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, Q4 2023
Institutional positions in Five9, Inc. as of Dec 31, 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
- 348
- +24 vs. Q3 2023
- Shares held
- 72.5M
- +943.4K (+1.3%) vs. Q3 2023
- Total value
- $5.71B
- +$1.11B (+24.1%) vs. Q3 2023
- New holders
- 69
- 113 more added
- Sold out
- 45
- 128 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 3 | $0 | 0.00% | +3 | New |
| NewSquare Capital LLC | 1 | $79 | 0.00% | −1−50.0% | Reduced |
| Smartleaf Asset Management LLC | 1 | $79 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 3 | $237 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 4 | $315 | 0.00% | −3−42.9% | Reduced |
| Wolverine Asset Management LLC | 5 | $393 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 9 | $708 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $787 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 17 | $1.34K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 20 | $1.57K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 21 | $1.65K | 0.00% | −131−86.2% | Reduced |
| Central Trust Co | 21 | $1.65K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 23 | $1.81K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 24 | $1.89K | 0.00% | +24 | New |
| Valley National Advisers Inc | 30 | $2.00K | 0.00% | +20+200.0% | Added |
| Jamison Private Wealth Management, Inc. | 32 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $2.60K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 34 | $2.67K | 0.00% | −13−27.7% | Reduced |
| State of Wyoming | 37 | $2.91K | 0.00% | +37 | New |
| Spire Wealth Management | 38 | $2.93K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 43 | $3.26K | 0.00% | +43 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45 | $3.30K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 60 | $4.72K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 65 | $5.12K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 66 | $5.19K | 0.00% | −21−24.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 67 | $5.27K | 0.00% | 00.0% | Unchanged |
| Natixis | 80 | $6.29K | 0.00% | +80 | New |
| Beacon Capital Management, LLC | 100 | $6.43K | 0.00% | +100 | New |
| West Tower Group, LLC | 96 | $7.55K | 0.02% | +3+3.2% | Added |
| Main Street Group, LTD | 97 | $7.63K | 0.00% | +97 | New |
| Newbridge Financial Services Group, Inc. | 100 | $7.87K | 0.00% | −90−47.4% | Reduced |
| IFP Advisors, Inc | 100 | $7.87K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $7.87K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 107 | $8.00K | 0.00% | +1+0.9% | Added |
| MCF Advisors LLC | 117 | $9.21K | 0.00% | +37+46.3% | Added |
| Global Retirement Partners, LLC | 136 | $10.3K | 0.00% | −96−41.4% | Reduced |
| Lindbrook Capital, LLC | 139 | $10.9K | 0.00% | −26−15.8% | Reduced |
| Advisory Services Network, LLC | 150 | $11.8K | 0.00% | +150 | New |
| Signaturefd, LLC | 154 | $12.1K | 0.00% | −73−32.2% | Reduced |
| EverSource Wealth Advisors, LLC | 158 | $12.4K | 0.00% | +106+203.8% | Added |
| Brown Brothers Harriman & Co | 176 | $13.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 185 | $15.0K | 0.01% | +67+56.8% | Added |
| Abound Wealth Management | 192 | $15.1K | 0.01% | +13+7.3% | Added |
| Glassman Wealth Services | 194 | $15.3K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $15.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 214 | $16.8K | 0.01% | −96−31.0% | Reduced |
| Huntington National Bank | 216 | $17.0K | 0.00% | −96−30.8% | Reduced |
| Byrne Asset Management LLC | 220 | $17.7K | 0.01% | +220 | New |
| Migdal Insurance & Financial Holdings Ltd. | 294 | $23.0K | 0.00% | +16+5.8% | Added |
