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 |
|---|---|---|---|---|---|
| MYDA Advisors LLC | 9,000 | $578.7K | 0.22% | −11,000−55.0% | Reduced |
| Cresset Asset Management, LLC | 8,988 | $577.9K | 0.00% | −1,045−10.4% | Reduced |
| Public Employees Retirement Association of Colorado | 8,981 | $577.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 8,798 | $565.7K | 0.00% | +304+3.6% | Added |
| Susquehanna International Group, LLP | 8,781 | $564.6K | 0.00% | −22,276−71.7% | Reduced |
| TownSquare Capital, LLC | 8,312 | $534.5K | 0.01% | +273+3.4% | Added |
| HRT Financial LP | 8,231 | $529.0K | 0.01% | +8,231 | New |
| Dynamic Technology Lab Private Ltd | 7,296 | $469.0K | 0.05% | +7,296 | New |
| Group One Trading, L.P. | 7,180 | $461.7K | 0.02% | −14,262−66.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 7,000 | $450.1K | 0.07% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 6,993 | $449.6K | 0.00% | +909+14.9% | Added |
| Fox Run Management, L.L.C. | 6,840 | $439.8K | 0.13% | +6,840 | New |
| Values First Advisors, Inc. | 6,795 | $436.9K | 0.28% | −3,113−31.4% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 6,576 | $422.8K | 0.04% | +6,576 | New |
| Juncture Wealth Strategies, LLC | 6,368 | $409.5K | 0.20% | +6,368 | New |
| Schechter Investment Advisors, LLC | 6,319 | $406.3K | 0.04% | +273+4.5% | Added |
| Truist Financial Corp | 6,272 | $403.3K | 0.00% | −4,257−40.4% | Reduced |
| CI Private Wealth, LLC | 6,269 | $403.1K | 0.00% | +837+15.4% | Added |
| Fifth Third Bancorp | 6,071 | $390.4K | 0.00% | −231−3.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,884 | $378.3K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,835 | $375.2K | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,674 | $364.8K | 0.00% | +1,470+35.0% | Added |
| Teacher Retirement System of Texas | 5,528 | $355.0K | 0.00% | −3,622−39.6% | Reduced |
| Connacht Asset Management LP | 5,382 | $346.1K | 2.05% | −1,149−17.6% | Reduced |
| Verdence Capital Advisors LLC | 5,329 | $342.7K | 0.04% | +591+12.5% | Added |
| Mariner, LLC | 5,222 | $335.8K | 0.00% | +144+2.8% | Added |
| Tower Research Capital LLC (TRC) | 5,132 | $330.0K | 0.01% | +3,469+208.6% | Added |
| Maryland State Retirement & Pension System | 5,088 | $327.2K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 5,077 | $326.5K | 0.06% | −2,679−34.5% | Reduced |
| Atom Investors LP | 5,006 | $321.9K | 0.07% | +5,006 | New |
| Advisor Group Holdings, Inc. | 4,936 | $317.4K | 0.00% | +1,350+37.6% | Added |
| Wolverine Trading, LLC | 4,766 | $306.5K | 0.00% | −41,428−89.7% | Reduced |
| Two Sigma Securities, LLC | 4,697 | $302.0K | 0.01% | +4,697 | New |
| Cetera Investment Advisers | 4,603 | $296.0K | 0.00% | +797+20.9% | Added |
| Dark Forest Capital Management LP | 4,581 | $294.6K | 0.02% | +4,581 | New |
| MetLife Investment Management | 4,369 | $280.9K | 0.00% | +20.0% | Added |
| DC Investments Management, LLC | 4,356 | $280.1K | 0.35% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4,202 | $270.2K | 0.01% | +4,202 | New |
| Quent Capital, LLC | 4,041 | $259.8K | 0.04% | −5,000−55.3% | Reduced |
| AQR Capital Management LLC | 3,978 | $255.8K | 0.00% | +746+23.1% | Added |
| Creative Planning | 3,884 | $249.7K | 0.00% | −2,457−38.7% | Reduced |
| Westover Capital Advisors, LLC | 3,862 | $248.3K | 0.09% | −263−6.4% | Reduced |
| SG Americas Securities, LLC | 3,828 | $246.0K | 0.00% | −50,075−92.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,742 | $240.6K | 0.02% | +533+16.6% | Added |
| Neuberger Berman Group LLC | 3,576 | $229.9K | 0.00% | −183−4.9% | Reduced |
| Prudential Financial Inc | 3,494 | $224.7K | 0.00% | +192+5.8% | Added |
