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 |
|---|---|---|---|---|---|
| KBC Group NV | 4,239 | $318.0K | 0.00% | +560+15.2% | Added |
| MetLife Investment Management | 4,285 | $321.3K | 0.00% | +3+0.1% | Added |
| Water Island Capital LLC | 4,300 | $322.0K | 0.02% | −133−3.0% | Reduced |
| Level Four Advisory Services, LLC | 4,576 | $343.0K | 0.03% | −509−10.0% | Reduced |
| Crossmark Global Holdings, Inc. | 4,599 | $345.0K | 0.01% | +82+1.8% | Added |
| Boussard & Gavaudan Investment Management LLP | 4,641 | $359.0K | 0.05% | +4,641 | New |
| Tower Research Capital LLC (TRC) | 4,813 | $361.0K | 0.01% | −310−6.1% | Reduced |
| Schechter Investment Advisors, LLC | 4,808 | $361.0K | 0.04% | −180−3.6% | Reduced |
| Pathstone Family Office, LLC | 4,846 | $363.4K | 0.01% | +1,008+26.3% | Added |
| Commerce Bank | 5,038 | $378.0K | 0.00% | −63−1.2% | Reduced |
| Industrial Alliance Investment Management Inc. | 5,130 | $385.0K | 0.01% | −14,140−73.4% | Reduced |
| Connacht Asset Management LP | 5,235 | $393.0K | 0.74% | +968+22.7% | Added |
| Pitcairn Co | 5,269 | $395.0K | 0.04% | −26−0.5% | Reduced |
| Westover Capital Advisors, LLC | 5,291 | $397.0K | 0.15% | −240−4.3% | Reduced |
| Group One Trading, L.P. | 5,607 | $420.0K | 0.01% | −29,487−84.0% | Reduced |
| Boston Private Wealth LLC | 5,601 | $420.0K | 0.01% | +5,601 | New |
| Advisor Group Holdings, Inc. | 5,848 | $438.0K | 0.00% | −1,903−24.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,884 | $441.0K | 0.02% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 6,300 | $472.4K | 0.01% | +6,300 | New |
| Blueshift Asset Management, LLC | 6,372 | $478.0K | 0.10% | +3,051+91.9% | Added |
| Fred Alger Management, LLC | 6,408 | $480.0K | 0.00% | +600+10.3% | Added |
| Baker Avenue Asset Management, LP | 6,432 | $482.0K | 0.03% | +6,432 | New |
| Prelude Capital Management, LLC | 6,550 | $491.0K | 0.02% | −4,579−41.1% | Reduced |
| Fifth Third Bancorp | 6,670 | $500.0K | 0.00% | +2,003+42.9% | Added |
| Zions Bancorporation, N.A. | 6,886 | $516.0K | 0.05% | +11+0.2% | Added |
| Guggenheim Capital LLC | 6,969 | $522.0K | 0.00% | +257+3.8% | Added |
| NJ State Employees Deferred Compensation Plan | 7,000 | $525.0K | 0.09% | 00.0% | Unchanged |
| Quent Capital, LLC | 7,370 | $553.0K | 0.11% | 00.0% | Unchanged |
| PDT Partners, LLC | 7,380 | $553.0K | 0.08% | +7,380 | New |
| Creative Planning | 7,839 | $588.0K | 0.00% | −611−7.2% | Reduced |
| Barclays PLC | 7,948 | $596.0K | 0.00% | +279+3.6% | Added |
| Principal Financial Group Inc | 7,961 | $597.0K | 0.00% | −1,461−15.5% | Reduced |
| Cna Financial Corp | 8,080 | $606.0K | 0.23% | +8,080 | New |
| Xponance, Inc. | 8,213 | $616.0K | 0.01% | +224+2.8% | Added |
| Jefferies Group LLC | 8,305 | $622.7K | 0.02% | +8,305 | New |
| Truist Financial Corp | 8,331 | $625.0K | 0.00% | +2,767+49.7% | Added |
| Commonwealth Equity Services, LLC | 8,659 | $649.0K | 0.00% | −342−3.8% | Reduced |
| Public Employees Retirement Association of Colorado | 8,981 | $673.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 9,350 | $701.1K | 0.07% | +9,350 | New |
| Calamos Advisors LLC | 9,542 | $715.0K | 0.00% | +5,515+137.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 10,000 | $750.0K | 0.02% | −13,539−57.5% | Reduced |
| HSBC Holdings PLC | 10,039 | $758.0K | 0.00% | +10,039 | New |
| FORA Capital, LLC | 10,165 | $762.0K | 0.15% | +10,165 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10,272 | $770.0K | 0.00% | −459−4.3% | Reduced |
| Handelsbanken Fonder AB | 10,595 | $794.0K | 0.01% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 10,595 | $794.0K | 0.57% | +490+4.8% | Added |
| Teacher Retirement System of Texas | 10,752 | $806.0K | 0.01% | −360−3.2% | Reduced |
| LPL Financial LLC | 11,584 | $869.0K | 0.00% | +36+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,803 | $885.0K | 0.01% | +3,502+42.2% | Added |
| Johnson Investment Counsel Inc | 11,889 | $891.0K | 0.01% | +11,889 | New |
