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, Q3 2022
Institutional positions in Five9, Inc. as of Sep 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
- 336
- +5 vs. Q2 2022
- Shares held
- 71.5M
- −371.5K (−0.5%) vs. Q2 2022
- Total value
- $5.36B
- −$1.19B (−18.2%) vs. Q2 2022
- New holders
- 49
- 142 more added
- Sold out
- 44
- 105 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 4 | $0 | 0.00% | −4−50.0% | Reduced |
| Ci Investments Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 2 | $0 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Bell Investment Advisors, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 7 | $1.00K | 0.00% | −68−90.7% | Reduced |
| Glassman Wealth Services | 13 | $1.00K | 0.00% | −5−27.8% | Reduced |
| Clearstead Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 20 | $1.00K | 0.00% | +19+1,900.0% | Added |
| Raffa Wealth Management, LLC | 17 | $1.27K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 23 | $1.73K | 0.00% | +23 | New |
| Crewe Advisors LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $2.00K | 0.00% | +28 | New |
| Standard Family Office LLC | 32 | $2.00K | 0.00% | +32 | New |
| Quadrant Capital Group LLC | 38 | $3.00K | 0.00% | −217−85.1% | Reduced |
| Earnest Partners LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 38 | $3.00K | 0.00% | −1−2.6% | Reduced |
| Massmutual Trust Co FSB | 45 | $3.00K | 0.00% | +43+2,150.0% | Added |
| GPS Wealth Strategies Group, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 49 | $4.00K | 0.00% | +49 | New |
| American Portfolios Advisors | 60 | $4.50K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 64 | $5.00K | 0.00% | +64 | New |
| Wipfli Financial Advisors LLC, | 84 | $6.00K | 0.00% | +84 | New |
| Harvest Fund Management Co., Ltd | 89 | $7.00K | 0.00% | −13−12.7% | Reduced |
| Covestor Ltd | 108 | $8.00K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 108 | $8.00K | 0.00% | +33+44.0% | Added |
| Parallel Advisors, LLC | 117 | $9.00K | 0.00% | −79−40.3% | Reduced |
| Endurance Wealth Management, Inc. | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 126 | $10.0K | 0.00% | +19+17.8% | Added |
| Versant Capital Management, Inc | 148 | $11.0K | 0.00% | +92+164.3% | Added |
| TD Waterhouse Canada Inc. | 107 | $11.2K | 0.00% | −11−9.3% | Reduced |
| Rockefeller Capital Management L.P. | 167 | $12.0K | 0.00% | −145−46.5% | Reduced |
| Riverview Trust Co | 161 | $12.0K | 0.01% | +25+18.4% | Added |
| Global Retirement Partners, LLC | 215 | $13.0K | 0.00% | −7−3.2% | Reduced |
| Proequities, Inc. | 177 | $13.0K | 0.00% | +13+7.9% | Added |
| Abound Wealth Management | 179 | $13.4K | 0.01% | +179 | New |
| Signaturefd, LLC | 183 | $14.0K | 0.00% | −252−57.9% | Reduced |
| IFP Advisors, Inc | 134 | $14.0K | 0.00% | +4+3.1% | Added |
| Umb Bank N A | 203 | $15.0K | 0.00% | −51−20.1% | Reduced |
| Geneos Wealth Management Inc. | 220 | $16.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 226 | $17.0K | 0.00% | +27+13.6% | Added |
| First Horizon Advisors, Inc. | 262 | $18.0K | 0.00% | −21−7.4% | Reduced |
| National Bank of Canada | 246 | $18.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 239 | $18.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 256 | $19.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 265 | $20.0K | 0.00% | −13−4.7% | Reduced |
| AllSquare Wealth Management LLC | 285 | $21.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 320 | $24.0K | 0.00% | −3−0.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 340 | $25.0K | 0.01% | 00.0% | Unchanged |
