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, Q3 2024
Institutional positions in Five9, Inc. as of Sep 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
- 272
- −21 vs. Q2 2024
- Shares held
- 81.2M
- +6.38M (+8.5%) vs. Q2 2024
- Total value
- $2.33B
- −$962.4M (−29.2%) vs. Q2 2024
- New holders
- 55
- 94 more added
- Sold out
- 76
- 92 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 12 | $0 | 0.00% | +12 | New |
| Manchester Capital Management LLC | 3 | $87 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $144 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11 | $316 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 12 | $332 | 0.00% | −6−33.3% | Reduced |
| Carolinas Wealth Consulting LLC | 12 | $336 | 0.00% | +12 | New |
| Hexagon Capital Partners LLC | 13 | $373 | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 15 | $431 | 0.00% | −9−37.5% | Reduced |
| CVA Family Office, LLC | 15 | $431 | 0.00% | +4+36.4% | Added |
| Massmutual Trust Co FSB | 15 | $431 | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 17 | $488 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 18 | $517 | 0.00% | +18 | New |
| Sachetta, LLC | 19 | $546 | 0.00% | −26−57.8% | Reduced |
| Blume Capital Management, Inc. | 20 | $575 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 21 | $604 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 21 | $604 | 0.00% | +18+600.0% | Added |
| Cherry Tree Wealth Management, LLC | 23 | $661 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 23 | $661 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 26 | $747 | 0.00% | −7−21.2% | Reduced |
| CIBC Private Wealth Group, LLC | 29 | $833 | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 32 | $920 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 34 | $977 | 0.00% | −53−60.9% | Reduced |
| Lazard Asset Management LLC | 38 | $1.00K | 0.00% | −1,734−97.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 28 | $1.00K | 0.00% | −185−86.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 39 | $1.12K | 0.00% | +2+5.4% | Added |
| Private Wealth Management Group, LLC | 39 | $1.12K | 0.00% | +14+56.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45 | $1.29K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 57 | $1.64K | 0.00% | −512−90.0% | Reduced |
| Proequities, Inc. | 59 | $1.70K | 0.00% | −7−10.6% | Reduced |
| Venturi Wealth Management, LLC | 65 | $1.87K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 67 | $1.93K | 0.00% | −139−67.5% | Reduced |
| Ashton Thomas Securities, LLC | 67 | $1.93K | 0.00% | +67 | New |
| Quadrant Capital Group LLC | 68 | $1.95K | 0.00% | +57+518.2% | Added |
| Main Street Group, LTD | 97 | $2.79K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $2.87K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 68 | $3.00K | 0.00% | −78−53.4% | Reduced |
| Pier Capital, LLC | 105 | $3.02K | 0.00% | −95,500−99.9% | Reduced |
| Abound Wealth Management | 113 | $3.25K | 0.00% | −66−36.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 140 | $4.02K | 0.00% | +140 | New |
| Elequin Capital LP | 157 | $4.51K | 0.00% | +157 | New |
| Brown Brothers Harriman & Co | 176 | $5.06K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 199 | $5.72K | 0.00% | +99+99.0% | Added |
| PFS Partners, LLC | 200 | $5.75K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 213 | $6.12K | 0.00% | +149+232.8% | Added |
| GAMMA Investing LLC | 221 | $6.35K | 0.00% | +24+12.2% | Added |
| PEAK6 Investments LLC | 230 | $6.61K | 0.00% | −3,796−94.3% | Reduced |
| Huntington National Bank | 241 | $6.92K | 0.00% | −66−21.5% | Reduced |
| First Horizon Advisors, Inc. | 275 | $7.90K | 0.00% | −42−13.2% | Reduced |
| Park Place Capital Corp | 292 | $8.39K | 0.00% | −8−2.7% | Reduced |
