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 |
|---|---|---|---|---|---|
| Abound Wealth Management | 179 | $12.9K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 176 | $12.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 222 | $12.6K | 0.00% | +3+1.4% | Added |
| Geneos Wealth Management Inc. | 170 | $12.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 148 | $10.7K | 0.00% | +148 | New |
| Endurance Wealth Management, Inc. | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 106 | $8.00K | 0.01% | −1−0.9% | Reduced |
| Proequities, Inc. | 109 | $7.88K | 0.00% | −37−25.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 106 | $7.66K | 0.00% | −150−58.6% | Reduced |
| Colonial Trust Advisors | 100 | $7.23K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 100 | $7.23K | 0.01% | +100 | New |
| HighMark Wealth Management LLC | 97 | $7.01K | 0.01% | +97 | New |
| Ameritas Advisory Services, LLC | 100 | $6.57K | 0.00% | +100 | New |
| Ellevest, Inc. | 83 | $6.00K | 0.00% | +68+453.3% | Added |
| Venturi Wealth Management, LLC | 65 | $4.70K | 0.00% | +65 | New |
| GPS Wealth Strategies Group, LLC | 60 | $4.34K | 0.00% | +60 | New |
| Capital Advisors, Ltd. LLC | 49 | $4.00K | 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 |
| Earnest Partners LLC | 41 | $2.96K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $2.94K | 0.00% | −8−16.3% | Reduced |
| Spire Wealth Management | 38 | $2.75K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 36 | $2.60K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $1.95K | 0.00% | −25−48.1% | Reduced |
| Nalls Sherbakoff Group, LLC | 28 | $1.92K | 0.00% | +28 | New |
| WealthPLAN Partners, LLC | 25 | $1.81K | 0.00% | +25 | New |
| Sutton Wealth Advisors Inc. | 18 | $1.30K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.23K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 16 | $1.16K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| IFP Advisors, Inc | 25 | $890 | 0.00% | −37−59.7% | Reduced |
| GWM Advisors LLC | 11 | $795 | 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 |
| BerganKDV Wealth Management, LLC | 7 | $507 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7 | $506 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 7 | $506 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5 | $361 | 0.00% | +5 | New |
| NewSquare Capital LLC | 3 | $217 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |