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, Q1 2023
Institutional positions in Five9, Inc. as of Mar 31, 2023. 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
- 340
- +20 vs. Q4 2022
- Shares held
- 71.5M
- −3.63M (−4.8%) vs. Q4 2022
- Total value
- $5.18B
- +$78.6M (+1.5%) vs. Q4 2022
- New holders
- 64
- 136 more added
- Sold out
- 44
- 97 more reduced
7 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $217 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5 | $361 | 0.00% | +5 | New |
| TD Private Client Wealth LLC | 7 | $506 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 7 | $506 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 7 | $507 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 10 | $723 | 0.00% | −1,783−99.4% | Reduced |
| Clearstead Advisors, LLC | 10 | $723 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11 | $795 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 25 | $890 | 0.00% | −37−59.7% | Reduced |
| Hantz Financial Services, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Umb Bank N A | 16 | $1.16K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.23K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 18 | $1.30K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 25 | $1.81K | 0.00% | +25 | New |
| Nalls Sherbakoff Group, LLC | 28 | $1.92K | 0.00% | +28 | New |
| Bell Investment Advisors, Inc | 27 | $1.95K | 0.00% | −25−48.1% | Reduced |
| MCF Advisors LLC | 36 | $2.60K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 38 | $2.75K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $2.94K | 0.00% | −8−16.3% | Reduced |
| Earnest Partners LLC | 41 | $2.96K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 50 | $3.62K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $3.62K | 0.00% | +50 | New |
| Capital Advisors, Ltd. LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 60 | $4.34K | 0.00% | +60 | New |
| Venturi Wealth Management, LLC | 65 | $4.70K | 0.00% | +65 | New |
| Ellevest, Inc. | 83 | $6.00K | 0.00% | +68+453.3% | Added |
| Ameritas Advisory Services, LLC | 100 | $6.57K | 0.00% | +100 | New |
| HighMark Wealth Management LLC | 97 | $7.01K | 0.01% | +97 | New |
| Colonial Trust Advisors | 100 | $7.23K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 100 | $7.23K | 0.01% | +100 | New |
| Plante Moran Financial Advisors, LLC | 106 | $7.66K | 0.00% | −150−58.6% | Reduced |
| Proequities, Inc. | 109 | $7.88K | 0.00% | −37−25.3% | Reduced |
| Covestor Ltd | 106 | $8.00K | 0.01% | −1−0.9% | Reduced |
| Endurance Wealth Management, Inc. | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 148 | $10.7K | 0.00% | +148 | New |
| Geneos Wealth Management Inc. | 170 | $12.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 222 | $12.6K | 0.00% | +3+1.4% | Added |
| Brown Brothers Harriman & Co | 176 | $12.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 179 | $12.9K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 173 | $13.0K | 0.00% | −53−23.5% | Reduced |
| AllSquare Wealth Management LLC | 200 | $14.5K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $14.5K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 205 | $14.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 216 | $15.6K | 0.00% | +33+18.0% | Added |
| EverSource Wealth Advisors, LLC | 221 | $16.0K | 0.00% | +55+33.1% | Added |
| Huntington National Bank | 226 | $16.3K | 0.00% | +1+0.4% | Added |
| Kistler-Tiffany Companies, LLC | 239 | $17.3K | 0.00% | 00.0% | Unchanged |
| Advent Capital Management | 247 | $17.9K | 0.00% | +229+1,272.2% | Added |
| Highlander Capital Management, LLC | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 252 | $18.2K | 0.00% | −11−4.2% | Reduced |
