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 |
|---|---|---|---|---|---|
| Handelsinvest Investeringsforvaltning | 4,057 | $319.0K | 0.13% | +4,057 | New |
| Cetera Investment Advisers | 4,085 | $321.4K | 0.00% | −518−11.3% | Reduced |
| Two Sigma Securities, LLC | 4,192 | $329.9K | 0.02% | −505−10.8% | Reduced |
| Pathstone Holdings, LLC | 4,207 | $331.1K | 0.00% | +4,207 | New |
| MetLife Investment Management | 4,310 | $339.2K | 0.00% | −59−1.4% | Reduced |
| DC Investments Management, LLC | 4,356 | $342.8K | 0.35% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,641 | $365.2K | 0.00% | −1,033−18.2% | Reduced |
| Atom Investors LP | 4,773 | $375.6K | 0.07% | −233−4.7% | Reduced |
| Graham Capital Management, L.P. | 4,938 | $388.6K | 0.01% | +4,938 | New |
| Maryland State Retirement & Pension System | 5,088 | $400.4K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 5,182 | $407.8K | 0.00% | +5,182 | New |
| Tower Research Capital LLC (TRC) | 5,347 | $420.8K | 0.01% | +215+4.2% | Added |
| Verdence Capital Advisors LLC | 5,438 | $427.9K | 0.04% | +109+2.0% | Added |
| Brevan Howard Capital Management LP | 5,506 | $433.3K | 0.04% | +5,506 | New |
| Gsa Capital Partners LLP | 5,679 | $447.0K | 0.04% | +5,679 | New |
| Juncture Wealth Strategies, LLC | 5,771 | $454.1K | 0.21% | −597−9.4% | Reduced |
| Seven Eight Capital, LP | 5,809 | $457.1K | 0.05% | −9,953−63.1% | Reduced |
| Transcend Wealth Collective, LLC | 5,835 | $459.2K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,884 | $463.0K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 5,914 | $465.4K | 0.04% | +5,914 | New |
| Regal Investment Advisors LLC | 6,021 | $473.8K | 0.04% | +6,021 | New |
| Cutler Group LP | 6,087 | $478.0K | 0.07% | −3,960−39.4% | Reduced |
| Schechter Investment Advisors, LLC | 6,113 | $481.0K | 0.04% | −206−3.3% | Reduced |
| Capstone Investment Advisors, LLC | 6,157 | $484.5K | 0.01% | +1,955+46.5% | Added |
| Valliance Asset Management Ltd | 6,200 | $487.9K | 17.25% | +6,200 | New |
| Dynamic Technology Lab Private Ltd | 6,714 | $528.0K | 0.06% | −582−8.0% | Reduced |
| CI Private Wealth, LLC | 6,796 | $534.8K | 0.00% | +527+8.4% | Added |
| Bank of Montreal | 6,693 | $540.9K | 0.00% | −21,459−76.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 7,000 | $550.8K | 0.08% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 7,002 | $551.0K | 0.00% | +1,474+26.7% | Added |
| Synovus Financial Corp | 7,353 | $578.6K | 0.01% | +7,353 | New |
| Point72 Middle East FZE | 7,495 | $589.8K | 0.04% | +7,495 | New |
| Principal Financial Group Inc | 7,564 | $595.2K | 0.00% | −1,234−14.0% | Reduced |
| Mariner, LLC | 7,976 | $627.7K | 0.00% | +2,754+52.7% | Added |
| Oak Thistle LLC | 8,016 | $630.8K | 0.18% | −4,470−35.8% | Reduced |
| Values First Advisors, Inc. | 8,054 | $633.8K | 0.38% | +1,259+18.5% | Added |
| CenterBook Partners LP | 8,117 | $638.7K | 0.08% | +8,117 | New |
| Cresset Asset Management, LLC | 8,706 | $685.1K | 0.00% | −282−3.1% | Reduced |
| TownSquare Capital, LLC | 8,848 | $696.2K | 0.01% | +536+6.4% | Added |
| BNP Paribas Arbitrage, SA | 8,877 | $698.5K | 0.00% | −37,386−80.8% | Reduced |
| Public Employees Retirement Association of Colorado | 8,981 | $707.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 9,221 | $725.6K | 0.01% | −576−5.9% | Reduced |
| Centiva Capital, LP | 9,593 | $754.9K | 0.05% | −13,775−58.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,637 | $758.0K | 0.00% | −42−0.4% | Reduced |
| Jefferies Financial Group Inc. | 9,636 | $758.3K | 0.01% | −103,187−91.5% | Reduced |
| Captrust Financial Advisors | 9,648 | $759.2K | 0.00% | +571+6.3% | Added |
| Left Brain Wealth Management, LLC | 9,878 | $777.3K | 0.45% | −402−3.9% | Reduced |
| SG Americas Securities, LLC | 10,530 | $829.0K | 0.01% | +6,702+175.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,070 | $871.1K | 0.08% | −16,819−60.3% | Reduced |