| Advent Capital Management | 347 | $26.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 388 | $30.0K | 0.00% | −14−3.5% | Reduced |
| Resolute Partners Group | 476 | $36.0K | 0.00% | +476 | New |
| Whittier Trust Co | 524 | $39.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 577 | $43.0K | 0.00% | +516+845.9% | Added |
| Ossiam | 567 | $43.0K | 0.00% | +567 | New |
| Heritage Wealth Management, LLC | 595 | $45.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 718 | $54.0K | 0.00% | +718 | New |
| Leonteq Securities AG | 739 | $55.4K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 750 | $56.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 818 | $62.0K | 0.02% | +73+9.8% | Added |
| American International Group, Inc. | 1,082 | $81.0K | 0.00% | +4+0.4% | Added |
| Lazard Asset Management LLC | 1,089 | $81.0K | 0.00% | +710+187.3% | Added |
| Advisors Asset Management, Inc. | 1,200 | $90.0K | 0.00% | −111−8.5% | Reduced |
| State of Wyoming | 1,391 | $104.0K | 0.05% | +651+88.0% | Added |
| Quantbot Technologies LP | 1,673 | $125.0K | 0.01% | +1,673 | New |
| Edmond de Rothschild Holding S.A. | 1,944 | $146.0K | 0.00% | +30+1.6% | Added |
| Canada Pension Plan Investment Board | 2,099 | $157.0K | 0.00% | −6,000−74.1% | Reduced |
| Stephens Inc | 2,125 | $159.0K | 0.00% | +122+6.1% | Added |
| TownSquare Capital, LLC | 2,696 | $202.0K | 0.01% | +4+0.1% | Added |
| OneAscent Financial Services LLC | 2,724 | $204.0K | 0.08% | −41−1.5% | Reduced |
| Meitav Dash Investments Ltd | 2,687 | $205.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,804 | $210.0K | 0.02% | +304+12.2% | Added |
| Wealth Effects LLC | 2,880 | $216.0K | 0.13% | −1,970−40.6% | Reduced |
| Concentric Wealth Management, LLC | 2,885 | $216.0K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,873 | $216.0K | 0.00% | +61+2.2% | Added |
| Gsa Capital Partners LLP | 2,876 | $216.0K | 0.03% | +2,876 | New |
| Dimension Capital Management LLC | 2,906 | $218.0K | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 2,916 | $219.0K | 0.00% | +119+4.3% | Added |
| Cetera Investment Advisers | 2,945 | $221.0K | 0.00% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 3,049 | $229.0K | 0.09% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 3,100 | $231.0K | 0.01% | −200−6.1% | Reduced |
| XTX Topco Ltd | 3,096 | $232.0K | 0.06% | +3,096 | New |
| Raymond James Trust N.A. | 3,130 | $235.0K | 0.01% | +628+25.1% | Added |
| Sand Hill Global Advisors, LLC | 3,224 | $242.0K | 0.02% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 3,261 | $244.0K | 0.13% | +37+1.1% | Added |
| Moody Aldrich Partners LLC | 3,320 | $249.0K | 0.05% | +528+18.9% | Added |
| Simplex Trading, LLC | 3,351 | $251.0K | 0.01% | −9,640−74.2% | Reduced |
| Icon Wealth Advisors, LLC | 3,359 | $252.0K | 0.03% | +3,359 | New |
| Comerica Bank | 4,545 | $259.0K | 0.00% | −76−1.6% | Reduced |
| Holocene Advisors, LP | 3,507 | $263.0K | 0.00% | −49,798−93.4% | Reduced |
| Wetherby Asset Management Inc | 3,679 | $276.0K | 0.02% | −134−3.5% | Reduced |
| Prudential Financial Inc | 3,615 | $276.0K | 0.00% | +51+1.4% | Added |
| Manufacturers Life Insurance Company, The | 3,703 | $277.7K | 0.00% | +11+0.3% | Added |
| Intrust Bank NA | 3,875 | $290.0K | 0.04% | −48−1.2% | Reduced |
| Virtu Financial LLC | 3,988 | $299.0K | 0.03% | −6,927−63.5% | Reduced |
| NinePointTwo Capital | 4,009 | $300.0K | 0.12% | +4,009 | New |
| ExodusPoint Capital Management, LP | 4,077 | $306.0K | 0.00% | +4,077 | New |
| Verdence Capital Advisors LLC | 4,159 | $312.0K | 0.04% | +52+1.3% | Added |