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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 4,693 | $190.0K | 0.00% | +4,655+12,250.0% | Added |
| MetLife Investment Management | 4,570 | $185.7K | 0.00% | −49−1.1% | Reduced |
| US Bancorp | 4,543 | $184.6K | 0.00% | −2,398−34.5% | Reduced |
| Simplex Trading, LLC | 4,060 | $164.0K | 0.00% | +4,060 | New |
| The PNC Financial Services Group, Inc. | 3,836 | $155.9K | 0.00% | +365+10.5% | Added |
| Quest Partners LLC | 3,414 | $138.7K | 0.02% | +112+3.4% | Added |
| KBC Group NV | 3,373 | $137.0K | 0.00% | +1,113+49.2% | Added |
| FNY Investment Advisers, LLC | 3,250 | $132.0K | 0.07% | +2,500+333.3% | Added |
| Conquis Financial LLC | 3,000 | $121.9K | 0.12% | +3,000 | New |
| Venturi Wealth Management, LLC | 2,636 | $107.1K | 0.01% | +2,571+3,955.4% | Added |
| Group One Trading, L.P. | 2,218 | $90.1K | 0.00% | −7,833−77.9% | Reduced |
| CWM, LLC | 2,047 | $83.0K | 0.00% | +1,025+100.3% | Added |
| Shell Asset Management Co | 1,859 | $76.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,713 | $69.6K | 0.00% | +452+35.8% | Added |
| Advisor Group Holdings, Inc. | 1,803 | $65.0K | 0.00% | +646+55.8% | Added |
| MAI Capital Management | 1,598 | $64.9K | 0.00% | +1,598 | New |
| Corebridge Financial, Inc. | 1,367 | $55.6K | 0.00% | −40−2.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,333 | $54.2K | 0.00% | +1,315+7,305.6% | Added |
| Sterling Capital Management LLC | 1,185 | $48.2K | 0.00% | −147−11.0% | Reduced |
| Johnson Financial Group, Inc. | 1,150 | $47.1K | 0.00% | +1,150 | New |
| Signaturefd, LLC | 1,046 | $42.5K | 0.00% | +10+1.0% | Added |
| Skopos Labs, Inc. | 1,037 | $42.1K | 0.01% | +254+32.4% | Added |
| Banque Transatlantique SA | 900 | $36.4K | 0.00% | +900 | New |
| Leonteq Securities AG | 886 | $36.0K | 0.00% | −774−46.6% | Reduced |
| Lindbrook Capital, LLC | 854 | $34.7K | 0.00% | +520+155.7% | Added |
| Farther Finance Advisors, LLC | 747 | $30.4K | 0.00% | −866−53.7% | Reduced |
| Covestor Ltd | 749 | $30.0K | 0.02% | +49+7.0% | Added |
| Allworth Financial LP | 577 | $22.9K | 0.00% | +520+912.3% | Added |
| Coppell Advisory Solutions LLC | 561 | $22.8K | 0.00% | +561 | New |
| Heck Capital Advisors, LLC | 539 | $21.9K | 0.00% | +539 | New |
| Whittier Trust Co | 524 | $21.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 491 | $20.2K | 0.00% | +446+991.1% | Added |
| Caitong International Asset Management Co., Ltd | 449 | $18.2K | 0.02% | +449 | New |
| Kayne Anderson Rudnick Investment Management LLC | 432 | $17.6K | 0.00% | +432 | New |
| GAMMA Investing LLC | 369 | $15.0K | 0.00% | +148+67.0% | Added |
| Proequities, Inc. | 377 | $15.0K | 0.00% | +318+539.0% | Added |
| Smartleaf Asset Management LLC | 366 | $14.9K | 0.00% | +153+71.8% | Added |
| Quadrant Capital Group LLC | 343 | $13.9K | 0.00% | +275+404.4% | Added |
| Pier Capital, LLC | 212 | $8.62K | 0.00% | +107+101.9% | Added |
| 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 |
| Geneos Wealth Management Inc. | 187 | $7.60K | 0.00% | −12−6.0% | Reduced |
| Brown Brothers Harriman & Co | 176 | $7.15K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 165 | $6.71K | 0.00% | +8+5.1% | Added |
| Hexagon Capital Partners LLC | 164 | $6.67K | 0.00% | +151+1,161.5% | Added |
| Parkside Financial Bank & Trust | 160 | $6.50K | 0.00% | −1,309−89.1% | Reduced |
