Strategies, LLC | 719 | $79.0K | 0.00% | −27,022−97.4% | Reduced |
| Heritage Wealth Management, LLC | 595 | $66.0K | 0.02% | +595 | New |
| Whittier Trust Co | 539 | $60.0K | 0.00% | +15+2.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 448 | $50.0K | 0.00% | +102+29.5% | Added |
| Newbridge Financial Services Group, Inc. | 428 | $47.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 404 | $45.0K | 0.00% | −367−47.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 400 | $44.0K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 382 | $42.0K | 0.00% | +382 | New |
| Lazard Asset Management LLC | 379 | $41.0K | 0.00% | +379 | New |
| Private Capital Group, LLC | 320 | $35.0K | 0.01% | −58−15.3% | Reduced |
| AllSquare Wealth Management LLC | 285 | $31.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 264 | $29.0K | 0.00% | −103−28.1% | Reduced |
| 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 |