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 |
|---|---|---|---|---|---|
| Penn Capital Management Co Inc | 91,098 | $7.19M | 0.66% | +91,098 | New |
| Stanley-Laman Group, Ltd. | 90,733 | $7.14M | 1.09% | +90,733 | New |
| Granahan Investment Management Inc | 84,369 | $6.64M | 0.22% | +18,194+27.5% | Added |
| Aperture Investors, LLC | 81,338 | $6.40M | 1.13% | +38,963+91.9% | Added |
| Osterweis Capital Management Inc | 79,690 | $6.27M | 0.40% | +4,085+5.4% | Added |
| Raymond James & Associates | 78,909 | $6.21M | 0.00% | +1,839+2.4% | Added |
| Nicholas Company, Inc. | 78,740 | $6.20M | 0.11% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 78,346 | $6.17M | 0.07% | +10,638+15.7% | Added |
| California State Teachers Retirement System | 76,119 | $5.99M | 0.01% | −2,651−3.4% | Reduced |
| Point72 Hong Kong Ltd | 75,962 | $5.98M | 0.37% | +75,962 | New |
| State Board of Administration of Florida Retirement System | 75,750 | $5.96M | 0.01% | +1,672+2.3% | Added |
| Potrero Capital Research LLC | 75,692 | $5.96M | 3.26% | +75,692 | New |
| B. Metzler seel. Sohn & Co. AG | 75,197 | $5.92M | 0.08% | +7,374+10.9% | Added |
| Adage Capital Partners GP, L.L.C. | 75,000 | $5.90M | 0.01% | +75,000 | New |
| G2 Investment Partners Management LLC | 74,879 | $5.89M | 1.81% | −59,121−44.1% | Reduced |
| Tairen Capital Ltd | 74,164 | $5.84M | 0.41% | +74,164 | New |
| Legal & General Group Plc | 72,809 | $5.73M | 0.00% | +4,321+6.3% | Added |
| Bullseye Asset Management LLC | 71,299 | $5.61M | 2.69% | +13,099+22.5% | Added |
| Marshall Wace, LLP | 70,908 | $5.58M | 0.01% | −417,912−85.5% | Reduced |
| Group One Trading, L.P. | 70,065 | $5.51M | 0.17% | +62,885+875.8% | Added |
| Wells Fargo & Company | 68,722 | $5.41M | 0.00% | −9,201−11.8% | Reduced |
| RMB Capital Management, LLC | 64,763 | $5.10M | 0.16% | +611+1.0% | Added |
| Wetherby Asset Management Inc | 63,142 | $4.97M | 0.26% | −272−0.4% | Reduced |
| Envestnet Asset Management Inc | 57,631 | $4.53M | 0.00% | −7,560−11.6% | Reduced |
| Kodai Capital Management LP | 55,500 | $4.37M | 0.09% | +55,500 | New |
| Qube Research & Technologies Ltd | 55,356 | $4.36M | 0.01% | −35,129−38.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 53,694 | $4.23M | 0.27% | +17,870+49.9% | Added |
| RK Capital Management, LLC | 53,200 | $4.19M | 0.89% | +53,200 | New |
| Herald Investment Management Ltd | 53,200 | $4.19M | 0.80% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 53,055 | $4.17M | 0.02% | −85,121−61.6% | Reduced |
| Simplex Trading, LLC | 48,211 | $3.79M | 0.12% | +48,211 | New |
| Dimensional Fund Advisors LP | 47,769 | $3.76M | 0.00% | +5,226+12.3% | Added |
| Arrowstreet Capital, Limited Partnership | 47,065 | $3.70M | 0.00% | +47,065 | New |
| EULAV Asset Management | 45,900 | $3.61M | 0.11% | −38,000−45.3% | Reduced |
| Walleye Capital LLC | 44,270 | $3.48M | 0.05% | −198,798−81.8% | Reduced |
| State of New Jersey Common Pension Fund D | 42,579 | $3.35M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 42,347 | $3.33M | 0.00% | −18,720−30.7% | Reduced |
| Diker Management LLC | 40,000 | $3.15M | 2.60% | +5,000+14.3% | Added |
| Bokf, NA | 39,189 | $3.08M | 0.06% | +39,170+206,157.9% | Added |
| Oppenheimer Asset Management Inc. | 38,855 | $3.06M | 0.04% | −1,434−3.6% | Reduced |
| Woodline Partners LP | 38,344 | $3.02M | 0.03% | −60,389−61.2% | Reduced |
| Brown Capital Management LLC | 37,843 | $2.98M | 0.04% | −348−0.9% | Reduced |
| First Washington CORP | 37,080 | $2.92M | 1.12% | −3,284−8.1% | Reduced |
| Stifel Financial Corp | 36,880 | $2.90M | 0.00% | +2,714+7.9% | Added |
| Clal Insurance Enterprises Holdings Ltd | 36,738 | $2.89M | 0.04% | 00.0% | Unchanged |
| TD Asset Management Inc | 36,004 | $2.83M | 0.00% | −15,600−30.2% | Reduced |
| Royal Bank of Canada | 35,702 | $2.81M | 0.00% | −45,280−55.9% | Reduced |
| Janus Henderson Group PLC | 31,808 | $2.50M | 0.00% | −53−0.2% | Reduced |
| Treasurer of the State of North Carolina | 31,537 | $2.48M | 0.01% | +310+1.0% | Added |
