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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 4,242 | $306.7K | 0.00% | +10+0.2% | Added |
| Regal Investment Advisors LLC | 4,249 | $307.2K | 0.03% | +4,249 | New |
| Verdence Capital Advisors LLC | 4,298 | $310.7K | 0.04% | +819+23.5% | Added |
| DC Investments Management, LLC | 4,356 | $314.9K | 0.38% | +4,356 | New |
| Captrust Financial Advisors | 4,405 | $318.4K | 0.00% | +94+2.2% | Added |
| JustInvest LLC | 4,410 | $318.8K | 0.01% | −3,811−46.4% | Reduced |
| Verition Fund Management LLC | 4,504 | $325.6K | 0.01% | +4,504 | New |
| Cipher Capital LP | 4,701 | $339.8K | 0.06% | +4,701 | New |
| Ardsley Advisory Partners LP | 4,750 | $343.4K | 0.08% | −12,850−73.0% | Reduced |
| Pathstone Family Office, LLC | 4,753 | $344.3K | 0.01% | +4,753 | New |
| Petrus Trust Company, LTA | 4,798 | $346.8K | 0.04% | +4,798 | New |
| Blue Investment Partners LLC | 4,900 | $354.2K | 0.36% | +4,900 | New |
| TownSquare Capital, LLC | 4,957 | $358.3K | 0.01% | +625+14.4% | Added |
| Westover Capital Advisors, LLC | 5,051 | $365.1K | 0.14% | −70−1.4% | Reduced |
| Maryland State Retirement & Pension System | 5,088 | $367.8K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,163 | $373.0K | 0.01% | +67+1.3% | Added |
| Parallax Volatility Advisers, L.P. | 5,277 | $381.5K | 0.01% | +5,277 | New |
| Schonfeld Strategic Advisors LLC | 5,310 | $383.9K | 0.00% | +5,310 | New |
| Commerce Bank | 5,413 | $391.3K | 0.00% | +300+5.9% | Added |
| Two Sigma Securities, LLC | 5,545 | $400.8K | 0.03% | +2,125+62.1% | Added |
| Transcend Wealth Collective, LLC | 5,839 | $422.1K | 0.04% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 5,850 | $422.9K | 0.00% | +2,156+58.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,884 | $425.4K | 0.02% | 00.0% | Unchanged |
| Acuitas Investments, LLC | 5,900 | $426.5K | 0.44% | +5,900 | New |
| Schechter Investment Advisors, LLC | 6,046 | $437.1K | 0.04% | +1,238+25.7% | Added |
| Boothbay Fund Management, LLC | 6,109 | $441.6K | 0.01% | +6,109 | New |
| Mariner, LLC | 6,161 | $444.0K | 0.00% | −1,935−23.9% | Reduced |
| XTX Topco Ltd | 6,153 | $444.8K | 0.09% | +6,153 | New |
| Fifth Third Bancorp | 6,421 | $464.2K | 0.00% | +286+4.7% | Added |
| Connacht Asset Management LP | 6,450 | $466.3K | 1.34% | +719+12.5% | Added |
| Virginia Retirement Systems Et Al | 6,700 | $484.3K | 0.01% | −2,900−30.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,795 | $491.2K | 0.01% | +6,795 | New |
| Creative Planning | 6,885 | $497.7K | 0.00% | −539−7.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 7,000 | $506.0K | 0.08% | 00.0% | Unchanged |
| FORA Capital, LLC | 7,185 | $519.4K | 0.05% | +7,185 | New |
| Legato Capital Management LLC | 7,224 | $522.2K | 0.09% | +7,224 | New |
| Principal Financial Group Inc | 7,376 | $533.2K | 0.00% | −1,445−16.4% | Reduced |
| Manufacturers Life Insurance Company, The | 7,953 | $563.2K | 0.00% | +3,329+72.0% | Added |
| Prelude Capital Management, LLC | 8,297 | $599.8K | 0.04% | +8,297 | New |
| Quent Capital, LLC | 9,041 | $620.0K | 0.11% | +14+0.2% | Added |
| Greenland Capital Management LP | 8,838 | $638.9K | 0.08% | +8,838 | New |
| Left Brain Wealth Management, LLC | 9,971 | $646.5K | 0.44% | +4,766+91.6% | Added |
| Public Employees Retirement Association of Colorado | 8,981 | $649.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9,383 | $678.3K | 0.06% | +2,421+34.8% | Added |
| Values First Advisors, Inc. | 9,522 | $688.4K | 0.44% | −2,830−22.9% | Reduced |
| Xponance, Inc. | 9,557 | $690.9K | 0.01% | +167+1.8% | Added |
| Dimensional Fund Advisors LP | 9,826 | $710.3K | 0.00% | −23,786−70.8% | Reduced |
| Handelsbanken Fonder AB | 10,595 | $766.0K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 10,771 | $778.6K | 0.25% | +10,771 | New |
| Truist Financial Corp | 10,826 | $782.6K | 0.00% | +71+0.7% | Added |
