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 |
|---|---|---|---|---|---|
| Herald Investment Management Ltd | 40,000 | $2.71M | 0.67% | 00.0% | Unchanged |
| National Bank of Canada | 40,006 | $2.71M | 0.01% | +39,760+16,162.6% | Added |
| Kennedy Capital Management, Inc. | 41,369 | $2.81M | 0.08% | +14,233+52.5% | Added |
| Victory Capital Management Inc | 42,133 | $2.86M | 0.00% | −78,393−65.0% | Reduced |
| Jeneq Management, LP | 44,551 | $3.02M | 13.53% | +5,120+13.0% | Added |
| State of New Jersey Common Pension Fund D | 45,647 | $3.10M | 0.01% | +3,652+8.7% | Added |
| Jefferies Financial Group Inc. | 46,690 | $3.17M | 0.05% | +46,690 | New |
| TD Asset Management Inc | 48,482 | $3.29M | 0.00% | −387,306−88.9% | Reduced |
| HAP Trading, LLC | 49,473 | $3.36M | 0.55% | +49,473 | New |
| Voloridge Investment Management, LLC | 50,052 | $3.40M | 0.02% | +50,052 | New |
| Archon Capital Management LLC | 51,100 | $3.47M | 1.33% | +51,100 | New |
| Invesco Ltd. | 51,346 | $3.48M | 0.00% | −474,944−90.2% | Reduced |
| Oak Ridge Investments LLC | 55,432 | $3.76M | 0.56% | −3,089−5.3% | Reduced |
| Mutual of America Capital Management LLC | 55,744 | $3.78M | 0.05% | −6,276−10.1% | Reduced |
| Bank of Montreal | 57,083 | $3.88M | 0.00% | +37,337+189.1% | Added |
| RMB Capital Management, LLC | 57,274 | $3.89M | 0.14% | −24,721−30.1% | Reduced |
| Summit Creek Advisors LLC | 57,753 | $3.92M | 0.53% | +57,753 | New |
| Great West Life Assurance Co | 58,987 | $4.01M | 0.01% | +4,090+7.5% | Added |
| First Washington CORP | 60,311 | $4.09M | 2.01% | +60,311 | New |
| B. Metzler seel. Sohn & Co. AG | 60,422 | $4.10M | 0.07% | +24,044+66.1% | Added |
| Wetherby Asset Management Inc | 62,468 | $4.24M | 0.27% | +58,789+1,598.0% | Added |
| Hampton Road Capital Management LP | 63,519 | $4.31M | 1.60% | +63,519 | New |
| Legal & General Group Plc | 63,692 | $4.32M | 0.00% | −1,243−1.9% | Reduced |
| Woodline Partners LP | 70,698 | $4.80M | 0.07% | +1,576+2.3% | Added |
| Wells Fargo & Company | 73,810 | $5.01M | 0.00% | −10,682−12.6% | Reduced |
| Public Employees Retirement System of Ohio | 74,246 | $5.04M | 0.02% | −15,501−17.3% | Reduced |
| State Board of Administration of Florida Retirement System | 76,495 | $5.19M | 0.01% | −1,430−1.8% | Reduced |
| Rhumbline Advisers | 77,687 | $5.27M | 0.01% | +5,245+7.2% | Added |
| Tobam | 78,100 | $5.30M | 0.35% | +26,500+51.4% | Added |
| Point72 Asset Management, L.P. | 78,650 | $5.34M | 0.02% | −237,350−75.1% | Reduced |
| Credit Suisse AG | 80,871 | $5.49M | 0.01% | +20,278+33.5% | Added |
| Assenagon Asset Management S.A. | 82,763 | $5.62M | 0.02% | −315,128−79.2% | Reduced |
| EULAV Asset Management | 83,900 | $5.69M | 0.24% | 00.0% | Unchanged |
| Atika Capital Management LLC | 85,800 | $5.82M | 0.89% | +85,800 | New |
| Vista Equity Partners Management, LLC | 88,785 | $6.02M | 0.09% | −275,471−75.6% | Reduced |
| California State Teachers Retirement System | 89,113 | $6.05M | 0.01% | +1,820+2.1% | Added |
| Raymond James & Associates | 89,310 | $6.06M | 0.01% | −7,806−8.0% | Reduced |
| Gagnon Advisors, LLC | 94,852 | $6.44M | 4.34% | +15,809+20.0% | Added |
| Sphera Funds Management Ltd. | 95,000 | $6.45M | 2.03% | +95,000 | New |
| New York State Common Retirement Fund | 98,080 | $6.66M | 0.01% | +8,850+9.9% | Added |
| Nomura Holdings Inc | 101,500 | $6.89M | 0.07% | +67,067+194.8% | Added |
| Teca Partners, LP | 102,600 | $6.96M | 9.89% | −4,674−4.4% | Reduced |
| ThornTree Capital Partners LP | 102,999 | $6.99M | 2.30% | −163,134−61.3% | Reduced |
| State of Wisconsin Investment Board | 107,139 | $7.27M | 0.02% | −4,153−3.7% | Reduced |
| 1832 Asset Management L.P. | 111,800 | $7.59M | 0.02% | +111,800 | New |
| Neuberger Berman Group LLC | 113,087 | $7.66M | 0.01% | +38,622+51.9% | Added |
| Pier Capital, LLC | 113,041 | $7.67M | 1.26% | +28,892+34.3% | Added |
| Walleye Capital LLC | 114,053 | $7.74M | 0.17% | +114,053 | New |
| Calixto Global Investors, LP | 118,700 | $8.05M | 11.95% | −100,644−45.9% | Reduced |
| ExodusPoint Capital Management, LP | 127,668 | $8.66M | 0.13% | +123,591+3,031.4% | Added |
