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 |
|---|---|---|---|---|---|
| Bank of Montreal | 7,918 | $654.8K | 0.00% | −16,411−67.5% | Reduced |
| Manufacturers Life Insurance Company, The | 7,937 | $647.7K | 0.00% | −16−0.2% | Reduced |
| Aigen Investment Management, LP | 7,756 | $639.5K | 0.09% | +7,756 | New |
| AE Wealth Management LLC | 7,257 | $598.3K | 0.00% | +7,257 | New |
| GTS Securities LLC | 7,102 | $585.6K | 0.02% | +7,102 | New |
| Virginia Retirement Systems Et Al | 7,100 | $585.4K | 0.01% | +400+6.0% | Added |
| NJ State Employees Deferred Compensation Plan | 7,000 | $577.1K | 0.08% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 6,786 | $559.5K | 0.22% | +6,786 | New |
| Connacht Asset Management LP | 6,531 | $538.5K | 1.83% | +81+1.3% | Added |
| Campbell & CO Investment Adviser LLC | 6,422 | $529.5K | 0.09% | −6,263−49.4% | Reduced |
| Creative Planning | 6,341 | $522.8K | 0.00% | −544−7.9% | Reduced |
| Fifth Third Bancorp | 6,302 | $519.6K | 0.00% | −119−1.9% | Reduced |
| Guggenheim Capital LLC | 6,084 | $501.6K | 0.00% | +234+4.0% | Added |
| Schechter Investment Advisors, LLC | 6,046 | $498.5K | 0.04% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 6,016 | $496.0K | 1.05% | +6,016 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,884 | $485.1K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,835 | $481.1K | 0.05% | −4−0.1% | Reduced |
| CI Private Wealth, LLC | 5,432 | $447.9K | 0.00% | +5,432 | New |
| Franklin Resources Inc | 5,417 | $446.6K | 0.00% | +5,417 | New |
| Crossmark Global Holdings, Inc. | 5,150 | $432.0K | 0.01% | −13−0.3% | Reduced |
| Maryland State Retirement & Pension System | 5,088 | $419.5K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 5,078 | $418.6K | 0.00% | −1,083−17.6% | Reduced |
| Edgestream Partners, L.P. | 4,832 | $398.4K | 0.04% | −10,626−68.7% | Reduced |
| Verdence Capital Advisors LLC | 4,738 | $390.6K | 0.05% | +440+10.2% | Added |
| Captrust Financial Advisors | 4,714 | $388.7K | 0.00% | +309+7.0% | Added |
| MetLife Investment Management | 4,367 | $360.1K | 0.00% | +125+2.9% | Added |
| DC Investments Management, LLC | 4,356 | $359.2K | 0.41% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,204 | $346.6K | 0.01% | −300−6.7% | Reduced |
| Echo Street Capital Management LLC | 4,146 | $341.8K | 0.00% | +4,146 | New |
| Westover Capital Advisors, LLC | 4,125 | $340.1K | 0.12% | −926−18.3% | Reduced |
| Cetera Investment Advisers | 3,806 | $313.8K | 0.00% | +468+14.0% | Added |
| Neuberger Berman Group LLC | 3,759 | $309.9K | 0.00% | −75,022−95.2% | Reduced |
| Advisor Group Holdings, Inc. | 3,586 | $295.7K | 0.00% | +261+7.8% | Added |
| JustInvest LLC | 3,580 | $295.2K | 0.01% | −830−18.8% | Reduced |
| Occudo Quantitative Strategies LP | 3,526 | $290.7K | 0.03% | −10,766−75.3% | Reduced |
| Moneta Group Investment Advisors LLC | 3,352 | $276.4K | 0.01% | +52+1.6% | Added |
| FDx Advisors, Inc. | 3,318 | $274.0K | 0.02% | +3,318 | New |
| Prudential Financial Inc | 3,302 | $272.3K | 0.00% | +17+0.5% | Added |
| 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 |
| AQR Capital Management LLC | 3,232 | $265.7K | 0.00% | +3,232 | New |
| Winton Group Ltd | 3,218 | $265.3K | 0.02% | +3,218 | New |
| Dorsey & Whitney Trust CO LLC | 3,209 | $264.6K | 0.02% | −155−4.6% | Reduced |
| Quantitative Investment Management, LLC | 3,134 | $258.0K | 0.02% | +3,134 | New |
| Summit Global Investments | 3,052 | $252.0K | 0.02% | +3,052 | New |
| Encompass Wealth Advisors, LLC | 3,049 | $251.4K | 0.08% | 00.0% | Unchanged |
| Intrust Bank NA | 2,986 | $246.2K | 0.03% | −204−6.4% | Reduced |
