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, Q2 2022
Institutional positions in Five9, Inc. as of Jun 30, 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
- 333
- −11 vs. Q1 2022
- Shares held
- 71.9M
- +1.60M (+2.3%) vs. Q1 2022
- Total value
- $6.56B
- −$1.20B (−15.5%) vs. Q1 2022
- New holders
- 37
- 137 more added
- Sold out
- 48
- 116 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 3 | $0 | 0.00% | −3−50.0% | Reduced |
| NewSquare Capital LLC | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Ci Investments Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| Massmutual Trust Co FSB | 2 | $0 | 0.00% | +2 | New |
| Lee Financial Co | 2 | $0 | 0.00% | +2 | New |
| Bell Investment Advisors, Inc | 5 | $0 | 0.00% | +5 | New |
| Meeder Asset Management Inc | 8 | $1.00K | 0.00% | −13−61.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 8 | $1.00K | 0.00% | −14−63.6% | Reduced |
| Clearstead Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 17 | $1.55K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 31 | $2.83K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 30 | $3.00K | 0.00% | +30 | New |
| Earnest Partners LLC | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 56 | $5.00K | 0.00% | −3−5.1% | Reduced |
| Resources Management Corp | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 60 | $5.00K | 0.00% | +16+36.4% | Added |
| American Portfolios Advisors | 60 | $5.47K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 61 | $6.00K | 0.00% | −152−71.4% | Reduced |
| Sageworth Trust Co of South Dakota | 75 | $7.00K | 0.01% | +7+10.3% | Added |
| Ellevest, Inc. | 75 | $7.00K | 0.00% | +60+400.0% | Added |
| CoreCap Advisors, LLC | 87 | $8.00K | 0.00% | +87 | New |
| Harvest Fund Management Co., Ltd | 102 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 108 | $10.0K | 0.01% | +43+66.2% | Added |
| Bessemer Group Inc | 107 | $10.0K | 0.00% | +107 | New |
| Riverview Trust Co | 136 | $12.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 140 | $13.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 130 | $13.0K | 0.00% | −19−12.8% | Reduced |
| TD Waterhouse Canada Inc. | 118 | $14.1K | 0.00% | +11+10.3% | Added |
| Proequities, Inc. | 164 | $15.0K | 0.00% | −15−8.4% | Reduced |
| TCI Wealth Advisors, Inc. | 181 | $16.0K | 0.00% | +5+2.8% | Added |
| Elequin Capital LP | 175 | $16.0K | 0.00% | +3+1.7% | Added |
| Huntington National Bank | 199 | $18.0K | 0.00% | −56−22.0% | Reduced |
| Parallel Advisors, LLC | 196 | $18.0K | 0.00% | +77+64.7% | Added |
| Geneos Wealth Management Inc. | 220 | $20.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 222 | $20.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 246 | $22.0K | 0.00% | −11,368−97.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 239 | $22.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 256 | $23.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 255 | $23.0K | 0.00% | +221+650.0% | Added |
| Umb Bank N A | 254 | $24.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 278 | $25.0K | 0.00% | −126−31.2% | Reduced |
| First Horizon Advisors, Inc. | 283 | $25.0K | 0.00% | +262+1,247.6% | Added |
| AllSquare Wealth Management LLC | 285 | $26.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 300 | $27.0K | 0.00% | −7,455−96.1% | Reduced |
| Rockefeller Capital Management L.P. | 312 | $28.0K | 0.00% | +131+72.4% | Added |
| Private Capital Group, LLC | 319 | $29.0K | 0.02% | −1−0.3% | Reduced |
| Lindbrook Capital, LLC | 323 | $29.0K | 0.00% | +297+1,142.3% | Added |
