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, Q2 2023
Institutional positions in Five9, Inc. as of Jun 30, 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
- 336
- −3 vs. Q1 2023
- Shares held
- 70.6M
- −888.9K (−1.2%) vs. Q1 2023
- Total value
- $5.82B
- +$635.6M (+12.3%) vs. Q1 2023
- New holders
- 60
- 126 more added
- Sold out
- 63
- 102 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 3 | $247 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $248 | 0.00% | +3 | New |
| TFC Financial Management | 5 | $413 | 0.00% | +5 | New |
| Nalls Sherbakoff Group, LLC | 7 | $463 | 0.00% | −21−75.0% | Reduced |
| TD Private Client Wealth LLC | 7 | $577 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 7 | $577 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $825 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 16 | $1.32K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.40K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 18 | $1.48K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 20 | $1.65K | 0.00% | +20 | New |
| Cherry Tree Wealth Management, LLC | 23 | $1.90K | 0.00% | +23 | New |
| Bell Investment Advisors, Inc | 27 | $2.23K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 29 | $2.39K | 0.00% | −223−88.5% | Reduced |
| Spire Wealth Management | 38 | $3.13K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 41 | $3.38K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 43 | $3.54K | 0.00% | +32+290.9% | Added |
| IFP Advisors, Inc | 100 | $3.56K | 0.00% | +75+300.0% | Added |
| Versant Capital Management, Inc | 47 | $3.88K | 0.00% | +6+14.6% | Added |
| Northwestern Mutual Wealth Management Co | 50 | $4.12K | 0.00% | +45+900.0% | Added |
| Harbour Investments, Inc. | 60 | $4.95K | 0.00% | +60 | New |
| GPS Wealth Strategies Group, LLC | 60 | $4.95K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 65 | $5.36K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 76 | $6.27K | 0.00% | +76 | New |
| MCF Advisors LLC | 80 | $6.60K | 0.00% | +44+122.2% | Added |
| EverSource Wealth Advisors, LLC | 88 | $7.25K | 0.00% | −133−60.2% | Reduced |
| Ci Investments Inc. | 99 | $8.00K | 0.00% | +95+2,375.0% | Added |
| Geneos Wealth Management Inc. | 100 | $8.24K | 0.00% | −70−41.2% | Reduced |
| Colonial Trust Advisors | 100 | $8.24K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 102 | $8.41K | 0.00% | −7−6.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 106 | $8.74K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 106 | $9.00K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 145 | $12.0K | 0.02% | +145 | New |
| Endurance Wealth Management, Inc. | 140 | $12.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $12.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 152 | $12.5K | 0.00% | −266−63.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 161 | $13.0K | 0.00% | −12−6.9% | Reduced |
| Baker Avenue Asset Management, LP | 167 | $13.8K | 0.00% | −97−36.7% | Reduced |
| Brown Brothers Harriman & Co | 176 | $14.5K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 179 | $14.8K | 0.01% | 00.0% | Unchanged |
| Natixis | 180 | $14.8K | 0.00% | −44,570−99.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 190 | $15.7K | 0.01% | −215−53.1% | Reduced |
| Glassman Wealth Services | 194 | $16.0K | 0.00% | −11−5.4% | Reduced |
| Lindbrook Capital, LLC | 198 | $16.3K | 0.00% | −144−42.1% | Reduced |
| PFS Partners, LLC | 200 | $16.5K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 200 | $16.5K | 0.00% | +200 | New |
| Global Retirement Partners, LLC | 213 | $17.6K | 0.00% | −9−4.1% | Reduced |
| Signaturefd, LLC | 221 | $18.2K | 0.00% | −268−54.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 239 | $19.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 241 | $19.9K | 0.01% | −351−59.3% | Reduced |
