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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 31,808 | $2.50M | 0.00% | −53−0.2% | Reduced |
| Royal Bank of Canada | 35,702 | $2.81M | 0.00% | −45,280−55.9% | Reduced |
| TD Asset Management Inc | 36,004 | $2.83M | 0.00% | −15,600−30.2% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 36,738 | $2.89M | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 36,880 | $2.90M | 0.00% | +2,714+7.9% | Added |
| First Washington CORP | 37,080 | $2.92M | 1.12% | −3,284−8.1% | Reduced |
| Brown Capital Management LLC | 37,843 | $2.98M | 0.04% | −348−0.9% | Reduced |
| Woodline Partners LP | 38,344 | $3.02M | 0.03% | −60,389−61.2% | Reduced |
| Oppenheimer Asset Management Inc. | 38,855 | $3.06M | 0.04% | −1,434−3.6% | Reduced |
| Bokf, NA | 39,189 | $3.08M | 0.06% | +39,170+206,157.9% | Added |
| Diker Management LLC | 40,000 | $3.15M | 2.60% | +5,000+14.3% | Added |
| Price T Rowe Associates Inc | 42,347 | $3.33M | 0.00% | −18,720−30.7% | Reduced |
| State of New Jersey Common Pension Fund D | 42,579 | $3.35M | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 44,270 | $3.48M | 0.05% | −198,798−81.8% | Reduced |
| EULAV Asset Management | 45,900 | $3.61M | 0.11% | −38,000−45.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 47,065 | $3.70M | 0.00% | +47,065 | New |
| Dimensional Fund Advisors LP | 47,769 | $3.76M | 0.00% | +5,226+12.3% | Added |
| Simplex Trading, LLC | 48,211 | $3.79M | 0.12% | +48,211 | New |
| Squarepoint Ops LLC | 53,055 | $4.17M | 0.02% | −85,121−61.6% | Reduced |
| Herald Investment Management Ltd | 53,200 | $4.19M | 0.80% | 00.0% | Unchanged |
| RK Capital Management, LLC | 53,200 | $4.19M | 0.89% | +53,200 | New |
| Knights of Columbus Asset Advisors LLC | 53,694 | $4.23M | 0.27% | +17,870+49.9% | Added |
| Qube Research & Technologies Ltd | 55,356 | $4.36M | 0.01% | −35,129−38.8% | Reduced |
| Kodai Capital Management LP | 55,500 | $4.37M | 0.09% | +55,500 | New |
| Envestnet Asset Management Inc | 57,631 | $4.53M | 0.00% | −7,560−11.6% | Reduced |
| Wetherby Asset Management Inc | 63,142 | $4.97M | 0.26% | −272−0.4% | Reduced |
| RMB Capital Management, LLC | 64,763 | $5.10M | 0.16% | +611+1.0% | Added |
| Wells Fargo & Company | 68,722 | $5.41M | 0.00% | −9,201−11.8% | Reduced |
| Group One Trading, L.P. | 70,065 | $5.51M | 0.17% | +62,885+875.8% | Added |
| Marshall Wace, LLP | 70,908 | $5.58M | 0.01% | −417,912−85.5% | Reduced |
| Bullseye Asset Management LLC | 71,299 | $5.61M | 2.69% | +13,099+22.5% | Added |
| Legal & General Group Plc | 72,809 | $5.73M | 0.00% | +4,321+6.3% | Added |
| Tairen Capital Ltd | 74,164 | $5.84M | 0.41% | +74,164 | New |
| G2 Investment Partners Management LLC | 74,879 | $5.89M | 1.81% | −59,121−44.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 75,000 | $5.90M | 0.01% | +75,000 | New |
| B. Metzler seel. Sohn & Co. AG | 75,197 | $5.92M | 0.08% | +7,374+10.9% | Added |
| Potrero Capital Research LLC | 75,692 | $5.96M | 3.26% | +75,692 | New |
| State Board of Administration of Florida Retirement System | 75,750 | $5.96M | 0.01% | +1,672+2.3% | Added |
| Point72 Hong Kong Ltd | 75,962 | $5.98M | 0.37% | +75,962 | New |
| California State Teachers Retirement System | 76,119 | $5.99M | 0.01% | −2,651−3.4% | Reduced |
| Mutual of America Capital Management LLC | 78,346 | $6.17M | 0.07% | +10,638+15.7% | Added |
| Nicholas Company, Inc. | 78,740 | $6.20M | 0.11% | 00.0% | Unchanged |
| Raymond James & Associates | 78,909 | $6.21M | 0.00% | +1,839+2.4% | Added |
| Osterweis Capital Management Inc | 79,690 | $6.27M | 0.40% | +4,085+5.4% | Added |
| Aperture Investors, LLC | 81,338 | $6.40M | 1.13% | +38,963+91.9% | Added |
| Granahan Investment Management Inc | 84,369 | $6.64M | 0.22% | +18,194+27.5% | Added |
| Stanley-Laman Group, Ltd. | 90,733 | $7.14M | 1.09% | +90,733 | New |
| Penn Capital Management Co Inc | 91,098 | $7.19M | 0.66% | +91,098 | New |
| Great West Life Assurance Co | 92,575 | $7.27M | 0.02% | −1,274−1.4% | Reduced |
| Rhumbline Advisers | 93,759 | $7.38M | 0.01% | −280−0.3% | Reduced |
