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, Q4 2024
Institutional positions in Five9, Inc. as of Dec 31, 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
- +28 vs. Q3 2024
- Shares held
- 79.3M
- −1.58M (−2.0%) vs. Q3 2024
- Total value
- $3.22B
- +$898.4M (+38.7%) vs. Q3 2024
- New holders
- 77
- 98 more added
- Sold out
- 49
- 93 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 5 | $0 | 0.00% | −23−82.1% | Reduced |
| Toronto Dominion Bank | 1 | $41 | 0.00% | +1 | New |
| Grove Bank & Trust | 1 | $41 | 0.00% | +1 | New |
| Quent Capital, LLC | 3 | $122 | 0.00% | −4,020−99.9% | Reduced |
| Manchester Capital Management LLC | 3 | $122 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $203 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 6 | $244 | 0.00% | +6 | New |
| Bogart Wealth, LLC | 9 | $366 | 0.00% | +9 | New |
| Massmutual Trust Co FSB | 10 | $406 | 0.00% | −5−33.3% | Reduced |
| GWM Advisors LLC | 11 | $447 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 12 | $488 | 0.00% | +12 | New |
| Bokf, NA | 13 | $489 | 0.00% | −21,326−99.9% | Reduced |
| Bell Investment Advisors, Inc | 15 | $610 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $691 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $772 | 0.00% | +19 | New |
| Montag A & Associates Inc | 20 | $798 | 0.00% | +8+66.7% | Added |
| Jones Financial Companies LLLP | 20 | $813 | 0.00% | +20 | New |
| Cherry Tree Wealth Management, LLC | 23 | $935 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 25 | $996 | 0.00% | +13+108.3% | Added |
| Continuum Advisory, LLC | 25 | $1.02K | 0.00% | +25 | New |
| EverSource Wealth Advisors, LLC | 26 | $1.06K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 29 | $1.13K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 28 | $1.14K | 0.00% | −11−28.2% | Reduced |
| Ronald Blue Trust, Inc. | 31 | $1.26K | 0.00% | −37−54.4% | Reduced |
| Global Retirement Partners, LLC | 31 | $1.26K | 0.00% | −3−8.8% | Reduced |
| Assetmark, Inc | 31 | $1.26K | 0.00% | +31 | New |
| SRS Capital Advisors, Inc. | 32 | $1.30K | 0.00% | +32 | New |
| MV Capital Management, Inc. | 38 | $1.54K | 0.00% | +17+81.0% | Added |
| Central Trust Co | 41 | $1.67K | 0.00% | +20+95.2% | Added |
| IFP Advisors, Inc | 0 | $1.71K | 0.00% | 0 | New |
| Sachetta, LLC | 43 | $1.75K | 0.00% | +24+126.3% | Added |
| Cullen/Frost Bankers, Inc. | 44 | $1.79K | 0.00% | +44 | New |
| Kestra Investment Management, LLC | 44 | $1.79K | 0.00% | +44 | New |
| Huntington National Bank | 49 | $1.99K | 0.00% | −192−79.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 53 | $2.15K | 0.00% | +53 | New |
| Raleigh Capital Management Inc. | 81 | $3.29K | 0.00% | +81 | New |
| Principal Securities, Inc. | 82 | $3.33K | 0.00% | +59+256.5% | Added |
| Private Wealth Management Group, LLC | 87 | $3.54K | 0.00% | +48+123.1% | Added |
| Main Street Group, LTD | 97 | $3.94K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $4.06K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $4.06K | 0.00% | +100 | New |
| Clearstead Advisors, LLC | 104 | $4.23K | 0.00% | +37+55.2% | Added |
| Harbour Investments, Inc. | 106 | $4.31K | 0.00% | +106 | New |
| Abound Wealth Management | 113 | $4.59K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 116 | $4.71K | 0.00% | −159−57.8% | Reduced |
| Bank of Jackson Hole Trust | 116 | $4.71K | 0.00% | +116 | New |
| REAP Financial Group, LLC | 116 | $4.71K | 0.00% | +116 | New |
| Private Trust Co NA | 123 | $5.00K | 0.00% | +123 | New |
| Atala Financial Inc | 125 | $5.08K | 0.00% | +125 | New |
| Advisors Asset Management, Inc. | 138 | $5.61K | 0.00% | −267−65.9% | Reduced |
