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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 38,194 | $2.76M | 0.04% | +278+0.7% | Added |
| UBS Group AG | 38,985 | $2.82M | 0.00% | +4,332+12.5% | Added |
| Atika Capital Management LLC | 39,000 | $2.82M | 0.44% | −46,800−54.5% | Reduced |
| Stifel Financial Corp | 39,191 | $2.83M | 0.00% | +23,470+149.3% | Added |
| Herald Investment Management Ltd | 40,000 | $2.89M | 0.64% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 40,499 | $2.93M | 0.00% | +13,948+52.5% | Added |
| Kennedy Capital Management, Inc. | 42,010 | $3.04M | 0.09% | +641+1.5% | Added |
| First Washington CORP | 42,459 | $3.07M | 1.52% | −17,852−29.6% | Reduced |
| State of New Jersey Common Pension Fund D | 42,579 | $3.08M | 0.01% | −3,068−6.7% | Reduced |
| Envestnet Asset Management Inc | 42,653 | $3.08M | 0.00% | +3,539+9.0% | Added |
| HSBC Holdings PLC | 43,333 | $3.15M | 0.00% | −331,321−88.4% | Reduced |
| Natixis | 44,750 | $3.23M | 0.03% | −995,650−95.7% | Reduced |
| Barclays PLC | 51,084 | $3.69M | 0.00% | +43,049+535.8% | Added |
| TD Asset Management Inc | 51,204 | $3.70M | 0.00% | +2,722+5.6% | Added |
| Invesco Ltd. | 51,595 | $3.73M | 0.00% | +249+0.5% | Added |
| Engineers Gate Manager LP | 52,329 | $3.78M | 0.16% | +52,329 | New |
| Brant Point Investment Management LLC | 53,253 | $3.85M | 0.92% | +14,501+37.4% | Added |
| Nicholas Investment Partners, LP | 55,672 | $4.02M | 0.31% | +55,672 | New |
| Nicholas Company, Inc. | 55,840 | $4.04M | 0.08% | +55,840 | New |
| Oak Ridge Investments LLC | 56,373 | $4.08M | 0.55% | +941+1.7% | Added |
| Victory Capital Management Inc | 59,568 | $4.31M | 0.00% | +17,435+41.4% | Added |
| Osterweis Capital Management Inc | 59,765 | $4.32M | 0.29% | +25,080+72.3% | Added |
| G2 Investment Partners Management LLC | 60,000 | $4.34M | 1.25% | +25,792+75.4% | Added |
| RMB Capital Management, LLC | 60,120 | $4.35M | 0.15% | +2,846+5.0% | Added |
| Price T Rowe Associates Inc | 60,511 | $4.38M | 0.00% | −95,833−61.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 61,759 | $4.46M | 0.07% | +1,337+2.2% | Added |
| Wetherby Asset Management Inc | 61,827 | $4.47M | 0.26% | −641−1.0% | Reduced |
| Point72 Middle East FZE | 63,336 | $4.58M | 0.26% | +57,254+941.4% | Added |
| Teca Partners, LP | 65,722 | $4.75M | 5.72% | −36,878−35.9% | Reduced |
| Mutual of America Capital Management LLC | 68,060 | $4.92M | 0.06% | +12,316+22.1% | Added |
| Nomura Holdings Inc | 68,699 | $4.97M | 0.05% | −32,801−32.3% | Reduced |
| Legal & General Group Plc | 69,221 | $5.00M | 0.00% | +5,529+8.7% | Added |
| Public Employees Retirement System of Ohio | 72,393 | $5.23M | 0.02% | −1,853−2.5% | Reduced |
| Brookfield Asset Management Inc. | 72,723 | $5.26M | 0.02% | +36,360+100.0% | Added |
| Neuberger Berman Group LLC | 78,781 | $5.42M | 0.01% | −34,306−30.3% | Reduced |
| Great West Life Assurance Co | 75,339 | $5.45M | 0.01% | +16,352+27.7% | Added |
| State Board of Administration of Florida Retirement System | 76,495 | $5.53M | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 79,864 | $5.77M | 0.07% | −47,804−37.4% | Reduced |
| Cubist Systematic Strategies, LLC | 82,913 | $5.99M | 0.06% | +51,130+160.9% | Added |
| Capital Fund Management S.A. | 83,248 | $6.02M | 0.12% | −52,612−38.7% | Reduced |
| Rhumbline Advisers | 83,320 | $6.02M | 0.01% | +5,633+7.3% | Added |
| Bank of Nova Scotia | 83,627 | $6.05M | 0.02% | −145,392−63.5% | Reduced |
| EULAV Asset Management | 83,900 | $6.07M | 0.24% | 00.0% | Unchanged |
| Cavalry Management Group, LLC | 83,985 | $6.07M | 3.49% | +83,985 | New |
| Jefferies Financial Group Inc. | 84,338 | $6.10M | 0.13% | +37,648+80.6% | Added |
| Wells Fargo & Company | 84,556 | $6.11M | 0.00% | +10,746+14.6% | Added |
| Renaissance Technologies LLC | 84,800 | $6.13M | 0.01% | +84,800 | New |
| Credit Suisse AG | 84,835 | $6.13M | 0.01% | +3,964+4.9% | Added |
| Macquarie Group Ltd | 85,239 | $6.16M | 0.01% | −1,504,453−94.6% | Reduced |
| Goldman Sachs Group Inc | 85,871 | $6.21M | 0.00% | −1,032,427−92.3% | Reduced |
