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 |
|---|---|---|---|---|---|
| JustInvest LLC | 8,221 | $557.9K | 0.02% | +8,221 | New |
| Mariner, LLC | 8,096 | $549.0K | 0.00% | +8,096 | New |
| Barclays PLC | 8,035 | $545.3K | 0.00% | +87+1.1% | Added |
| Commonwealth Equity Services, LLC | 7,746 | $525.0K | 0.00% | −913−10.5% | Reduced |
| Creative Planning | 7,424 | $503.8K | 0.00% | −415−5.3% | Reduced |
| Millennium Management LLC | 7,378 | $501.0K | 0.00% | −36,888−83.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 7,000 | $475.0K | 0.08% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 6,962 | $472.4K | 0.04% | +76+1.1% | Added |
| Fifth Third Bancorp | 6,135 | $416.3K | 0.00% | −535−8.0% | Reduced |
| Axq Capital, LP | 6,095 | $413.6K | 0.29% | +6,095 | New |
| Point72 Middle East FZE | 6,082 | $412.7K | 0.03% | +6,082 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,884 | $399.3K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,839 | $396.2K | 0.04% | +5,839 | New |
| Connacht Asset Management LP | 5,731 | $388.9K | 0.79% | +496+9.5% | Added |
| Left Brain Wealth Management, LLC | 5,205 | $353.2K | 0.26% | +5,205 | New |
| Westover Capital Advisors, LLC | 5,121 | $347.5K | 0.14% | −170−3.2% | Reduced |
| Commerce Bank | 5,113 | $347.0K | 0.00% | +75+1.5% | Added |
| Crossmark Global Holdings, Inc. | 5,096 | $346.0K | 0.01% | +497+10.8% | Added |
| Maryland State Retirement & Pension System | 5,088 | $345.3K | 0.01% | +5,088 | New |
| Connective Portfolio Management, LLC | 5,000 | $339.3K | 0.72% | +5,000 | New |
| Schechter Investment Advisors, LLC | 4,808 | $326.3K | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 4,624 | $313.8K | 0.00% | +921+24.9% | Added |
| TownSquare Capital, LLC | 4,332 | $294.0K | 0.01% | +1,636+60.7% | Added |
| Captrust Financial Advisors | 4,311 | $292.5K | 0.00% | +4,311 | New |
| MetLife Investment Management | 4,232 | $287.2K | 0.00% | −53−1.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,215 | $286.0K | 0.03% | +4,215 | New |
| Water Island Capital LLC | 4,100 | $278.2K | 0.02% | −200−4.7% | Reduced |
| Advisor Group Holdings, Inc. | 3,769 | $256.1K | 0.00% | −2,079−35.6% | Reduced |
| Guggenheim Capital LLC | 3,694 | $250.7K | 0.00% | −3,275−47.0% | Reduced |
| Atom Investors LP | 3,680 | $249.7K | 0.12% | +3,680 | New |
| OneAscent Wealth Management LLC | 3,667 | $249.0K | 0.12% | +406+12.5% | Added |
| PEAK6 Investments LLC | 3,545 | $240.6K | 0.01% | +3,545 | New |
| KBC Group NV | 3,532 | $240.0K | 0.00% | −707−16.7% | Reduced |
| Verdence Capital Advisors LLC | 3,479 | $236.1K | 0.03% | −680−16.4% | Reduced |
| Intrust Bank NA | 3,470 | $235.5K | 0.03% | −405−10.5% | Reduced |
| Two Sigma Securities, LLC | 3,420 | $232.1K | 0.03% | +3,420 | New |
| Cetera Investment Advisers | 3,341 | $226.7K | 0.00% | +396+13.4% | Added |
| Prudential Financial Inc | 3,324 | $225.6K | 0.00% | −291−8.0% | Reduced |
| Brinker Capital Investments, LLC | 3,319 | $225.2K | 0.00% | +3,319 | New |
| Pitcairn Co | 3,248 | $220.4K | 0.02% | −2,021−38.4% | Reduced |
| Sand Hill Global Advisors, LLC | 3,224 | $218.8K | 0.01% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,123 | $212.0K | 0.09% | +399+14.6% | Added |
| Bleakley Financial Group, LLC | 3,096 | $210.1K | 0.01% | +3,096 | New |
| Icon Wealth Advisors, LLC | 3,078 | $208.9K | 0.02% | −281−8.4% | Reduced |
| Encompass Wealth Advisors, LLC | 3,049 | $206.9K | 0.08% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 2,699 | $183.2K | 0.00% | +600+28.6% | Added |
| BNP Paribas Arbitrage, SA | 2,545 | $172.7K | 0.00% | +2,545 | New |
| Stephens Inc | 2,287 | $155.2K | 0.00% | +162+7.6% | Added |
| Cutler Group LP | 2,155 | $146.0K | 0.02% | +2,155 | New |
