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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.

Q4 2022 vs. Q3 2022

How the institutions holding Five9, Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of FIVN: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders3365327−4
Shares71.5M34.5K75.3M+3.80M (+5.3%)
Value$5.36B$2.59M$5.11B−$250.6M (−4.7%)

5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (69)

Institutions that held Five9, Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to FIVN in Q4 2022
InstitutionSharesValue% of portfolio
Nishkama Capital, LLC655,349$44.5M15.02%
Jericho Capital Asset Management L.P.483,000$32.8M2.43%
Ophir Asset Management Pty Ltd348,128$23.6M4.54%
Alyeska Investment Group, L.P.325,080$22.1M0.23%
Intrinsic Edge Capital Management LLC300,018$20.4M2.19%
Balyasny Asset Management LLC275,842$18.7M0.07%
Clear Street Markets LLC250,000$17.0M3.44%
Coronation Fund Managers Ltd.191,364$13.0M0.36%
Herr Investment Group LLC190,500$12.9M2.45%
Kornitzer Capital Management Inc158,520$10.8M0.22%
Capital Research Global Investors156,380$10.6M0.00%
Silvercrest Asset Management Group LLC130,811$8.88M0.07%
Public Sector Pension Investment Board128,000$8.69M0.07%
Walleye Capital LLC114,053$7.74M0.17%
1832 Asset Management L.P.111,800$7.59M0.02%
Sphera Funds Management Ltd.95,000$6.45M2.03%
Atika Capital Management LLC85,800$5.82M0.89%
Hampton Road Capital Management LP63,519$4.31M1.60%
First Washington CORP60,311$4.09M2.01%
Summit Creek Advisors LLC57,753$3.92M0.53%
Archon Capital Management LLC51,100$3.47M1.33%
Voloridge Investment Management, LLC50,052$3.40M0.02%
HAP Trading, LLC49,473$3.36M0.55%
Jefferies Financial Group Inc.46,690$3.17M0.05%
Brant Point Investment Management LLC38,752$2.63M0.75%
Next Century Growth Investors LLC28,546$1.94M0.23%
Monarch Partners Asset Management LLC25,442$1.73M0.51%
Bayesian Capital Management, LP21,342$1.45M0.21%
Concentric Capital Strategies, LP17,155$1.16M0.58%
Bullseye Asset Management LLC15,000$1.02M0.55%
Oversea-Chinese Banking CORP Ltd13,960$947.0K0.05%
Ieq Capital, LLC13,045$885.2K0.02%
JustInvest LLC8,221$557.9K0.02%
Mariner, LLC8,096$549.0K0.00%
Axq Capital, LP6,095$413.6K0.29%
Point72 Middle East FZE6,082$412.7K0.03%
Transcend Wealth Collective, LLC5,839$396.2K0.04%
Left Brain Wealth Management, LLC5,205$353.2K0.26%
Maryland State Retirement & Pension System5,088$345.3K0.01%
Connective Portfolio Management, LLC5,000$339.3K0.72%
Captrust Financial Advisors4,311$292.5K0.00%
Dorsey & Whitney Trust CO LLC4,215$286.0K0.03%
Atom Investors LP3,680$249.7K0.12%
PEAK6 Investments LLC3,545$240.6K0.01%
Two Sigma Securities, LLC3,420$232.1K0.03%
Brinker Capital Investments, LLC3,319$225.2K0.00%
Bleakley Financial Group, LLC3,096$210.1K0.01%
BNP Paribas Arbitrage, SA2,545$172.7K0.00%
Cutler Group LP2,155$146.0K0.02%
Headlands Technologies LLC893$61.0K0.05%
Park Place Capital Corp391$27.0K0.01%
PFS Partners, LLC200$13.6K0.01%
Advisory Services Network, LLC183$12.4K0.00%
Brown Brothers Harriman & Co176$11.9K0.00%
Arcadia Investment Management Corp141$9.57K0.00%
Money Concepts Capital Corp100$6.79K0.00%
Colonial Trust Advisors100$6.79K0.00%
MinichMacGregor Wealth Management, LLC72$4.88K0.00%
Belpointe Asset Management LLC50$3.39K0.00%
MCF Advisors LLC36$2.44K0.00%
Harbour Investments, Inc.20$1.36K0.00%
Farther Finance Advisors, LLC18$1.22K0.00%
Sutton Wealth Advisors Inc.18$1.22K0.00%
Cornerstone Planning Group LLC7$4930.00%
TD Private Client Wealth LLC7$4750.00%
BerganKDV Wealth Management, LLC7$4750.00%
My Personal CFO, LLC3$2040.00%
GWM Advisors LLC11$10.00%
Ronald Blue Trust, Inc.4$00.00%

