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 |
|---|---|---|---|---|---|
| EULAV Asset Management | 83,900 | $5.39M | 0.20% | 00.0% | Unchanged |
| First Trust Advisors LP | 83,565 | $5.37M | 0.01% | +80,712+2,829.0% | Added |
| Granite Investment Partners, LLC | 81,819 | $5.26M | 0.22% | −310,919−79.2% | Reduced |
| Royal Bank of Canada | 80,982 | $5.21M | 0.00% | −9,742−10.7% | Reduced |
| California State Teachers Retirement System | 78,770 | $5.06M | 0.01% | −8,041−9.3% | Reduced |
| Nicholas Company, Inc. | 78,740 | $5.06M | 0.10% | +3,140+4.2% | Added |
| Wells Fargo & Company | 77,923 | $5.01M | 0.00% | −11,651−13.0% | Reduced |
| Raymond James & Associates | 77,070 | $4.96M | 0.00% | −5,029−6.1% | Reduced |
| Osterweis Capital Management Inc | 75,605 | $4.86M | 0.36% | +39,140+107.3% | Added |
| Brant Point Investment Management LLC | 75,000 | $4.82M | 1.14% | +60,051+401.7% | Added |
| State Board of Administration of Florida Retirement System | 74,078 | $4.76M | 0.01% | +100+0.1% | Added |
| Legal & General Group Plc | 68,488 | $4.40M | 0.00% | −1,891−2.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 67,823 | $4.36M | 0.07% | −70,039−50.8% | Reduced |
| Mutual of America Capital Management LLC | 67,708 | $4.35M | 0.05% | −1,378−2.0% | Reduced |
| Pier Capital, LLC | 66,629 | $4.28M | 0.69% | −1,908−2.8% | Reduced |
| Granahan Investment Management Inc | 66,175 | $4.26M | 0.15% | +29,005+78.0% | Added |
| Next Century Growth Investors LLC | 65,751 | $4.23M | 0.46% | +71+0.1% | Added |
| Teca Partners, LP | 65,722 | $4.23M | 3.59% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 65,191 | $4.19M | 0.00% | +21,125+47.9% | Added |
| RMB Capital Management, LLC | 64,152 | $4.12M | 0.14% | +3,155+5.2% | Added |
| Wetherby Asset Management Inc | 63,414 | $4.08M | 0.23% | −310.0% | Reduced |
| Amundi | 67,157 | $4.04M | 0.00% | −199,005−74.8% | Reduced |
| Price T Rowe Associates Inc | 61,067 | $3.93M | 0.00% | −721−1.2% | Reduced |
| Engineers Gate Manager LP | 59,557 | $3.83M | 0.14% | −7,254−10.9% | Reduced |
| New York State Common Retirement Fund | 58,485 | $3.76M | 0.01% | −32,451−35.7% | Reduced |
| Bullseye Asset Management LLC | 58,200 | $3.74M | 2.09% | +14,500+33.2% | Added |
| ExodusPoint Capital Management, LP | 56,908 | $3.66M | 0.05% | −106,527−65.2% | Reduced |
| Invesco Ltd. | 55,871 | $3.59M | 0.00% | +5,315+10.5% | Added |
| Cubist Systematic Strategies, LLC | 54,118 | $3.48M | 0.04% | +44,418+457.9% | Added |
| Millennium Management LLC | 53,286 | $3.43M | 0.00% | −235,304−81.5% | Reduced |
| Herald Investment Management Ltd | 53,200 | $3.42M | 0.73% | 00.0% | Unchanged |
| TD Asset Management Inc | 51,604 | $3.32M | 0.00% | +1,200+2.4% | Added |
| BW Gestao de Investimentos Ltda. | 50,000 | $3.21M | 0.40% | +50,000 | New |
| BNP Paribas Arbitrage, SA | 46,263 | $2.97M | 0.01% | −207,687−81.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 44,843 | $2.88M | 0.10% | −12,572−21.9% | Reduced |
| State of New Jersey Common Pension Fund D | 42,579 | $2.74M | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 42,543 | $2.74M | 0.00% | +27,433+181.6% | Added |
| Aperture Investors, LLC | 42,375 | $2.72M | 0.43% | +42,375 | New |
| First Washington CORP | 40,364 | $2.60M | 1.05% | −2,095−4.9% | Reduced |
| Oppenheimer Asset Management Inc. | 40,289 | $2.59M | 0.04% | −823−2.0% | Reduced |
| Brown Capital Management LLC | 38,191 | $2.46M | 0.04% | +7,139+23.0% | Added |
| HSBC Holdings PLC | 37,792 | $2.45M | 0.00% | −101,089−72.8% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 36,738 | $2.36M | 0.03% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 35,824 | $2.30M | 0.21% | +4,439+14.1% | Added |
| Diker Management LLC | 35,000 | $2.25M | 2.01% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 34,754 | $2.23M | 0.03% | −59,911−63.3% | Reduced |
| Stifel Financial Corp | 34,166 | $2.20M | 0.00% | −385−1.1% | Reduced |
| Twinbeech Capital LP | 33,689 | $2.17M | 0.04% | +33,689 | New |
