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 |
|---|---|---|---|---|---|
| Water Island Capital LLC | 4,100 | $278.2K | 0.02% | −200−4.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,215 | $286.0K | 0.03% | +4,215 | New |
| MetLife Investment Management | 4,232 | $287.2K | 0.00% | −53−1.2% | Reduced |
| Captrust Financial Advisors | 4,311 | $292.5K | 0.00% | +4,311 | New |
| TownSquare Capital, LLC | 4,332 | $294.0K | 0.01% | +1,636+60.7% | Added |
| Manufacturers Life Insurance Company, The | 4,624 | $313.8K | 0.00% | +921+24.9% | Added |
| Schechter Investment Advisors, LLC | 4,808 | $326.3K | 0.03% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 5,000 | $339.3K | 0.72% | +5,000 | New |
| Maryland State Retirement & Pension System | 5,088 | $345.3K | 0.01% | +5,088 | New |
| Crossmark Global Holdings, Inc. | 5,096 | $346.0K | 0.01% | +497+10.8% | Added |
| Commerce Bank | 5,113 | $347.0K | 0.00% | +75+1.5% | Added |
| Westover Capital Advisors, LLC | 5,121 | $347.5K | 0.14% | −170−3.2% | Reduced |
| Left Brain Wealth Management, LLC | 5,205 | $353.2K | 0.26% | +5,205 | New |
| Connacht Asset Management LP | 5,731 | $388.9K | 0.79% | +496+9.5% | Added |
| Transcend Wealth Collective, LLC | 5,839 | $396.2K | 0.04% | +5,839 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,884 | $399.3K | 0.02% | 00.0% | Unchanged |
| Point72 Middle East FZE | 6,082 | $412.7K | 0.03% | +6,082 | New |
| Axq Capital, LP | 6,095 | $413.6K | 0.29% | +6,095 | New |
| Fifth Third Bancorp | 6,135 | $416.3K | 0.00% | −535−8.0% | Reduced |
| Zions Bancorporation, N.A. | 6,962 | $472.4K | 0.04% | +76+1.1% | Added |
| NJ State Employees Deferred Compensation Plan | 7,000 | $475.0K | 0.08% | 00.0% | Unchanged |
| Millennium Management LLC | 7,378 | $501.0K | 0.00% | −36,888−83.3% | Reduced |
| Creative Planning | 7,424 | $503.8K | 0.00% | −415−5.3% | Reduced |
| Commonwealth Equity Services, LLC | 7,746 | $525.0K | 0.00% | −913−10.5% | Reduced |
| Barclays PLC | 8,035 | $545.3K | 0.00% | +87+1.1% | Added |
| Mariner, LLC | 8,096 | $549.0K | 0.00% | +8,096 | New |
| JustInvest LLC | 8,221 | $557.9K | 0.02% | +8,221 | New |
| Boston Private Wealth LLC | 8,689 | $589.6K | 0.01% | +3,088+55.1% | Added |
| Silvant Capital Management LLC | 8,809 | $597.8K | 0.04% | −7,206−45.0% | Reduced |
| Principal Financial Group Inc | 8,821 | $598.6K | 0.00% | +860+10.8% | Added |
| Public Employees Retirement Association of Colorado | 8,981 | $609.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 9,027 | $612.6K | 0.11% | +1,657+22.5% | Added |
| Xponance, Inc. | 9,390 | $637.2K | 0.01% | +1,177+14.3% | Added |
| Virginia Retirement Systems Et Al | 9,600 | $651.5K | 0.01% | +3,300+52.4% | Added |
| Comerica Bank | 9,103 | $667.0K | 0.01% | +4,558+100.3% | Added |
| Teacher Retirement System of Texas | 10,279 | $698.0K | 0.01% | −473−4.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,437 | $708.3K | 0.00% | −1,366−11.6% | Reduced |
| Handelsbanken Fonder AB | 10,595 | $719.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 10,755 | $729.8K | 0.00% | +2,424+29.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,069 | $751.1K | 0.00% | +797+7.8% | Added |
| Shell Asset Management Co | 11,310 | $767.0K | 0.03% | −1,985−14.9% | Reduced |
| Simplex Trading, LLC | 11,397 | $773.0K | 0.04% | +8,046+240.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,878 | $806.0K | 0.00% | −858−6.7% | Reduced |
| Utah Retirement Systems | 12,300 | $834.7K | 0.01% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 12,352 | $838.2K | 0.58% | +1,757+16.6% | Added |
| LPL Financial LLC | 13,113 | $880.3K | 0.00% | +1,529+13.2% | Added |
| Ieq Capital, LLC | 13,045 | $885.2K | 0.02% | +13,045 | New |
| Pinebridge Investments, L.P. | 13,175 | $894.1K | 0.01% | +271+2.1% | Added |
| Mirador Capital Partners LP | 13,804 | $936.7K | 0.22% | −546−3.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 13,910 | $943.9K | 0.34% | −750−5.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 13,960 | $947.0K | 0.05% | +13,960 | New |