| KLR Investment Advisors, LLC | 2,979 | $245.6K | 0.20% | +2,979 | New |
| MAI Capital Management | 2,946 | $242.9K | 0.00% | +2,946 | New |
| Dimension Capital Management LLC | 2,906 | $239.6K | 0.05% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,891 | $238.4K | 0.02% | −1,358−32.0% | Reduced |
| Raymond James Trust N.A. | 2,883 | $238.0K | 0.01% | +44+1.5% | Added |
| Concentric Wealth Management, LLC | 2,885 | $237.9K | 0.08% | 00.0% | Unchanged |
| 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 |
| Shell Asset Management Co | 2,862 | $236.0K | 0.01% | −8,438−74.7% | Reduced |
| First Trust Advisors LP | 2,853 | $235.2K | 0.00% | +2,853 | New |
| Stephens Inc | 2,657 | $219.1K | 0.00% | −10−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 2,560 | $211.0K | 0.00% | +2,560 | New |
| ProShare Advisors LLC | 2,509 | $206.9K | 0.00% | +2,509 | New |
| Argent Trust Co | 2,430 | $200.4K | 0.01% | +2,430 | New |
| The PNC Financial Services Group, Inc. | 2,162 | $178.3K | 0.00% | −222−9.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,663 | $137.1K | 0.00% | −16,431−90.8% | Reduced |
| Counterpoint Mutual Funds LLC | 1,639 | $135.1K | 0.13% | +1,639 | New |
| Bessemer Group Inc | 1,617 | $134.0K | 0.00% | +1,617 | New |
| State of Wyoming | 1,602 | $132.1K | 0.04% | +1,592+15,920.0% | Added |
| Farther Finance Advisors, LLC | 1,514 | $124.8K | 0.03% | +1,146+311.4% | Added |
| Leonteq Securities AG | 1,480 | $122.0K | 0.01% | +764+106.7% | Added |
| Lazard Asset Management LLC | 1,335 | $110.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,322 | $109.0K | 0.00% | +281+27.0% | Added |
| Picton Mahoney Asset Management | 1,300 | $107.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,287 | $106.1K | 0.00% | +986+327.6% | Added |
| Cutler Group LP | 1,271 | $104.0K | 0.02% | +223+21.3% | Added |
| Harbor Capital Advisors, Inc. | 953 | $78.6K | 0.02% | +953 | New |
| CWM, LLC | 883 | $73.0K | 0.00% | +269+43.8% | Added |
| Parkside Financial Bank & Trust | 866 | $71.4K | 0.02% | +35+4.2% | Added |
| Whittier Trust Co | 524 | $43.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 498 | $41.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 468 | $38.6K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 383 | $31.6K | 0.00% | −63−14.1% | Reduced |
| Pinebridge Investments, L.P. | 364 | $30.0K | 0.00% | −30−7.6% | Reduced |
| Huntington National Bank | 315 | $26.0K | 0.00% | +89+39.4% | Added |
| Arcadia Investment Management Corp | 308 | $25.4K | 0.01% | −17−5.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 316 | $25.0K | 0.00% | −324−50.6% | Reduced |
| Riverview Trust Co | 257 | $21.2K | 0.02% | +257 | New |
| Quarry LP | 241 | $19.9K | 0.01% | −351−59.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 239 | $19.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 221 | $18.2K | 0.00% | −268−54.8% | Reduced |
| Global Retirement Partners, LLC | 213 | $17.6K | 0.00% | −9−4.1% | 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 |
| Lindbrook Capital, LLC | 198 | $16.3K | 0.00% | −144−42.1% | Reduced |
| Glassman Wealth Services | 194 | $16.0K | 0.00% | −11−5.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 190 | $15.7K | 0.01% | −215−53.1% | Reduced |
| Natixis | 180 | $14.8K | 0.00% | −44,570−99.6% | Reduced |
| Abound Wealth Management | 179 | $14.8K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 176 | $14.5K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 167 | $13.8K | 0.00% | −97−36.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 161 | $13.0K | 0.00% | −12−6.9% | Reduced |
| Quadrant Capital Group LLC | 152 | $12.5K | 0.00% | −266−63.6% | Reduced |