| Cornercap Investment Counsel Inc | 11,916 | $893.0K | 0.17% | +11,916 | New |
| Utah Retirement Systems | 12,300 | $922.0K | 0.02% | +200+1.7% | Added |
| Millrace Asset Group, Inc. | 12,549 | $941.0K | 1.19% | +1,942+18.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,736 | $955.0K | 0.01% | −1,079−7.8% | Reduced |
| Verition Fund Management LLC | 12,842 | $963.0K | 0.01% | +5,685+79.4% | Added |
| Pinebridge Investments, L.P. | 12,904 | $968.0K | 0.01% | +4,537+54.2% | Added |
| State of Alaska, Department of Revenue | 13,001 | $974.0K | 0.01% | +13,001 | New |
| Redwood Investments, LLC | 13,240 | $993.0K | 0.13% | −294−2.2% | Reduced |
| Shell Asset Management Co | 13,295 | $997.0K | 0.04% | −3,696−21.8% | Reduced |
| AlphaCrest Capital Management LLC | 13,578 | $1.02M | 0.06% | +11,178+465.8% | Added |
| Janus Henderson Group PLC | 14,135 | $1.06M | 0.00% | +726+5.4% | Added |
| Mirador Capital Partners LP | 14,350 | $1.08M | 0.26% | +1,286+9.8% | Added |
| Baird Financial Group, Inc. | 14,485 | $1.09M | 0.00% | −3,318−18.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 14,660 | $1.10M | 0.41% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 15,000 | $1.13M | 0.00% | +15,000 | New |
| Squarepoint Ops LLC | 15,744 | $1.18M | 0.01% | +15,744 | New |
| Amalgamated Bank | 15,831 | $1.19M | 0.01% | +275+1.8% | Added |
| Silvant Capital Management LLC | 16,015 | $1.20M | 0.08% | −35−0.2% | Reduced |
| M&T Bank Corp | 16,147 | $1.21M | 0.01% | +1,747+12.1% | Added |
| Alpha Paradigm Partners, LLC | 16,172 | $1.21M | 0.53% | +11,422+240.5% | Added |
| Stifel Financial Corp | 16,212 | $1.22M | 0.00% | −1,454−8.2% | Reduced |
| Engineers Gate Manager LP | 16,243 | $1.22M | 0.08% | +13,942+605.9% | Added |
| Echo Street Capital Management LLC | 16,475 | $1.24M | 0.01% | +16,475 | New |
| SG Americas Securities, LLC | 17,708 | $1.33M | 0.02% | +1,157+7.0% | Added |
| Azzad Asset Management Inc | 18,545 | $1.39M | 0.14% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 18,562 | $1.39M | 0.05% | −5,102−21.6% | Reduced |
| Arizona State Retirement System | 18,902 | $1.42M | 0.01% | +162+0.9% | Added |
| US Bancorp | 19,110 | $1.43M | 0.00% | −287−1.5% | Reduced |
| Brookfield Asset Management Inc. | 19,257 | $1.44M | 0.01% | +19,257 | New |
| Brown Capital Management LLC | 19,364 | $1.45M | 0.02% | +3,462+21.8% | Added |
| Alps Advisors Inc | 19,846 | $1.49M | 0.01% | +19,846 | New |
| Alberta Investment Management Corp | 19,929 | $1.49M | 0.01% | +19,929 | New |
| Divisadero Street Capital Management, LP | 20,000 | $1.50M | 1.66% | +20,000 | New |
| HighTower Advisors, LLC | 20,346 | $1.52M | 0.00% | −879−4.1% | Reduced |
| Segall Bryant & Hamill, LLC | 20,476 | $1.53M | 0.02% | −28,185−57.9% | Reduced |
| Magnetar Financial LLC | 20,607 | $1.54M | 0.02% | +18,345+811.0% | Added |
| Diker Management LLC | 21,000 | $1.57M | 2.03% | −14,000−40.0% | Reduced |
| Citigroup Inc | 21,045 | $1.58M | 0.00% | −100,769−82.7% | Reduced |
| Royal Bank of Canada | 21,046 | $1.58M | 0.00% | −7,223−25.6% | Reduced |
| Bank of Montreal | 19,746 | $1.62M | 0.00% | −253,983−92.8% | Reduced |
| Fisher Asset Management, LLC | 24,813 | $1.86M | 0.00% | +6,881+38.4% | Added |
| Parallax Volatility Advisers, L.P. | 24,852 | $1.86M | 0.04% | −4,954−16.6% | Reduced |
| Trexquant Investment LP | 24,910 | $1.87M | 0.07% | −1,430−5.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 25,930 | $1.94M | 0.19% | +25,930 | New |
| Eaton Vance Management | 26,018 | $1.95M | 0.00% | +500+2.0% | Added |
| Kennedy Capital Management, Inc. | 27,136 | $2.04M | 0.06% | +20.0% | Added |
| Jane Street Group, LLC | 28,466 | $2.13M | 0.00% | +7,133+33.4% | Added |
| Treasurer of the State of North Carolina | 29,597 | $2.22M | 0.01% | +380+1.3% | Added |
| Ensign Peak Advisors, Inc | 30,904 | $2.32M | 0.01% | 00.0% | Unchanged |
| Amundi | 29,536 | $2.37M | 0.00% | +29,536 | New |