| Janus Henderson Group PLC | 31,861 | $2.05M | 0.00% | +60.0% | Added |
| Treasurer of the State of North Carolina | 31,227 | $2.01M | 0.01% | +160+0.5% | Added |
| Silvant Capital Management LLC | 31,092 | $2.00M | 0.12% | −432−1.4% | Reduced |
| Bank of Montreal | 28,152 | $1.94M | 0.00% | +20,234+255.5% | Added |
| Citigroup Inc | 29,128 | $1.87M | 0.00% | +8,984+44.6% | Added |
| Comerica Bank | 28,105 | $1.81M | 0.01% | +28,105 | New |
| Y-Intercept (Hong Kong) Ltd | 27,889 | $1.79M | 0.18% | +27,889 | New |
| Bain Capital Public Equity, LP | 27,015 | $1.74M | 1.51% | −19,972−42.5% | Reduced |
| Two Sigma Investments, LP | 26,700 | $1.72M | 0.00% | 00.0% | Unchanged |
| Carlson Capital L P | 24,947 | $1.60M | 0.13% | +24,947 | New |
| Oversea-Chinese Banking CORP Ltd | 24,318 | $1.56M | 0.07% | +5,972+32.6% | Added |
| RiverPark Advisors, LLC | 24,100 | $1.55M | 1.40% | +1,100+4.8% | Added |
| Centiva Capital, LP | 23,368 | $1.50M | 0.07% | +23,368 | New |
| Caption Management, LLC | 23,000 | $1.48M | 0.19% | +23,000 | New |
| Boothbay Fund Management, LLC | 21,811 | $1.40M | 0.05% | +21,811 | New |
| FORA Capital, LLC | 21,322 | $1.37M | 0.12% | +21,322 | New |
| Millrace Asset Group, Inc. | 21,081 | $1.36M | 1.67% | +21,081 | New |
| Jump Financial, LLC | 20,431 | $1.31M | 0.05% | +20,431 | New |
| Arizona State Retirement System | 20,266 | $1.30M | 0.01% | +172+0.9% | Added |
| M&T Bank Corp | 19,525 | $1.26M | 0.01% | −1,861−8.7% | Reduced |
| Echo Street Capital Management LLC | 18,954 | $1.22M | 0.01% | +14,808+357.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 18,931 | $1.22M | 0.00% | +906+5.0% | Added |
| Manufacturers Life Insurance Company, The | 18,061 | $1.16M | 0.00% | +10,124+127.6% | Added |
| Riverpark Capital Management LLC | 17,710 | $1.14M | 2.06% | +2,355+15.3% | Added |
| Algert Global LLC | 17,620 | $1.13M | 0.05% | −4,980−22.0% | Reduced |
| HighTower Advisors, LLC | 17,392 | $1.12M | 0.00% | −82−0.5% | Reduced |
| LPL Financial LLC | 17,019 | $1.09M | 0.00% | +1,152+7.3% | Added |
| Walleye Trading LLC | 16,942 | $1.09M | 0.03% | −33,383−66.3% | Reduced |
| US Bancorp | 16,804 | $1.08M | 0.00% | +441+2.7% | Added |
| Mirador Capital Partners LP | 16,492 | $1.06M | 0.24% | +281+1.7% | Added |
| Seven Eight Capital, LP | 15,762 | $1.01M | 0.12% | +15,762 | New |
| Sherbrooke Park Advisers LLC | 15,604 | $1.00M | 0.32% | +15,604 | New |
| Amalgamated Bank | 15,394 | $990.0K | 0.01% | −221−1.4% | Reduced |
| Handelsbanken Fonder AB | 14,695 | $945.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,157 | $910.3K | 0.00% | +1,508+11.9% | Added |
| Washington Harbour Partners LP | 13,781 | $886.1K | 2.06% | 00.0% | Unchanged |
| Ossiam | 13,320 | $856.5K | 0.02% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 12,939 | $832.0K | 0.11% | +9,413+267.0% | Added |
| Edgestream Partners, L.P. | 12,643 | $812.9K | 0.06% | +7,811+161.7% | Added |
| Oak Thistle LLC | 12,486 | $802.9K | 0.24% | +12,486 | New |
| Utah Retirement Systems | 12,300 | $790.9K | 0.01% | +100+0.8% | Added |
| Ardsley Advisory Partners LP | 12,200 | $784.5K | 0.21% | +2,000+19.6% | Added |
| Aquatic Capital Management LLC | 12,200 | $784.0K | 0.03% | +12,200 | New |
| Lazard Asset Management LLC | 11,063 | $711.0K | 0.00% | +9,728+728.7% | Added |
| Renaissance Technologies LLC | 10,400 | $669.0K | 0.00% | −200,498−95.1% | Reduced |
| Zions Bancorporation, N.A. | 10,313 | $663.1K | 0.06% | +856+9.1% | Added |
| Left Brain Wealth Management, LLC | 10,280 | $661.0K | 0.41% | +119+1.2% | Added |
| Cutler Group LP | 10,047 | $646.0K | 0.10% | +8,776+690.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 10,000 | $643.0K | 0.00% | −68,000−87.2% | Reduced |
| Xponance, Inc. | 9,797 | $629.9K | 0.01% | +57+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,679 | $622.0K | 0.00% | +147+1.5% | Added |
| Captrust Financial Advisors | 9,077 | $583.7K | 0.00% | +4,363+92.6% | Added |