| Lindbrook Capital, LLC | 334 | $9.60K | 0.00% | +180+116.9% | Added |
| Advisors Asset Management, Inc. | 405 | $11.6K | 0.00% | −250−38.2% | Reduced |
| Whittier Trust Co | 524 | $15.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 550 | $15.8K | 0.01% | +250+83.3% | Added |
| Covestor Ltd | 700 | $20.0K | 0.01% | +397+131.0% | Added |
| Fifth Third Bancorp | 721 | $20.7K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 750 | $21.0K | 0.01% | +750 | New |
| Skopos Labs, Inc. | 783 | $22.5K | 0.01% | +783 | New |
| CWM, LLC | 1,022 | $29.0K | 0.00% | +193+23.3% | Added |
| Signaturefd, LLC | 1,036 | $29.8K | 0.00% | +984+1,892.3% | Added |
| Advisor Group Holdings, Inc. | 1,157 | $33.2K | 0.00% | −244−17.4% | Reduced |
| Parallel Advisors, LLC | 1,261 | $36.2K | 0.00% | +252+25.0% | Added |
| Danske Bank A/S | 1,300 | $37.3K | 0.00% | −5,472−80.8% | Reduced |
| Sterling Capital Management LLC | 1,332 | $38.3K | 0.00% | +1,332 | New |
| Corebridge Financial, Inc. | 1,407 | $40.4K | 0.00% | −51−3.5% | Reduced |
| Parkside Financial Bank & Trust | 1,469 | $42.2K | 0.01% | +200+15.8% | Added |
| Farther Finance Advisors, LLC | 1,613 | $46.3K | 0.00% | −877−35.2% | Reduced |
| Leonteq Securities AG | 1,660 | $47.7K | 0.01% | +796+92.1% | Added |
| Shell Asset Management Co | 1,859 | $53.0K | 0.00% | +1,859 | New |
| KBC Group NV | 2,260 | $65.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 3,302 | $94.9K | 0.01% | +3,302 | New |
| State of Wyoming | 3,331 | $95.7K | 0.01% | +1,390+71.6% | Added |
| The PNC Financial Services Group, Inc. | 3,471 | $99.7K | 0.00% | −179−4.9% | Reduced |
| Quent Capital, LLC | 4,023 | $115.6K | 0.01% | −356−8.1% | Reduced |
| MetLife Investment Management | 4,619 | $132.7K | 0.00% | −90−1.9% | Reduced |
| nVerses Capital, LLC | 4,900 | $140.8K | 0.06% | +4,900 | New |
| Amalgamated Bank | 4,956 | $142.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,893 | $169.3K | 0.00% | −15,228−72.1% | Reduced |
| Canada Pension Plan Investment Board | 6,600 | $189.6K | 0.00% | −13,300−66.8% | Reduced |
| US Bancorp | 6,941 | $199.4K | 0.00% | −5,544−44.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 7,000 | $201.1K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 5,060 | $204.0K | 0.00% | +5,060 | New |
| Aigen Investment Management, LP | 7,142 | $205.2K | 0.04% | −4,835−40.4% | Reduced |
| Trust Point Inc. | 7,316 | $210.2K | 0.02% | −1,003−12.1% | Reduced |
| Belmont Capital, LLC | 7,640 | $219.5K | 0.04% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,832 | $225.0K | 0.01% | +7,832 | New |
| Public Employees Retirement Association of Colorado | 8,180 | $235.0K | 0.00% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 8,250 | $237.0K | 0.01% | +1,750+26.9% | Added |
| Cetera Investment Advisers | 8,375 | $240.6K | 0.00% | +442+5.6% | Added |
| Tower Research Capital LLC (TRC) | 8,583 | $246.6K | 0.01% | −9,563−52.7% | Reduced |
| Xponance, Inc. | 8,882 | $255.2K | 0.00% | −672−7.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,167 | $263.0K | 0.00% | −569−5.8% | Reduced |
| Bain Capital Public Equity, LP | 9,167 | $263.4K | 0.20% | +1,544+20.3% | Added |
| Brown Capital Management LLC | 9,278 | $266.6K | 0.01% | −27,926−75.1% | Reduced |
| Victory Capital Management Inc | 9,307 | $267.4K | 0.00% | −165,541−94.7% | Reduced |
| Cresset Asset Management, LLC | 9,442 | $271.3K | 0.00% | −393−4.0% | Reduced |
| Brevan Howard Capital Management LP | 9,585 | $275.4K | 0.01% | +9,585 | New |
| Intech Investment Management LLC | 9,769 | $280.7K | 0.00% | +9,769 | New |
| Group One Trading, L.P. | 10,051 | $288.8K | 0.01% | −11,884−54.2% | Reduced |
| Numerai GP LLC | 10,614 | $304.9K | 0.08% | +10,614 | New |
| Citizens Financial Group Inc | 10,770 | $309.4K | 0.01% | +10,770 | New |