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 |
|---|---|---|---|---|---|
| Trust Point Inc. | 6,921 | $429.9K | 0.03% | +1,007+17.0% | Added |
| Clal Insurance Enterprises Holdings Ltd | 6,738 | $418.0K | 0.00% | −30,000−81.7% | Reduced |
| Schechter Investment Advisors, LLC | 6,584 | $408.9K | 0.03% | +471+7.7% | Added |
| Pathstone Holdings, LLC | 6,561 | $407.5K | 0.00% | +2,354+56.0% | Added |
| Regal Investment Advisors LLC | 6,415 | $398.4K | 0.03% | +394+6.5% | Added |
| Summit Global Investments | 6,397 | $397.0K | 0.03% | +6,397 | New |
| Teza Capital Management LLC | 6,365 | $395.3K | 0.05% | +6,365 | New |
| Values First Advisors, Inc. | 6,022 | $374.1K | 0.22% | −2,032−25.2% | Reduced |
| XTX Topco Ltd | 5,889 | $365.8K | 0.05% | +3,338+130.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,884 | $365.5K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 5,570 | $346.0K | 0.03% | +132+2.4% | Added |
| Cinctive Capital Management LP | 5,531 | $343.5K | 0.02% | +5,531 | New |
| Palisade Capital Management LLC | 5,500 | $341.6K | 0.01% | +5,500 | New |
| Fox Run Management, L.L.C. | 5,426 | $337.0K | 0.07% | −5,895−52.1% | Reduced |
| Cynosure Management, LLC | 5,296 | $328.9K | 0.06% | +5,296 | New |
| Caption Management, LLC | 5,000 | $310.6K | 0.03% | +5,000 | New |
| Brevan Howard Capital Management LP | 4,905 | $304.6K | 0.03% | −601−10.9% | Reduced |
| Blueshift Asset Management, LLC | 4,839 | $300.6K | 0.16% | +4,839 | New |
| Amalgamated Bank | 4,772 | $296.0K | 0.00% | −11,610−70.9% | Reduced |
| Maryland State Retirement & Pension System | 5,088 | $287.1K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 4,393 | $272.8K | 0.00% | +83+1.9% | Added |
| DC Investments Management, LLC | 4,356 | $270.6K | 0.23% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,249 | $263.9K | 0.01% | +4,249 | New |
| Teacher Retirement System of Texas | 4,057 | $252.0K | 0.00% | −2,945−42.1% | Reduced |
| Quent Capital, LLC | 4,027 | $250.1K | 0.03% | 00.0% | Unchanged |
| Utah Retirement Systems | 4,000 | $248.4K | 0.00% | −8,300−67.5% | Reduced |
| ProShare Advisors LLC | 3,983 | $247.4K | 0.00% | +3,983 | New |
| Neuberger Berman Group LLC | 3,680 | $228.6K | 0.00% | +97+2.7% | Added |
| Alpha Square Group S, LLC | 3,300 | $205.0K | 0.38% | +3,300 | New |
| Sand Hill Global Advisors, LLC | 3,224 | $200.2K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,812 | $174.7K | 0.00% | +2,812 | New |
| Stephens Inc | 2,803 | $174.1K | 0.00% | +492+21.3% | Added |
| Handelsinvest Investeringsforvaltning | 2,671 | $166.0K | 0.08% | −1,386−34.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,541 | $157.8K | 0.00% | +673+36.0% | Added |
| Icon Wealth Advisors, LLC | 2,536 | $157.5K | 0.01% | −117−4.4% | Reduced |
| Harbor Capital Advisors, Inc. | 2,502 | $155.0K | 0.02% | +2,502 | New |
| Advisor Group Holdings, Inc. | 2,356 | $146.3K | 0.00% | −711−23.2% | Reduced |
| KBC Group NV | 1,761 | $109.0K | 0.00% | +4+0.2% | Added |
| Farther Finance Advisors, LLC | 1,615 | $99.1K | 0.01% | +16+1.0% | Added |
| Leonteq Securities AG | 1,435 | $89.1K | 0.01% | +100+7.5% | Added |
| Shell Asset Management Co | 1,968 | $87.0K | 0.00% | −200−9.2% | Reduced |
| Bessemer Group Inc | 1,391 | $86.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,205 | $74.8K | 0.00% | +2+0.2% | Added |
| Parkside Financial Bank & Trust | 1,192 | $74.0K | 0.01% | +149+14.3% | Added |
| Cutler Group LP | 1,124 | $69.0K | 0.03% | −4,963−81.5% | Reduced |
