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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 3,471 | $99.7K | 0.00% | −179−4.9% | Reduced |
| State of Wyoming | 3,331 | $95.7K | 0.01% | +1,390+71.6% | Added |
| Quest Partners LLC | 3,302 | $94.9K | 0.01% | +3,302 | New |
| KBC Group NV | 2,260 | $65.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,859 | $53.0K | 0.00% | +1,859 | New |
| Leonteq Securities AG | 1,660 | $47.7K | 0.01% | +796+92.1% | Added |
| Farther Finance Advisors, LLC | 1,613 | $46.3K | 0.00% | −877−35.2% | Reduced |
| Parkside Financial Bank & Trust | 1,469 | $42.2K | 0.01% | +200+15.8% | Added |
| Corebridge Financial, Inc. | 1,407 | $40.4K | 0.00% | −51−3.5% | Reduced |
| Sterling Capital Management LLC | 1,332 | $38.3K | 0.00% | +1,332 | New |
| Danske Bank A/S | 1,300 | $37.3K | 0.00% | −5,472−80.8% | Reduced |
| Parallel Advisors, LLC | 1,261 | $36.2K | 0.00% | +252+25.0% | Added |
| Advisor Group Holdings, Inc. | 1,157 | $33.2K | 0.00% | −244−17.4% | Reduced |
| Signaturefd, LLC | 1,036 | $29.8K | 0.00% | +984+1,892.3% | Added |
| CWM, LLC | 1,022 | $29.0K | 0.00% | +193+23.3% | Added |
| Skopos Labs, Inc. | 783 | $22.5K | 0.01% | +783 | New |
| FNY Investment Advisers, LLC | 750 | $21.0K | 0.01% | +750 | New |
| Fifth Third Bancorp | 721 | $20.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 700 | $20.0K | 0.01% | +397+131.0% | Added |
| Byrne Asset Management LLC | 550 | $15.8K | 0.01% | +250+83.3% | Added |
| Whittier Trust Co | 524 | $15.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 405 | $11.6K | 0.00% | −250−38.2% | Reduced |
| Lindbrook Capital, LLC | 334 | $9.60K | 0.00% | +180+116.9% | Added |
| Park Place Capital Corp | 292 | $8.39K | 0.00% | −8−2.7% | Reduced |
| First Horizon Advisors, Inc. | 275 | $7.90K | 0.00% | −42−13.2% | Reduced |
| Huntington National Bank | 241 | $6.92K | 0.00% | −66−21.5% | Reduced |
| PEAK6 Investments LLC | 230 | $6.61K | 0.00% | −3,796−94.3% | Reduced |
| GAMMA Investing LLC | 221 | $6.35K | 0.00% | +24+12.2% | Added |
| Smartleaf Asset Management LLC | 213 | $6.12K | 0.00% | +149+232.8% | Added |
| PFS Partners, LLC | 200 | $5.75K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 199 | $5.72K | 0.00% | +99+99.0% | Added |
| Brown Brothers Harriman & Co | 176 | $5.06K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 157 | $4.51K | 0.00% | +157 | New |
| Federation des caisses Desjardins du Quebec | 140 | $4.02K | 0.00% | +140 | New |
| Abound Wealth Management | 113 | $3.25K | 0.00% | −66−36.9% | Reduced |
| Pier Capital, LLC | 105 | $3.02K | 0.00% | −95,500−99.9% | Reduced |
| Ronald Blue Trust, Inc. | 68 | $3.00K | 0.00% | −78−53.4% | Reduced |
| Salem Investment Counselors Inc | 100 | $2.87K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 97 | $2.79K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 68 | $1.95K | 0.00% | +57+518.2% | Added |
| Clearstead Advisors, LLC | 67 | $1.93K | 0.00% | −139−67.5% | Reduced |
| Ashton Thomas Securities, LLC | 67 | $1.93K | 0.00% | +67 | New |
| Venturi Wealth Management, LLC | 65 | $1.87K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 59 | $1.70K | 0.00% | −7−10.6% | Reduced |
| Allworth Financial LP | 57 | $1.64K | 0.00% | −512−90.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45 | $1.29K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Global Retirement Partners, LLC | 34 | $977 | 0.00% | −53−60.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 32 | $920 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 29 | $833 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 26 | $747 | 0.00% | −7−21.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 23 | $661 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 23 | $661 | 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 |
| Blume Capital Management, Inc. | 20 | $575 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $546 | 0.00% | −26−57.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 18 | $517 | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 17 | $488 | 0.00% | 00.0% | Unchanged |
| 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 |
| Hexagon Capital Partners LLC | 13 | $373 | 0.00% | +13 | New |
| Carolinas Wealth Consulting LLC | 12 | $336 | 0.00% | +12 | New |
| Montag A & Associates Inc | 12 | $332 | 0.00% | −6−33.3% | Reduced |
| GWM Advisors LLC | 11 | $316 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $144 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $87 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 12 | $0 | 0.00% | +12 | New |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −3,767,524−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −1,734,414−100.0% | Sold out |
| Stephens Investment Management Group LLC | 0 | $0 | 0.00% | −893,766−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −579,618−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −510,727−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −405,312−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −285,600−100.0% | Sold out |
| RK Capital Management, LLC | 0 | $0 | 0.00% | −199,100−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Conestoga Capital Advisors, LLC | 0 | $0 | 0.00% | −166,238−100.0% | Sold out |
| SQN Investors LP | 0 | $0 | 0.00% | −113,533−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −112,615−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −110,432−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −96,034−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −84,283−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −70,525−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −69,520−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −52,300−100.0% | Sold out |
| First Washington CORP | 0 | $0 | 0.00% | −51,944−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −40,374−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −30,700−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −28,409−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −27,857−100.0% | Sold out |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −24,389−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −23,385−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −22,008−100.0% | Sold out |
| Riverpark Capital Management LLC | 0 | $0 | 0.00% | −21,139−100.0% | Sold out |