| Zions Bancorporation, N.A. | 11,082 | $872.0K | 0.06% | +769+7.5% | Added |
| Fox Run Management, L.L.C. | 11,321 | $890.9K | 0.23% | +4,481+65.5% | Added |
| GWM Advisors LLC | 11,448 | $908.3K | 0.01% | +11,437+103,972.7% | Added |
| HSBC Holdings PLC | 12,030 | $950.5K | 0.00% | −25,762−68.2% | Reduced |
| Lecap Asset Management Ltd | 12,273 | $965.8K | 0.35% | +12,273 | New |
| Utah Retirement Systems | 12,300 | $967.9K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 12,583 | $990.2K | 0.01% | +7,817+164.0% | Added |
| Hudson Bay Capital Management LP | 12,930 | $1.02M | 0.01% | +12,930 | New |
| Ossiam | 13,320 | $1.05M | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 14,095 | $1.11M | 0.01% | −600−4.1% | Reduced |
| Aquatic Capital Management LLC | 14,600 | $1.15M | 0.03% | +2,400+19.7% | Added |
| HAP Trading, LLC | 14,813 | $1.17M | 0.34% | +14,813 | New |
| Sphera Funds Management Ltd. | 15,000 | $1.18M | 0.22% | +15,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,182 | $1.19M | 0.00% | +1,025+7.2% | Added |
| Ardsley Advisory Partners LP | 15,550 | $1.22M | 0.26% | +3,350+27.5% | Added |
| Amalgamated Bank | 16,382 | $1.29M | 0.01% | +988+6.4% | Added |
| Mirador Capital Partners LP | 16,533 | $1.30M | 0.28% | +41+0.2% | Added |
| Riverpark Capital Management LLC | 16,894 | $1.33M | 2.03% | −816−4.6% | Reduced |
| US Bancorp | 17,032 | $1.34M | 0.00% | +228+1.4% | Added |
| Trexquant Investment LP | 17,328 | $1.36M | 0.03% | +17,328 | New |
| LPL Financial LLC | 17,542 | $1.38M | 0.00% | +523+3.1% | Added |
| Maytus Capital Management, LLC | 18,000 | $1.42M | 0.57% | +18,000 | New |
| Manufacturers Life Insurance Company, The | 18,058 | $1.42M | 0.00% | −30.0% | Reduced |
| Washington Harbour Partners LP | 18,200 | $1.43M | 2.75% | +4,419+32.1% | Added |
| HighTower Advisors, LLC | 18,697 | $1.47M | 0.00% | +1,305+7.5% | Added |
| M&T Bank Corp | 18,686 | $1.47M | 0.01% | −839−4.3% | Reduced |
| D. E. Shaw & Co., Inc. | 18,705 | $1.47M | 0.00% | +18,705 | New |
| Calamos Advisors LLC | 18,957 | $1.49M | 0.01% | +18,957 | New |
| Susquehanna International Group, LLP | 19,092 | $1.50M | 0.00% | +10,311+117.4% | Added |
| Campbell & CO Investment Adviser LLC | 19,597 | $1.54M | 0.14% | +19,597 | New |
| FORA Capital, LLC | 19,952 | $1.57M | 0.13% | −1,370−6.4% | Reduced |
| Cubist Systematic Strategies, LLC | 19,967 | $1.57M | 0.02% | −34,151−63.1% | Reduced |
| Arizona State Retirement System | 20,187 | $1.59M | 0.01% | −79−0.4% | Reduced |
| Boothbay Fund Management, LLC | 20,917 | $1.65M | 0.06% | −894−4.1% | Reduced |
| Twin Tree Management, LP | 21,365 | $1.68M | 0.03% | +21,365 | New |
| RiverPark Advisors, LLC | 21,791 | $1.71M | 1.58% | −2,309−9.6% | Reduced |
| Silvant Capital Management LLC | 22,332 | $1.76M | 0.09% | −8,760−28.2% | Reduced |
| GTS Securities LLC | 22,370 | $1.76M | 0.04% | +19,111+586.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 24,128 | $1.90M | 0.00% | +5,197+27.5% | Added |
| Concentric Capital Strategies, LP | 25,535 | $2.01M | 0.26% | +25,535 | New |
| Citigroup Inc | 25,539 | $2.01M | 0.00% | −3,589−12.3% | Reduced |
| Millrace Asset Group, Inc. | 25,763 | $2.03M | 2.01% | +4,682+22.2% | Added |
| Brant Point Investment Management LLC | 27,500 | $2.16M | 0.52% | −47,500−63.3% | Reduced |
| Two Sigma Investments, LP | 27,600 | $2.17M | 0.01% | +900+3.4% | Added |
| Alberta Investment Management Corp | 28,641 | $2.25M | 0.02% | +28,641 | New |
| Comerica Bank | 29,202 | $2.30M | 0.01% | +1,097+3.9% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 30,315 | $2.39M | 0.64% | +30,315 | New |
| Canada Pension Plan Investment Board | 30,800 | $2.42M | 0.00% | −117,900−79.3% | Reduced |
| Walleye Trading LLC | 31,125 | $2.45M | 0.04% | +14,183+83.7% | Added |
| Algert Global LLC | 31,500 | $2.48M | 0.10% | +13,880+78.8% | Added |
| Treasurer of the State of North Carolina | 31,537 | $2.48M | 0.01% | +310+1.0% | Added |