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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.

Q4 2024 vs. Q3 2024

How the institutions holding Five9, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of FIVN: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders2723297+28
Shares81.2M319.9K79.3M−1.58M (−2.0%)
Value$2.33B$11.3M$3.22B+$898.4M (+38.7%)

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (77)

Institutions that held Five9, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to FIVN in Q4 2024
InstitutionSharesValue% of portfolio
Fuller & Thaler Asset Management, Inc.1,256,412$51.1M0.19%
Macquarie Group Ltd414,459$16.8M0.02%
Atreides Management, LP398,233$16.2M0.51%
Cooper Creek Partners Management LLC363,725$14.8M0.46%
Glenmede Trust Co NA345,893$14.1M0.07%
Raymond James Financial Inc287,180$11.7M0.00%
Balyasny Asset Management LLC249,803$10.2M0.02%
Alberta Investment Management Corp214,240$8.71M0.06%
Tudor Investment Corp Et Al186,003$7.56M0.08%
Susquehanna Fundamental Investments, LLC185,280$7.53M0.13%
Zacks Investment Management182,773$7.43M0.07%
Divisadero Street Capital Management, LP100,000$4.06M0.51%
G2 Investment Partners Management LLC82,159$3.34M0.86%
Dana Investment Advisors, Inc.79,466$3.23M0.11%
Freestone Grove Partners LP71,145$2.89M0.04%
HRT Financial LP67,641$2.75M0.01%
Oppenheimer & Co Inc49,233$2.00M0.03%
Healthcare of Ontario Pension Plan Trust Fund39,855$1.62M0.00%
Archon Capital Management LLC38,000$1.54M1.86%
Police & Firemen's Retirement System of New Jersey26,641$1.08M0.01%
Jefferies Financial Group Inc.25,799$1.05M0.01%
Headlands Technologies LLC20,684$840.6K0.08%
MML Investors Services, LLC16,392$666.0K0.00%
KLP Kapitalforvaltning AS15,400$625.9K0.00%
Point72 (DIFC) Ltd14,330$582.4K0.05%
M&T Bank Corp13,609$552.8K0.00%
Bank of Montreal11,101$451.1K0.00%
Alpha DNA Investment Management LLC10,844$440.7K0.24%
RSM US Wealth Management LLC10,015$407.8K0.01%
Marshall Wace, LLP9,900$402.3K0.00%
Creative Planning9,709$394.6K0.00%
Man Group plc8,700$353.6K0.00%
Guggenheim Capital LLC8,574$348.4K0.00%
LPL Financial LLC8,078$328.3K0.00%
ProShare Advisors LLC7,819$317.8K0.00%
Harvest Fund Management Co., Ltd7,796$317.0K0.01%
Jain Global LLC7,485$304.2K0.01%
Landscape Capital Management, L.L.C.7,435$302.2K0.03%
Quantinno Capital Management LP7,062$287.0K0.00%
Private Advisor Group, LLC6,620$269.0K0.00%
Principal Financial Group Inc6,584$267.6K0.00%
Nomura Holdings Inc6,196$251.8K0.00%
Schechter Investment Advisors, LLC5,492$223.2K0.02%
Cornerstone Investment Partners, LLC5,225$212.3K0.01%
Farringdon Capital, Ltd.5,168$210.0K0.09%
Menard Financial Group LLC5,061$205.7K0.12%
Simplex Trading, LLC4,060$164.0K0.00%
Conquis Financial LLC3,000$121.9K0.12%
MAI Capital Management1,598$64.9K0.00%
Johnson Financial Group, Inc.1,150$47.1K0.00%
Banque Transatlantique SA900$36.4K0.00%
Coppell Advisory Solutions LLC561$22.8K0.00%
Heck Capital Advisors, LLC539$21.9K0.00%
Caitong International Asset Management Co., Ltd449$18.2K0.02%
Kayne Anderson Rudnick Investment Management LLC432$17.6K0.00%
CoreCap Advisors, LLC142$5.77K0.00%
Atala Financial Inc125$5.08K0.00%
Private Trust Co NA123$5.00K0.00%
Bank of Jackson Hole Trust116$4.71K0.00%
REAP Financial Group, LLC116$4.71K0.00%
Harbour Investments, Inc.106$4.31K0.00%
Colonial Trust Advisors100$4.06K0.00%
Raleigh Capital Management Inc.81$3.29K0.00%
Point72 Asia (Singapore) Pte. Ltd.53$2.15K0.00%
Cullen/Frost Bankers, Inc.44$1.79K0.00%
Kestra Investment Management, LLC44$1.79K0.00%
IFP Advisors, Inc0$1.71K0.00%
SRS Capital Advisors, Inc.32$1.30K0.00%
Assetmark, Inc31$1.26K0.00%
Continuum Advisory, LLC25$1.02K0.00%
Jones Financial Companies LLLP20$8130.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC19$7720.00%
SBI Securities Co., Ltd.12$4880.00%
Bogart Wealth, LLC9$3660.00%
BankPlus Trust Department6$2440.00%
Toronto Dominion Bank1$410.00%
Grove Bank & Trust1$410.00%

