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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 9,041 | $620.0K | 0.11% | +14+0.2% | Added |
| Prelude Capital Management, LLC | 8,297 | $599.8K | 0.04% | +8,297 | New |
| Manufacturers Life Insurance Company, The | 7,953 | $563.2K | 0.00% | +3,329+72.0% | Added |
| Principal Financial Group Inc | 7,376 | $533.2K | 0.00% | −1,445−16.4% | Reduced |
| Legato Capital Management LLC | 7,224 | $522.2K | 0.09% | +7,224 | New |
| FORA Capital, LLC | 7,185 | $519.4K | 0.05% | +7,185 | New |
| NJ State Employees Deferred Compensation Plan | 7,000 | $506.0K | 0.08% | 00.0% | Unchanged |
| Creative Planning | 6,885 | $497.7K | 0.00% | −539−7.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,795 | $491.2K | 0.01% | +6,795 | New |
| Virginia Retirement Systems Et Al | 6,700 | $484.3K | 0.01% | −2,900−30.2% | Reduced |
| Connacht Asset Management LP | 6,450 | $466.3K | 1.34% | +719+12.5% | Added |
| Fifth Third Bancorp | 6,421 | $464.2K | 0.00% | +286+4.7% | Added |
| XTX Topco Ltd | 6,153 | $444.8K | 0.09% | +6,153 | New |
| Mariner, LLC | 6,161 | $444.0K | 0.00% | −1,935−23.9% | Reduced |
| Boothbay Fund Management, LLC | 6,109 | $441.6K | 0.01% | +6,109 | New |
| Schechter Investment Advisors, LLC | 6,046 | $437.1K | 0.04% | +1,238+25.7% | Added |
| Acuitas Investments, LLC | 5,900 | $426.5K | 0.44% | +5,900 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,884 | $425.4K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 5,850 | $422.9K | 0.00% | +2,156+58.4% | Added |
| Transcend Wealth Collective, LLC | 5,839 | $422.1K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 5,545 | $400.8K | 0.03% | +2,125+62.1% | Added |
| Commerce Bank | 5,413 | $391.3K | 0.00% | +300+5.9% | Added |
| Schonfeld Strategic Advisors LLC | 5,310 | $383.9K | 0.00% | +5,310 | New |
| Parallax Volatility Advisers, L.P. | 5,277 | $381.5K | 0.01% | +5,277 | New |
| Crossmark Global Holdings, Inc. | 5,163 | $373.0K | 0.01% | +67+1.3% | Added |
| Maryland State Retirement & Pension System | 5,088 | $367.8K | 0.01% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 5,051 | $365.1K | 0.14% | −70−1.4% | Reduced |
| TownSquare Capital, LLC | 4,957 | $358.3K | 0.01% | +625+14.4% | Added |
| Blue Investment Partners LLC | 4,900 | $354.2K | 0.36% | +4,900 | New |
| Petrus Trust Company, LTA | 4,798 | $346.8K | 0.04% | +4,798 | New |
| Pathstone Family Office, LLC | 4,753 | $344.3K | 0.01% | +4,753 | New |
| Ardsley Advisory Partners LP | 4,750 | $343.4K | 0.08% | −12,850−73.0% | Reduced |
| Cipher Capital LP | 4,701 | $339.8K | 0.06% | +4,701 | New |
| Verition Fund Management LLC | 4,504 | $325.6K | 0.01% | +4,504 | New |
| JustInvest LLC | 4,410 | $318.8K | 0.01% | −3,811−46.4% | Reduced |
| Captrust Financial Advisors | 4,405 | $318.4K | 0.00% | +94+2.2% | Added |
| DC Investments Management, LLC | 4,356 | $314.9K | 0.38% | +4,356 | New |
| Verdence Capital Advisors LLC | 4,298 | $310.7K | 0.04% | +819+23.5% | Added |
| Regal Investment Advisors LLC | 4,249 | $307.2K | 0.03% | +4,249 | New |
| MetLife Investment Management | 4,242 | $306.7K | 0.00% | +10+0.2% | Added |
| Ground Swell Capital, LLC | 4,017 | $290.4K | 0.49% | +4,017 | New |
| HRT Financial LP | 3,795 | $274.0K | 0.00% | +3,795 | New |
| Icon Wealth Partners, LLC | 3,682 | $266.2K | 0.03% | +3,682 | New |
| Dorsey & Whitney Trust CO LLC | 3,364 | $243.2K | 0.02% | −851−20.2% | Reduced |
| Cetera Investment Advisers | 3,338 | $241.3K | 0.00% | −3−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 3,325 | $240.3K | 0.00% | −444−11.8% | Reduced |
| Moneta Group Investment Advisors LLC | 3,300 | $238.6K | 0.01% | +3,300 | New |