| Baker Avenue Asset Management, LP | 264 | $19.1K | 0.00% | −3−1.1% | Reduced |
| Parallel Advisors, LLC | 301 | $21.8K | 0.00% | −105−25.9% | Reduced |
| Arcadia Investment Management Corp | 325 | $23.5K | 0.01% | +184+130.5% | Added |
| Lindbrook Capital, LLC | 342 | $24.7K | 0.00% | −140−29.0% | Reduced |
| Farther Finance Advisors, LLC | 368 | $26.6K | 0.01% | +350+1,944.4% | Added |
| Pinebridge Investments, L.P. | 394 | $28.5K | 0.00% | −12,781−97.0% | Reduced |
| Walleye Trading LLC | 398 | $28.8K | 0.00% | −14,161−97.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 405 | $29.3K | 0.02% | +65+19.1% | Added |
| Quadrant Capital Group LLC | 418 | $30.2K | 0.00% | −5−1.2% | Reduced |
| Advisors Asset Management, Inc. | 446 | $32.2K | 0.00% | −525−54.1% | Reduced |
| Park Place Capital Corp | 468 | $33.8K | 0.01% | +77+19.7% | Added |
| Signaturefd, LLC | 489 | $35.4K | 0.00% | −108−18.1% | Reduced |
| First Horizon Advisors, Inc. | 498 | $36.0K | 0.00% | +94+23.3% | Added |
| Whittier Trust Co | 524 | $37.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 592 | $42.8K | 0.02% | +592 | New |
| CWM, LLC | 614 | $44.0K | 0.00% | −30−4.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 640 | $44.0K | 0.00% | +280+77.8% | Added |
| Leonteq Securities AG | 716 | $51.8K | 0.00% | −10−1.4% | Reduced |
| Parkside Financial Bank & Trust | 831 | $60.1K | 0.02% | −10−1.2% | Reduced |
| Tobam | 955 | $69.0K | 0.00% | −77,145−98.8% | Reduced |
| Cutler Group LP | 1,048 | $75.0K | 0.01% | −1,107−51.4% | Reduced |
| American International Group, Inc. | 1,041 | $75.3K | 0.00% | −31−2.9% | Reduced |
| Kapitalo Investimentos Ltda | 1,093 | $79.0K | 0.03% | +1,093 | New |
| Picton Mahoney Asset Management | 1,300 | $94.0K | 0.00% | +100+8.3% | Added |
| Lazard Asset Management LLC | 1,335 | $96.0K | 0.00% | +417+45.4% | Added |
| The PNC Financial Services Group, Inc. | 2,384 | $172.3K | 0.00% | +338+16.5% | Added |
| Stephens Inc | 2,667 | $192.8K | 0.00% | +380+16.6% | Added |
| Bleakley Financial Group, LLC | 2,769 | $200.2K | 0.01% | −327−10.6% | Reduced |
| Sawtooth Solutions, LLC | 2,769 | $200.2K | 0.01% | +2,769 | New |
| Raymond James Trust N.A. | 2,839 | $205.0K | 0.01% | +2,839 | New |
| Concentric Wealth Management, LLC | 2,885 | $208.6K | 0.07% | +2,885 | New |
| Dark Forest Capital Management LP | 2,903 | $209.9K | 0.05% | +2,903 | New |
| Dimension Capital Management LLC | 2,906 | $210.0K | 0.05% | +2,906 | New |
| Jump Financial, LLC | 2,975 | $215.1K | 0.01% | +2,975 | New |
| Brinker Capital Investments, LLC | 3,019 | $218.2K | 0.00% | −300−9.0% | Reduced |
| Orion Portfolio Solutions, LLC | 3,019 | $218.2K | 0.00% | +3,019 | New |
| Encompass Wealth Advisors, LLC | 3,049 | $220.4K | 0.08% | 00.0% | Unchanged |
| Intrust Bank NA | 3,190 | $230.6K | 0.03% | −280−8.1% | Reduced |
| Sherbrooke Park Advisers LLC | 3,200 | $231.3K | 0.35% | +3,200 | New |
| Sand Hill Global Advisors, LLC | 3,224 | $233.1K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 3,263 | $235.9K | 0.09% | −2,832−46.5% | Reduced |
| Prudential Financial Inc | 3,285 | $237.5K | 0.00% | −39−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 3,300 | $238.6K | 0.01% | +3,300 | New |
| Advisor Group Holdings, Inc. | 3,325 | $240.3K | 0.00% | −444−11.8% | Reduced |
| Cetera Investment Advisers | 3,338 | $241.3K | 0.00% | −3−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,364 | $243.2K | 0.02% | −851−20.2% | Reduced |
| Icon Wealth Partners, LLC | 3,682 | $266.2K | 0.03% | +3,682 | New |
| HRT Financial LP | 3,795 | $274.0K | 0.00% | +3,795 | New |
| Ground Swell Capital, LLC | 4,017 | $290.4K | 0.49% | +4,017 | New |