| Algert Global LLC | 31,500 | $2.48M | 0.10% | +13,880+78.8% | Added |
| Walleye Trading LLC | 31,125 | $2.45M | 0.04% | +14,183+83.7% | Added |
| Canada Pension Plan Investment Board | 30,800 | $2.42M | 0.00% | −117,900−79.3% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 30,315 | $2.39M | 0.64% | +30,315 | New |
| Comerica Bank | 29,202 | $2.30M | 0.01% | +1,097+3.9% | Added |
| Alberta Investment Management Corp | 28,641 | $2.25M | 0.02% | +28,641 | New |
| Two Sigma Investments, LP | 27,600 | $2.17M | 0.01% | +900+3.4% | Added |
| Brant Point Investment Management LLC | 27,500 | $2.16M | 0.52% | −47,500−63.3% | Reduced |
| Millrace Asset Group, Inc. | 25,763 | $2.03M | 2.01% | +4,682+22.2% | Added |
| Citigroup Inc | 25,539 | $2.01M | 0.00% | −3,589−12.3% | Reduced |
| Concentric Capital Strategies, LP | 25,535 | $2.01M | 0.26% | +25,535 | New |
| Kayne Anderson Rudnick Investment Management LLC | 24,128 | $1.90M | 0.00% | +5,197+27.5% | Added |
| GTS Securities LLC | 22,370 | $1.76M | 0.04% | +19,111+586.4% | Added |
| Silvant Capital Management LLC | 22,332 | $1.76M | 0.09% | −8,760−28.2% | Reduced |
| RiverPark Advisors, LLC | 21,791 | $1.71M | 1.58% | −2,309−9.6% | Reduced |
| Twin Tree Management, LP | 21,365 | $1.68M | 0.03% | +21,365 | New |
| Boothbay Fund Management, LLC | 20,917 | $1.65M | 0.06% | −894−4.1% | Reduced |
| Arizona State Retirement System | 20,187 | $1.59M | 0.01% | −79−0.4% | Reduced |
| Cubist Systematic Strategies, LLC | 19,967 | $1.57M | 0.02% | −34,151−63.1% | Reduced |
| FORA Capital, LLC | 19,952 | $1.57M | 0.13% | −1,370−6.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 19,597 | $1.54M | 0.14% | +19,597 | New |
| Susquehanna International Group, LLP | 19,092 | $1.50M | 0.00% | +10,311+117.4% | Added |
| Calamos Advisors LLC | 18,957 | $1.49M | 0.01% | +18,957 | New |
| D. E. Shaw & Co., Inc. | 18,705 | $1.47M | 0.00% | +18,705 | New |
| M&T Bank Corp | 18,686 | $1.47M | 0.01% | −839−4.3% | Reduced |
| HighTower Advisors, LLC | 18,697 | $1.47M | 0.00% | +1,305+7.5% | Added |
| Washington Harbour Partners LP | 18,200 | $1.43M | 2.75% | +4,419+32.1% | Added |
| Manufacturers Life Insurance Company, The | 18,058 | $1.42M | 0.00% | −30.0% | Reduced |
| Maytus Capital Management, LLC | 18,000 | $1.42M | 0.57% | +18,000 | New |
| LPL Financial LLC | 17,542 | $1.38M | 0.00% | +523+3.1% | Added |
| Trexquant Investment LP | 17,328 | $1.36M | 0.03% | +17,328 | New |
| US Bancorp | 17,032 | $1.34M | 0.00% | +228+1.4% | Added |
| Riverpark Capital Management LLC | 16,894 | $1.33M | 2.03% | −816−4.6% | Reduced |
| Mirador Capital Partners LP | 16,533 | $1.30M | 0.28% | +41+0.2% | Added |
| Amalgamated Bank | 16,382 | $1.29M | 0.01% | +988+6.4% | Added |
| Ardsley Advisory Partners LP | 15,550 | $1.22M | 0.26% | +3,350+27.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,182 | $1.19M | 0.00% | +1,025+7.2% | Added |
| Sphera Funds Management Ltd. | 15,000 | $1.18M | 0.22% | +15,000 | New |
| HAP Trading, LLC | 14,813 | $1.17M | 0.34% | +14,813 | New |
| Aquatic Capital Management LLC | 14,600 | $1.15M | 0.03% | +2,400+19.7% | Added |
| Handelsbanken Fonder AB | 14,095 | $1.11M | 0.01% | −600−4.1% | Reduced |
| Ossiam | 13,320 | $1.05M | 0.02% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 12,930 | $1.02M | 0.01% | +12,930 | New |
| Wolverine Trading, LLC | 12,583 | $990.2K | 0.01% | +7,817+164.0% | Added |
| Utah Retirement Systems | 12,300 | $967.9K | 0.01% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 12,273 | $965.8K | 0.35% | +12,273 | New |
| HSBC Holdings PLC | 12,030 | $950.5K | 0.00% | −25,762−68.2% | Reduced |
| GWM Advisors LLC | 11,448 | $908.3K | 0.01% | +11,437+103,972.7% | Added |
| Fox Run Management, L.L.C. | 11,321 | $890.9K | 0.23% | +4,481+65.5% | Added |
| Zions Bancorporation, N.A. | 11,082 | $872.0K | 0.06% | +769+7.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,070 | $871.1K | 0.08% | −16,819−60.3% | Reduced |