| Tower Research Capital LLC (TRC) | 14,112 | $958.0K | 0.04% | +9,299+193.2% | Added |
| Walleye Trading LLC | 14,559 | $988.0K | 0.02% | +13,841+1,927.7% | Added |
| Riverpark Capital Management LLC | 14,613 | $991.6K | 2.29% | −19,629−57.3% | Reduced |
| Bullseye Asset Management LLC | 15,000 | $1.02M | 0.55% | +15,000 | New |
| Janus Henderson Group PLC | 15,088 | $1.02M | 0.00% | +953+6.7% | Added |
| HighTower Advisors, LLC | 15,434 | $1.05M | 0.00% | −4,912−24.1% | Reduced |
| Stifel Financial Corp | 15,721 | $1.07M | 0.00% | −491−3.0% | Reduced |
| Amalgamated Bank | 16,193 | $1.10M | 0.01% | +362+2.3% | Added |
| M&T Bank Corp | 16,525 | $1.12M | 0.00% | +378+2.3% | Added |
| Concentric Capital Strategies, LP | 17,155 | $1.16M | 0.58% | +17,155 | New |
| Holocene Advisors, LP | 17,397 | $1.18M | 0.01% | +13,890+396.1% | Added |
| Ardsley Advisory Partners LP | 17,600 | $1.19M | 0.30% | −37,400−68.0% | Reduced |
| Citigroup Inc | 18,164 | $1.23M | 0.00% | −2,881−13.7% | Reduced |
| Azzad Asset Management Inc | 18,712 | $1.27M | 0.20% | +167+0.9% | Added |
| Arizona State Retirement System | 19,781 | $1.34M | 0.01% | +879+4.7% | Added |
| Alps Advisors Inc | 19,825 | $1.35M | 0.01% | −21−0.1% | Reduced |
| Brown Capital Management LLC | 21,217 | $1.44M | 0.02% | +1,853+9.6% | Added |
| Bayesian Capital Management, LP | 21,342 | $1.45M | 0.21% | +21,342 | New |
| US Bancorp | 21,946 | $1.49M | 0.00% | +2,836+14.8% | Added |
| Alpha Paradigm Partners, LLC | 23,410 | $1.59M | 0.66% | +7,238+44.8% | Added |
| Royal Bank of Canada | 24,077 | $1.64M | 0.00% | +3,031+14.4% | Added |
| Monarch Partners Asset Management LLC | 25,442 | $1.73M | 0.51% | +25,442 | New |
| Washington Harbour Partners LP | 25,721 | $1.75M | 2.94% | −18,825−42.3% | Reduced |
| SG Americas Securities, LLC | 26,210 | $1.78M | 0.03% | +8,502+48.0% | Added |
| Fisher Asset Management, LLC | 26,551 | $1.80M | 0.00% | +1,738+7.0% | Added |
| Amundi | 26,062 | $1.85M | 0.00% | −3,474−11.8% | Reduced |
| Alberta Investment Management Corp | 27,876 | $1.89M | 0.02% | +7,947+39.9% | Added |
| Next Century Growth Investors LLC | 28,546 | $1.94M | 0.23% | +28,546 | New |
| First Growth Investment Manager LP | 29,500 | $2.00M | 5.10% | −11,500−28.0% | Reduced |
| Divisadero Street Capital Management, LP | 30,000 | $2.04M | 1.52% | +10,000+50.0% | Added |
| Jane Street Group, LLC | 30,026 | $2.04M | 0.00% | +1,560+5.5% | Added |
| Treasurer of the State of North Carolina | 30,387 | $2.06M | 0.01% | +790+2.7% | Added |
| RiverPark Advisors, LLC | 30,745 | $2.09M | 0.99% | −5,842−16.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 31,202 | $2.12M | 0.22% | −17,923−36.5% | Reduced |
| Cubist Systematic Strategies, LLC | 31,783 | $2.16M | 0.02% | −76,611−70.7% | Reduced |
| Dimensional Fund Advisors LP | 33,612 | $2.28M | 0.00% | −48,628−59.1% | Reduced |
| Trexquant Investment LP | 34,027 | $2.31M | 0.07% | +9,117+36.6% | Added |
| Susquehanna International Group, LLP | 34,153 | $2.32M | 0.00% | −4,610−11.9% | Reduced |
| G2 Investment Partners Management LLC | 34,208 | $2.32M | 0.69% | −44,292−56.4% | Reduced |
| UBS Group AG | 34,653 | $2.35M | 0.00% | −23,572−40.5% | Reduced |
| Osterweis Capital Management Inc | 34,685 | $2.35M | 0.17% | −23,695−40.6% | Reduced |
| Diker Management LLC | 35,000 | $2.38M | 2.74% | +14,000+66.7% | Added |
| Brookfield Asset Management Inc. | 36,363 | $2.47M | 0.01% | +17,106+88.8% | Added |
| Clal Insurance Enterprises Holdings Ltd | 36,738 | $2.49M | 0.04% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 37,841 | $2.57M | 0.01% | −125,538−76.8% | Reduced |
| Oppenheimer Asset Management Inc. | 37,916 | $2.57M | 0.04% | −691−1.8% | Reduced |
| Tudor Investment Corp Et Al | 38,314 | $2.60M | 0.06% | −41,586−52.0% | Reduced |
| Brant Point Investment Management LLC | 38,752 | $2.63M | 0.75% | +38,752 | New |
| Envestnet Asset Management Inc | 39,114 | $2.65M | 0.00% | −5,909−13.1% | Reduced |