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, Q2 2024
Institutional positions in Five9, Inc. as of Jun 30, 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
- 297
- −7 vs. Q1 2024
- Shares held
- 79.0M
- +3.92M (+5.2%) vs. Q1 2024
- Total value
- $3.48B
- −$1.18B (−25.3%) vs. Q1 2024
- New holders
- 55
- 110 more added
- Sold out
- 62
- 99 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | +11 | New |
| Manchester Capital Management LLC | 3 | $133 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $133 | 0.00% | +1+50.0% | Added |
| Versant Capital Management, Inc | 5 | $221 | 0.00% | −25−83.3% | Reduced |
| Institutional & Family Asset Management, LLC | 9 | $397 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11 | $485 | 0.00% | −10,097−99.9% | Reduced |
| CVA Family Office, LLC | 11 | $485 | 0.00% | +11 | New |
| Quadrant Capital Group LLC | 11 | $486 | 0.00% | +7+175.0% | Added |
| Allspring Global Investments Holdings, LLC | 14 | $617 | 0.00% | −198,208−100.0% | Reduced |
| Raffa Wealth Management, LLC | 17 | $750 | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 17 | $750 | 0.00% | +17 | New |
| J.Safra Asset Management Corp | 18 | $794 | 0.00% | +18 | New |
| Montag A & Associates Inc | 18 | $814 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 20 | $882 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $882 | 0.00% | +20 | New |
| Central Trust Co | 21 | $927 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 23 | $1.01K | 0.00% | +23 | New |
| Cherry Tree Wealth Management, LLC | 23 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $1.06K | 0.00% | −9−27.3% | Reduced |
| Private Wealth Management Group, LLC | 25 | $1.10K | 0.00% | +8+47.1% | Added |
| CIBC Private Wealth Group, LLC | 29 | $1.23K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 28 | $1.24K | 0.00% | +28 | New |
| Mather Group, LLC. | 20 | $1.24K | 0.00% | +20 | New |
| Spire Wealth Management | 29 | $1.28K | 0.00% | −9−23.7% | Reduced |
| Innealta Capital, LLC | 30 | $1.32K | 0.00% | +30 | New |
| Jamison Private Wealth Management, Inc. | 32 | $1.41K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 33 | $1.47K | 0.00% | −129−79.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 37 | $1.63K | 0.00% | −30−44.8% | Reduced |
| Twin Tree Management, LP | 38 | $1.68K | 0.00% | +38 | New |
| Quarry LP | 39 | $1.72K | 0.00% | −103−72.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45 | $1.99K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 45 | $2.03K | 0.00% | +45 | New |
| Old Point Trust & Financial Services N A | 50 | $2.21K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 52 | $2.29K | 0.00% | −55−51.4% | Reduced |
| Smartleaf Asset Management LLC | 64 | $2.76K | 0.00% | +47+276.5% | Added |
| Venturi Wealth Management, LLC | 65 | $2.87K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 66 | $2.91K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 87 | $3.84K | 0.00% | −49−36.0% | Reduced |
| Clear Street Markets LLC | 89 | $4.00K | 0.00% | +89 | New |
| Asset Dedication, LLC | 95 | $4.19K | 0.00% | +95 | New |
| Main Street Group, LTD | 97 | $4.22K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $4.41K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $4.41K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 109 | $4.81K | 0.00% | −8−6.8% | Reduced |
| Ci Investments Inc. | 133 | $6.00K | 0.00% | −10−7.0% | Reduced |
| Lindbrook Capital, LLC | 154 | $6.79K | 0.00% | +20+14.9% | Added |
| Brown Brothers Harriman & Co | 176 | $7.76K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 179 | $7.89K | 0.00% | 00.0% | Unchanged |
| Natixis | 180 | $7.94K | 0.00% | −24,500−99.3% | Reduced |
