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 |
|---|---|---|---|---|---|
| Kistler-Tiffany Companies, LLC | 239 | $26.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Proequities, Inc. | 179 | $20.0K | 0.00% | −184−50.7% | 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 |
| TD Waterhouse Canada Inc. | 107 | $15.6K | 0.00% | −49−31.4% | Reduced |
| 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 |
| 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 |
| 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 |
| Sageworth Trust Co of South Dakota | 68 | $8.00K | 0.01% | −313−82.2% | Reduced |
| Versant Capital Management, Inc | 59 | $7.00K | 0.00% | +3+5.4% | Added |
| Covestor Ltd | 65 | $7.00K | 0.00% | +25+62.5% | Added |
| American Portfolios Advisors | 60 | $6.62K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 50 | $6.00K | 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 |
| 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 |
| West Paces Advisors Inc. | 31 | $3.42K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 26 | $3.00K | 0.00% | +26 | New |
| 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 |
| Raffa Wealth Management, LLC | 17 | $1.88K | 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 |
| Allworth Financial LP | 3 | $0 | 0.00% | −107−97.3% | Reduced |
| Ci Investments Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 0 | $0 | 0.00% | −289,212−100.0% | Sold out |
| Parsifal Capital Management, LP | 0 | $0 | 0.00% | −259,065−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −160,898−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −156,530−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −140,851−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −136,143−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −112,000−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −93,150−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −68,053−100.0% | Sold out |
| Vetamer Capital Management, L.P. | 0 | $0 | 0.00% | −52,115−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −25,940−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −24,052−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −22,852−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −19,407−100.0% | Sold out |
| Gardner Lewis Asset Management L P | 0 | $0 | 0.00% | −18,015−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −16,962−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Noked Capital LTD | 0 | $0 | 0.00% | −14,810−100.0% | Sold out |
| Noked Israel Ltd | 0 | $0 | 0.00% | −14,810−100.0% | Sold out |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −14,770−100.0% | Sold out |
| Sarasin & Partners LLP | 0 | $0 | 0.00% | −12,210−100.0% | Sold out |
| Tiger Management L.L.C. | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −8,898−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −8,416−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −8,179−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −7,782−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −7,417−100.0% | Sold out |
| Lyon Street Capital, LLC | 0 | $0 | 0.00% | −7,250−100.0% | Sold out |
| Privium Fund Management (UK) Ltd | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −6,564−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −6,114−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,791−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,929−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −4,876−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,504−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −4,488−100.0% | Sold out |
| Karani Asset Management LLC | 0 | $0 | 0.00% | −4,114−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,055−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,053−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −3,717−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −3,377−100.0% | Sold out |
| Spearhead Capital Advisors, LLC | 0 | $0 | 0.00% | −2,954−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −2,804−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −2,618−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −2,387−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,921−100.0% | Sold out |
| Vivaldi Asset Management, LLC | 0 | $0 | 0.00% | −1,884−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −1,792−100.0% | Sold out |