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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 8,331 | $625.0K | 0.00% | +2,767+49.7% | Added |
| Jefferies Group LLC | 8,305 | $622.7K | 0.02% | +8,305 | New |
| Xponance, Inc. | 8,213 | $616.0K | 0.01% | +224+2.8% | Added |
| Cna Financial Corp | 8,080 | $606.0K | 0.23% | +8,080 | New |
| Principal Financial Group Inc | 7,961 | $597.0K | 0.00% | −1,461−15.5% | Reduced |
| Barclays PLC | 7,948 | $596.0K | 0.00% | +279+3.6% | Added |
| Creative Planning | 7,839 | $588.0K | 0.00% | −611−7.2% | Reduced |
| Quent Capital, LLC | 7,370 | $553.0K | 0.11% | 00.0% | Unchanged |
| PDT Partners, LLC | 7,380 | $553.0K | 0.08% | +7,380 | New |
| NJ State Employees Deferred Compensation Plan | 7,000 | $525.0K | 0.09% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 6,969 | $522.0K | 0.00% | +257+3.8% | Added |
| Zions Bancorporation, N.A. | 6,886 | $516.0K | 0.05% | +11+0.2% | Added |
| Fifth Third Bancorp | 6,670 | $500.0K | 0.00% | +2,003+42.9% | Added |
| Prelude Capital Management, LLC | 6,550 | $491.0K | 0.02% | −4,579−41.1% | Reduced |
| Baker Avenue Asset Management, LP | 6,432 | $482.0K | 0.03% | +6,432 | New |
| Fred Alger Management, LLC | 6,408 | $480.0K | 0.00% | +600+10.3% | Added |
| Blueshift Asset Management, LLC | 6,372 | $478.0K | 0.10% | +3,051+91.9% | Added |
| Virginia Retirement Systems Et Al | 6,300 | $472.4K | 0.01% | +6,300 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,884 | $441.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,848 | $438.0K | 0.00% | −1,903−24.6% | 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 |
| Westover Capital Advisors, LLC | 5,291 | $397.0K | 0.15% | −240−4.3% | Reduced |
| Pitcairn Co | 5,269 | $395.0K | 0.04% | −26−0.5% | Reduced |
| Connacht Asset Management LP | 5,235 | $393.0K | 0.74% | +968+22.7% | Added |
| Industrial Alliance Investment Management Inc. | 5,130 | $385.0K | 0.01% | −14,140−73.4% | Reduced |
| Commerce Bank | 5,038 | $378.0K | 0.00% | −63−1.2% | Reduced |
| Pathstone Family Office, LLC | 4,846 | $363.4K | 0.01% | +1,008+26.3% | Added |
| 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 |
| Boussard & Gavaudan Investment Management LLP | 4,641 | $359.0K | 0.05% | +4,641 | New |
| Crossmark Global Holdings, Inc. | 4,599 | $345.0K | 0.01% | +82+1.8% | Added |
| Level Four Advisory Services, LLC | 4,576 | $343.0K | 0.03% | −509−10.0% | Reduced |
| Water Island Capital LLC | 4,300 | $322.0K | 0.02% | −133−3.0% | Reduced |
| MetLife Investment Management | 4,285 | $321.3K | 0.00% | +3+0.1% | Added |
| KBC Group NV | 4,239 | $318.0K | 0.00% | +560+15.2% | Added |
| Verdence Capital Advisors LLC | 4,159 | $312.0K | 0.04% | +52+1.3% | Added |
| ExodusPoint Capital Management, LP | 4,077 | $306.0K | 0.00% | +4,077 | New |
| NinePointTwo Capital | 4,009 | $300.0K | 0.12% | +4,009 | New |
| Virtu Financial LLC | 3,988 | $299.0K | 0.03% | −6,927−63.5% | Reduced |
| Intrust Bank NA | 3,875 | $290.0K | 0.04% | −48−1.2% | Reduced |
| Manufacturers Life Insurance Company, The | 3,703 | $277.7K | 0.00% | +11+0.3% | Added |
| 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 |
| Holocene Advisors, LP | 3,507 | $263.0K | 0.00% | −49,798−93.4% | Reduced |
| Comerica Bank | 4,545 | $259.0K | 0.00% | −76−1.6% | Reduced |