| Parallel Advisors, LLC | 1,088 | $67.6K | 0.00% | −7−0.6% | Reduced |
| Advisors Asset Management, Inc. | 757 | $47.0K | 0.00% | −67−8.1% | Reduced |
| CWM, LLC | 722 | $45.0K | 0.00% | +33+4.8% | Added |
| Fifth Third Bancorp | 721 | $44.8K | 0.00% | −19−2.6% | Reduced |
| Fred Alger Management, LLC | 662 | $41.1K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 630 | $39.1K | 0.01% | +630 | New |
| Whittier Trust Co | 524 | $32.5K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 459 | $28.5K | 0.01% | +10+2.2% | Added |
| Arcadia Investment Management Corp | 452 | $28.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 388 | $24.1K | 0.01% | +388 | New |
| First Horizon Advisors, Inc. | 327 | $20.3K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 309 | $19.2K | 0.00% | −217,178−99.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 305 | $19.0K | 0.00% | +11+3.7% | Added |
| Covestor Ltd | 297 | $18.0K | 0.01% | +112+60.5% | Added |
| Tower Research Capital LLC (TRC) | 286 | $17.8K | 0.00% | −5,061−94.7% | Reduced |
| Byrne Asset Management LLC | 260 | $16.1K | 0.01% | +40+18.2% | Added |
| Riverview Trust Co | 257 | $16.0K | 0.01% | +257 | New |
| Elequin Capital LP | 247 | $15.3K | 0.00% | +247 | New |
| Huntington National Bank | 216 | $13.4K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $12.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 179 | $11.1K | 0.00% | −13−6.8% | Reduced |
| Brown Brothers Harriman & Co | 176 | $10.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 162 | $9.33K | 0.00% | +4+2.5% | Added |
| Ci Investments Inc. | 143 | $9.00K | 0.00% | +36+33.6% | Added |
| Quarry LP | 142 | $8.82K | 0.00% | −72−33.6% | Reduced |
| Global Retirement Partners, LLC | 136 | $8.45K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 134 | $8.32K | 0.00% | −5−3.6% | Reduced |
| MCF Advisors LLC | 117 | $7.27K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 107 | $6.65K | 0.00% | −47−30.5% | Reduced |
| 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 |
| Main Street Group, LTD | 97 | $5.95K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 67 | $4.16K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 66 | $4.10K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 65 | $4.04K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 60 | $3.73K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 50 | $3.11K | 0.00% | +50 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45 | $2.79K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 39 | $2.42K | 0.00% | +2+5.4% | Added |
| Spire Wealth Management | 38 | $2.36K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $2.05K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 32 | $1.99K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $1.86K | 0.00% | −4−11.8% | Reduced |
| CIBC Private Wealth Group, LLC | 29 | $1.78K | 0.00% | +29 | New |
| Cherry Tree Wealth Management, LLC | 23 | $1.43K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 21 | $1.30K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 19 | $1.18K | 0.00% | −24−55.8% | Reduced |
| Montag A & Associates Inc | 18 | $1.15K | 0.00% | +18 | New |
| Smartleaf Asset Management LLC | 17 | $1.06K | 0.00% | +16+1,600.0% | Added |
| Raffa Wealth Management, LLC | 17 | $1.06K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $1.06K | 0.00% | +17 | New |
| Benjamin F. Edwards & Company, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |