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, Q4 2022
Institutional positions in Five9, Inc. as of Dec 31, 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
- 327
- −4 vs. Q3 2022
- Shares held
- 75.3M
- +3.80M (+5.3%) vs. Q3 2022
- Total value
- $5.11B
- −$250.6M (−4.7%) vs. Q3 2022
- New holders
- 69
- 123 more added
- Sold out
- 73
- 106 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sageworth Trust Co of South Dakota | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4 | $0 | 0.00% | +4 | New |
| GWM Advisors LLC | 11 | $1 | 0.00% | +11 | New |
| Lee Financial Co | 2 | $136 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $204 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 3 | $204 | 0.00% | +3 | New |
| Institutional & Family Asset Management, LLC | 7 | $475 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7 | $475 | 0.00% | +7 | New |
| BerganKDV Wealth Management, LLC | 7 | $475 | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 7 | $493 | 0.00% | +7 | New |
| Clearstead Advisors, LLC | 10 | $679 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 16 | $1.00K | 0.00% | −187−92.1% | Reduced |
| Ellevest, Inc. | 15 | $1.02K | 0.00% | −93−86.1% | Reduced |
| Raffa Wealth Management, LLC | 17 | $1.15K | 0.00% | 00.0% | Unchanged |
| Advent Capital Management | 18 | $1.22K | 0.00% | −329−94.8% | Reduced |
| Farther Finance Advisors, LLC | 18 | $1.22K | 0.00% | +18 | New |
| Sutton Wealth Advisors Inc. | 18 | $1.22K | 0.00% | +18 | New |
| Harbour Investments, Inc. | 20 | $1.36K | 0.00% | +20 | New |
| Glen Eagle Advisors, LLC | 23 | $1.56K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 20 | $1.90K | 0.00% | −87−81.3% | Reduced |
| Massmutual Trust Co FSB | 26 | $2.00K | 0.00% | −19−42.2% | Reduced |
| MCF Advisors LLC | 36 | $2.44K | 0.00% | +36 | New |
| Earnest Partners LLC | 41 | $2.78K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $3.00K | 0.00% | +21+75.0% | Added |
| Versant Capital Management, Inc | 49 | $3.33K | 0.00% | −99−66.9% | Reduced |
| Belpointe Asset Management LLC | 50 | $3.39K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 52 | $3.53K | 0.00% | +47+940.0% | Added |
| MinichMacGregor Wealth Management, LLC | 72 | $4.88K | 0.00% | +72 | New |
| IFP Advisors, Inc | 62 | $6.00K | 0.00% | −72−53.7% | Reduced |
| Money Concepts Capital Corp | 100 | $6.79K | 0.00% | +100 | New |
| Colonial Trust Advisors | 100 | $6.79K | 0.00% | +100 | New |
| Covestor Ltd | 107 | $7.00K | 0.01% | −1−0.9% | Reduced |
| Arcadia Investment Management Corp | 141 | $9.57K | 0.00% | +141 | New |
| Proequities, Inc. | 146 | $9.91K | 0.00% | −31−17.5% | Reduced |
| Endurance Wealth Management, Inc. | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 166 | $11.3K | 0.00% | +117+238.8% | Added |
| Geneos Wealth Management Inc. | 170 | $11.5K | 0.00% | −50−22.7% | Reduced |
| Brown Brothers Harriman & Co | 176 | $11.9K | 0.00% | +176 | New |
| Rockefeller Capital Management L.P. | 196 | $12.0K | 0.00% | +29+17.4% | Added |
| Abound Wealth Management | 179 | $12.1K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 183 | $12.4K | 0.00% | +183 | New |
| AllSquare Wealth Management LLC | 200 | $13.6K | 0.01% | −85−29.8% | Reduced |
| PFS Partners, LLC | 200 | $13.6K | 0.01% | +200 | New |
| Glassman Wealth Services | 205 | $13.9K | 0.00% | +192+1,476.9% | Added |
| Global Retirement Partners, LLC | 219 | $14.9K | 0.00% | +4+1.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 226 | $15.0K | 0.00% | −39−14.7% | Reduced |