| First Horizon Advisors, Inc. | 327 | $25.7K | 0.00% | −199−37.8% | Reduced |
| Park Place Capital Corp | 449 | $35.3K | 0.01% | −19−4.1% | Reduced |
| Arcadia Investment Management Corp | 452 | $35.6K | 0.01% | +144+46.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 479 | $37.7K | 0.01% | +279+139.5% | Added |
| EntryPoint Capital, LLC | 492 | $38.7K | 0.04% | +492 | New |
| Whittier Trust Co | 524 | $41.2K | 0.00% | −2−0.4% | Reduced |
| Headlands Technologies LLC | 531 | $41.8K | 0.01% | +306+136.0% | Added |
| Fred Alger Management, LLC | 662 | $52.1K | 0.00% | +662 | New |
| CWM, LLC | 689 | $54.0K | 0.00% | −198−22.3% | Reduced |
| Fifth Third Bancorp | 740 | $58.2K | 0.00% | −5,331−87.8% | Reduced |
| Advisors Asset Management, Inc. | 824 | $64.8K | 0.00% | +156+23.4% | Added |
| Parkside Financial Bank & Trust | 1,043 | $82.1K | 0.01% | +77+8.0% | Added |
| Parallel Advisors, LLC | 1,095 | $86.2K | 0.00% | −188−14.7% | Reduced |
| Picton Mahoney Asset Management | 1,200 | $94.0K | 0.00% | −30−2.4% | Reduced |
| American International Group, Inc. | 1,203 | $94.7K | 0.00% | −33−2.7% | Reduced |
| Leonteq Securities AG | 1,335 | $105.1K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,391 | $109.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,537 | $120.0K | 0.00% | −9,526−86.1% | Reduced |
| Farther Finance Advisors, LLC | 1,599 | $125.8K | 0.01% | +62+4.0% | Added |
| KBC Group NV | 1,757 | $138.0K | 0.00% | +287+19.5% | Added |
| The PNC Financial Services Group, Inc. | 1,868 | $147.0K | 0.00% | −311−14.3% | Reduced |
| Shell Asset Management Co | 2,168 | $171.0K | 0.01% | −650−23.1% | Reduced |
| Stephens Inc | 2,311 | $181.9K | 0.00% | −542−19.0% | Reduced |
| XTX Topco Ltd | 2,551 | $200.7K | 0.04% | +2,551 | New |
| FDx Advisors, Inc. | 2,549 | $201.0K | 0.02% | +2,549 | New |
| Intrust Bank NA | 2,568 | $202.1K | 0.02% | +2,568 | New |
| Icon Wealth Advisors, LLC | 2,653 | $208.8K | 0.02% | +2,653 | New |
| Inceptionr LLC | 2,734 | $215.1K | 0.15% | +2,734 | New |
| MAI Capital Management | 2,740 | $215.6K | 0.00% | +2,740 | New |
| Hampton Road Capital Management LP | 2,831 | $222.8K | 0.04% | +2,831 | New |
| Dimension Capital Management LLC | 2,905 | $228.6K | 0.05% | +2,905 | New |
| Raymond James Trust N.A. | 2,926 | $230.3K | 0.01% | +2,926 | New |
| Sherbrooke Park Advisers LLC | 2,985 | $234.9K | 0.11% | −12,619−80.9% | Reduced |
| Encompass Wealth Advisors, LLC | 3,049 | $239.9K | 0.07% | +3,049 | New |
| Advisor Group Holdings, Inc. | 3,067 | $241.3K | 0.00% | −1,869−37.9% | Reduced |
| JustInvest LLC | 3,070 | $241.6K | 0.01% | −331−9.7% | Reduced |
| KLR Investment Advisors, LLC | 3,103 | $244.2K | 0.18% | +3,103 | New |
| Dorsey & Whitney Trust CO LLC | 3,160 | $248.7K | 0.02% | −582−15.6% | Reduced |
| Guggenheim Capital LLC | 3,203 | $252.0K | 0.00% | −3,790−54.2% | Reduced |
| Sand Hill Global Advisors, LLC | 3,224 | $253.7K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,228 | $254.0K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 3,264 | $256.8K | 0.01% | −11−0.3% | Reduced |
| Advisory Research Inc | 3,324 | $261.6K | 0.04% | +3,324 | New |
| Prudential Financial Inc | 3,482 | $274.0K | 0.00% | −12−0.3% | Reduced |
| Neuberger Berman Group LLC | 3,583 | $281.9K | 0.00% | +7+0.2% | Added |
| Toth Financial Advisory Corp | 3,705 | $291.5K | 0.04% | +3,705 | New |
| Prelude Capital Management, LLC | 3,724 | $293.0K | 0.03% | +3,724 | New |
| Occudo Quantitative Strategies LP | 3,828 | $301.2K | 0.04% | −9,111−70.4% | Reduced |
| Westover Capital Advisors, LLC | 3,902 | $307.0K | 0.10% | +40+1.0% | Added |
| Quent Capital, LLC | 4,027 | $316.9K | 0.04% | −14−0.3% | Reduced |