Sold out (73)

Institutions that held Five9, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of FIVN in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Scge Management, L.P.940,000$70.5M
Whale Rock Capital Management LLC888,507$66.6M
Park West Asset Management LLC664,094$49.8M
Polar Capital Holdings Plc613,336$46.0M
Lord, Abbett & Co. LLC377,186$28.3M
Bain Capital Public Equity Management II, LLC361,092$27.1M
Qube Research & Technologies Ltd169,153$12.7M
Shannon River Fund Management LLC157,696$11.8M
Cavalry Management Group, LLC150,474$11.3M
Untitled Investments LP124,304$9.32M
Edgestream Partners, L.P.111,393$8.35M
Nicholas Investment Partners, LP106,957$8.02M
BWCP, LP83,131$6.23M
Cinctive Capital Management LP82,093$6.16M
Twinbeech Capital LP70,069$5.25M
Castleark Management LLC61,854$4.64M
Renaissance Technologies LLC57,500$4.31M
Flight Deck Capital, LP48,654$3.65M
Jump Financial, LLC46,363$3.48M
Graham Capital Management, L.P.46,316$3.47M
First Trust Advisors LP41,731$3.13M
Arrowstreet Capital, Limited Partnership38,584$2.89M
Dynamic Technology Lab Private Ltd25,930$1.94M
Parallax Volatility Advisers, L.P.24,852$1.86M
Magnetar Financial LLC20,607$1.54M
Segall Bryant & Hamill, LLC20,476$1.53M
Boothbay Fund Management, LLC18,562$1.39M
Echo Street Capital Management LLC16,475$1.24M
Engineers Gate Manager LP16,243$1.22M
Squarepoint Ops LLC15,744$1.18M
D. E. Shaw & Co., Inc.15,000$1.13M
Baird Financial Group, Inc.14,485$1.09M
AlphaCrest Capital Management LLC13,578$1.02M
Redwood Investments, LLC13,240$993.0K
State of Alaska, Department of Revenue13,001$974.0K
Verition Fund Management LLC12,842$963.0K
Millrace Asset Group, Inc.12,549$941.0K
Cornercap Investment Counsel Inc11,916$893.0K
Johnson Investment Counsel Inc11,889$891.0K
FORA Capital, LLC10,165$762.0K
Weiss Multi-Strategy Advisers LLC10,000$750.0K
Calamos Advisors LLC9,542$715.0K
Y-Intercept (Hong Kong) Ltd9,350$701.1K
Cna Financial Corp8,080$606.0K
PDT Partners, LLC7,380$553.0K
Prelude Capital Management, LLC6,550$491.0K
Fred Alger Management, LLC6,408$480.0K
Blueshift Asset Management, LLC6,372$478.0K
Group One Trading, L.P.5,607$420.0K
Industrial Alliance Investment Management Inc.5,130$385.0K
Pathstone Family Office, LLC4,846$363.4K
Boussard & Gavaudan Investment Management LLP4,641$359.0K
Level Four Advisory Services, LLC4,576$343.0K
NinePointTwo Capital4,009$300.0K
Virtu Financial LLC3,988$299.0K
Moody Aldrich Partners LLC3,320$249.0K
Raymond James Trust N.A.3,130$235.0K
XTX Topco Ltd3,096$232.0K
MAI Capital Management2,916$219.0K
Dimension Capital Management LLC2,906$218.0K
Gsa Capital Partners LLP2,876$216.0K
Concentric Wealth Management, LLC2,885$216.0K
Wealth Effects LLC2,880$216.0K
Centiva Capital, LP2,804$210.0K
Meitav Dash Investments Ltd2,687$205.0K
Quantbot Technologies LP1,673$125.0K
Resolute Partners Group476$36.0K
Riverview Trust Co161$12.0K
Dark Forest Capital Management LP64$5.00K
GPS Wealth Strategies Group, LLC60$4.00K
Crewe Advisors LLC30$2.00K
Standard Family Office LLC32$2.00K
Meeder Asset Management Inc4$0

Not filed for Q4 2022 yet (5)

Institutions that held Five9, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FIVN in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management26,018$1.95M
Jefferies Group LLC8,305$622.7K
Wipfli Financial Advisors LLC,84$6.00K
American Portfolios Advisors60$4.50K
FourThought Financial, LLC21$2.00K