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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 3,352 | $276.4K | 0.01% | +52+1.6% | Added |
| Occudo Quantitative Strategies LP | 3,526 | $290.7K | 0.03% | −10,766−75.3% | Reduced |
| JustInvest LLC | 3,580 | $295.2K | 0.01% | −830−18.8% | Reduced |
| Advisor Group Holdings, Inc. | 3,586 | $295.7K | 0.00% | +261+7.8% | Added |
| Neuberger Berman Group LLC | 3,759 | $309.9K | 0.00% | −75,022−95.2% | Reduced |
| Cetera Investment Advisers | 3,806 | $313.8K | 0.00% | +468+14.0% | Added |
| Westover Capital Advisors, LLC | 4,125 | $340.1K | 0.12% | −926−18.3% | Reduced |
| Echo Street Capital Management LLC | 4,146 | $341.8K | 0.00% | +4,146 | New |
| Verition Fund Management LLC | 4,204 | $346.6K | 0.01% | −300−6.7% | Reduced |
| DC Investments Management, LLC | 4,356 | $359.2K | 0.41% | 00.0% | Unchanged |
| MetLife Investment Management | 4,367 | $360.1K | 0.00% | +125+2.9% | Added |
| Captrust Financial Advisors | 4,714 | $388.7K | 0.00% | +309+7.0% | Added |
| Verdence Capital Advisors LLC | 4,738 | $390.6K | 0.05% | +440+10.2% | Added |
| Edgestream Partners, L.P. | 4,832 | $398.4K | 0.04% | −10,626−68.7% | Reduced |
| Mariner, LLC | 5,078 | $418.6K | 0.00% | −1,083−17.6% | Reduced |
| Maryland State Retirement & Pension System | 5,088 | $419.5K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,150 | $432.0K | 0.01% | −13−0.3% | Reduced |
| Franklin Resources Inc | 5,417 | $446.6K | 0.00% | +5,417 | New |
| CI Private Wealth, LLC | 5,432 | $447.9K | 0.00% | +5,432 | New |
| Transcend Wealth Collective, LLC | 5,835 | $481.1K | 0.05% | −4−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,884 | $485.1K | 0.02% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 6,016 | $496.0K | 1.05% | +6,016 | New |
| Schechter Investment Advisors, LLC | 6,046 | $498.5K | 0.04% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 6,084 | $501.6K | 0.00% | +234+4.0% | Added |
| Fifth Third Bancorp | 6,302 | $519.6K | 0.00% | −119−1.9% | Reduced |
| Creative Planning | 6,341 | $522.8K | 0.00% | −544−7.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,422 | $529.5K | 0.09% | −6,263−49.4% | Reduced |
| Connacht Asset Management LP | 6,531 | $538.5K | 1.83% | +81+1.3% | Added |
| Mach-1 Financial Group, Inc. | 6,786 | $559.5K | 0.22% | +6,786 | New |
| NJ State Employees Deferred Compensation Plan | 7,000 | $577.1K | 0.08% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 7,100 | $585.4K | 0.01% | +400+6.0% | Added |
| GTS Securities LLC | 7,102 | $585.6K | 0.02% | +7,102 | New |
| AE Wealth Management LLC | 7,257 | $598.3K | 0.00% | +7,257 | New |
| Aigen Investment Management, LP | 7,756 | $639.5K | 0.09% | +7,756 | New |
| Manufacturers Life Insurance Company, The | 7,937 | $647.7K | 0.00% | −16−0.2% | Reduced |
| Bank of Montreal | 7,918 | $654.8K | 0.00% | −16,411−67.5% | Reduced |
| TownSquare Capital, LLC | 8,039 | $662.8K | 0.01% | +3,082+62.2% | Added |
| Principal Financial Group Inc | 8,494 | $700.3K | 0.00% | +1,118+15.2% | Added |
| Public Employees Retirement Association of Colorado | 8,981 | $740.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 9,041 | $745.4K | 0.12% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 9,150 | $754.0K | 0.01% | −5,497−37.5% | Reduced |
| Zions Bancorporation, N.A. | 9,457 | $779.7K | 0.07% | +74+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,532 | $786.0K | 0.00% | −2,146−18.4% | Reduced |
| Cubist Systematic Strategies, LLC | 9,700 | $799.8K | 0.01% | −73,213−88.3% | Reduced |
| Xponance, Inc. | 9,740 | $803.1K | 0.01% | +183+1.9% | Added |
| Alpha DNA Investment Management LLC | 9,815 | $809.2K | 0.46% | +9,815 | New |
| Values First Advisors, Inc. | 9,908 | $816.9K | 0.49% | +386+4.1% | Added |
| Cresset Asset Management, LLC | 10,033 | $827.2K | 0.01% | +10,033 | New |
| Left Brain Wealth Management, LLC | 10,161 | $837.8K | 0.51% | +190+1.9% | Added |