Sold out (49)

Institutions that held Five9, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of FIVN in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
FIL Ltd2,451,626$70.4M
Riverbridge Partners LLC658,761$18.9M
Potrero Capital Research LLC543,346$15.6M
Fund 1 Investments, LLC183,459$5.27M
Quantbot Technologies LP182,502$5.24M
Kepos Capital LP80,000$2.30M
Campbell & CO Investment Adviser LLC64,717$1.86M
Lecap Asset Management Ltd59,655$1.71M
Magnetar Financial LLC59,592$1.71M
Centiva Capital, LP56,263$1.62M
Qsemble Capital Management, LP55,672$1.60M
Jump Financial, LLC53,797$1.55M
Bain Capital Public Equity Management II, LLC51,589$1.48M
FORA Capital, LLC46,068$1.32M
Edgestream Partners, L.P.45,843$1.32M
Atom Investors LP45,367$1.30M
Dynamic Technology Lab Private Ltd38,258$1.10M
Clearline Capital LP36,413$1.05M
Seven Eight Capital, LP33,466$961.5K
Ardsley Advisory Partners LP30,000$861.9K
Neo Ivy Capital Management28,912$830.0K
Quantitative Investment Management, LLC26,482$760.0K
Natixis Advisors, L.P.23,639$679.0K
XTX Topco Ltd21,883$628.7K
Occudo Quantitative Strategies LP21,310$612.2K
Counterpoint Mutual Funds LLC17,475$502.1K
Oppenheimer Asset Management Inc.17,202$494.2K
Blueshift Asset Management, LLC15,479$444.7K
Sherbrooke Park Advisers LLC14,811$425.5K
Groupama Asset Managment–$388.5K
Bridgefront Capital, LLC12,987$373.1K
GTS Securities LLC12,260$352.2K
Wolverine Asset Management LLC12,088$347.3K
Citizens Financial Group Inc10,770$309.4K
Numerai GP LLC10,614$304.9K
Intech Investment Management LLC9,769$280.7K
Brown Capital Management LLC9,278$266.6K
Bain Capital Public Equity, LP9,167$263.4K
Trust Point Inc.7,316$210.2K
Aigen Investment Management, LP7,142$205.2K
nVerses Capital, LLC4,900$140.8K
Fifth Third Bancorp721$20.7K
Byrne Asset Management LLC550$15.8K
Park Place Capital Corp292$8.39K
Ashton Thomas Securities, LLC67$1.93K
Jamison Private Wealth Management, Inc.32$920
Blume Capital Management, Inc.20$575
CVA Family Office, LLC15$431
TSFG, LLC12$0

Not filed for Q4 2024 yet (3)

Institutions that held Five9, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FIVN in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Eagle Asset Management Inc259,887$9.57M
B. Metzler seel. Sohn & Co. Holding AG59,739$1.72M
PEAK6 Investments LLC230$6.61K