| Riverview Trust Co | 257 | $21.2K | 0.02% | +257 | New |
| Migdal Insurance & Financial Holdings Ltd. | 316 | $25.0K | 0.00% | −324−50.6% | Reduced |
| Arcadia Investment Management Corp | 308 | $25.4K | 0.01% | −17−5.2% | Reduced |
| Huntington National Bank | 315 | $26.0K | 0.00% | +89+39.4% | Added |
| Pinebridge Investments, L.P. | 364 | $30.0K | 0.00% | −30−7.6% | Reduced |
| Advisors Asset Management, Inc. | 383 | $31.6K | 0.00% | −63−14.1% | Reduced |
| Park Place Capital Corp | 468 | $38.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 498 | $41.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 524 | $43.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 866 | $71.4K | 0.02% | +35+4.2% | Added |
| CWM, LLC | 883 | $73.0K | 0.00% | +269+43.8% | Added |
| Harbor Capital Advisors, Inc. | 953 | $78.6K | 0.02% | +953 | New |
| Cutler Group LP | 1,271 | $104.0K | 0.02% | +223+21.3% | Added |
| Parallel Advisors, LLC | 1,287 | $106.1K | 0.00% | +986+327.6% | Added |
| Picton Mahoney Asset Management | 1,300 | $107.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 1,322 | $109.0K | 0.00% | +281+27.0% | Added |
| Lazard Asset Management LLC | 1,335 | $110.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,480 | $122.0K | 0.01% | +764+106.7% | Added |
| Farther Finance Advisors, LLC | 1,514 | $124.8K | 0.03% | +1,146+311.4% | Added |
| State of Wyoming | 1,602 | $132.1K | 0.04% | +1,592+15,920.0% | Added |
| Bessemer Group Inc | 1,617 | $134.0K | 0.00% | +1,617 | New |
| Counterpoint Mutual Funds LLC | 1,639 | $135.1K | 0.13% | +1,639 | New |
| Tower Research Capital LLC (TRC) | 1,663 | $137.1K | 0.00% | −16,431−90.8% | Reduced |
| The PNC Financial Services Group, Inc. | 2,162 | $178.3K | 0.00% | −222−9.3% | Reduced |
| Argent Trust Co | 2,430 | $200.4K | 0.01% | +2,430 | New |
| ProShare Advisors LLC | 2,509 | $206.9K | 0.00% | +2,509 | New |
| Commonwealth Equity Services, LLC | 2,560 | $211.0K | 0.00% | +2,560 | New |
| Stephens Inc | 2,657 | $219.1K | 0.00% | −10−0.4% | Reduced |
| First Trust Advisors LP | 2,853 | $235.2K | 0.00% | +2,853 | New |
| Shell Asset Management Co | 2,862 | $236.0K | 0.01% | −8,438−74.7% | Reduced |
| Brinker Capital Investments, LLC | 2,876 | $237.1K | 0.00% | −143−4.7% | Reduced |
| Orion Portfolio Solutions, LLC | 2,876 | $237.1K | 0.00% | −143−4.7% | Reduced |
| Concentric Wealth Management, LLC | 2,885 | $237.9K | 0.08% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 2,883 | $238.0K | 0.01% | +44+1.5% | Added |
| Regal Investment Advisors LLC | 2,891 | $238.4K | 0.02% | −1,358−32.0% | Reduced |
| Dimension Capital Management LLC | 2,906 | $239.6K | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 2,946 | $242.9K | 0.00% | +2,946 | New |
| KLR Investment Advisors, LLC | 2,979 | $245.6K | 0.20% | +2,979 | New |
| Intrust Bank NA | 2,986 | $246.2K | 0.03% | −204−6.4% | Reduced |
| Encompass Wealth Advisors, LLC | 3,049 | $251.4K | 0.08% | 00.0% | Unchanged |
| Summit Global Investments | 3,052 | $252.0K | 0.02% | +3,052 | New |
| Quantitative Investment Management, LLC | 3,134 | $258.0K | 0.02% | +3,134 | New |
| Dorsey & Whitney Trust CO LLC | 3,209 | $264.6K | 0.02% | −155−4.6% | Reduced |
| Winton Group Ltd | 3,218 | $265.3K | 0.02% | +3,218 | New |
| AQR Capital Management LLC | 3,232 | $265.7K | 0.00% | +3,232 | New |
| Icon Wealth Partners, LLC | 3,224 | $265.8K | 0.03% | −458−12.4% | Reduced |
| Sand Hill Global Advisors, LLC | 3,224 | $265.8K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,302 | $272.3K | 0.00% | +17+0.5% | Added |
| FDx Advisors, Inc. | 3,318 | $274.0K | 0.02% | +3,318 | New |