| GAMMA Investing LLC | 197 | $8.69K | 0.00% | +178+936.8% | Added |
| PFS Partners, LLC | 200 | $8.82K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 213 | $9.00K | 0.00% | −92−30.2% | Reduced |
| Ronald Blue Trust, Inc. | 146 | $9.07K | 0.00% | +146 | New |
| Clearstead Advisors, LLC | 206 | $9.09K | 0.00% | +206 | New |
| Riverview Trust Co | 257 | $11.3K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 272 | $12.0K | 0.00% | +272 | New |
| Byrne Asset Management LLC | 300 | $13.0K | 0.01% | +40+15.4% | Added |
| Covestor Ltd | 303 | $13.0K | 0.01% | +6+2.0% | Added |
| Park Place Capital Corp | 300 | $13.2K | 0.00% | −159−34.6% | Reduced |
| Huntington National Bank | 307 | $13.5K | 0.00% | +91+42.1% | Added |
| First Horizon Advisors, Inc. | 317 | $14.0K | 0.00% | −10−3.1% | Reduced |
| Arcadia Investment Management Corp | 418 | $18.4K | 0.00% | −34−7.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 428 | $18.9K | 0.01% | +40+10.3% | Added |
| Whittier Trust Co | 524 | $23.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 569 | $25.3K | 0.00% | +569 | New |
| Hilltop National Bank | 630 | $27.8K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 655 | $28.9K | 0.00% | −102−13.5% | Reduced |
| Fifth Third Bancorp | 721 | $31.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 829 | $37.0K | 0.00% | +107+14.8% | Added |
| Leonteq Securities AG | 864 | $38.1K | 0.01% | −571−39.8% | Reduced |
| Parallel Advisors, LLC | 1,009 | $44.5K | 0.00% | −79−7.3% | Reduced |
| Parkside Financial Bank & Trust | 1,269 | $56.0K | 0.01% | +77+6.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,300 | $57.3K | 0.00% | +1,300 | New |
| Advisor Group Holdings, Inc. | 1,401 | $61.8K | 0.00% | −955−40.5% | Reduced |
| Corebridge Financial, Inc. | 1,458 | $64.3K | 0.00% | +1,458 | New |
| Lazard Asset Management LLC | 1,772 | $78.0K | 0.00% | −217,276−99.2% | Reduced |
| State of Wyoming | 1,941 | $85.6K | 0.01% | +1,902+4,876.9% | Added |
| KBC Group NV | 2,260 | $100.0K | 0.00% | +499+28.3% | Added |
| Aquatic Capital Management LLC | 2,300 | $101.4K | 0.00% | +2,300 | New |
| Farther Finance Advisors, LLC | 2,490 | $108.4K | 0.01% | +875+54.2% | Added |
| The PNC Financial Services Group, Inc. | 3,650 | $161.0K | 0.00% | +1,109+43.6% | Added |
| PEAK6 Investments LLC | 4,026 | $177.5K | 0.01% | +4,026 | New |
| Quent Capital, LLC | 4,379 | $193.1K | 0.02% | +352+8.7% | Added |
| MetLife Investment Management | 4,709 | $207.7K | 0.00% | +316+7.2% | Added |
| D. E. Shaw & Co., Inc. | 4,723 | $208.3K | 0.00% | +4,723 | New |
| Amalgamated Bank | 4,956 | $219.0K | 0.00% | +184+3.9% | Added |
| Maryland State Retirement & Pension System | 5,088 | $224.4K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 5,119 | $225.7K | 0.00% | −1,442−22.0% | Reduced |
| Quantitative Investment Management, LLC | 5,422 | $239.0K | 0.03% | +5,422 | New |
| Schechter Investment Advisors, LLC | 5,534 | $244.0K | 0.02% | −1,050−15.9% | Reduced |
| Verdence Capital Advisors LLC | 5,631 | $248.3K | 0.02% | +61+1.1% | Added |
| Values First Advisors, Inc. | 5,883 | $259.4K | 0.16% | −139−2.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,884 | $259.5K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 6,135 | $270.6K | 0.00% | −15,964−72.2% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 6,150 | $271.2K | 0.10% | +6,150 | New |
| Regal Investment Advisors LLC | 6,292 | $277.5K | 0.02% | −123−1.9% | Reduced |
| Principal Financial Group Inc | 6,381 | $281.4K | 0.00% | −840−11.6% | Reduced |
| Palisade Capital Management LLC | 6,500 | $286.6K | 0.01% | +1,000+18.2% | Added |
| Danske Bank A/S | 6,772 | $298.6K | 0.00% | −21,832−76.3% | Reduced |