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 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 371,860 | $26.9M | 0.54% | +213,340+134.6% | Added |
| Granite Investment Partners, LLC | 388,766 | $28.1M | 1.17% | +5,653+1.5% | Added |
| Charles Schwab Investment Management Inc | 419,408 | $30.3M | 0.01% | +2,494+0.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 423,640 | $30.6M | 0.07% | +5,796+1.4% | Added |
| Thrivent Financial for Lutherans | 436,002 | $31.5M | 0.08% | +7,066+1.6% | Added |
| Bank of New York Mellon Corp | 437,528 | $31.6M | 0.01% | +65,695+17.7% | Added |
| AXA S.A. | 465,153 | $33.6M | 0.12% | −830.0% | Reduced |
| American Century Companies Inc | 486,119 | $35.1M | 0.03% | −9,774−2.0% | Reduced |
| Assenagon Asset Management S.A. | 495,105 | $35.8M | 0.14% | +412,342+498.2% | Added |
| Northern Trust Corp | 506,642 | $36.6M | 0.01% | +22,018+4.5% | Added |
| Clearbridge Investments, LLC | 518,281 | $37.5M | 0.04% | +1720.0% | Added |
| Tremblant Capital Group | 609,258 | $44.0M | 4.96% | −265,685−30.4% | Reduced |
| Deutsche Bank AG | 619,498 | $44.8M | 0.02% | +197,584+46.8% | Added |
| Nuveen Asset Management, LLC | 637,265 | $46.1M | 0.02% | +200,578+45.9% | Added |
| Stephens Investment Management Group LLC | 721,751 | $52.2M | 0.87% | +3,199+0.4% | Added |
| Hood River Capital Management LLC | 733,966 | $53.1M | 1.72% | +69,223+10.4% | Added |
| Allspring Global Investments Holdings, LLC | 739,461 | $53.5M | 0.09% | −423,244−36.4% | Reduced |
| Massachusetts Financial Services Co | 745,597 | $53.9M | 0.02% | +100,374+15.6% | Added |
| Riverbridge Partners LLC | 775,364 | $56.1M | 0.79% | +166,534+27.4% | Added |
| Norges Bank | 805,266 | $58.2M | 0.01% | −10,581−1.3% | Reduced |
| UBS Asset Management Americas Inc | 807,466 | $58.4M | 0.03% | +640,678+384.1% | Added |
| Morgan Stanley | 848,624 | $61.3M | 0.01% | −1,259,353−59.7% | Reduced |
| Ameriprise Financial Inc | 932,793 | $67.4M | 0.02% | −641,106−40.7% | Reduced |
| Dorsal Capital Management, LLC | 950,000 | $68.7M | 2.66% | +700,000+280.0% | Added |
| Eagle Asset Management Inc | 968,768 | $70.0M | 0.41% | −15,618−1.6% | Reduced |
| Geode Capital Management, LLC | 1,020,633 | $73.8M | 0.01% | +35,539+3.6% | Added |
| Eventide Asset Management, LLC | 1,065,450 | $77.0M | 1.41% | +22,599+2.2% | Added |
| Soma Equity Partners LP | 1,100,000 | $79.5M | 4.08% | 00.0% | Unchanged |
| State Street Corp | 1,108,390 | $80.1M | 0.00% | +60,610+5.8% | Added |
| JPMorgan Chase & Co | 1,681,560 | $121.6M | 0.02% | −415,113−19.8% | Reduced |
| Citadel Advisors LLC | 1,853,416 | $134.0M | 0.15% | +750,937+68.1% | Added |
| T. Rowe Price Investment Management, Inc. | 1,975,108 | $142.8M | 0.10% | +127,047+6.9% | Added |
| Alliancebernstein L.P. | 2,195,441 | $158.7M | 0.07% | +44,892+2.1% | Added |
| Wellington Management Group LLP | 2,426,710 | $175.4M | 0.03% | −1,263,914−34.2% | Reduced |
| Sylebra Capital Ltd | 2,576,950 | $186.3M | 8.29% | +81,652+3.3% | Added |
| Wasatch Advisors Inc | 3,588,897 | $259.4M | 1.62% | +31,098+0.9% | Added |
| Pictet Asset Management SA | 3,855,573 | $278.7M | 0.35% | +1,509,878+64.4% | Added |
| FMR LLC | 4,440,890 | $321.0M | 0.03% | +623,541+16.3% | Added |
| Vanguard Group Inc | 6,752,620 | $488.1M | 0.01% | +33,832+0.5% | Added |
| BlackRock Inc. | 6,753,492 | $488.2M | 0.01% | +56,754+0.8% | Added |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −1,255,591−100.0% | Sold out |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −483,000−100.0% | Sold out |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −339,836−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −325,080−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −296,465−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Herr Investment Group LLC | 0 | $0 | 0.00% | −190,500−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −128,000−100.0% | Sold out |
| ThornTree Capital Partners LP | 0 | $0 | 0.00% | −102,999−100.0% | Sold out |
| Sphera Funds Management Ltd. | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −70,698−100.0% | Sold out |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −63,519−100.0% | Sold out |
| Archon Capital Management LLC | 0 | $0 | 0.00% | −51,100−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −38,314−100.0% | Sold out |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Washington Harbour Partners LP | 0 | $0 | 0.00% | −25,721−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −19,825−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −18,712−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −8,689−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −7,746−100.0% | Sold out |
| Connective Portfolio Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Water Island Capital LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −3,680−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −3,667−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,545−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −3,532−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −3,248−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −3,123−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −2,011−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −1,944−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −2,061−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Jeneq Management, LP | – | – | – | – | Not filed |
| Monarch Partners Asset Management LLC | – | – | – | – | Not filed |
| Alpha Paradigm Partners, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Icon Wealth Advisors, LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |