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, Q3 2023
Institutional positions in Five9, Inc. as of Sep 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
- 328
- −4 vs. Q2 2023
- Shares held
- 73.6M
- +7.09M (+10.7%) vs. Q2 2023
- Total value
- $4.73B
- −$743.8M (−13.6%) vs. Q2 2023
- New holders
- 46
- 133 more added
- Sold out
- 50
- 98 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 2 | $129 | 0.00% | −1−33.3% | Reduced |
| Manchester Capital Management LLC | 3 | $193 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 5 | $321 | 0.00% | +5 | New |
| TFC Financial Management | 5 | $322 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 7 | $451 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 9 | $579 | 0.00% | +2+28.6% | Added |
| Clearstead Advisors, LLC | 10 | $643 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11 | $707 | 0.00% | −32−74.4% | Reduced |
| Hantz Financial Services, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | +10 | New |
| Umb Bank N A | 16 | $1.03K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 19 | $1.10K | 0.00% | +19 | New |
| Sutton Wealth Advisors Inc. | 18 | $1.16K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 20 | $1.29K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 21 | $1.34K | 0.00% | +21 | New |
| Central Trust Co | 21 | $1.35K | 0.00% | +21 | New |
| Cherry Tree Wealth Management, LLC | 23 | $1.48K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 32 | $2.06K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 33 | $2.12K | 0.00% | +6+22.2% | Added |
| Spire Wealth Management | 38 | $2.44K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 41 | $2.64K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 44 | $2.83K | 0.00% | +15+51.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45 | $2.89K | 0.00% | +45 | New |
| Versant Capital Management, Inc | 47 | $3.02K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 52 | $3.34K | 0.00% | −36−40.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 60 | $3.86K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 65 | $4.18K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 67 | $4.31K | 0.00% | +17+34.0% | Added |
| Stonebridge Capital Advisors LLC | 73 | $4.69K | 0.00% | +73 | New |
| MCF Advisors LLC | 80 | $5.14K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 87 | $5.59K | 0.00% | −15−14.7% | Reduced |
| West Tower Group, LLC | 93 | $5.98K | 0.00% | +93 | New |
| Geneos Wealth Management Inc. | 100 | $6.43K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $6.43K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 106 | $7.00K | 0.00% | +7+7.1% | Added |
| Covestor Ltd | 118 | $8.00K | 0.01% | +12+11.3% | Added |
| Quadrant Capital Group LLC | 152 | $9.77K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 149 | $10.0K | 0.00% | −12−7.5% | Reduced |
| Lindbrook Capital, LLC | 165 | $10.6K | 0.00% | −33−16.7% | Reduced |
| Baker Avenue Asset Management, LP | 167 | $10.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 176 | $11.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 179 | $11.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 190 | $12.2K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 194 | $12.5K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $12.9K | 0.01% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 10,469 | $13.1K | 0.01% | +10,469 | New |
| Global Retirement Partners, LLC | 232 | $14.5K | 0.00% | +19+8.9% | Added |
| Headlands Technologies LLC | 225 | $14.5K | 0.01% | +225 | New |
| Signaturefd, LLC | 227 | $14.6K | 0.00% | +6+2.7% | Added |
