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, Q1 2024
Institutional positions in Five9, Inc. as of Mar 31, 2024. 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
- 309
- −38 vs. Q4 2023
- Shares held
- 75.4M
- +2.90M (+4.0%) vs. Q4 2023
- Total value
- $4.68B
- −$1.02B (−17.9%) vs. Q4 2023
- New holders
- 47
- 134 more added
- Sold out
- 85
- 87 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quest Partners LLC | 1 | $62 | 0.00% | +1 | New |
| Massmutual Trust Co FSB | 2 | $124 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $125 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 3 | $187 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4 | $249 | 0.00% | −17−81.0% | Reduced |
| Institutional & Family Asset Management, LLC | 9 | $559 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14 | $897 | 0.00% | +14 | New |
| EntryPoint Capital, LLC | 16 | $994 | 0.00% | −476−96.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 17 | $1.06K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $1.06K | 0.00% | +17 | New |
| Smartleaf Asset Management LLC | 17 | $1.06K | 0.00% | +16+1,600.0% | Added |
| Montag A & Associates Inc | 18 | $1.15K | 0.00% | +18 | New |
| GAMMA Investing LLC | 19 | $1.18K | 0.00% | −24−55.8% | Reduced |
| Blume Capital Management, Inc. | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 21 | $1.30K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 23 | $1.43K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 29 | $1.78K | 0.00% | +29 | New |
| Versant Capital Management, Inc | 30 | $1.86K | 0.00% | −4−11.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 32 | $1.99K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $2.05K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 38 | $2.36K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 39 | $2.42K | 0.00% | +2+5.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45 | $2.79K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 50 | $3.11K | 0.00% | +50 | New |
| GPS Wealth Strategies Group, LLC | 60 | $3.73K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 65 | $4.04K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 66 | $4.10K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 67 | $4.16K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 97 | $5.95K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $6.21K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $6.21K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 100 | $6.21K | 0.00% | +100 | New |
| Salem Investment Counselors Inc | 100 | $6.21K | 0.00% | +100 | New |
| Signaturefd, LLC | 107 | $6.65K | 0.00% | −47−30.5% | Reduced |
| MCF Advisors LLC | 117 | $7.27K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 134 | $8.32K | 0.00% | −5−3.6% | Reduced |
| Global Retirement Partners, LLC | 136 | $8.45K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 142 | $8.82K | 0.00% | −72−33.6% | Reduced |
| Ci Investments Inc. | 143 | $9.00K | 0.00% | +36+33.6% | Added |
| EverSource Wealth Advisors, LLC | 162 | $9.33K | 0.00% | +4+2.5% | Added |
| Brown Brothers Harriman & Co | 176 | $10.9K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 179 | $11.1K | 0.00% | −13−6.8% | Reduced |
| PFS Partners, LLC | 200 | $12.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 216 | $13.4K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 247 | $15.3K | 0.00% | +247 | New |
| Riverview Trust Co | 257 | $16.0K | 0.01% | +257 | New |
| Byrne Asset Management LLC | 260 | $16.1K | 0.01% | +40+18.2% | Added |
| Tower Research Capital LLC (TRC) | 286 | $17.8K | 0.00% | −5,061−94.7% | Reduced |