| Invesco Ltd. | 94,306 | $7.42M | 0.00% | +38,435+68.8% | Added |
| Gagnon Advisors, LLC | 94,852 | $7.46M | 6.52% | 00.0% | Unchanged |
| Credit Suisse AG | 96,068 | $7.56M | 0.01% | +5,082+5.6% | Added |
| Engineers Gate Manager LP | 96,361 | $7.58M | 0.22% | +36,804+61.8% | Added |
| Bank of Nova Scotia | 97,242 | $7.65M | 0.01% | +97,242 | New |
| 1832 Asset Management L.P. | 98,400 | $7.74M | 0.01% | +12,400+14.4% | Added |
| Teca Partners, LP | 98,559 | $7.76M | 5.83% | +32,837+50.0% | Added |
| Pier Capital, LLC | 100,523 | $7.91M | 1.13% | +33,894+50.9% | Added |
| Next Century Growth Investors LLC | 100,575 | $7.91M | 0.77% | +34,824+53.0% | Added |
| Goldman Sachs Group Inc | 100,583 | $7.91M | 0.00% | −28,952−22.4% | Reduced |
| Voloridge Investment Management, LLC | 100,644 | $7.92M | 0.03% | −190,123−65.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 100,655 | $7.92M | 0.07% | +100,655 | New |
| New York State Common Retirement Fund | 107,017 | $8.42M | 0.01% | +48,532+83.0% | Added |
| State of Wisconsin Investment Board | 109,770 | $8.64M | 0.02% | +20,401+22.8% | Added |
| Swedbank AB | 110,000 | $8.66M | 0.01% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 112,615 | $8.86M | 0.17% | −118,995−51.4% | Reduced |
| Public Employees Retirement System of Ohio | 113,472 | $8.93M | 0.04% | +12,585+12.5% | Added |
| Russell Investments Group, Ltd. | 118,848 | $9.35M | 0.02% | −2,673−2.2% | Reduced |
| Jane Street Group, LLC | 124,098 | $9.77M | 0.01% | +17,514+16.4% | Added |
| Vista Equity Partners Management, LLC | 124,362 | $9.79M | 0.24% | −85,043−40.6% | Reduced |
| California Public Employees Retirement System | 125,308 | $9.86M | 0.01% | −3,107−2.4% | Reduced |
| Renaissance Technologies LLC | 126,400 | $9.95M | 0.02% | +116,000+1,115.4% | Added |
| SQN Investors LP | 127,934 | $10.1M | 6.31% | −37,657−22.7% | Reduced |
| Barclays PLC | 128,834 | $10.1M | 0.01% | −21,384−14.2% | Reduced |
| Melqart Asset Management (UK) Ltd | 129,282 | $10.2M | 0.82% | +19,087+17.3% | Added |
| BWCP, LP | 132,196 | $10.4M | 3.44% | −42,238−24.2% | Reduced |
| First Sabrepoint Capital Management LP | 133,050 | $10.5M | 4.76% | −31,950−19.4% | Reduced |
| Kennedy Capital Management, Inc. | 135,119 | $10.6M | 0.23% | −7,391−5.2% | Reduced |
| Segall Bryant & Hamill, LLC | 135,254 | $10.6M | 0.21% | +135,254 | New |
| Conestoga Capital Advisors, LLC | 137,613 | $10.8M | 0.16% | −1,645−1.2% | Reduced |
| Swiss National Bank | 142,300 | $11.2M | 0.01% | −14,200−9.1% | Reduced |
| Carlson Capital L P | 143,712 | $11.3M | 0.91% | +118,765+476.1% | Added |
| Coronation Fund Managers Ltd. | 157,679 | $12.4M | 0.35% | −5,725−3.5% | Reduced |
| Polar Asset Management Partners Inc. | 164,500 | $12.9M | 0.35% | −24,500−13.0% | Reduced |
| Summit Creek Advisors LLC | 166,817 | $13.1M | 1.76% | +38,617+30.1% | Added |
| Bank of America Corp | 169,498 | $13.3M | 0.00% | −145,573−46.2% | Reduced |
| Tudor Investment Corp Et Al | 169,581 | $13.3M | 0.18% | +169,581 | New |
| Twinbeech Capital LP | 174,505 | $13.7M | 0.22% | +140,816+418.0% | Added |
| Amundi | 186,132 | $14.2M | 0.01% | +118,975+177.2% | Added |
| SEI Investments Co | 182,393 | $14.4M | 0.02% | −68,200−27.2% | Reduced |
| Armistice Capital, LLC | 188,000 | $14.8M | 0.39% | −36,290−16.2% | Reduced |
| Ophir Asset Management Pty Ltd | 189,789 | $14.9M | 2.97% | −116,888−38.1% | Reduced |
| Summit Partners Public Asset Management, LLC | 194,901 | $15.3M | 0.83% | −138,518−41.5% | Reduced |
| Fisher Asset Management, LLC | 202,987 | $16.0M | 0.01% | +36,317+21.8% | Added |
| Gagnon Securities LLC | 203,733 | $16.0M | 3.85% | −2,052−1.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 217,487 | $17.1M | 0.09% | +23,719+12.2% | Added |
| Kopp Family Office, LLC | 237,492 | $18.7M | 10.92% | −12,230−4.9% | Reduced |
| Ensign Peak Advisors, Inc | 245,350 | $19.3M | 0.04% | +142,669+138.9% | Added |
| ThornTree Capital Partners LP | 246,839 | $19.4M | 3.92% | +246,839 | New |
| Calixto Global Investors, LP | 251,107 | $19.8M | 14.74% | +27,200+12.1% | Added |