| Riverview Trust Co | 257 | $16.5K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 278 | $18.0K | 0.00% | −38−12.0% | Reduced |
| Arcadia Investment Management Corp | 308 | $19.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 310 | $19.9K | 0.01% | +69+28.6% | Added |
| Huntington National Bank | 312 | $20.1K | 0.00% | −3−1.0% | Reduced |
| Park Place Capital Corp | 468 | $30.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 526 | $33.8K | 0.00% | +2+0.4% | Added |
| First Horizon Advisors, Inc. | 526 | $33.8K | 0.00% | +28+5.6% | Added |
| Advisors Asset Management, Inc. | 668 | $43.0K | 0.00% | +285+74.4% | Added |
| CWM, LLC | 887 | $57.0K | 0.00% | +4+0.5% | Added |
| Parkside Financial Bank & Trust | 966 | $62.1K | 0.01% | +100+11.5% | Added |
| Kapitalo Investimentos Ltda | 1,066 | $68.5K | 0.01% | +1,066 | New |
| Picton Mahoney Asset Management | 1,230 | $79.0K | 0.00% | −70−5.4% | Reduced |
| American International Group, Inc. | 1,236 | $79.5K | 0.00% | −86−6.5% | Reduced |
| Parallel Advisors, LLC | 1,283 | $82.5K | 0.00% | −4−0.3% | Reduced |
| Leonteq Securities AG | 1,335 | $85.8K | 0.01% | −145−9.8% | Reduced |
| Bessemer Group Inc | 1,391 | $89.0K | 0.00% | −226−14.0% | Reduced |
| KBC Group NV | 1,470 | $95.0K | 0.00% | +1,470 | New |
| Farther Finance Advisors, LLC | 1,537 | $98.8K | 0.02% | +23+1.5% | Added |
| Counterpoint Mutual Funds LLC | 1,588 | $102.1K | 0.08% | −51−3.1% | Reduced |
| Icon Wealth Partners, LLC | 1,859 | $119.5K | 0.01% | −1,365−42.3% | Reduced |
| The PNC Financial Services Group, Inc. | 2,179 | $140.1K | 0.00% | +17+0.8% | Added |
| Shell Asset Management Co | 2,818 | $181.0K | 0.01% | −44−1.5% | Reduced |
| Stephens Inc | 2,853 | $183.4K | 0.00% | +196+7.4% | Added |
| Sand Hill Global Advisors, LLC | 3,224 | $207.3K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,228 | $207.6K | 0.00% | −124−3.7% | Reduced |
| GTS Securities LLC | 3,259 | $209.6K | 0.00% | −3,843−54.1% | Reduced |
| Vident Advisory, LLC | 3,275 | $210.6K | 0.01% | +3,275 | New |
| Brinker Capital Investments, LLC | 3,328 | $214.0K | 0.00% | +452+15.7% | Added |
| Orion Portfolio Solutions, LLC | 3,328 | $214.0K | 0.00% | +452+15.7% | Added |
| JustInvest LLC | 3,401 | $218.7K | 0.01% | −179−5.0% | Reduced |
| Prudential Financial Inc | 3,494 | $224.7K | 0.00% | +192+5.8% | Added |
| Neuberger Berman Group LLC | 3,576 | $229.9K | 0.00% | −183−4.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,742 | $240.6K | 0.02% | +533+16.6% | Added |
| SG Americas Securities, LLC | 3,828 | $246.0K | 0.00% | −50,075−92.9% | Reduced |
| Westover Capital Advisors, LLC | 3,862 | $248.3K | 0.09% | −263−6.4% | Reduced |
| Creative Planning | 3,884 | $249.7K | 0.00% | −2,457−38.7% | Reduced |
| AQR Capital Management LLC | 3,978 | $255.8K | 0.00% | +746+23.1% | Added |
| Quent Capital, LLC | 4,041 | $259.8K | 0.04% | −5,000−55.3% | Reduced |
| Capstone Investment Advisors, LLC | 4,202 | $270.2K | 0.01% | +4,202 | New |
| DC Investments Management, LLC | 4,356 | $280.1K | 0.35% | 00.0% | Unchanged |
| MetLife Investment Management | 4,369 | $280.9K | 0.00% | +20.0% | Added |
| Dark Forest Capital Management LP | 4,581 | $294.6K | 0.02% | +4,581 | New |
| Cetera Investment Advisers | 4,603 | $296.0K | 0.00% | +797+20.9% | Added |
| Two Sigma Securities, LLC | 4,697 | $302.0K | 0.01% | +4,697 | New |
| Wolverine Trading, LLC | 4,766 | $306.5K | 0.00% | −41,428−89.7% | Reduced |
| Advisor Group Holdings, Inc. | 4,936 | $317.4K | 0.00% | +1,350+37.6% | Added |
| Atom Investors LP | 5,006 | $321.9K | 0.07% | +5,006 | New |
| Aigen Investment Management, LP | 5,077 | $326.5K | 0.06% | −2,679−34.5% | Reduced |