| Covestor Ltd | 297 | $18.0K | 0.01% | +112+60.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 305 | $19.0K | 0.00% | +11+3.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 309 | $19.2K | 0.00% | −217,178−99.9% | Reduced |
| First Horizon Advisors, Inc. | 327 | $20.3K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 388 | $24.1K | 0.01% | +388 | New |
| Arcadia Investment Management Corp | 452 | $28.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 459 | $28.5K | 0.01% | +10+2.2% | Added |
| Whittier Trust Co | 524 | $32.5K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 630 | $39.1K | 0.01% | +630 | New |
| Fred Alger Management, LLC | 662 | $41.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 721 | $44.8K | 0.00% | −19−2.6% | Reduced |
| CWM, LLC | 722 | $45.0K | 0.00% | +33+4.8% | Added |
| Advisors Asset Management, Inc. | 757 | $47.0K | 0.00% | −67−8.1% | Reduced |
| Parallel Advisors, LLC | 1,088 | $67.6K | 0.00% | −7−0.6% | Reduced |
| Cutler Group LP | 1,124 | $69.0K | 0.03% | −4,963−81.5% | Reduced |
| Parkside Financial Bank & Trust | 1,192 | $74.0K | 0.01% | +149+14.3% | Added |
| American International Group, Inc. | 1,205 | $74.8K | 0.00% | +2+0.2% | Added |
| Bessemer Group Inc | 1,391 | $86.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,968 | $87.0K | 0.00% | −200−9.2% | Reduced |
| Leonteq Securities AG | 1,435 | $89.1K | 0.01% | +100+7.5% | Added |
| Farther Finance Advisors, LLC | 1,615 | $99.1K | 0.01% | +16+1.0% | Added |
| KBC Group NV | 1,761 | $109.0K | 0.00% | +4+0.2% | Added |
| Advisor Group Holdings, Inc. | 2,356 | $146.3K | 0.00% | −711−23.2% | Reduced |
| Harbor Capital Advisors, Inc. | 2,502 | $155.0K | 0.02% | +2,502 | New |
| Icon Wealth Advisors, LLC | 2,536 | $157.5K | 0.01% | −117−4.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,541 | $157.8K | 0.00% | +673+36.0% | Added |
| Handelsinvest Investeringsforvaltning | 2,671 | $166.0K | 0.08% | −1,386−34.2% | Reduced |
| Stephens Inc | 2,803 | $174.1K | 0.00% | +492+21.3% | Added |
| Nisa Investment Advisors, LLC | 2,812 | $174.7K | 0.00% | +2,812 | New |
| Sand Hill Global Advisors, LLC | 3,224 | $200.2K | 0.01% | 00.0% | Unchanged |
| Alpha Square Group S, LLC | 3,300 | $205.0K | 0.38% | +3,300 | New |
| Neuberger Berman Group LLC | 3,680 | $228.6K | 0.00% | +97+2.7% | Added |
| ProShare Advisors LLC | 3,983 | $247.4K | 0.00% | +3,983 | New |
| Utah Retirement Systems | 4,000 | $248.4K | 0.00% | −8,300−67.5% | Reduced |
| Quent Capital, LLC | 4,027 | $250.1K | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,057 | $252.0K | 0.00% | −2,945−42.1% | Reduced |
| Edgestream Partners, L.P. | 4,249 | $263.9K | 0.01% | +4,249 | New |
| DC Investments Management, LLC | 4,356 | $270.6K | 0.23% | 00.0% | Unchanged |
| MetLife Investment Management | 4,393 | $272.8K | 0.00% | +83+1.9% | Added |
| Maryland State Retirement & Pension System | 5,088 | $287.1K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 4,772 | $296.0K | 0.00% | −11,610−70.9% | Reduced |
| Blueshift Asset Management, LLC | 4,839 | $300.6K | 0.16% | +4,839 | New |
| Brevan Howard Capital Management LP | 4,905 | $304.6K | 0.03% | −601−10.9% | Reduced |
| Caption Management, LLC | 5,000 | $310.6K | 0.03% | +5,000 | New |
| Cynosure Management, LLC | 5,296 | $328.9K | 0.06% | +5,296 | New |
| Fox Run Management, L.L.C. | 5,426 | $337.0K | 0.07% | −5,895−52.1% | Reduced |
| Palisade Capital Management LLC | 5,500 | $341.6K | 0.01% | +5,500 | New |
| Cinctive Capital Management LP | 5,531 | $343.5K | 0.02% | +5,531 | New |
| Verdence Capital Advisors LLC | 5,570 | $346.0K | 0.03% | +132+2.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,884 | $365.5K | 0.01% | 00.0% | Unchanged |