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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 177 | $13.0K | 0.00% | +13+7.9% | Added |
| 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 |
| TD Waterhouse Canada Inc. | 107 | $11.2K | 0.00% | −11−9.3% | Reduced |
| Versant Capital Management, Inc | 148 | $11.0K | 0.00% | +92+164.3% | Added |
| Endurance Wealth Management, Inc. | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 126 | $10.0K | 0.00% | +19+17.8% | Added |
| Parallel Advisors, LLC | 117 | $9.00K | 0.00% | −79−40.3% | Reduced |
| Covestor Ltd | 108 | $8.00K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 108 | $8.00K | 0.00% | +33+44.0% | Added |
| Harvest Fund Management Co., Ltd | 89 | $7.00K | 0.00% | −13−12.7% | Reduced |
| Wipfli Financial Advisors LLC, | 84 | $6.00K | 0.00% | +84 | New |
| Dark Forest Capital Management LP | 64 | $5.00K | 0.00% | +64 | New |
| American Portfolios Advisors | 60 | $4.50K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 49 | $4.00K | 0.00% | +49 | 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 |
| 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 |
| Glen Eagle Advisors, LLC | 23 | $1.73K | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 17 | $1.27K | 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 |
| 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 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −924,100−100.0% | Sold out |
| Corvex Management LP | 0 | $0 | 0.00% | −586,638−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −443,679−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −266,412−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −178,347−100.0% | Sold out |
| Sphera Funds Management Ltd. | 0 | $0 | 0.00% | −140,968−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −68,526−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −54,000−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −50,550−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −55,354−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −44,781−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −33,914−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −26,980−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −26,770−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −18,004−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,042−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,959−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −8,960−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −6,869−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −6,391−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −5,253−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −5,088−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −5,072−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Juncture Wealth Strategies, LLC | 0 | $0 | 0.00% | −4,101−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −3,633−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −2,696−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −2,601−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −2,574−100.0% | Sold out |
| Stiles Financial Services Inc | 0 | $0 | 0.00% | −2,390−100.0% | Sold out |
| ARK Investment Management LLCSuperinvestorARK Invest | 0 | $0 | 0.00% | −1,593−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Icon Wealth Partners, LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |