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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 76,495 | $5.19M | 0.01% | −1,430−1.8% | Reduced |
| Public Employees Retirement System of Ohio | 74,246 | $5.04M | 0.02% | −15,501−17.3% | Reduced |
| Wells Fargo & Company | 73,810 | $5.01M | 0.00% | −10,682−12.6% | Reduced |
| Woodline Partners LP | 70,698 | $4.80M | 0.07% | +1,576+2.3% | Added |
| Legal & General Group Plc | 63,692 | $4.32M | 0.00% | −1,243−1.9% | Reduced |
| Hampton Road Capital Management LP | 63,519 | $4.31M | 1.60% | +63,519 | New |
| Wetherby Asset Management Inc | 62,468 | $4.24M | 0.27% | +58,789+1,598.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 60,422 | $4.10M | 0.07% | +24,044+66.1% | Added |
| First Washington CORP | 60,311 | $4.09M | 2.01% | +60,311 | New |
| Great West Life Assurance Co | 58,987 | $4.01M | 0.01% | +4,090+7.5% | Added |
| Summit Creek Advisors LLC | 57,753 | $3.92M | 0.53% | +57,753 | New |
| RMB Capital Management, LLC | 57,274 | $3.89M | 0.14% | −24,721−30.1% | Reduced |
| Bank of Montreal | 57,083 | $3.88M | 0.00% | +37,337+189.1% | Added |
| Mutual of America Capital Management LLC | 55,744 | $3.78M | 0.05% | −6,276−10.1% | Reduced |
| Oak Ridge Investments LLC | 55,432 | $3.76M | 0.56% | −3,089−5.3% | Reduced |
| Invesco Ltd. | 51,346 | $3.48M | 0.00% | −474,944−90.2% | Reduced |
| Archon Capital Management LLC | 51,100 | $3.47M | 1.33% | +51,100 | New |
| Voloridge Investment Management, LLC | 50,052 | $3.40M | 0.02% | +50,052 | New |
| HAP Trading, LLC | 49,473 | $3.36M | 0.55% | +49,473 | New |
| TD Asset Management Inc | 48,482 | $3.29M | 0.00% | −387,306−88.9% | Reduced |
| Jefferies Financial Group Inc. | 46,690 | $3.17M | 0.05% | +46,690 | New |
| State of New Jersey Common Pension Fund D | 45,647 | $3.10M | 0.01% | +3,652+8.7% | Added |
| Jeneq Management, LP | 44,551 | $3.02M | 13.53% | +5,120+13.0% | Added |
| Victory Capital Management Inc | 42,133 | $2.86M | 0.00% | −78,393−65.0% | Reduced |
| Kennedy Capital Management, Inc. | 41,369 | $2.81M | 0.08% | +14,233+52.5% | Added |
| National Bank of Canada | 40,006 | $2.71M | 0.01% | +39,760+16,162.6% | Added |
| Herald Investment Management Ltd | 40,000 | $2.71M | 0.67% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 39,114 | $2.65M | 0.00% | −5,909−13.1% | Reduced |
| Brant Point Investment Management LLC | 38,752 | $2.63M | 0.75% | +38,752 | New |
| Tudor Investment Corp Et Al | 38,314 | $2.60M | 0.06% | −41,586−52.0% | Reduced |
| Oppenheimer Asset Management Inc. | 37,916 | $2.57M | 0.04% | −691−1.8% | Reduced |
| Russell Investments Group, Ltd. | 37,841 | $2.57M | 0.01% | −125,538−76.8% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 36,738 | $2.49M | 0.04% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 36,363 | $2.47M | 0.01% | +17,106+88.8% | Added |
| Diker Management LLC | 35,000 | $2.38M | 2.74% | +14,000+66.7% | Added |
| Osterweis Capital Management Inc | 34,685 | $2.35M | 0.17% | −23,695−40.6% | Reduced |
| UBS Group AG | 34,653 | $2.35M | 0.00% | −23,572−40.5% | Reduced |
| G2 Investment Partners Management LLC | 34,208 | $2.32M | 0.69% | −44,292−56.4% | Reduced |
| Susquehanna International Group, LLP | 34,153 | $2.32M | 0.00% | −4,610−11.9% | Reduced |
| Trexquant Investment LP | 34,027 | $2.31M | 0.07% | +9,117+36.6% | Added |
| Dimensional Fund Advisors LP | 33,612 | $2.28M | 0.00% | −48,628−59.1% | Reduced |
| Cubist Systematic Strategies, LLC | 31,783 | $2.16M | 0.02% | −76,611−70.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 31,202 | $2.12M | 0.22% | −17,923−36.5% | Reduced |
| RiverPark Advisors, LLC | 30,745 | $2.09M | 0.99% | −5,842−16.0% | Reduced |
| Treasurer of the State of North Carolina | 30,387 | $2.06M | 0.01% | +790+2.7% | Added |
| Jane Street Group, LLC | 30,026 | $2.04M | 0.00% | +1,560+5.5% | Added |
| Divisadero Street Capital Management, LP | 30,000 | $2.04M | 1.52% | +10,000+50.0% | Added |
| First Growth Investment Manager LP | 29,500 | $2.00M | 5.10% | −11,500−28.0% | Reduced |