| Walleye Capital LLC | 87,910 | $6.36M | 0.13% | −26,143−22.9% | Reduced |
| California State Teachers Retirement System | 88,145 | $6.37M | 0.01% | −968−1.1% | Reduced |
| National Bank of Canada | 89,200 | $6.45M | 0.02% | +49,194+123.0% | Added |
| Trexquant Investment LP | 94,351 | $6.82M | 0.19% | +60,324+177.3% | Added |
| Raymond James & Associates | 94,843 | $6.86M | 0.01% | +5,533+6.2% | Added |
| Gagnon Advisors, LLC | 94,852 | $6.86M | 4.60% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 95,745 | $6.92M | 0.02% | −11,394−10.6% | Reduced |
| HAP Trading, LLC | 96,030 | $6.94M | 1.68% | +46,557+94.1% | Added |
| Pier Capital, LLC | 97,257 | $7.03M | 1.07% | −15,784−14.0% | Reduced |
| 1832 Asset Management L.P. | 100,100 | $7.24M | 0.01% | −11,700−10.5% | Reduced |
| New York State Common Retirement Fund | 103,343 | $7.47M | 0.01% | +5,263+5.4% | Added |
| Russell Investments Group, Ltd. | 108,245 | $7.83M | 0.02% | +70,404+186.1% | Added |
| California Public Employees Retirement System | 109,224 | $7.90M | 0.01% | −20,243−15.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 113,089 | $8.18M | 0.05% | −58,911−34.3% | Reduced |
| Citigroup Inc | 117,382 | $8.49M | 0.01% | +99,218+546.2% | Added |
| Summit Creek Advisors LLC | 117,746 | $8.51M | 1.11% | +59,993+103.9% | Added |
| Styrax Capital, LP | 120,310 | $8.70M | 1.36% | +120,310 | New |
| SG Americas Securities, LLC | 130,853 | $9.46M | 0.13% | +104,643+399.2% | Added |
| Man Group plc | – | $9.88M | 0.04% | – | New |
| Conestoga Capital Advisors, LLC | 137,789 | $9.96M | 0.17% | +1,540+1.1% | Added |
| Susquehanna International Group, LLP | 139,636 | $10.1M | 0.02% | +105,483+308.9% | Added |
| Armistice Capital, LLC | 148,000 | $10.7M | 0.25% | +148,000 | New |
| Swiss National Bank | 152,200 | $11.0M | 0.01% | −17,100−10.1% | Reduced |
| Capital Research Global Investors | 156,380 | $11.3M | 0.00% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 166,247 | $12.0M | 0.09% | +35,436+27.1% | Added |
| Junto Capital Management LP | 167,899 | $12.1M | 0.34% | +167,899 | New |
| Vista Equity Partners Management, LLC | 171,427 | $12.4M | 0.16% | +82,642+93.1% | Added |
| Coronation Fund Managers Ltd. | 178,620 | $12.9M | 0.34% | −12,744−6.7% | Reduced |
| SEI Investments Co | 185,231 | $13.4M | 0.02% | +35,735+23.9% | Added |
| Ensign Peak Advisors, Inc | 186,545 | $13.5M | 0.03% | −2,167−1.1% | Reduced |
| Qube Research & Technologies Ltd | 198,054 | $14.3M | 0.08% | +198,054 | New |
| Gagnon Securities LLC | 202,423 | $14.6M | 3.08% | +1,885+0.9% | Added |
| Ophir Asset Management Pty Ltd | 211,503 | $15.3M | 2.84% | −136,625−39.2% | Reduced |
| SQN Investors LP | 214,180 | $15.5M | 6.82% | −238,976−52.7% | Reduced |
| Marshall Wace, LLP | 224,099 | $16.2M | 0.04% | +224,099 | New |
| Prospect Capital Advisors, LLC | 224,140 | $16.2M | 7.33% | +47,900+27.2% | Added |
| Parnassus Investments | 225,571 | $16.3M | 0.04% | 00.0% | Unchanged |
| Millennium Management LLC | 226,531 | $16.4M | 0.02% | +219,153+2,970.4% | Added |
| Calixto Global Investors, LP | 228,139 | $16.5M | 14.68% | +109,439+92.2% | Added |
| Nishkama Capital, LLC | 239,996 | $17.3M | 4.16% | −415,353−63.4% | Reduced |
| Intrinsic Edge Capital Management LLC | 257,845 | $18.6M | 1.89% | −42,173−14.1% | Reduced |
| WCM Investment Management, LLC | 262,797 | $19.0M | 0.06% | +5,501+2.1% | Added |
| Kopp Family Office, LLC | 264,190 | $19.1M | 10.29% | +1,000+0.4% | Added |
| Voloridge Investment Management, LLC | 283,914 | $20.5M | 0.10% | +233,862+467.2% | Added |
| Jennison Associates LLC | 297,586 | $21.5M | 0.02% | −6,495−2.1% | Reduced |
| Bank of America Corp | 298,608 | $21.6M | 0.00% | +135,902+83.5% | Added |
| Balyasny Asset Management LLC | 300,763 | $21.7M | 0.07% | +24,921+9.0% | Added |
| Point72 Asset Management, L.P. | 306,894 | $22.2M | 0.08% | +228,244+290.2% | Added |
| Voya Investment Management LLC | 310,217 | $22.4M | 0.02% | +35,231+12.8% | Added |
| Alta Park Capital, LP | 319,802 | $23.1M | 2.40% | +76,280+31.3% | Added |