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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 5,088 | $327.2K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,132 | $330.0K | 0.01% | +3,469+208.6% | Added |
| Mariner, LLC | 5,222 | $335.8K | 0.00% | +144+2.8% | Added |
| Verdence Capital Advisors LLC | 5,329 | $342.7K | 0.04% | +591+12.5% | Added |
| Connacht Asset Management LP | 5,382 | $346.1K | 2.05% | −1,149−17.6% | Reduced |
| Teacher Retirement System of Texas | 5,528 | $355.0K | 0.00% | −3,622−39.6% | Reduced |
| Verition Fund Management LLC | 5,674 | $364.8K | 0.00% | +1,470+35.0% | Added |
| Transcend Wealth Collective, LLC | 5,835 | $375.2K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,884 | $378.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6,071 | $390.4K | 0.00% | −231−3.7% | Reduced |
| CI Private Wealth, LLC | 6,269 | $403.1K | 0.00% | +837+15.4% | Added |
| Truist Financial Corp | 6,272 | $403.3K | 0.00% | −4,257−40.4% | Reduced |
| Schechter Investment Advisors, LLC | 6,319 | $406.3K | 0.04% | +273+4.5% | Added |
| Juncture Wealth Strategies, LLC | 6,368 | $409.5K | 0.20% | +6,368 | New |
| Mesirow Institutional Investment Management, Inc. | 6,576 | $422.8K | 0.04% | +6,576 | New |
| Values First Advisors, Inc. | 6,795 | $436.9K | 0.28% | −3,113−31.4% | Reduced |
| Fox Run Management, L.L.C. | 6,840 | $439.8K | 0.13% | +6,840 | New |
| Guggenheim Capital LLC | 6,993 | $449.6K | 0.00% | +909+14.9% | Added |
| NJ State Employees Deferred Compensation Plan | 7,000 | $450.1K | 0.07% | 00.0% | Unchanged |
| Group One Trading, L.P. | 7,180 | $461.7K | 0.02% | −14,262−66.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,296 | $469.0K | 0.05% | +7,296 | New |
| HRT Financial LP | 8,231 | $529.0K | 0.01% | +8,231 | New |
| TownSquare Capital, LLC | 8,312 | $534.5K | 0.01% | +273+3.4% | Added |
| Susquehanna International Group, LLP | 8,781 | $564.6K | 0.00% | −22,276−71.7% | Reduced |
| Principal Financial Group Inc | 8,798 | $565.7K | 0.00% | +304+3.6% | Added |
| Public Employees Retirement Association of Colorado | 8,981 | $577.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 8,988 | $577.9K | 0.00% | −1,045−10.4% | Reduced |
| MYDA Advisors LLC | 9,000 | $578.7K | 0.22% | −11,000−55.0% | Reduced |
| Captrust Financial Advisors | 9,077 | $583.7K | 0.00% | +4,363+92.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,679 | $622.0K | 0.00% | +147+1.5% | Added |
| Xponance, Inc. | 9,797 | $629.9K | 0.01% | +57+0.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 10,000 | $643.0K | 0.00% | −68,000−87.2% | Reduced |
| Cutler Group LP | 10,047 | $646.0K | 0.10% | +8,776+690.5% | Added |
| Left Brain Wealth Management, LLC | 10,280 | $661.0K | 0.41% | +119+1.2% | Added |
| Zions Bancorporation, N.A. | 10,313 | $663.1K | 0.06% | +856+9.1% | Added |
| Renaissance Technologies LLC | 10,400 | $669.0K | 0.00% | −200,498−95.1% | Reduced |
| Lazard Asset Management LLC | 11,063 | $711.0K | 0.00% | +9,728+728.7% | Added |
| Aquatic Capital Management LLC | 12,200 | $784.0K | 0.03% | +12,200 | New |
| Ardsley Advisory Partners LP | 12,200 | $784.5K | 0.21% | +2,000+19.6% | Added |
| Utah Retirement Systems | 12,300 | $790.9K | 0.01% | +100+0.8% | Added |
| Oak Thistle LLC | 12,486 | $802.9K | 0.24% | +12,486 | New |
| Edgestream Partners, L.P. | 12,643 | $812.9K | 0.06% | +7,811+161.7% | Added |
| Occudo Quantitative Strategies LP | 12,939 | $832.0K | 0.11% | +9,413+267.0% | Added |
| Ossiam | 13,320 | $856.5K | 0.02% | 00.0% | Unchanged |
| Washington Harbour Partners LP | 13,781 | $886.1K | 2.06% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,157 | $910.3K | 0.00% | +1,508+11.9% | Added |
| Handelsbanken Fonder AB | 14,695 | $945.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 15,394 | $990.0K | 0.01% | −221−1.4% | Reduced |
| Sherbrooke Park Advisers LLC | 15,604 | $1.00M | 0.32% | +15,604 | New |