| JustInvest LLC | 3,401 | $218.7K | 0.01% | −179−5.0% | Reduced |
| 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 |
| Vident Advisory, LLC | 3,275 | $210.6K | 0.01% | +3,275 | New |
| GTS Securities LLC | 3,259 | $209.6K | 0.00% | −3,843−54.1% | Reduced |
| Moneta Group Investment Advisors LLC | 3,228 | $207.6K | 0.00% | −124−3.7% | Reduced |
| Sand Hill Global Advisors, LLC | 3,224 | $207.3K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 2,853 | $183.4K | 0.00% | +196+7.4% | Added |
| Shell Asset Management Co | 2,818 | $181.0K | 0.01% | −44−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,179 | $140.1K | 0.00% | +17+0.8% | Added |
| Icon Wealth Partners, LLC | 1,859 | $119.5K | 0.01% | −1,365−42.3% | Reduced |
| Counterpoint Mutual Funds LLC | 1,588 | $102.1K | 0.08% | −51−3.1% | Reduced |
| Farther Finance Advisors, LLC | 1,537 | $98.8K | 0.02% | +23+1.5% | Added |
| KBC Group NV | 1,470 | $95.0K | 0.00% | +1,470 | New |
| Bessemer Group Inc | 1,391 | $89.0K | 0.00% | −226−14.0% | Reduced |
| Leonteq Securities AG | 1,335 | $85.8K | 0.01% | −145−9.8% | Reduced |
| Parallel Advisors, LLC | 1,283 | $82.5K | 0.00% | −4−0.3% | Reduced |
| American International Group, Inc. | 1,236 | $79.5K | 0.00% | −86−6.5% | Reduced |
| Picton Mahoney Asset Management | 1,230 | $79.0K | 0.00% | −70−5.4% | Reduced |
| Kapitalo Investimentos Ltda | 1,066 | $68.5K | 0.01% | +1,066 | New |
| Parkside Financial Bank & Trust | 966 | $62.1K | 0.01% | +100+11.5% | Added |
| CWM, LLC | 887 | $57.0K | 0.00% | +4+0.5% | Added |
| Advisors Asset Management, Inc. | 668 | $43.0K | 0.00% | +285+74.4% | Added |
| First Horizon Advisors, Inc. | 526 | $33.8K | 0.00% | +28+5.6% | Added |
| Whittier Trust Co | 526 | $33.8K | 0.00% | +2+0.4% | Added |
| Park Place Capital Corp | 468 | $30.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 312 | $20.1K | 0.00% | −3−1.0% | Reduced |
| Quarry LP | 310 | $19.9K | 0.01% | +69+28.6% | Added |
| Arcadia Investment Management Corp | 308 | $19.8K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 278 | $18.0K | 0.00% | −38−12.0% | Reduced |
| Riverview Trust Co | 257 | $16.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 227 | $14.6K | 0.00% | +6+2.7% | Added |
| Headlands Technologies LLC | 225 | $14.5K | 0.01% | +225 | New |
| Global Retirement Partners, LLC | 232 | $14.5K | 0.00% | +19+8.9% | Added |
| L2 Asset Management, LLC | 10,469 | $13.1K | 0.01% | +10,469 | New |
| 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 |
| Glassman Wealth Services | 194 | $12.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 190 | $12.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 179 | $11.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 176 | $11.3K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 167 | $10.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 165 | $10.6K | 0.00% | −33−16.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 149 | $10.0K | 0.00% | −12−7.5% | Reduced |
| Quadrant Capital Group LLC | 152 | $9.77K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 118 | $8.00K | 0.01% | +12+11.3% | Added |
| Ci Investments Inc. | 106 | $7.00K | 0.00% | +7+7.1% | Added |
| Geneos Wealth Management Inc. | 100 | $6.43K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $6.43K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 93 | $5.98K | 0.00% | +93 | New |
| Proequities, Inc. | 87 | $5.59K | 0.00% | −15−14.7% | Reduced |
| MCF Advisors LLC | 80 | $5.14K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 73 | $4.69K | 0.00% | +73 | New |
| Northwestern Mutual Wealth Management Co | 67 | $4.31K | 0.00% | +17+34.0% | Added |