| Quantbot Technologies LP | 10,877 | $786.3K | 0.06% | +10,877 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11,183 | $808.4K | 0.00% | +114+1.0% | Added |
| Shell Asset Management Co | 11,300 | $817.0K | 0.03% | −10−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,321 | $818.4K | 0.00% | +884+8.5% | Added |
| Amundi | 11,456 | $829.9K | 0.00% | −14,606−56.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 11,507 | $831.8K | 0.28% | −2,403−17.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,678 | $844.0K | 0.00% | −200−1.7% | Reduced |
| Utah Retirement Systems | 12,400 | $896.4K | 0.01% | +100+0.8% | Added |
| Campbell & CO Investment Adviser LLC | 12,685 | $917.0K | 0.17% | +12,685 | New |
| Aquatic Capital Management LLC | 12,900 | $933.0K | 0.06% | +12,900 | New |
| Kula Investments, LLC | 13,442 | $971.7K | 0.24% | +13,442 | New |
| Ieq Capital, LLC | 13,512 | $976.8K | 0.02% | +467+3.6% | Added |
| Occudo Quantitative Strategies LP | 14,292 | $1.03M | 0.09% | +14,292 | New |
| Teacher Retirement System of Texas | 14,647 | $1.06M | 0.01% | +4,368+42.5% | Added |
| HighTower Advisors, LLC | 14,638 | $1.06M | 0.00% | −796−5.2% | Reduced |
| Amalgamated Bank | 14,774 | $1.07M | 0.01% | −1,419−8.8% | Reduced |
| LPL Financial LLC | 15,128 | $1.09M | 0.00% | +2,015+15.4% | Added |
| M&T Bank Corp | 15,278 | $1.10M | 0.00% | −1,247−7.5% | Reduced |
| Algert Global LLC | 15,320 | $1.11M | 0.05% | +15,320 | New |
| Edgestream Partners, L.P. | 15,458 | $1.12M | 0.12% | +15,458 | New |
| Riverpark Capital Management LLC | 15,985 | $1.16M | 2.32% | +1,372+9.4% | Added |
| Mirador Capital Partners LP | 16,002 | $1.16M | 0.27% | +2,198+15.9% | Added |
| Holocene Advisors, LP | 16,150 | $1.17M | 0.01% | −1,247−7.2% | Reduced |
| BNP Paribas Arbitrage, SA | 16,447 | $1.19M | 0.00% | +13,902+546.2% | Added |
| Simplex Trading, LLC | 16,487 | $1.19M | 0.05% | +5,090+44.7% | Added |
| Canada Pension Plan Investment Board | 16,700 | $1.21M | 0.00% | +14,001+518.7% | Added |
| Fox Run Management, L.L.C. | 16,852 | $1.22M | 0.40% | +16,852 | New |
| Bayesian Capital Management, LP | 17,442 | $1.26M | 0.16% | −3,900−18.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 17,501 | $1.27M | 0.06% | +3,541+25.4% | Added |
| Tower Research Capital LLC (TRC) | 18,094 | $1.31M | 0.04% | +3,982+28.2% | Added |
| US Bancorp | 19,417 | $1.40M | 0.00% | −2,529−11.5% | Reduced |
| Arizona State Retirement System | 20,429 | $1.48M | 0.01% | +648+3.3% | Added |
| Brown Capital Management LLC | 22,110 | $1.60M | 0.02% | +893+4.2% | Added |
| Jane Street Group, LLC | 22,209 | $1.61M | 0.00% | −7,817−26.0% | Reduced |
| Alberta Investment Management Corp | 22,422 | $1.62M | 0.02% | −5,454−19.6% | Reduced |
| Royal Bank of Canada | 22,755 | $1.65M | 0.00% | −1,322−5.5% | Reduced |
| Concentric Capital Strategies, LP | 22,989 | $1.66M | 0.56% | +5,834+34.0% | Added |
| Bank of Montreal | 24,329 | $1.78M | 0.00% | −32,754−57.4% | Reduced |
| RiverPark Advisors, LLC | 26,932 | $1.95M | 1.30% | −3,813−12.4% | Reduced |
| Next Century Growth Investors LLC | 27,991 | $2.02M | 0.22% | −555−1.9% | Reduced |
| Treasurer of the State of North Carolina | 30,607 | $2.21M | 0.01% | +220+0.7% | Added |
| Silvant Capital Management LLC | 30,952 | $2.24M | 0.15% | +22,143+251.4% | Added |
| Bullseye Asset Management LLC | 31,000 | $2.24M | 1.14% | +16,000+106.7% | Added |
| Knights of Columbus Asset Advisors LLC | 31,357 | $2.27M | 0.22% | +155+0.5% | Added |
| Janus Henderson Group PLC | 31,887 | $2.31M | 0.00% | +16,799+111.3% | Added |
| Jacobs Levy Equity Management, Inc | 32,176 | $2.33M | 0.01% | +32,176 | New |
| Numerai GP LLC | 33,044 | $2.39M | 0.80% | +33,044 | New |
| Diker Management LLC | 35,000 | $2.53M | 2.64% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 36,738 | $2.66M | 0.04% | 00.0% | Unchanged |
| First Growth Investment Manager LP | 37,250 | $2.69M | 5.03% | +7,750+26.3% | Added |