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 |
|---|---|---|---|---|---|
| Huntington National Bank | 216 | $17.0K | 0.00% | −96−30.8% | Reduced |
| Quarry LP | 214 | $16.8K | 0.01% | −96−31.0% | Reduced |
| PFS Partners, LLC | 200 | $15.7K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 194 | $15.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 192 | $15.1K | 0.01% | +13+7.3% | Added |
| Covestor Ltd | 185 | $15.0K | 0.01% | +67+56.8% | Added |
| Brown Brothers Harriman & Co | 176 | $13.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 158 | $12.4K | 0.00% | +106+203.8% | Added |
| Signaturefd, LLC | 154 | $12.1K | 0.00% | −73−32.2% | Reduced |
| Advisory Services Network, LLC | 150 | $11.8K | 0.00% | +150 | New |
| Lindbrook Capital, LLC | 139 | $10.9K | 0.00% | −26−15.8% | Reduced |
| Global Retirement Partners, LLC | 136 | $10.3K | 0.00% | −96−41.4% | Reduced |
| MCF Advisors LLC | 117 | $9.21K | 0.00% | +37+46.3% | Added |
| Ci Investments Inc. | 107 | $8.00K | 0.00% | +1+0.9% | Added |
| 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 |
| Main Street Group, LTD | 97 | $7.63K | 0.00% | +97 | New |
| West Tower Group, LLC | 96 | $7.55K | 0.02% | +3+3.2% | Added |
| Beacon Capital Management, LLC | 100 | $6.43K | 0.00% | +100 | New |
| Natixis | 80 | $6.29K | 0.00% | +80 | New |
| Northwestern Mutual Wealth Management Co | 67 | $5.27K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 66 | $5.19K | 0.00% | −21−24.1% | Reduced |
| Venturi Wealth Management, LLC | 65 | $5.12K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 60 | $4.72K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45 | $3.30K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 43 | $3.26K | 0.00% | +43 | New |
| Spire Wealth Management | 38 | $2.93K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 37 | $2.91K | 0.00% | +37 | New |
| Versant Capital Management, Inc | 34 | $2.67K | 0.00% | −13−27.7% | Reduced |
| Bell Investment Advisors, Inc | 33 | $2.60K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 32 | $2.52K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $2.00K | 0.00% | +20+200.0% | Added |
| Paloma Partners Management Co | 24 | $1.89K | 0.00% | +24 | New |
| Cherry Tree Wealth Management, LLC | 23 | $1.81K | 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 |
| Blume Capital Management, Inc. | 20 | $1.57K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.34K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Clearstead Advisors, LLC | 10 | $787 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 9 | $708 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 5 | $393 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 4 | $315 | 0.00% | −3−42.9% | Reduced |
| Manchester Capital Management LLC | 3 | $237 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $79 | 0.00% | −1−50.0% | Reduced |
| Smartleaf Asset Management LLC | 1 | $79 | 0.00% | +1 | New |
| Ronald Blue Trust, Inc. | 3 | $0 | 0.00% | +3 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −285,400−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −271,188−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −179,975−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −156,742−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −134,053−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −106,861−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −97,000−100.0% | Sold out |
| Cadian Capital Management, LP | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −83,565−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −81,819−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −56,908−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −44,843−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −34,754−100.0% | Sold out |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −27,015−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −24,318−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −20,431−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −18,954−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −12,643−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,231−100.0% | Sold out |
| Mesirow Institutional Investment Management, Inc. | 0 | $0 | 0.00% | −6,576−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −6,272−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,077−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −4,581−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −3,978−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −3,884−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −3,328−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −3,328−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −1,588−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,066−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −10,469−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Sylebra Capital Ltd | – | – | – | – | Not filed |
| Connacht Asset Management LP | – | – | – | – | Not filed |
| Icon Wealth Partners, LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |