Skip to main content

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.

Institutional holdersQ3 2023: 328 institutions
Q1 2021: 392 institutionsQ2 2021: 399 institutionsQ3 2021: 402 institutionsQ4 2021: 381 institutionsQ1 2022: 347 institutionsQ2 2022: 333 institutionsQ3 2022: 336 institutionsQ4 2022: 327 institutionsQ1 2023: 340 institutionsQ2 2023: 336 institutionsQ3 2023: 328 institutionsQ4 2023: 348 institutionsQ1 2024: 309 institutionsQ2 2024: 297 institutionsQ3 2024: 272 institutionsQ4 2024: 297 institutionsQ1 2025: 307 institutionsQ2 2025: 296 institutionsQ3 2025: 309 institutionsQ4 2025: 289 institutionsQ1 2026: 292 institutionsQ2 2026: 292 institutions
Value heldQ3 2023: $4.73B
Q1 2021: $10.3BQ2 2021: $12.3BQ3 2021: $10.5BQ4 2021: $9.34BQ1 2022: $7.77BQ2 2022: $6.56BQ3 2022: $5.36BQ4 2022: $5.11BQ1 2023: $5.18BQ2 2023: $5.82BQ3 2023: $4.73BQ4 2023: $5.71BQ1 2024: $4.68BQ2 2024: $3.48BQ3 2024: $2.33BQ4 2024: $3.22BQ1 2025: $2.24BQ2 2025: $2.33BQ3 2025: $2.08BQ4 2025: $1.59BQ1 2026: $1.20BQ2 2026: $1.70B
Institutions holding FIVN and their total value by quarter
QuarterHoldersValue
Q2 2026292$1.70B
Q1 2026292$1.20B
Q4 2025289$1.59B
Q3 2025309$2.08B
Q2 2025296$2.33B
Q1 2025307$2.24B
Q4 2024297$3.22B
Q3 2024272$2.33B
Q2 2024297$3.48B
Q1 2024309$4.68B
Q4 2023348$5.71B
Q3 2023328$4.73B
Q2 2023336$5.82B
Q1 2023340$5.18B
Q4 2022327$5.11B
Q3 2022336$5.36B
Q2 2022333$6.56B
Q1 2022347$7.77B
Q4 2021381$9.34B
Q3 2021402$10.5B
Q2 2021399$12.3B
Q1 2021392$10.3B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q2 2023.