| Public Sector Pension Investment Board | 128,000 | $8.69M | 0.07% | +128,000 | New |
| California Public Employees Retirement System | 129,467 | $8.79M | 0.01% | −9,230−6.7% | Reduced |
| Silvercrest Asset Management Group LLC | 130,811 | $8.88M | 0.07% | +130,811 | New |
| Capital Fund Management S.A. | 135,860 | $9.22M | 0.20% | +25,022+22.6% | Added |
| Conestoga Capital Advisors, LLC | 136,249 | $9.25M | 0.17% | +3,583+2.7% | Added |
| SEI Investments Co | 149,496 | $10.1M | 0.02% | −140,057−48.4% | Reduced |
| Price T Rowe Associates Inc | 156,344 | $10.6M | 0.00% | −1,719,842−91.7% | Reduced |
| Capital Research Global Investors | 156,380 | $10.6M | 0.00% | +156,380 | New |
| Kornitzer Capital Management Inc | 158,520 | $10.8M | 0.22% | +158,520 | New |
| Bank of America Corp | 162,706 | $11.0M | 0.00% | +14,049+9.5% | Added |
| UBS Asset Management Americas Inc | 166,788 | $11.3M | 0.01% | +71,743+75.5% | Added |
| Swiss National Bank | 169,300 | $11.5M | 0.01% | +4,400+2.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 172,000 | $11.7M | 0.06% | +104,300+154.1% | Added |
| Prospect Capital Advisors, LLC | 176,240 | $12.0M | 6.19% | +5,100+3.0% | Added |
| Ensign Peak Advisors, Inc | 188,712 | $12.8M | 0.03% | +157,808+510.6% | Added |
| Herr Investment Group LLC | 190,500 | $12.9M | 2.45% | +190,500 | New |
| Coronation Fund Managers Ltd. | 191,364 | $13.0M | 0.36% | +191,364 | New |
| Gagnon Securities LLC | 200,538 | $13.6M | 3.01% | +45,742+29.5% | Added |
| Parnassus Investments | 225,571 | $15.3M | 0.04% | +80,044+55.0% | Added |
| Bank of Nova Scotia | 229,019 | $15.5M | 0.04% | −185,181−44.7% | Reduced |
| Alta Park Capital, LP | 243,522 | $16.5M | 2.31% | +105,199+76.1% | Added |
| Dorsal Capital Management, LLC | 250,000 | $17.0M | 1.06% | −1,035,000−80.5% | Reduced |
| Clear Street Markets LLC | 250,000 | $17.0M | 3.44% | +250,000 | New |
| WCM Investment Management, LLC | 257,296 | $17.5M | 0.06% | +102,896+66.6% | Added |
| Kopp Family Office, LLC | 263,190 | $17.9M | 10.75% | +88,012+50.2% | Added |
| Voya Investment Management LLC | 274,986 | $18.7M | 0.02% | +53,811+24.3% | Added |
| Balyasny Asset Management LLC | 275,842 | $18.7M | 0.07% | +275,842 | New |
| Melqart Asset Management (UK) Ltd | 296,465 | $20.1M | 1.77% | +111,905+60.6% | Added |
| Intrinsic Edge Capital Management LLC | 300,018 | $20.4M | 2.19% | +300,018 | New |
| Jennison Associates LLC | 304,081 | $20.6M | 0.02% | −5,731−1.8% | Reduced |
| Alyeska Investment Group, L.P. | 325,080 | $22.1M | 0.23% | +325,080 | New |
| Alkeon Capital Management LLC | 339,836 | $23.1M | 0.17% | −636,783−65.2% | Reduced |
| Ophir Asset Management Pty Ltd | 348,128 | $23.6M | 4.54% | +348,128 | New |
| Bank of New York Mellon Corp | 371,833 | $25.2M | 0.01% | −36,675−9.0% | Reduced |
| HSBC Holdings PLC | 374,654 | $25.3M | 0.03% | +364,615+3,632.0% | Added |
| Granite Investment Partners, LLC | 383,113 | $26.0M | 1.08% | +302,812+377.1% | Added |
| Charles Schwab Investment Management Inc | 416,914 | $28.3M | 0.01% | +21,806+5.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 417,844 | $28.4M | 0.07% | +129,509+44.9% | Added |
| Deutsche Bank AG | 421,914 | $28.6M | 0.02% | −325,401−43.5% | Reduced |
| Thrivent Financial for Lutherans | 428,936 | $29.1M | 0.08% | −9,557−2.2% | Reduced |
| Nuveen Asset Management, LLC | 436,687 | $29.6M | 0.01% | −172,907−28.4% | Reduced |
| SQN Investors LP | 453,156 | $30.8M | 11.91% | −123,746−21.5% | Reduced |
| AXA S.A. | 465,236 | $31.6M | 0.11% | −10,282−2.2% | Reduced |
| Jericho Capital Asset Management L.P. | 483,000 | $32.8M | 2.43% | +483,000 | New |
| Northern Trust Corp | 484,624 | $32.9M | 0.01% | +134,928+38.6% | Added |
| American Century Companies Inc | 495,893 | $33.7M | 0.03% | +127,242+34.5% | Added |
| Clearbridge Investments, LLC | 518,109 | $35.2M | 0.03% | +767+0.1% | Added |
| Riverbridge Partners LLC | 608,830 | $41.3M | 0.62% | −35,614−5.5% | Reduced |
| Massachusetts Financial Services Co | 645,223 | $43.8M | 0.02% | +227,378+54.4% | Added |
| Nishkama Capital, LLC | 655,349 | $44.5M | 15.02% | +655,349 | New |