| Icon Wealth Advisors, LLC | 3,359 | $252.0K | 0.03% | +3,359 | New |
| Simplex Trading, LLC | 3,351 | $251.0K | 0.01% | −9,640−74.2% | Reduced |
| Moody Aldrich Partners LLC | 3,320 | $249.0K | 0.05% | +528+18.9% | Added |
| OneAscent Wealth Management LLC | 3,261 | $244.0K | 0.13% | +37+1.1% | Added |
| Sand Hill Global Advisors, LLC | 3,224 | $242.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,130 | $235.0K | 0.01% | +628+25.1% | Added |
| XTX Topco Ltd | 3,096 | $232.0K | 0.06% | +3,096 | New |
| Picton Mahoney Asset Management | 3,100 | $231.0K | 0.01% | −200−6.1% | Reduced |
| Encompass Wealth Advisors, LLC | 3,049 | $229.0K | 0.09% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,945 | $221.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,916 | $219.0K | 0.00% | +119+4.3% | Added |
| Dimension Capital Management LLC | 2,906 | $218.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Centiva Capital, LP | 2,804 | $210.0K | 0.02% | +304+12.2% | Added |
| Meitav Dash Investments Ltd | 2,687 | $205.0K | 0.00% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,724 | $204.0K | 0.08% | −41−1.5% | Reduced |
| TownSquare Capital, LLC | 2,696 | $202.0K | 0.01% | +4+0.1% | Added |
| Stephens Inc | 2,125 | $159.0K | 0.00% | +122+6.1% | Added |
| Canada Pension Plan Investment Board | 2,099 | $157.0K | 0.00% | −6,000−74.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,944 | $146.0K | 0.00% | +30+1.6% | Added |
| Quantbot Technologies LP | 1,673 | $125.0K | 0.01% | +1,673 | New |
| State of Wyoming | 1,391 | $104.0K | 0.05% | +651+88.0% | Added |
| Advisors Asset Management, Inc. | 1,200 | $90.0K | 0.00% | −111−8.5% | Reduced |
| 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 |
| Parkside Financial Bank & Trust | 818 | $62.0K | 0.02% | +73+9.8% | Added |
| Highlander Capital Management, LLC | 750 | $56.0K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 739 | $55.4K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 718 | $54.0K | 0.00% | +718 | New |
| Heritage Wealth Management, LLC | 595 | $45.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 577 | $43.0K | 0.00% | +516+845.9% | Added |
| Ossiam | 567 | $43.0K | 0.00% | +567 | New |
| Whittier Trust Co | 524 | $39.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 476 | $36.0K | 0.00% | +476 | New |
| Migdal Insurance & Financial Holdings Ltd. | 388 | $30.0K | 0.00% | −14−3.5% | Reduced |
| Advent Capital Management | 347 | $26.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 340 | $25.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 320 | $24.0K | 0.00% | −3−0.9% | Reduced |
| AllSquare Wealth Management LLC | 285 | $21.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 265 | $20.0K | 0.00% | −13−4.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 256 | $19.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Huntington National Bank | 226 | $17.0K | 0.00% | +27+13.6% | Added |
| Geneos Wealth Management Inc. | 220 | $16.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 203 | $15.0K | 0.00% | −51−20.1% | Reduced |
| Signaturefd, LLC | 183 | $14.0K | 0.00% | −252−57.9% | Reduced |
| IFP Advisors, Inc | 134 | $14.0K | 0.00% | +4+3.1% | Added |
| Abound Wealth Management | 179 | $13.4K | 0.01% | +179 | New |
| Global Retirement Partners, LLC | 215 | $13.0K | 0.00% | −7−3.2% | Reduced |