| Newbridge Financial Services Group, Inc. | 340 | $31.0K | 0.02% | −88−20.6% | Reduced |
| Advent Capital Management | 347 | $32.0K | 0.00% | +347 | New |
| Lazard Asset Management LLC | 379 | $34.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 402 | $37.0K | 0.00% | −46−10.3% | Reduced |
| Signaturefd, LLC | 435 | $40.0K | 0.00% | +171+64.8% | Added |
| Neo Ivy Capital Management | 470 | $42.0K | 0.11% | +254+117.6% | Added |
| Whittier Trust Co | 524 | $48.0K | 0.00% | −15−2.8% | Reduced |
| Heritage Wealth Management, LLC | 595 | $54.2K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 739 | $67.4K | 0.00% | −12−1.6% | Reduced |
| State of Wyoming | 740 | $68.0K | 0.04% | −1,384−65.2% | Reduced |
| Highlander Capital Management, LLC | 750 | $68.0K | 0.04% | −475−38.8% | Reduced |
| Parkside Financial Bank & Trust | 745 | $68.0K | 0.02% | +19+2.6% | Added |
| American International Group, Inc. | 1,078 | $98.0K | 0.00% | −203−15.8% | Reduced |
| Advisors Asset Management, Inc. | 1,311 | $119.0K | 0.00% | +1,311 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,593 | $154.0K | 0.00% | −75−4.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,914 | $174.0K | 0.00% | +631+49.2% | Added |
| Stephens Inc | 2,003 | $183.0K | 0.00% | −84−4.0% | Reduced |
| Magnetar Financial LLC | 2,262 | $206.0K | 0.00% | +2,262 | New |
| Engineers Gate Manager LP | 2,301 | $210.0K | 0.01% | +2,301 | New |
| Stiles Financial Services Inc | 2,390 | $218.0K | 0.13% | −125−5.0% | Reduced |
| AlphaCrest Capital Management LLC | 2,400 | $219.0K | 0.01% | −4,579−65.6% | Reduced |
| Centiva Capital, LP | 2,500 | $228.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 2,502 | $228.0K | 0.01% | +583+30.4% | Added |
| CIBC Asset Management Inc | 2,574 | $235.0K | 0.00% | −188−6.8% | Reduced |
| ProShare Advisors LLC | 2,601 | $237.0K | 0.00% | −1,134−30.4% | Reduced |
| TownSquare Capital, LLC | 2,692 | $245.0K | 0.01% | −56−2.0% | Reduced |
| Meitav Dash Investments Ltd | 2,687 | $245.0K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,696 | $246.0K | 0.04% | −1,348−33.3% | Reduced |
| OneAscent Financial Services LLC | 2,765 | $252.0K | 0.11% | +402+17.0% | Added |
| Moody Aldrich Partners LLC | 2,792 | $254.0K | 0.05% | −28−1.0% | Reduced |
| MAI Capital Management | 2,797 | $255.0K | 0.00% | −210−7.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,812 | $256.0K | 0.00% | +1,199+74.3% | Added |
| Concentric Wealth Management, LLC | 2,885 | $263.0K | 0.09% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 2,906 | $265.0K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,945 | $268.0K | 0.00% | −278−8.6% | Reduced |
| Encompass Wealth Advisors, LLC | 3,049 | $278.0K | 0.10% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 3,224 | $294.0K | 0.02% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 3,224 | $294.0K | 0.15% | +465+16.9% | Added |
| Picton Mahoney Asset Management | 3,300 | $300.0K | 0.01% | +1,080+48.6% | Added |
| Blueshift Asset Management, LLC | 3,321 | $303.0K | 0.05% | −8,638−72.2% | Reduced |
| Great West Life Assurance Co | 3,488 | $318.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,633 | $331.0K | 0.00% | −98−2.6% | Reduced |
| Prudential Financial Inc | 3,564 | $334.0K | 0.00% | +758+27.0% | Added |
| KBC Group NV | 3,679 | $335.0K | 0.00% | +462+14.4% | Added |
| Manufacturers Life Insurance Company, The | 3,692 | $336.5K | 0.00% | +1,672+82.8% | Added |
| Wetherby Asset Management Inc | 3,813 | $348.0K | 0.02% | +1,400+58.0% | Added |
| Pathstone Family Office, LLC | 3,838 | $349.8K | 0.01% | +246+6.8% | Added |