| CoreCap Advisors, LLC | 142 | $5.77K | 0.00% | +142 | New |
| Parkside Financial Bank & Trust | 160 | $6.50K | 0.00% | −1,309−89.1% | Reduced |
| Hexagon Capital Partners LLC | 164 | $6.67K | 0.00% | +151+1,161.5% | Added |
| Elequin Capital LP | 165 | $6.71K | 0.00% | +8+5.1% | Added |
| Brown Brothers Harriman & Co | 176 | $7.15K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 187 | $7.60K | 0.00% | −12−6.0% | Reduced |
| PFS Partners, LLC | 200 | $8.13K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $8.13K | 0.00% | +60+42.9% | Added |
| Pier Capital, LLC | 212 | $8.62K | 0.00% | +107+101.9% | Added |
| Quadrant Capital Group LLC | 343 | $13.9K | 0.00% | +275+404.4% | Added |
| Smartleaf Asset Management LLC | 366 | $14.9K | 0.00% | +153+71.8% | Added |
| Proequities, Inc. | 377 | $15.0K | 0.00% | +318+539.0% | Added |
| GAMMA Investing LLC | 369 | $15.0K | 0.00% | +148+67.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 432 | $17.6K | 0.00% | +432 | New |
| Caitong International Asset Management Co., Ltd | 449 | $18.2K | 0.02% | +449 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 491 | $20.2K | 0.00% | +446+991.1% | Added |
| Whittier Trust Co | 524 | $21.3K | 0.00% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 539 | $21.9K | 0.00% | +539 | New |
| Coppell Advisory Solutions LLC | 561 | $22.8K | 0.00% | +561 | New |
| Allworth Financial LP | 577 | $22.9K | 0.00% | +520+912.3% | Added |
| Covestor Ltd | 749 | $30.0K | 0.02% | +49+7.0% | Added |
| Farther Finance Advisors, LLC | 747 | $30.4K | 0.00% | −866−53.7% | Reduced |
| Lindbrook Capital, LLC | 854 | $34.7K | 0.00% | +520+155.7% | Added |
| Leonteq Securities AG | 886 | $36.0K | 0.00% | −774−46.6% | Reduced |
| Banque Transatlantique SA | 900 | $36.4K | 0.00% | +900 | New |
| Skopos Labs, Inc. | 1,037 | $42.1K | 0.01% | +254+32.4% | Added |
| Signaturefd, LLC | 1,046 | $42.5K | 0.00% | +10+1.0% | Added |
| Johnson Financial Group, Inc. | 1,150 | $47.1K | 0.00% | +1,150 | New |
| Sterling Capital Management LLC | 1,185 | $48.2K | 0.00% | −147−11.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,333 | $54.2K | 0.00% | +1,315+7,305.6% | Added |
| Corebridge Financial, Inc. | 1,367 | $55.6K | 0.00% | −40−2.8% | Reduced |
| MAI Capital Management | 1,598 | $64.9K | 0.00% | +1,598 | New |
| Advisor Group Holdings, Inc. | 1,803 | $65.0K | 0.00% | +646+55.8% | Added |
| Parallel Advisors, LLC | 1,713 | $69.6K | 0.00% | +452+35.8% | Added |
| Shell Asset Management Co | 1,859 | $76.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,047 | $83.0K | 0.00% | +1,025+100.3% | Added |
| Group One Trading, L.P. | 2,218 | $90.1K | 0.00% | −7,833−77.9% | Reduced |
| Venturi Wealth Management, LLC | 2,636 | $107.1K | 0.01% | +2,571+3,955.4% | Added |
| Conquis Financial LLC | 3,000 | $121.9K | 0.12% | +3,000 | New |
| FNY Investment Advisers, LLC | 3,250 | $132.0K | 0.07% | +2,500+333.3% | Added |
| KBC Group NV | 3,373 | $137.0K | 0.00% | +1,113+49.2% | Added |
| Quest Partners LLC | 3,414 | $138.7K | 0.02% | +112+3.4% | Added |
| The PNC Financial Services Group, Inc. | 3,836 | $155.9K | 0.00% | +365+10.5% | Added |
| Simplex Trading, LLC | 4,060 | $164.0K | 0.00% | +4,060 | New |
| US Bancorp | 4,543 | $184.6K | 0.00% | −2,398−34.5% | Reduced |
| MetLife Investment Management | 4,570 | $185.7K | 0.00% | −49−1.1% | Reduced |
| Lazard Asset Management LLC | 4,693 | $190.0K | 0.00% | +4,655+12,250.0% | Added |
| State of Wyoming | 4,717 | $191.7K | 0.02% | +1,386+41.6% | Added |
| Amalgamated Bank | 4,956 | $201.0K | 0.00% | 00.0% | Unchanged |
| Menard Financial Group LLC | 5,061 | $205.7K | 0.12% | +5,061 | New |