| Seven Eight Capital, LP | 15,762 | $1.01M | 0.12% | +15,762 | New |
| Mirador Capital Partners LP | 16,492 | $1.06M | 0.24% | +281+1.7% | Added |
| US Bancorp | 16,804 | $1.08M | 0.00% | +441+2.7% | Added |
| Walleye Trading LLC | 16,942 | $1.09M | 0.03% | −33,383−66.3% | Reduced |
| LPL Financial LLC | 17,019 | $1.09M | 0.00% | +1,152+7.3% | Added |
| HighTower Advisors, LLC | 17,392 | $1.12M | 0.00% | −82−0.5% | Reduced |
| Algert Global LLC | 17,620 | $1.13M | 0.05% | −4,980−22.0% | Reduced |
| Riverpark Capital Management LLC | 17,710 | $1.14M | 2.06% | +2,355+15.3% | Added |
| Manufacturers Life Insurance Company, The | 18,061 | $1.16M | 0.00% | +10,124+127.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 18,931 | $1.22M | 0.00% | +906+5.0% | Added |
| Echo Street Capital Management LLC | 18,954 | $1.22M | 0.01% | +14,808+357.2% | Added |
| M&T Bank Corp | 19,525 | $1.26M | 0.01% | −1,861−8.7% | Reduced |
| Arizona State Retirement System | 20,266 | $1.30M | 0.01% | +172+0.9% | Added |
| Jump Financial, LLC | 20,431 | $1.31M | 0.05% | +20,431 | New |
| Millrace Asset Group, Inc. | 21,081 | $1.36M | 1.67% | +21,081 | New |
| FORA Capital, LLC | 21,322 | $1.37M | 0.12% | +21,322 | New |
| Boothbay Fund Management, LLC | 21,811 | $1.40M | 0.05% | +21,811 | New |
| Caption Management, LLC | 23,000 | $1.48M | 0.19% | +23,000 | New |
| Centiva Capital, LP | 23,368 | $1.50M | 0.07% | +23,368 | New |
| RiverPark Advisors, LLC | 24,100 | $1.55M | 1.40% | +1,100+4.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 24,318 | $1.56M | 0.07% | +5,972+32.6% | Added |
| Carlson Capital L P | 24,947 | $1.60M | 0.13% | +24,947 | New |
| Two Sigma Investments, LP | 26,700 | $1.72M | 0.00% | 00.0% | Unchanged |
| Bain Capital Public Equity, LP | 27,015 | $1.74M | 1.51% | −19,972−42.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 27,889 | $1.79M | 0.18% | +27,889 | New |
| Comerica Bank | 28,105 | $1.81M | 0.01% | +28,105 | New |
| Citigroup Inc | 29,128 | $1.87M | 0.00% | +8,984+44.6% | Added |
| Bank of Montreal | 28,152 | $1.94M | 0.00% | +20,234+255.5% | Added |
| Silvant Capital Management LLC | 31,092 | $2.00M | 0.12% | −432−1.4% | Reduced |
| Treasurer of the State of North Carolina | 31,227 | $2.01M | 0.01% | +160+0.5% | Added |
| Janus Henderson Group PLC | 31,861 | $2.05M | 0.00% | +60.0% | Added |
| Twinbeech Capital LP | 33,689 | $2.17M | 0.04% | +33,689 | New |
| Stifel Financial Corp | 34,166 | $2.20M | 0.00% | −385−1.1% | Reduced |
| Capital Fund Management S.A. | 34,754 | $2.23M | 0.03% | −59,911−63.3% | Reduced |
| Diker Management LLC | 35,000 | $2.25M | 2.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 35,824 | $2.30M | 0.21% | +4,439+14.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 36,738 | $2.36M | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 37,792 | $2.45M | 0.00% | −101,089−72.8% | Reduced |
| Brown Capital Management LLC | 38,191 | $2.46M | 0.04% | +7,139+23.0% | Added |
| Oppenheimer Asset Management Inc. | 40,289 | $2.59M | 0.04% | −823−2.0% | Reduced |
| First Washington CORP | 40,364 | $2.60M | 1.05% | −2,095−4.9% | Reduced |
| Aperture Investors, LLC | 42,375 | $2.72M | 0.43% | +42,375 | New |
| Dimensional Fund Advisors LP | 42,543 | $2.74M | 0.00% | +27,433+181.6% | Added |
| State of New Jersey Common Pension Fund D | 42,579 | $2.74M | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 44,843 | $2.88M | 0.10% | −12,572−21.9% | Reduced |
| BNP Paribas Arbitrage, SA | 46,263 | $2.97M | 0.01% | −207,687−81.8% | Reduced |
| BW Gestao de Investimentos Ltda. | 50,000 | $3.21M | 0.40% | +50,000 | New |
| TD Asset Management Inc | 51,604 | $3.32M | 0.00% | +1,200+2.4% | Added |
| Herald Investment Management Ltd | 53,200 | $3.42M | 0.73% | 00.0% | Unchanged |
| Millennium Management LLC | 53,286 | $3.43M | 0.00% | −235,304−81.5% | Reduced |
| Cubist Systematic Strategies, LLC | 54,118 | $3.48M | 0.04% | +44,418+457.9% | Added |