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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.

Q1 2024 vs. Q4 2023

How the institutions holding Five9, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of FIVN: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders3481309−38
Shares72.5M475.4M+2.90M (+4.0%)
Value$5.71B$315$4.68B−$1.02B (−17.9%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (47)

Institutions that held Five9, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to FIVN in Q1 2024
InstitutionSharesValue% of portfolio
First Trust Advisors LP1,156,078$71.8M0.07%
Van Berkom & Associates Inc.853,332$53.0M1.51%
Kopp LeRoy C237,492$14.8M8.43%
Standard Life Aberdeen plc182,624$11.3M0.02%
ING Groep NV126,000$7.83M0.05%
Silvercrest Asset Management Group LLC116,194$7.22M0.05%
Tenor Capital Management Co., L.P.70,854$4.40M0.07%
Highbridge Capital Management LLC60,200$3.74M0.16%
Crestline Management, LP57,955$3.60M0.34%
UBS Oconnor LLC57,500$3.57M0.10%
Nordea Investment Management AB51,739$3.24M0.00%
Capital Fund Management S.A.46,119$2.86M0.03%
Danske Bank A/S28,604$1.78M0.01%
Susquehanna Fundamental Investments, LLC26,741$1.66M0.08%
Nishkama Capital, LLC25,000$1.55M0.18%
Bayesian Capital Management, LP18,700$1.16M0.11%
Cota Capital Management, LLC16,442$1.02M2.70%
Jump Financial, LLC14,600$906.8K0.02%
Parallax Volatility Advisers, L.P.13,815$858.0K0.02%
Maverick Capital LtdSuperinvestorMaverick Capital8,582$533.0K0.01%
Summit Global Investments6,397$397.0K0.03%
Teza Capital Management LLC6,365$395.3K0.05%
Cinctive Capital Management LP5,531$343.5K0.02%
Palisade Capital Management LLC5,500$341.6K0.01%
Cynosure Management, LLC5,296$328.9K0.06%
Caption Management, LLC5,000$310.6K0.03%
Blueshift Asset Management, LLC4,839$300.6K0.16%
Edgestream Partners, L.P.4,249$263.9K0.01%
ProShare Advisors LLC3,983$247.4K0.00%
Alpha Square Group S, LLC3,300$205.0K0.38%
Nisa Investment Advisors, LLC2,812$174.7K0.00%
Harbor Capital Advisors, Inc.2,502$155.0K0.02%
Hilltop National Bank630$39.1K0.01%
Annis Gardner Whiting Capital Advisors, LLC388$24.1K0.01%
Riverview Trust Co257$16.0K0.01%
Elequin Capital LP247$15.3K0.00%
Harbour Investments, Inc.100$6.21K0.00%
Salem Investment Counselors Inc100$6.21K0.00%
Old Point Trust & Financial Services N A50$3.11K0.00%
CIBC Private Wealth Group, LLC29$1.78K0.00%
Montag A & Associates Inc18$1.15K0.00%
Private Wealth Management Group, LLC17$1.06K0.00%
Avion Wealth8$1.00K0.00%
Carolinas Wealth Consulting LLC14$8970.00%
MV Capital Management, Inc.2$1250.00%
Massmutual Trust Co FSB2$1240.00%
Quest Partners LLC1$620.00%

Sold out (85)

