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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 10,530 | $829.0K | 0.01% | +6,702+175.1% | Added |
| Left Brain Wealth Management, LLC | 9,878 | $777.3K | 0.45% | −402−3.9% | Reduced |
| Captrust Financial Advisors | 9,648 | $759.2K | 0.00% | +571+6.3% | Added |
| Jefferies Financial Group Inc. | 9,636 | $758.3K | 0.01% | −103,187−91.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,637 | $758.0K | 0.00% | −42−0.4% | Reduced |
| Centiva Capital, LP | 9,593 | $754.9K | 0.05% | −13,775−58.9% | Reduced |
| Xponance, Inc. | 9,221 | $725.6K | 0.01% | −576−5.9% | Reduced |
| Public Employees Retirement Association of Colorado | 8,981 | $707.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,877 | $698.5K | 0.00% | −37,386−80.8% | Reduced |
| TownSquare Capital, LLC | 8,848 | $696.2K | 0.01% | +536+6.4% | Added |
| Cresset Asset Management, LLC | 8,706 | $685.1K | 0.00% | −282−3.1% | Reduced |
| CenterBook Partners LP | 8,117 | $638.7K | 0.08% | +8,117 | New |
| Values First Advisors, Inc. | 8,054 | $633.8K | 0.38% | +1,259+18.5% | Added |
| Oak Thistle LLC | 8,016 | $630.8K | 0.18% | −4,470−35.8% | Reduced |
| Mariner, LLC | 7,976 | $627.7K | 0.00% | +2,754+52.7% | Added |
| Principal Financial Group Inc | 7,564 | $595.2K | 0.00% | −1,234−14.0% | Reduced |
| Point72 Middle East FZE | 7,495 | $589.8K | 0.04% | +7,495 | New |
| Synovus Financial Corp | 7,353 | $578.6K | 0.01% | +7,353 | New |
| Teacher Retirement System of Texas | 7,002 | $551.0K | 0.00% | +1,474+26.7% | Added |
| NJ State Employees Deferred Compensation Plan | 7,000 | $550.8K | 0.08% | 00.0% | Unchanged |
| Bank of Montreal | 6,693 | $540.9K | 0.00% | −21,459−76.2% | Reduced |
| CI Private Wealth, LLC | 6,796 | $534.8K | 0.00% | +527+8.4% | Added |
| Dynamic Technology Lab Private Ltd | 6,714 | $528.0K | 0.06% | −582−8.0% | Reduced |
| Valliance Asset Management Ltd | 6,200 | $487.9K | 17.25% | +6,200 | New |
| Capstone Investment Advisors, LLC | 6,157 | $484.5K | 0.01% | +1,955+46.5% | Added |
| Schechter Investment Advisors, LLC | 6,113 | $481.0K | 0.04% | −206−3.3% | Reduced |
| Cutler Group LP | 6,087 | $478.0K | 0.07% | −3,960−39.4% | Reduced |
| Regal Investment Advisors LLC | 6,021 | $473.8K | 0.04% | +6,021 | New |
| Trust Point Inc. | 5,914 | $465.4K | 0.04% | +5,914 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,884 | $463.0K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,835 | $459.2K | 0.04% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 5,809 | $457.1K | 0.05% | −9,953−63.1% | Reduced |
| Juncture Wealth Strategies, LLC | 5,771 | $454.1K | 0.21% | −597−9.4% | Reduced |
| Gsa Capital Partners LLP | 5,679 | $447.0K | 0.04% | +5,679 | New |
| Brevan Howard Capital Management LP | 5,506 | $433.3K | 0.04% | +5,506 | New |
| Verdence Capital Advisors LLC | 5,438 | $427.9K | 0.04% | +109+2.0% | Added |
| Tower Research Capital LLC (TRC) | 5,347 | $420.8K | 0.01% | +215+4.2% | Added |
| Nomura Holdings Inc | 5,182 | $407.8K | 0.00% | +5,182 | New |
| Maryland State Retirement & Pension System | 5,088 | $400.4K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 4,938 | $388.6K | 0.01% | +4,938 | New |
| Atom Investors LP | 4,773 | $375.6K | 0.07% | −233−4.7% | Reduced |
| Verition Fund Management LLC | 4,641 | $365.2K | 0.00% | −1,033−18.2% | Reduced |
| DC Investments Management, LLC | 4,356 | $342.8K | 0.35% | 00.0% | Unchanged |
| MetLife Investment Management | 4,310 | $339.2K | 0.00% | −59−1.4% | Reduced |
| Pathstone Holdings, LLC | 4,207 | $331.1K | 0.00% | +4,207 | New |
| Two Sigma Securities, LLC | 4,192 | $329.9K | 0.02% | −505−10.8% | Reduced |
| Cetera Investment Advisers | 4,085 | $321.4K | 0.00% | −518−11.3% | Reduced |
| Handelsinvest Investeringsforvaltning | 4,057 | $319.0K | 0.13% | +4,057 | New |