| Huntington National Bank | 225 | $15.3K | 0.00% | −1−0.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 239 | $16.2K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 250 | $17.0K | 0.01% | −500−66.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 256 | $17.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 263 | $17.8K | 0.00% | +243+1,215.0% | Added |
| Baker Avenue Asset Management, LP | 267 | $18.1K | 0.00% | −6,165−95.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 340 | $23.1K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 360 | $24.0K | 0.00% | −28−7.2% | Reduced |
| Park Place Capital Corp | 391 | $27.0K | 0.01% | +391 | New |
| First Horizon Advisors, Inc. | 404 | $27.4K | 0.00% | +142+54.2% | Added |
| Parallel Advisors, LLC | 406 | $27.6K | 0.00% | +289+247.0% | Added |
| Quadrant Capital Group LLC | 423 | $28.7K | 0.00% | +385+1,013.2% | Added |
| Lindbrook Capital, LLC | 482 | $32.7K | 0.00% | +162+50.6% | Added |
| Whittier Trust Co | 524 | $35.6K | 0.00% | 00.0% | Unchanged |
| Ossiam | 567 | $38.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 597 | $40.5K | 0.00% | +414+226.2% | Added |
| CWM, LLC | 644 | $44.0K | 0.00% | +67+11.6% | Added |
| Leonteq Securities AG | 726 | $49.3K | 0.00% | −13−1.8% | Reduced |
| Parkside Financial Bank & Trust | 841 | $57.1K | 0.02% | +23+2.8% | Added |
| Headlands Technologies LLC | 893 | $61.0K | 0.05% | +893 | New |
| Lazard Asset Management LLC | 918 | $62.0K | 0.00% | −171−15.7% | Reduced |
| Advisors Asset Management, Inc. | 971 | $65.9K | 0.00% | −229−19.1% | Reduced |
| American International Group, Inc. | 1,072 | $72.7K | 0.00% | −10−0.9% | Reduced |
| Heritage Wealth Management, LLC | 1,190 | $80.8K | 0.01% | +595+100.0% | Added |
| Picton Mahoney Asset Management | 1,200 | $81.0K | 0.00% | −1,900−61.3% | Reduced |
| Harvest Fund Management Co., Ltd | 2,061 | $120.0K | 0.03% | +1,972+2,215.7% | Added |
| State of Wyoming | 1,793 | $121.7K | 0.04% | +402+28.9% | Added |
| Edmond de Rothschild Holding S.A. | 1,944 | $131.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,011 | $137.0K | 0.00% | +1,885+1,496.0% | Added |
| The PNC Financial Services Group, Inc. | 2,046 | $138.8K | 0.00% | −827−28.8% | Reduced |
| Cutler Group LP | 2,155 | $146.0K | 0.02% | +2,155 | New |
| Stephens Inc | 2,287 | $155.2K | 0.00% | +162+7.6% | Added |
| BNP Paribas Arbitrage, SA | 2,545 | $172.7K | 0.00% | +2,545 | New |
| Canada Pension Plan Investment Board | 2,699 | $183.2K | 0.00% | +600+28.6% | Added |
| Encompass Wealth Advisors, LLC | 3,049 | $206.9K | 0.08% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 3,078 | $208.9K | 0.02% | −281−8.4% | Reduced |
| Bleakley Financial Group, LLC | 3,096 | $210.1K | 0.01% | +3,096 | New |
| OneAscent Financial Services LLC | 3,123 | $212.0K | 0.09% | +399+14.6% | Added |
| Sand Hill Global Advisors, LLC | 3,224 | $218.8K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 3,248 | $220.4K | 0.02% | −2,021−38.4% | Reduced |
| Brinker Capital Investments, LLC | 3,319 | $225.2K | 0.00% | +3,319 | New |
| Prudential Financial Inc | 3,324 | $225.6K | 0.00% | −291−8.0% | Reduced |
| Cetera Investment Advisers | 3,341 | $226.7K | 0.00% | +396+13.4% | Added |
| Two Sigma Securities, LLC | 3,420 | $232.1K | 0.03% | +3,420 | New |
| Intrust Bank NA | 3,470 | $235.5K | 0.03% | −405−10.5% | Reduced |
| Verdence Capital Advisors LLC | 3,479 | $236.1K | 0.03% | −680−16.4% | Reduced |
| KBC Group NV | 3,532 | $240.0K | 0.00% | −707−16.7% | Reduced |
| PEAK6 Investments LLC | 3,545 | $240.6K | 0.01% | +3,545 | New |
| OneAscent Wealth Management LLC | 3,667 | $249.0K | 0.12% | +406+12.5% | Added |
| Atom Investors LP | 3,680 | $249.7K | 0.12% | +3,680 | New |
| Guggenheim Capital LLC | 3,694 | $250.7K | 0.00% | −3,275−47.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,769 | $256.1K | 0.00% | −2,079−35.6% | Reduced |