| Ardsley Advisory Partners LP | 10,200 | $841.0K | 0.19% | +5,450+114.7% | Added |
| Truist Financial Corp | 10,529 | $868.1K | 0.00% | −297−2.7% | Reduced |
| Blue Investment Partners LLC | 10,783 | $889.1K | 0.68% | +5,883+120.1% | Added |
| Utah Retirement Systems | 12,200 | $1.01M | 0.01% | −200−1.6% | Reduced |
| Man Group plc | 12,265 | $1.01M | 0.00% | – | – |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,649 | $1.04M | 0.00% | +1,328+11.7% | Added |
| Ossiam | 13,320 | $1.10M | 0.02% | +13,320 | New |
| Washington Harbour Partners LP | 13,781 | $1.14M | 2.27% | +13,781 | New |
| Handelsbanken Fonder AB | 14,695 | $1.21M | 0.01% | +4,100+38.7% | Added |
| Brant Point Investment Management LLC | 14,949 | $1.23M | 0.28% | −38,304−71.9% | Reduced |
| Dimensional Fund Advisors LP | 15,110 | $1.25M | 0.00% | +5,284+53.8% | Added |
| Riverpark Capital Management LLC | 15,355 | $1.27M | 2.24% | −630−3.9% | Reduced |
| Amalgamated Bank | 15,615 | $1.29M | 0.01% | +841+5.7% | Added |
| LPL Financial LLC | 15,867 | $1.31M | 0.00% | +739+4.9% | Added |
| Trexquant Investment LP | 15,900 | $1.31M | 0.03% | −78,451−83.1% | Reduced |
| Mirador Capital Partners LP | 16,211 | $1.34M | 0.32% | +209+1.3% | Added |
| US Bancorp | 16,363 | $1.35M | 0.00% | −3,054−15.7% | Reduced |
| HighTower Advisors, LLC | 17,474 | $1.43M | 0.00% | +2,836+19.4% | Added |
| Atika Capital Management LLC | 18,000 | $1.48M | 0.19% | −21,000−53.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 18,025 | $1.49M | 0.00% | +6,842+61.2% | Added |
| Bayesian Capital Management, LP | 18,042 | $1.49M | 0.16% | +600+3.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 18,346 | $1.51M | 0.07% | +845+4.8% | Added |
| MYDA Advisors LLC | 20,000 | $1.65M | 0.65% | +20,000 | New |
| Arizona State Retirement System | 20,094 | $1.66M | 0.01% | −335−1.6% | Reduced |
| Citigroup Inc | 20,144 | $1.66M | 0.00% | −97,238−82.8% | Reduced |
| M&T Bank Corp | 21,386 | $1.76M | 0.01% | +6,108+40.0% | Added |
| Group One Trading, L.P. | 21,442 | $1.77M | 0.08% | +21,442 | New |
| Concentric Capital Strategies, LP | 22,144 | $1.83M | 0.39% | −845−3.7% | Reduced |
| Algert Global LLC | 22,600 | $1.86M | 0.08% | +7,280+47.5% | Added |
| RiverPark Advisors, LLC | 23,000 | $1.90M | 1.74% | −3,932−14.6% | Reduced |
| Two Sigma Investments, LP | 26,700 | $2.20M | 0.01% | +26,700 | New |
| DekaBank Deutsche Girozentrale | 29,051 | $2.33M | 0.01% | +29,051 | New |
| Clear Street Markets LLC | 28,500 | $2.35M | 0.97% | +28,500 | New |
| Brown Capital Management LLC | 31,052 | $2.56M | 0.04% | +8,942+40.4% | Added |
| Susquehanna International Group, LLP | 31,057 | $2.56M | 0.00% | −108,579−77.8% | Reduced |
| Treasurer of the State of North Carolina | 31,067 | $2.56M | 0.01% | +460+1.5% | Added |
| Knights of Columbus Asset Advisors LLC | 31,385 | $2.59M | 0.23% | +28+0.1% | Added |
| Silvant Capital Management LLC | 31,524 | $2.60M | 0.15% | +572+1.8% | Added |
| Janus Henderson Group PLC | 31,855 | $2.63M | 0.00% | −32−0.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 32,669 | $2.69M | 0.02% | +493+1.5% | Added |
| Voya Investment Management LLC | 33,041 | $2.72M | 0.00% | −277,176−89.3% | Reduced |
| Stifel Financial Corp | 34,551 | $2.85M | 0.00% | −4,640−11.8% | Reduced |
| Diker Management LLC | 35,000 | $2.89M | 2.42% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 36,465 | $3.01M | 0.20% | −23,300−39.0% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 36,738 | $3.03M | 0.04% | 00.0% | Unchanged |
| Granahan Investment Management Inc | 37,170 | $3.06M | 0.09% | +37,170 | New |
| Twin Tree Management, LP | 38,514 | $3.18M | 0.07% | +38,514 | New |
| Oppenheimer Asset Management Inc. | 41,112 | $3.39M | 0.05% | +2,918+7.6% | Added |
| First Washington CORP | 42,459 | $3.50M | 1.53% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 42,579 | $3.51M | 0.01% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 43,622 | $3.60M | 0.01% | −29,101−40.0% | Reduced |