| Quent Capital, LLC | 4,027 | $316.9K | 0.04% | −14−0.3% | Reduced |
| Westover Capital Advisors, LLC | 3,902 | $307.0K | 0.10% | +40+1.0% | Added |
| Occudo Quantitative Strategies LP | 3,828 | $301.2K | 0.04% | −9,111−70.4% | Reduced |
| Prelude Capital Management, LLC | 3,724 | $293.0K | 0.03% | +3,724 | New |
| Toth Financial Advisory Corp | 3,705 | $291.5K | 0.04% | +3,705 | New |
| Neuberger Berman Group LLC | 3,583 | $281.9K | 0.00% | +7+0.2% | Added |
| Prudential Financial Inc | 3,482 | $274.0K | 0.00% | −12−0.3% | Reduced |
| Advisory Research Inc | 3,324 | $261.6K | 0.04% | +3,324 | New |
| Vident Advisory, LLC | 3,264 | $256.8K | 0.01% | −11−0.3% | Reduced |
| Moneta Group Investment Advisors LLC | 3,228 | $254.0K | 0.01% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 3,224 | $253.7K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 3,203 | $252.0K | 0.00% | −3,790−54.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,160 | $248.7K | 0.02% | −582−15.6% | Reduced |
| KLR Investment Advisors, LLC | 3,103 | $244.2K | 0.18% | +3,103 | New |
| JustInvest LLC | 3,070 | $241.6K | 0.01% | −331−9.7% | Reduced |
| Advisor Group Holdings, Inc. | 3,067 | $241.3K | 0.00% | −1,869−37.9% | Reduced |
| Encompass Wealth Advisors, LLC | 3,049 | $239.9K | 0.07% | +3,049 | New |
| Sherbrooke Park Advisers LLC | 2,985 | $234.9K | 0.11% | −12,619−80.9% | Reduced |
| Raymond James Trust N.A. | 2,926 | $230.3K | 0.01% | +2,926 | New |
| Dimension Capital Management LLC | 2,905 | $228.6K | 0.05% | +2,905 | New |
| Hampton Road Capital Management LP | 2,831 | $222.8K | 0.04% | +2,831 | New |
| MAI Capital Management | 2,740 | $215.6K | 0.00% | +2,740 | New |
| Inceptionr LLC | 2,734 | $215.1K | 0.15% | +2,734 | New |
| Icon Wealth Advisors, LLC | 2,653 | $208.8K | 0.02% | +2,653 | New |
| Intrust Bank NA | 2,568 | $202.1K | 0.02% | +2,568 | New |
| FDx Advisors, Inc. | 2,549 | $201.0K | 0.02% | +2,549 | New |
| XTX Topco Ltd | 2,551 | $200.7K | 0.04% | +2,551 | New |
| Stephens Inc | 2,311 | $181.9K | 0.00% | −542−19.0% | Reduced |
| Shell Asset Management Co | 2,168 | $171.0K | 0.01% | −650−23.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,868 | $147.0K | 0.00% | −311−14.3% | Reduced |
| KBC Group NV | 1,757 | $138.0K | 0.00% | +287+19.5% | Added |
| Farther Finance Advisors, LLC | 1,599 | $125.8K | 0.01% | +62+4.0% | Added |
| Lazard Asset Management LLC | 1,537 | $120.0K | 0.00% | −9,526−86.1% | Reduced |
| Bessemer Group Inc | 1,391 | $109.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,335 | $105.1K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 1,203 | $94.7K | 0.00% | −33−2.7% | Reduced |
| Picton Mahoney Asset Management | 1,200 | $94.0K | 0.00% | −30−2.4% | Reduced |
| Parallel Advisors, LLC | 1,095 | $86.2K | 0.00% | −188−14.7% | Reduced |
| Parkside Financial Bank & Trust | 1,043 | $82.1K | 0.01% | +77+8.0% | Added |
| Advisors Asset Management, Inc. | 824 | $64.8K | 0.00% | +156+23.4% | Added |
| Fifth Third Bancorp | 740 | $58.2K | 0.00% | −5,331−87.8% | Reduced |
| CWM, LLC | 689 | $54.0K | 0.00% | −198−22.3% | Reduced |
| Fred Alger Management, LLC | 662 | $52.1K | 0.00% | +662 | New |
| Headlands Technologies LLC | 531 | $41.8K | 0.01% | +306+136.0% | Added |
| Whittier Trust Co | 524 | $41.2K | 0.00% | −2−0.4% | Reduced |
| EntryPoint Capital, LLC | 492 | $38.7K | 0.04% | +492 | New |
| Global Wealth Management Investment Advisory, Inc. | 479 | $37.7K | 0.01% | +279+139.5% | Added |
| Arcadia Investment Management Corp | 452 | $35.6K | 0.01% | +144+46.8% | Added |
| Park Place Capital Corp | 449 | $35.3K | 0.01% | −19−4.1% | Reduced |
| First Horizon Advisors, Inc. | 327 | $25.7K | 0.00% | −199−37.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 294 | $23.0K | 0.00% | +16+5.8% | Added |
| Byrne Asset Management LLC | 220 | $17.7K | 0.01% | +220 | New |