| Next Century Growth Investors LLC | 28,546 | $1.94M | 0.23% | +28,546 | New |
| Alberta Investment Management Corp | 27,876 | $1.89M | 0.02% | +7,947+39.9% | Added |
| Amundi | 26,062 | $1.85M | 0.00% | −3,474−11.8% | Reduced |
| Fisher Asset Management, LLC | 26,551 | $1.80M | 0.00% | +1,738+7.0% | Added |
| SG Americas Securities, LLC | 26,210 | $1.78M | 0.03% | +8,502+48.0% | Added |
| Washington Harbour Partners LP | 25,721 | $1.75M | 2.94% | −18,825−42.3% | Reduced |
| Monarch Partners Asset Management LLC | 25,442 | $1.73M | 0.51% | +25,442 | New |
| Royal Bank of Canada | 24,077 | $1.64M | 0.00% | +3,031+14.4% | Added |
| Alpha Paradigm Partners, LLC | 23,410 | $1.59M | 0.66% | +7,238+44.8% | Added |
| US Bancorp | 21,946 | $1.49M | 0.00% | +2,836+14.8% | Added |
| Bayesian Capital Management, LP | 21,342 | $1.45M | 0.21% | +21,342 | New |
| Brown Capital Management LLC | 21,217 | $1.44M | 0.02% | +1,853+9.6% | Added |
| Alps Advisors Inc | 19,825 | $1.35M | 0.01% | −21−0.1% | Reduced |
| Arizona State Retirement System | 19,781 | $1.34M | 0.01% | +879+4.7% | Added |
| Azzad Asset Management Inc | 18,712 | $1.27M | 0.20% | +167+0.9% | Added |
| Citigroup Inc | 18,164 | $1.23M | 0.00% | −2,881−13.7% | Reduced |
| Ardsley Advisory Partners LP | 17,600 | $1.19M | 0.30% | −37,400−68.0% | Reduced |
| Holocene Advisors, LP | 17,397 | $1.18M | 0.01% | +13,890+396.1% | Added |
| Concentric Capital Strategies, LP | 17,155 | $1.16M | 0.58% | +17,155 | New |
| M&T Bank Corp | 16,525 | $1.12M | 0.00% | +378+2.3% | Added |
| Amalgamated Bank | 16,193 | $1.10M | 0.01% | +362+2.3% | Added |
| Stifel Financial Corp | 15,721 | $1.07M | 0.00% | −491−3.0% | Reduced |
| HighTower Advisors, LLC | 15,434 | $1.05M | 0.00% | −4,912−24.1% | Reduced |
| Janus Henderson Group PLC | 15,088 | $1.02M | 0.00% | +953+6.7% | Added |
| Bullseye Asset Management LLC | 15,000 | $1.02M | 0.55% | +15,000 | New |
| Riverpark Capital Management LLC | 14,613 | $991.6K | 2.29% | −19,629−57.3% | Reduced |
| Walleye Trading LLC | 14,559 | $988.0K | 0.02% | +13,841+1,927.7% | Added |
| Tower Research Capital LLC (TRC) | 14,112 | $958.0K | 0.04% | +9,299+193.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 13,960 | $947.0K | 0.05% | +13,960 | New |
| Sterling Investment Advisors, Ltd. | 13,910 | $943.9K | 0.34% | −750−5.1% | Reduced |
| Mirador Capital Partners LP | 13,804 | $936.7K | 0.22% | −546−3.8% | Reduced |
| Pinebridge Investments, L.P. | 13,175 | $894.1K | 0.01% | +271+2.1% | Added |
| Ieq Capital, LLC | 13,045 | $885.2K | 0.02% | +13,045 | New |
| LPL Financial LLC | 13,113 | $880.3K | 0.00% | +1,529+13.2% | Added |
| Values First Advisors, Inc. | 12,352 | $838.2K | 0.58% | +1,757+16.6% | Added |
| Utah Retirement Systems | 12,300 | $834.7K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,878 | $806.0K | 0.00% | −858−6.7% | Reduced |
| Simplex Trading, LLC | 11,397 | $773.0K | 0.04% | +8,046+240.1% | Added |
| Shell Asset Management Co | 11,310 | $767.0K | 0.03% | −1,985−14.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11,069 | $751.1K | 0.00% | +797+7.8% | Added |
| Truist Financial Corp | 10,755 | $729.8K | 0.00% | +2,424+29.1% | Added |
| Handelsbanken Fonder AB | 10,595 | $719.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,437 | $708.3K | 0.00% | −1,366−11.6% | Reduced |
| Teacher Retirement System of Texas | 10,279 | $698.0K | 0.01% | −473−4.4% | Reduced |
| Comerica Bank | 9,103 | $667.0K | 0.01% | +4,558+100.3% | Added |
| Virginia Retirement Systems Et Al | 9,600 | $651.5K | 0.01% | +3,300+52.4% | Added |
| Xponance, Inc. | 9,390 | $637.2K | 0.01% | +1,177+14.3% | Added |
| Quent Capital, LLC | 9,027 | $612.6K | 0.11% | +1,657+22.5% | Added |
| Public Employees Retirement Association of Colorado | 8,981 | $609.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 8,821 | $598.6K | 0.00% | +860+10.8% | Added |
| Silvant Capital Management LLC | 8,809 | $597.8K | 0.04% | −7,206−45.0% | Reduced |
| Boston Private Wealth LLC | 8,689 | $589.6K | 0.01% | +3,088+55.1% | Added |