| CoreCap Advisors, LLC | 142 | $5.77K | 0.00% | +142 | New |
| Advisors Asset Management, Inc. | 138 | $5.61K | 0.00% | −267−65.9% | Reduced |
| Atala Financial Inc | 125 | $5.08K | 0.00% | +125 | New |
| Private Trust Co NA | 123 | $5.00K | 0.00% | +123 | New |
| 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 |
| Abound Wealth Management | 113 | $4.59K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 106 | $4.31K | 0.00% | +106 | New |
| Clearstead Advisors, LLC | 104 | $4.23K | 0.00% | +37+55.2% | Added |
| Salem Investment Counselors Inc | 100 | $4.06K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $4.06K | 0.00% | +100 | New |
| Main Street Group, LTD | 97 | $3.94K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 87 | $3.54K | 0.00% | +48+123.1% | Added |
| Principal Securities, Inc. | 82 | $3.33K | 0.00% | +59+256.5% | Added |
| Raleigh Capital Management Inc. | 81 | $3.29K | 0.00% | +81 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 53 | $2.15K | 0.00% | +53 | New |
| Huntington National Bank | 49 | $1.99K | 0.00% | −192−79.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 44 | $1.79K | 0.00% | +44 | New |
| Kestra Investment Management, LLC | 44 | $1.79K | 0.00% | +44 | New |
| Sachetta, LLC | 43 | $1.75K | 0.00% | +24+126.3% | Added |
| IFP Advisors, Inc | 0 | $1.71K | 0.00% | 0 | New |
| Central Trust Co | 41 | $1.67K | 0.00% | +20+95.2% | Added |
| MV Capital Management, Inc. | 38 | $1.54K | 0.00% | +17+81.0% | Added |
| SRS Capital Advisors, Inc. | 32 | $1.30K | 0.00% | +32 | New |
| 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 |
| Northwestern Mutual Wealth Management Co | 28 | $1.14K | 0.00% | −11−28.2% | Reduced |
| CIBC Private Wealth Group, LLC | 29 | $1.13K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 26 | $1.06K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 25 | $1.02K | 0.00% | +25 | New |
| Carolinas Wealth Consulting LLC | 25 | $996 | 0.00% | +13+108.3% | Added |
| Cherry Tree Wealth Management, LLC | 23 | $935 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 20 | $813 | 0.00% | +20 | New |
| Montag A & Associates Inc | 20 | $798 | 0.00% | +8+66.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $772 | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 17 | $691 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $610 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 13 | $489 | 0.00% | −21,326−99.9% | Reduced |
| SBI Securities Co., Ltd. | 12 | $488 | 0.00% | +12 | New |
| GWM Advisors LLC | 11 | $447 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 10 | $406 | 0.00% | −5−33.3% | Reduced |
| Bogart Wealth, LLC | 9 | $366 | 0.00% | +9 | New |
| BankPlus Trust Department | 6 | $244 | 0.00% | +6 | New |
| Versant Capital Management, Inc | 5 | $203 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 3 | $122 | 0.00% | −4,020−99.9% | Reduced |
| Manchester Capital Management LLC | 3 | $122 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $41 | 0.00% | +1 | New |
| Grove Bank & Trust | 1 | $41 | 0.00% | +1 | New |
| Migdal Insurance & Financial Holdings Ltd. | 5 | $0 | 0.00% | −23−82.1% | Reduced |
| FIL Ltd | 0 | $0 | 0.00% | −2,451,626−100.0% | Sold out |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −658,761−100.0% | Sold out |
| Potrero Capital Research LLC | 0 | $0 | 0.00% | −543,346−100.0% | Sold out |