| Prudential Financial Inc | 3,285 | $237.5K | 0.00% | −39−1.2% | Reduced |
| Axq Capital, LP | 3,263 | $235.9K | 0.09% | −2,832−46.5% | Reduced |
| Sand Hill Global Advisors, LLC | 3,224 | $233.1K | 0.01% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 3,200 | $231.3K | 0.35% | +3,200 | New |
| Intrust Bank NA | 3,190 | $230.6K | 0.03% | −280−8.1% | Reduced |
| Encompass Wealth Advisors, LLC | 3,049 | $220.4K | 0.08% | 00.0% | Unchanged |
| 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 |
| Jump Financial, LLC | 2,975 | $215.1K | 0.01% | +2,975 | New |
| Dimension Capital Management LLC | 2,906 | $210.0K | 0.05% | +2,906 | New |
| Dark Forest Capital Management LP | 2,903 | $209.9K | 0.05% | +2,903 | New |
| Concentric Wealth Management, LLC | 2,885 | $208.6K | 0.07% | +2,885 | New |
| Raymond James Trust N.A. | 2,839 | $205.0K | 0.01% | +2,839 | New |
| 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 |
| Stephens Inc | 2,667 | $192.8K | 0.00% | +380+16.6% | Added |
| The PNC Financial Services Group, Inc. | 2,384 | $172.3K | 0.00% | +338+16.5% | Added |
| Lazard Asset Management LLC | 1,335 | $96.0K | 0.00% | +417+45.4% | Added |
| Picton Mahoney Asset Management | 1,300 | $94.0K | 0.00% | +100+8.3% | Added |
| Kapitalo Investimentos Ltda | 1,093 | $79.0K | 0.03% | +1,093 | New |
| American International Group, Inc. | 1,041 | $75.3K | 0.00% | −31−2.9% | Reduced |
| Cutler Group LP | 1,048 | $75.0K | 0.01% | −1,107−51.4% | Reduced |
| Tobam | 955 | $69.0K | 0.00% | −77,145−98.8% | Reduced |
| Parkside Financial Bank & Trust | 831 | $60.1K | 0.02% | −10−1.2% | Reduced |
| Leonteq Securities AG | 716 | $51.8K | 0.00% | −10−1.4% | Reduced |
| 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 |
| Quarry LP | 592 | $42.8K | 0.02% | +592 | New |
| Whittier Trust Co | 524 | $37.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 498 | $36.0K | 0.00% | +94+23.3% | Added |
| Signaturefd, LLC | 489 | $35.4K | 0.00% | −108−18.1% | Reduced |
| Park Place Capital Corp | 468 | $33.8K | 0.01% | +77+19.7% | Added |
| Advisors Asset Management, Inc. | 446 | $32.2K | 0.00% | −525−54.1% | Reduced |
| Quadrant Capital Group LLC | 418 | $30.2K | 0.00% | −5−1.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 405 | $29.3K | 0.02% | +65+19.1% | Added |
| Walleye Trading LLC | 398 | $28.8K | 0.00% | −14,161−97.3% | Reduced |
| Pinebridge Investments, L.P. | 394 | $28.5K | 0.00% | −12,781−97.0% | Reduced |
| Farther Finance Advisors, LLC | 368 | $26.6K | 0.01% | +350+1,944.4% | Added |
| Lindbrook Capital, LLC | 342 | $24.7K | 0.00% | −140−29.0% | Reduced |
| Arcadia Investment Management Corp | 325 | $23.5K | 0.01% | +184+130.5% | Added |
| Parallel Advisors, LLC | 301 | $21.8K | 0.00% | −105−25.9% | Reduced |
| Baker Avenue Asset Management, LP | 264 | $19.1K | 0.00% | −3−1.1% | Reduced |
| Allworth Financial LP | 252 | $18.2K | 0.00% | −11−4.2% | Reduced |
| Highlander Capital Management, LLC | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Advent Capital Management | 247 | $17.9K | 0.00% | +229+1,272.2% | Added |
| Kistler-Tiffany Companies, LLC | 239 | $17.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 226 | $16.3K | 0.00% | +1+0.4% | Added |
| EverSource Wealth Advisors, LLC | 221 | $16.0K | 0.00% | +55+33.1% | Added |
| Advisory Services Network, LLC | 216 | $15.6K | 0.00% | +33+18.0% | Added |
| Glassman Wealth Services | 205 | $14.8K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $14.5K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $14.5K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 173 | $13.0K | 0.00% | −53−23.5% | Reduced |