Institutions that held Five9, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of FIVN in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
T. Rowe Price Investment Management, Inc.1,413,228$111.2M
Assenagon Asset Management S.A.837,856$65.9M
Lord, Abbett & Co. LLC513,461$40.4M
Holocene Advisors, LP360,472$28.4M
LMR Partners LLP360,000$28.3M
ThornTree Capital Partners LP246,839$19.4M
Summit Partners Public Asset Management, LLC194,901$15.3M
Ophir Asset Management Pty Ltd189,789$14.9M
Twinbeech Capital LP174,505$13.7M
BWCP, LP132,196$10.4M
Swedbank AB110,000$8.66M
Schonfeld Strategic Advisors LLC100,655$7.92M
Voloridge Investment Management, LLC100,644$7.92M
1832 Asset Management L.P.98,400$7.74M
Osterweis Capital Management Inc79,690$6.27M
Point72 Hong Kong Ltd75,962$5.98M
Potrero Capital Research LLC75,692$5.96M
Adage Capital Partners GP, L.L.C.75,000$5.90M
Tairen Capital Ltd74,164$5.84M
Kodai Capital Management LP55,500$4.37M
Simplex Trading, LLC48,211$3.79M
Arrowstreet Capital, Limited Partnership47,065$3.70M
EULAV Asset Management45,900$3.61M
TD Asset Management Inc36,004$2.83M
Walleye Trading LLC31,125$2.45M
Concentric Capital Strategies, LP25,535$2.01M
GTS Securities LLC22,370$1.76M
Twin Tree Management, LP21,365$1.68M
FORA Capital, LLC19,952$1.57M
Campbell & CO Investment Adviser LLC19,597$1.54M
Calamos Advisors LLC18,957$1.49M
D. E. Shaw & Co., Inc.18,705$1.47M
Washington Harbour Partners LP18,200$1.43M
Maytus Capital Management, LLC18,000$1.42M
HAP Trading, LLC14,813$1.17M
Aquatic Capital Management LLC14,600$1.15M
Wolverine Trading, LLC12,583$990.2K
Lecap Asset Management Ltd12,273$965.8K
SG Americas Securities, LLC10,530$829.0K
Left Brain Wealth Management, LLC9,878$777.3K
Jefferies Financial Group Inc.9,636$758.3K
CenterBook Partners LP8,117$638.7K
Oak Thistle LLC8,016$630.8K
Point72 Middle East FZE7,495$589.8K
CI Private Wealth, LLC6,796$534.8K
Dynamic Technology Lab Private Ltd6,714$528.0K
Valliance Asset Management Ltd6,200$487.9K
Transcend Wealth Collective, LLC5,835$459.2K
Seven Eight Capital, LP5,809$457.1K
Juncture Wealth Strategies, LLC5,771$454.1K
Gsa Capital Partners LLP5,679$447.0K
Nomura Holdings Inc5,182$407.8K
Two Sigma Securities, LLC4,192$329.9K
Westover Capital Advisors, LLC3,902$307.0K
Occudo Quantitative Strategies LP3,828$301.2K
Toth Financial Advisory Corp3,705$291.5K
Advisory Research Inc3,324$261.6K
Vident Advisory, LLC3,264$256.8K
Moneta Group Investment Advisors LLC3,228$254.0K
Guggenheim Capital LLC3,203$252.0K
Dorsey & Whitney Trust CO LLC3,160$248.7K
KLR Investment Advisors, LLC3,103$244.2K
JustInvest LLC3,070$241.6K
Encompass Wealth Advisors, LLC3,049$239.9K
Raymond James Trust N.A.2,926$230.3K
Dimension Capital Management LLC2,905$228.6K
Hampton Road Capital Management LP2,831$222.8K
MAI Capital Management2,740$215.6K
Inceptionr LLC2,734$215.1K
Intrust Bank NA2,568$202.1K
FDx Advisors, Inc.2,549$201.0K
Picton Mahoney Asset Management1,200$94.0K
Headlands Technologies LLC531$41.8K
Global Wealth Management Investment Advisory, Inc.479$37.7K
Glassman Wealth Services194$15.3K
Advisory Services Network, LLC150$11.8K
Newbridge Financial Services Group, Inc.100$7.87K
West Tower Group, LLC96$7.55K
Beacon Capital Management, LLC100$6.43K
Valley National Advisers Inc30$2.00K
Paloma Partners Management Co24$1.89K
Clearstead Advisors, LLC10$787
Wolverine Asset Management LLC5$393
NewSquare Capital LLC1$79
Ronald Blue Trust, Inc.3$0

Not filed for Q1 2024 yet (1)

Institutions that held Five9, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FIVN in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Nalls Sherbakoff Group, LLC4$315