Institutions holding FIVN in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Invesco Ltd.55,871$3.59M0.00%+5,315+10.5%Added
ExodusPoint Capital Management, LP56,908$3.66M0.05%−106,527−65.2%Reduced
Bullseye Asset Management LLC58,200$3.74M2.09%+14,500+33.2%Added
New York State Common Retirement Fund58,485$3.76M0.01%−32,451−35.7%Reduced
Engineers Gate Manager LP59,557$3.83M0.14%−7,254−10.9%Reduced
Price T Rowe Associates Inc61,067$3.93M0.00%−721−1.2%Reduced
Amundi67,157$4.04M0.00%−199,005−74.8%Reduced
Wetherby Asset Management Inc63,414$4.08M0.23%−310.0%Reduced
RMB Capital Management, LLC64,152$4.12M0.14%+3,155+5.2%Added
Envestnet Asset Management Inc65,191$4.19M0.00%+21,125+47.9%Added
Teca Partners, LP65,722$4.23M3.59%00.0%Unchanged
Next Century Growth Investors LLC65,751$4.23M0.46%+71+0.1%Added
Granahan Investment Management Inc66,175$4.26M0.15%+29,005+78.0%Added
Pier Capital, LLC66,629$4.28M0.69%−1,908−2.8%Reduced
Mutual of America Capital Management LLC67,708$4.35M0.05%−1,378−2.0%Reduced
B. Metzler seel. Sohn & Co. AG67,823$4.36M0.07%−70,039−50.8%Reduced
Legal & General Group Plc68,488$4.40M0.00%−1,891−2.7%Reduced
State Board of Administration of Florida Retirement System74,078$4.76M0.01%+100+0.1%Added
Brant Point Investment Management LLC75,000$4.82M1.14%+60,051+401.7%Added
Osterweis Capital Management Inc75,605$4.86M0.36%+39,140+107.3%Added
Raymond James & Associates77,070$4.96M0.00%−5,029−6.1%Reduced
Wells Fargo & Company77,923$5.01M0.00%−11,651−13.0%Reduced
Nicholas Company, Inc.78,740$5.06M0.10%+3,140+4.2%Added
California State Teachers Retirement System78,770$5.06M0.01%−8,041−9.3%Reduced
Royal Bank of Canada80,982$5.21M0.00%−9,742−10.7%Reduced
Granite Investment Partners, LLC81,819$5.26M0.22%−310,919−79.2%Reduced
First Trust Advisors LP83,565$5.37M0.01%+80,712+2,829.0%Added
EULAV Asset Management83,900$5.39M0.20%00.0%Unchanged
Cadian Capital Management, LP85,000$5.47M0.22%00.0%Unchanged
1832 Asset Management L.P.86,000$5.53M0.01%+86,000New
State of Wisconsin Investment Board89,369$5.75M0.02%−3,150−3.4%Reduced
Qube Research & Technologies Ltd90,485$5.82M0.02%+44,608+97.2%Added
Credit Suisse AG90,986$5.85M0.01%−492−0.5%Reduced
Great West Life Assurance Co93,849$6.03M0.01%+17,223+22.5%Added
Rhumbline Advisers94,039$6.05M0.01%−2,246−2.3%Reduced
Gagnon Advisors, LLC94,852$6.10M5.10%00.0%Unchanged
Atika Capital Management LLC97,000$6.24M0.89%+79,000+438.9%Added
Woodline Partners LP98,733$6.35M0.07%+98,733New
Public Employees Retirement System of Ohio100,887$6.49M0.03%+766+0.8%Added
Ensign Peak Advisors, Inc102,681$6.60M0.01%−83,864−45.0%Reduced
Jane Street Group, LLC106,584$6.85M0.01%−29,428−21.6%Reduced
Thrivent Financial for Lutherans106,861$6.87M0.02%−348,752−76.5%Reduced
Swedbank AB110,000$7.07M0.01%00.0%Unchanged
Melqart Asset Management (UK) Ltd110,195$7.09M0.51%+9,656+9.6%Added
Jefferies Financial Group Inc.112,823$7.25M0.18%−29,120−20.5%Reduced
Ameriprise Financial Inc113,882$7.32M0.00%+2,186+2.0%Added
Russell Investments Group, Ltd.121,521$7.81M0.02%+19,362+19.0%Added
Summit Creek Advisors LLC128,200$8.24M1.12%−5,293−4.0%Reduced
California Public Employees Retirement System128,415$8.26M0.01%+24,642+23.7%Added
Goldman Sachs Group Inc129,535$8.33M0.00%+10,693+9.0%Added
G2 Investment Partners Management LLC134,000$8.62M2.12%+43,000+47.3%Added
Nishkama Capital, LLC134,053$8.62M2.88%−136,875−50.5%Reduced
Squarepoint Ops LLC138,176$8.88M0.04%+84,925+159.5%Added
Conestoga Capital Advisors, LLC139,258$8.95M0.15%+892+0.6%Added
Kennedy Capital Management, Inc.142,510$9.16M0.22%+25,285+21.6%Added
Canada Pension Plan Investment Board148,700$9.56M0.01%+102,600+222.6%Added
Barclays PLC150,218$9.66M0.01%−115,527−43.5%Reduced
Swiss National Bank156,500$10.1M0.01%+800+0.5%Added
Kettle Hill Capital Management, LLC156,742$10.1M2.24%+1,283+0.8%Added
Coronation Fund Managers Ltd.163,404$10.5M0.32%−23,934−12.8%Reduced
First Sabrepoint Capital Management LP165,000$10.6M4.92%+95,000+135.7%Added
SQN Investors LP165,591$10.6M6.16%+9,238+5.9%Added
Fisher Asset Management, LLC166,670$10.7M0.01%+113,511+213.5%Added
BWCP, LP174,434$11.2M4.03%+34,165+24.4%Added
Voya Investment Management LLC176,549$11.4M0.01%+143,508+434.3%Added
Bain Capital Public Equity Management II, LLC179,975$11.6M0.62%−106,819−37.2%Reduced
Polar Asset Management Partners Inc.189,000$12.2M0.29%+189,000New
Fuller & Thaler Asset Management, Inc.193,768$12.5M0.07%+15,287+8.6%Added
National Bank of Canada200,000$12.8M0.02%−50,000−20.0%Reduced
Gagnon Securities LLC205,785$13.2M3.32%+353+0.2%Added
Vista Equity Partners Management, LLC209,405$13.5M0.34%−78,757−27.3%Reduced
Calixto Global Investors, LP223,907$14.4M13.92%+13,800+6.6%Added
Armistice Capital, LLC224,290$14.4M0.43%+100,290+80.9%Added
Kornitzer Capital Management Inc231,610$14.9M0.31%00.0%Unchanged
Walleye Capital LLC243,068$15.6M0.23%+171,058+237.5%Added
Kopp Family Office, LLC249,722$16.1M10.16%00.0%Unchanged
SEI Investments Co250,593$16.1M0.03%−11,521−4.4%Reduced
Victory Capital Management Inc264,376$17.0M0.02%+187,268+242.9%Added
WCM Investment Management, LLC269,033$17.3M0.05%−14,917−5.3%Reduced
Alta Park Capital, LP271,188$17.4M2.43%+60,525+28.7%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management285,400$18.4M0.38%+285,400New
Prospect Capital Advisors, LLC285,460$18.4M7.83%+58,920+26.0%Added
Balyasny Asset Management LLC289,554$18.6M0.05%+202,952+234.4%Added
Voloridge Investment Management, LLC290,767$18.7M0.09%−172,161−37.2%Reduced
Ophir Asset Management Pty Ltd306,677$19.7M4.65%+81,346+36.1%Added
Deutsche Bank AG310,995$20.0M0.01%−5,794−1.8%Reduced
Bank of America Corp315,071$20.3M0.00%+102,395+48.1%Added
Summit Partners Public Asset Management, LLC333,419$21.4M1.35%+165,054+98.0%Added
Point72 Asset Management, L.P.341,800$22.0M0.07%−475,782−58.2%Reduced
Jacobs Levy Equity Management, Inc348,536$22.4M0.13%+315,867+966.9%Added
American Century Companies Inc351,778$22.6M0.02%+184,622+110.4%Added
Allspring Global Investments Holdings, LLC352,904$22.7M0.04%+27,329+8.4%Added
Mirae Asset Global Investments Co., Ltd.357,162$23.0M0.05%−24,476−6.4%Reduced
Bank of New York Mellon Corp379,376$24.4M0.01%−76,427−16.8%Reduced
Morgan Stanley401,293$25.8M0.00%+96,038+31.5%Added
Northern Trust Corp401,754$25.8M0.01%−120,605−23.1%Reduced
Charles Schwab Investment Management Inc431,129$27.7M0.01%+8,815+2.1%Added
Assenagon Asset Management S.A.454,854$29.2M0.10%−50,683−10.0%Reduced
Marshall Wace, LLP488,820$31.4M0.07%+255,080+109.1%Added
Lord, Abbett & Co. LLC513,123$33.0M0.12%+236,076+85.2%Added