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 |
|---|---|---|---|---|---|
| Regal Investment Advisors LLC | 6,292 | $277.5K | 0.02% | −123−1.9% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 6,150 | $271.2K | 0.10% | +6,150 | New |
| LPL Financial LLC | 6,135 | $270.6K | 0.00% | −15,964−72.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,884 | $259.5K | 0.01% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 5,883 | $259.4K | 0.16% | −139−2.3% | Reduced |
| Verdence Capital Advisors LLC | 5,631 | $248.3K | 0.02% | +61+1.1% | Added |
| Schechter Investment Advisors, LLC | 5,534 | $244.0K | 0.02% | −1,050−15.9% | Reduced |
| Quantitative Investment Management, LLC | 5,422 | $239.0K | 0.03% | +5,422 | New |
| Pathstone Holdings, LLC | 5,119 | $225.7K | 0.00% | −1,442−22.0% | Reduced |
| Maryland State Retirement & Pension System | 5,088 | $224.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,956 | $219.0K | 0.00% | +184+3.9% | Added |
| D. E. Shaw & Co., Inc. | 4,723 | $208.3K | 0.00% | +4,723 | New |
| MetLife Investment Management | 4,709 | $207.7K | 0.00% | +316+7.2% | Added |
| Quent Capital, LLC | 4,379 | $193.1K | 0.02% | +352+8.7% | Added |
| PEAK6 Investments LLC | 4,026 | $177.5K | 0.01% | +4,026 | New |
| The PNC Financial Services Group, Inc. | 3,650 | $161.0K | 0.00% | +1,109+43.6% | Added |
| Farther Finance Advisors, LLC | 2,490 | $108.4K | 0.01% | +875+54.2% | Added |
| Aquatic Capital Management LLC | 2,300 | $101.4K | 0.00% | +2,300 | New |
| KBC Group NV | 2,260 | $100.0K | 0.00% | +499+28.3% | Added |
| State of Wyoming | 1,941 | $85.6K | 0.01% | +1,902+4,876.9% | Added |
| Lazard Asset Management LLC | 1,772 | $78.0K | 0.00% | −217,276−99.2% | Reduced |
| Corebridge Financial, Inc. | 1,458 | $64.3K | 0.00% | +1,458 | New |
| Advisor Group Holdings, Inc. | 1,401 | $61.8K | 0.00% | −955−40.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,300 | $57.3K | 0.00% | +1,300 | New |
| Parkside Financial Bank & Trust | 1,269 | $56.0K | 0.01% | +77+6.5% | Added |
| Parallel Advisors, LLC | 1,009 | $44.5K | 0.00% | −79−7.3% | Reduced |
| Leonteq Securities AG | 864 | $38.1K | 0.01% | −571−39.8% | Reduced |
| CWM, LLC | 829 | $37.0K | 0.00% | +107+14.8% | Added |
| Fifth Third Bancorp | 721 | $31.8K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 655 | $28.9K | 0.00% | −102−13.5% | Reduced |
| Hilltop National Bank | 630 | $27.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 569 | $25.3K | 0.00% | +569 | New |
| Whittier Trust Co | 524 | $23.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 428 | $18.9K | 0.01% | +40+10.3% | Added |
| Arcadia Investment Management Corp | 418 | $18.4K | 0.00% | −34−7.5% | Reduced |
| First Horizon Advisors, Inc. | 317 | $14.0K | 0.00% | −10−3.1% | Reduced |
| Huntington National Bank | 307 | $13.5K | 0.00% | +91+42.1% | Added |
| Park Place Capital Corp | 300 | $13.2K | 0.00% | −159−34.6% | Reduced |
| Covestor Ltd | 303 | $13.0K | 0.01% | +6+2.0% | Added |
| Byrne Asset Management LLC | 300 | $13.0K | 0.01% | +40+15.4% | Added |
| International Assets Investment Management, LLC | 272 | $12.0K | 0.00% | +272 | New |
| Riverview Trust Co | 257 | $11.3K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 206 | $9.09K | 0.00% | +206 | New |
| Ronald Blue Trust, Inc. | 146 | $9.07K | 0.00% | +146 | New |
| Migdal Insurance & Financial Holdings Ltd. | 213 | $9.00K | 0.00% | −92−30.2% | Reduced |
| PFS Partners, LLC | 200 | $8.82K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 197 | $8.69K | 0.00% | +178+936.8% | Added |
| Natixis | 180 | $7.94K | 0.00% | −24,500−99.3% | Reduced |
| Abound Wealth Management | 179 | $7.89K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 176 | $7.76K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 154 | $6.79K | 0.00% | +20+14.9% | Added |
| Ci Investments Inc. | 133 | $6.00K | 0.00% | −10−7.0% | Reduced |
| MCF Advisors LLC | 109 | $4.81K | 0.00% | −8−6.8% | Reduced |
| Salem Investment Counselors Inc | 100 | $4.41K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $4.41K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 97 | $4.22K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 95 | $4.19K | 0.00% | +95 | New |
| Clear Street Markets LLC | 89 | $4.00K | 0.00% | +89 | New |
| Global Retirement Partners, LLC | 87 | $3.84K | 0.00% | −49−36.0% | Reduced |
| Proequities, Inc. | 66 | $2.91K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 65 | $2.87K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 64 | $2.76K | 0.00% | +47+276.5% | Added |
| Signaturefd, LLC | 52 | $2.29K | 0.00% | −55−51.4% | Reduced |
| Old Point Trust & Financial Services N A | 50 | $2.21K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 45 | $2.03K | 0.00% | +45 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45 | $1.99K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 39 | $1.72K | 0.00% | −103−72.5% | Reduced |
| Twin Tree Management, LP | 38 | $1.68K | 0.00% | +38 | New |
| Northwestern Mutual Wealth Management Co | 37 | $1.63K | 0.00% | −30−44.8% | Reduced |
| EverSource Wealth Advisors, LLC | 33 | $1.47K | 0.00% | −129−79.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 32 | $1.41K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 30 | $1.32K | 0.00% | +30 | New |
| Spire Wealth Management | 29 | $1.28K | 0.00% | −9−23.7% | Reduced |
| Mather Group, LLC. | 20 | $1.24K | 0.00% | +20 | New |
| Financial Network Wealth Advisors LLC | 28 | $1.24K | 0.00% | +28 | New |
| CIBC Private Wealth Group, LLC | 29 | $1.23K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $1.10K | 0.00% | +8+47.1% | Added |
| Bell Investment Advisors, Inc | 24 | $1.06K | 0.00% | −9−27.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 23 | $1.01K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 23 | $1.01K | 0.00% | +23 | New |
| Central Trust Co | 21 | $927 | 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 |
| Montag A & Associates Inc | 18 | $814 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 18 | $794 | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 17 | $750 | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 17 | $750 | 0.00% | +17 | New |
| Allspring Global Investments Holdings, LLC | 14 | $617 | 0.00% | −198,208−100.0% | Reduced |
| Quadrant Capital Group LLC | 11 | $486 | 0.00% | +7+175.0% | Added |
| GWM Advisors LLC | 11 | $485 | 0.00% | −10,097−99.9% | Reduced |
| CVA Family Office, LLC | 11 | $485 | 0.00% | +11 | New |
| Institutional & Family Asset Management, LLC | 9 | $397 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $221 | 0.00% | −25−83.3% | Reduced |
| Manchester Capital Management LLC | 3 | $133 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $133 | 0.00% | +1+50.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | +11 | New |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −589,196−100.0% | Sold out |
| First Sabrepoint Capital Management LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −181,239−100.0% | Sold out |