| The PNC Financial Services Group, Inc. | 2,046 | $138.8K | 0.00% | −827−28.8% | Reduced |
| Bessemer Group Inc | 2,011 | $137.0K | 0.00% | +1,885+1,496.0% | Added |
| Edmond de Rothschild Holding S.A. | 1,944 | $131.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,793 | $121.7K | 0.04% | +402+28.9% | Added |
| Harvest Fund Management Co., Ltd | 2,061 | $120.0K | 0.03% | +1,972+2,215.7% | Added |
| Picton Mahoney Asset Management | 1,200 | $81.0K | 0.00% | −1,900−61.3% | Reduced |
| Heritage Wealth Management, LLC | 1,190 | $80.8K | 0.01% | +595+100.0% | Added |
| American International Group, Inc. | 1,072 | $72.7K | 0.00% | −10−0.9% | Reduced |
| Advisors Asset Management, Inc. | 971 | $65.9K | 0.00% | −229−19.1% | Reduced |
| Lazard Asset Management LLC | 918 | $62.0K | 0.00% | −171−15.7% | Reduced |
| Headlands Technologies LLC | 893 | $61.0K | 0.05% | +893 | New |
| Parkside Financial Bank & Trust | 841 | $57.1K | 0.02% | +23+2.8% | Added |
| Leonteq Securities AG | 726 | $49.3K | 0.00% | −13−1.8% | Reduced |
| CWM, LLC | 644 | $44.0K | 0.00% | +67+11.6% | Added |
| Signaturefd, LLC | 597 | $40.5K | 0.00% | +414+226.2% | Added |
| Ossiam | 567 | $38.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 524 | $35.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 482 | $32.7K | 0.00% | +162+50.6% | Added |
| Quadrant Capital Group LLC | 423 | $28.7K | 0.00% | +385+1,013.2% | Added |
| Parallel Advisors, LLC | 406 | $27.6K | 0.00% | +289+247.0% | Added |
| First Horizon Advisors, Inc. | 404 | $27.4K | 0.00% | +142+54.2% | Added |
| Park Place Capital Corp | 391 | $27.0K | 0.01% | +391 | New |
| Migdal Insurance & Financial Holdings Ltd. | 360 | $24.0K | 0.00% | −28−7.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 340 | $23.1K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 267 | $18.1K | 0.00% | −6,165−95.8% | Reduced |
| Allworth Financial LP | 263 | $17.8K | 0.00% | +243+1,215.0% | Added |
| Plante Moran Financial Advisors, LLC | 256 | $17.4K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 250 | $17.0K | 0.01% | −500−66.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 239 | $16.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 225 | $15.3K | 0.00% | −1−0.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 226 | $15.0K | 0.00% | −39−14.7% | Reduced |
| Global Retirement Partners, LLC | 219 | $14.9K | 0.00% | +4+1.9% | Added |
| Glassman Wealth Services | 205 | $13.9K | 0.00% | +192+1,476.9% | Added |
| AllSquare Wealth Management LLC | 200 | $13.6K | 0.01% | −85−29.8% | Reduced |
| PFS Partners, LLC | 200 | $13.6K | 0.01% | +200 | New |
| Advisory Services Network, LLC | 183 | $12.4K | 0.00% | +183 | New |
| Abound Wealth Management | 179 | $12.1K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 196 | $12.0K | 0.00% | +29+17.4% | Added |
| Brown Brothers Harriman & Co | 176 | $11.9K | 0.00% | +176 | New |
| Geneos Wealth Management Inc. | 170 | $11.5K | 0.00% | −50−22.7% | Reduced |
| EverSource Wealth Advisors, LLC | 166 | $11.3K | 0.00% | +117+238.8% | Added |
| Endurance Wealth Management, Inc. | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 146 | $9.91K | 0.00% | −31−17.5% | Reduced |
| Arcadia Investment Management Corp | 141 | $9.57K | 0.00% | +141 | New |
| Covestor Ltd | 107 | $7.00K | 0.01% | −1−0.9% | Reduced |
| Money Concepts Capital Corp | 100 | $6.79K | 0.00% | +100 | New |
| Colonial Trust Advisors | 100 | $6.79K | 0.00% | +100 | New |
| IFP Advisors, Inc | 62 | $6.00K | 0.00% | −72−53.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 72 | $4.88K | 0.00% | +72 | New |
| Bell Investment Advisors, Inc | 52 | $3.53K | 0.00% | +47+940.0% | Added |
| Belpointe Asset Management LLC | 50 | $3.39K | 0.00% | +50 | New |