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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.

Q1 2025 vs. Q4 2024

How the institutions holding Five9, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of FIVN: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders2974307+14
Shares79.3M215.7K82.4M+3.38M (+4.3%)
Value$3.22B$8.77M$2.24B−$974.5M (−30.3%)

4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (63)

Institutions that held Five9, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to FIVN in Q1 2025
InstitutionSharesValue% of portfolio
Voss Capital, LLC1,043,827$28.3M2.17%
Prudential Financial Inc780,270$21.2M0.03%
Assenagon Asset Management S.A.581,109$15.8M0.03%
Oberweis Asset Management Inc366,600$9.95M0.50%
Nuveen, LLC331,791$9.01M0.00%
Arrowstreet Capital, Limited Partnership281,816$7.65M0.01%
Clark Capital Management Group, Inc.231,618$6.29M0.05%
Whetstone Capital Advisors, LLC202,178$5.49M2.43%
Portolan Capital Management, LLC138,255$3.75M0.29%
Jump Financial, LLC119,102$3.23M0.05%
Campbell & CO Investment Adviser LLC113,783$3.09M0.24%
Lumbard & Kellner, LLC111,369$3.02M1.33%
Magnetar Financial LLC80,930$2.20M0.03%
Advisor Resource Council75,615$1.88M0.15%
Franklin Resources Inc55,413$1.50M0.00%
Centiva Capital, LP52,372$1.42M0.08%
Lecap Asset Management Ltd51,647$1.40M0.33%
Parallax Volatility Advisers, L.P.48,822$1.33M0.04%
Calamos Advisors LLC44,218$1.20M0.01%
Bayesian Capital Management, LP40,900$1.11M0.18%
IMC-Chicago, LLC40,350$1.10M0.04%
Acadian Asset Management LLC38,005$1.03M0.00%
Dark Forest Capital Management LP36,612$994.0K0.05%
Wakefield Asset Management LLLP34,582$938.9K0.28%
Sculptor Capital LP27,100$735.8K0.02%
Napatree Capital LLC24,255$658.5K0.37%
Mackenzie Financial Corp23,782$645.7K0.00%
Qsemble Capital Management, LP22,596$613.5K0.07%
Cardinal Point Capital Management, ULC20,385$553.5K0.05%
Harbor Capital Advisors, Inc.18,102$491.0K0.02%
Sherbrooke Park Advisers LLC17,362$471.4K0.22%
Teacher Retirement System of Texas15,959$433.3K0.00%
Moody National Bank Trust Division15,573$422.8K0.04%
Regal Investment Advisors LLC15,163$411.7K0.03%
Papamarkou Wellner Asset Management inc.14,575$395.7K0.28%
Counterpoint Mutual Funds LLC13,687$371.6K0.05%
HAP Trading, LLC11,917$323.5K0.12%
Virginia Retirement Systems Et Al11,600$314.9K0.00%
Mach-1 Financial Group, Inc.10,325$280.3K0.08%
Ceera Investments, LLC9,600$260.6K0.09%
Universal- Beteiligungs- und Servicegesellschaft mbH8,422$228.7K0.00%
Petrus Trust Company, LTA8,240$223.7K0.02%
State of Tennessee, Treasury Department4,700$127.6K0.00%
Bayforest Capital Ltd4,661$126.5K0.06%
Quarry LP2,730$74.1K0.02%
Federated Hermes, Inc.667$18.1K0.00%
Coldstream Capital Management Inc605$16.4K0.00%
Wayfinding Financial, LLC626$16.0K0.01%
JNBA Financial Advisors400$10.9K0.00%
Richardson Financial Services Inc.325$8.82K0.01%
Clear Street Markets LLC155$4.21K0.00%
South State Corp.145$3.94K0.00%
WPG Advisers, LLC114$3.10K0.00%
Larson Financial Group LLC92$2.50K0.00%
N.E.W. Advisory Services LLC35$9500.00%
UMA Financial Services, Inc.33$8960.00%
Mascoma Wealth Management LLC30$8150.00%
WealthTrak Capital Management LLC30$8150.00%
Private Wealth Asset Management, LLC27$7330.00%
CVA Family Office, LLC17$4620.00%
Fifth Third Bancorp15$4070.00%
ROSS\JOHNSON & Associates LLC6$1630.00%
Hantz Financial Services, Inc.5$00.00%

Sold out (49)

Institutions that held Five9, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of FIVN in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Intrinsic Edge Capital Management LLC417,000$16.9M
Alberta Investment Management Corp214,240$8.71M
Boothbay Fund Management, LLC165,699$6.73M
Diker Management LLC119,880$4.87M
Horrell Capital Management, Inc.115,000$4.67M
G2 Investment Partners Management LLC82,159$3.34M
Freestone Grove Partners LP71,145$2.89M
Stanley-Laman Group, Ltd.63,863$2.60M
AXA S.A.41,346$1.68M
Healthcare of Ontario Pension Plan Trust Fund39,855$1.62M
Archon Capital Management LLC38,000$1.54M
Tairen Capital Ltd21,343$867.4K
Voloridge Investment Management, LLC16,684$678.0K
M&T Bank Corp13,609$552.8K
Schonfeld Strategic Advisors LLC11,286$458.7K
Bank of Montreal11,101$451.1K
Alpha DNA Investment Management LLC10,844$440.7K
Harvest Fund Management Co., Ltd7,796$317.0K
Belmont Capital, LLC7,640$310.5K
Landscape Capital Management, L.L.C.7,435$302.2K
Palisade Capital Management LLC7,000$284.5K
NJ State Employees Deferred Compensation Plan7,000$284.5K
Private Advisor Group, LLC6,620$269.0K
Principal Financial Group Inc6,584$267.6K
Nomura Holdings Inc6,196$251.8K
Cresset Asset Management, LLC5,780$234.9K
Schechter Investment Advisors, LLC5,492$223.2K
Cornerstone Investment Partners, LLC5,225$212.3K
Farringdon Capital, Ltd.5,168$210.0K
Menard Financial Group LLC5,061$205.7K
Venturi Wealth Management, LLC2,636$107.1K
Coppell Advisory Solutions LLC561$22.8K
Heck Capital Advisors, LLC539$21.9K
Proequities, Inc.377$15.0K
PFS Partners, LLC200$8.13K
Elequin Capital LP165$6.71K
Advisors Asset Management, Inc.138$5.61K
Salem Investment Counselors Inc100$4.06K
Colonial Trust Advisors100$4.06K
Kestra Investment Management, LLC44$1.79K
Sachetta, LLC43$1.75K
IFP Advisors, Inc0$1.71K
SRS Capital Advisors, Inc.32$1.30K
Carolinas Wealth Consulting LLC25$996
Nelson, Van Denburg & Campbell Wealth Management Group, LLC19$772
Bogart Wealth, LLC9$366
BankPlus Trust Department6$244
Grove Bank & Trust1$41
Migdal Insurance & Financial Holdings Ltd.5$0

Not filed for Q1 2025 yet (4)

Institutions that held Five9, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FIVN in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC136,641$5.55M
Wetherby Asset Management Inc66,907$2.72M
Dorchester Wealth Management Co12,125$492.8K
Global Retirement Partners, LLC31$1.26K