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 |
|---|---|---|---|---|---|
| Endurance Wealth Management, Inc. | 140 | $13.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 130 | $13.0K | 0.00% | −19−12.8% | Reduced |
| Riverview Trust Co | 136 | $12.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 108 | $10.0K | 0.01% | +43+66.2% | Added |
| Bessemer Group Inc | 107 | $10.0K | 0.00% | +107 | New |
| Harvest Fund Management Co., Ltd | 102 | $9.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 87 | $8.00K | 0.00% | +87 | New |
| 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 |
| CWM, LLC | 61 | $6.00K | 0.00% | −152−71.4% | Reduced |
| American Portfolios Advisors | 60 | $5.47K | 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 |
| 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 |
| Crewe Advisors LLC | 30 | $3.00K | 0.00% | +30 | New |
| West Paces Advisors Inc. | 31 | $2.83K | 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 |
| Raffa Wealth Management, LLC | 17 | $1.55K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Junto Capital Management LP | 0 | $0 | 0.00% | −184,238−100.0% | Sold out |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −134,076−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −131,710−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −122,000−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −106,013−100.0% | Sold out |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −89,900−100.0% | Sold out |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −52,775−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −49,501−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −31,300−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −24,167−100.0% | Sold out |
| Pentwater Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −19,622−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −17,400−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −16,041−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −12,269−100.0% | Sold out |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −9,514−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −9,334−100.0% | Sold out |
| Hellman Jordan Management Co Inc | 0 | $0 | 0.00% | −8,925−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −7,859−100.0% | Sold out |
| Waypoint Capital Advisors, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −5,570−100.0% | Sold out |
| Glaxis Capital Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,751−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,026−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −3,024−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,815−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −2,797−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,394−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,376−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −2,239−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −944−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Surevest, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Covington Capital Management | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |