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, Q1 2025
Institutional positions in Five9, Inc. as of Mar 31, 2025. 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
- 307
- +14 vs. Q4 2024
- Shares held
- 82.4M
- +3.38M (+4.3%) vs. Q4 2024
- Total value
- $2.24B
- −$974.5M (−30.3%) vs. Q4 2024
- New holders
- 63
- 128 more added
- Sold out
- 49
- 78 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 5 | $0 | 0.00% | +5 | New |
| Quent Capital, LLC | 3 | $81 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $82 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 6 | $163 | 0.00% | +6 | New |
| GWM Advisors LLC | 11 | $299 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 13 | $353 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 15 | $407 | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 15 | $408 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $462 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 17 | $462 | 0.00% | +17 | New |
| Central Trust Co | 21 | $571 | 0.00% | −20−48.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 23 | $625 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 27 | $733 | 0.00% | +27 | New |
| Montag A & Associates Inc | 27 | $738 | 0.00% | +7+35.0% | Added |
| Assetmark, Inc | 28 | $760 | 0.00% | −3−9.7% | Reduced |
| Mascoma Wealth Management LLC | 30 | $815 | 0.00% | +30 | New |
| WealthTrak Capital Management LLC | 30 | $815 | 0.00% | +30 | New |
| Ronald Blue Trust, Inc. | 31 | $842 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 33 | $896 | 0.00% | +8+32.0% | Added |
| UMA Financial Services, Inc. | 33 | $896 | 0.00% | +33 | New |
| N.E.W. Advisory Services LLC | 35 | $950 | 0.00% | +35 | New |
| MV Capital Management, Inc. | 37 | $1.00K | 0.00% | −1−2.6% | Reduced |
| EverSource Wealth Advisors, LLC | 39 | $1.06K | 0.00% | +13+50.0% | Added |
| Cullen/Frost Bankers, Inc. | 46 | $1.25K | 0.00% | +2+4.5% | Added |
| Private Wealth Management Group, LLC | 57 | $1.55K | 0.00% | −30−34.5% | Reduced |
| Jones Financial Companies LLLP | 64 | $1.78K | 0.00% | +44+220.0% | Added |
| Caitong International Asset Management Co., Ltd | 75 | $2.04K | 0.00% | −374−83.3% | Reduced |
| CIBC Private Wealth Group, LLC | 106 | $2.28K | 0.00% | +77+265.5% | Added |
| Massmutual Trust Co FSB | 87 | $2.36K | 0.00% | +77+770.0% | Added |
| Larson Financial Group LLC | 92 | $2.50K | 0.00% | +92 | New |
| Main Street Group, LTD | 97 | $2.63K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 113 | $3.07K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 114 | $3.10K | 0.00% | +114 | New |
| Private Trust Co NA | 120 | $3.26K | 0.00% | −3−2.4% | Reduced |
| Principal Securities, Inc. | 82 | $3.33K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 125 | $3.39K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 126 | $3.42K | 0.00% | +20+18.9% | Added |
| Quadrant Capital Group LLC | 140 | $3.80K | 0.00% | −203−59.2% | Reduced |
| Clearstead Advisors, LLC | 141 | $3.83K | 0.00% | +37+35.6% | Added |
| South State Corp. | 145 | $3.94K | 0.00% | +145 | New |
| Parkside Financial Bank & Trust | 153 | $4.16K | 0.00% | −7−4.4% | Reduced |
| Bank of Jackson Hole Trust | 116 | $4.20K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 155 | $4.21K | 0.00% | +155 | New |
| Brown Brothers Harriman & Co | 176 | $4.78K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 189 | $5.13K | 0.00% | +47+33.1% | Added |
| SBI Securities Co., Ltd. | 194 | $5.27K | 0.00% | +182+1,516.7% | Added |
| Danske Bank A/S | 200 | $5.43K | 0.00% | −11,891−98.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 200 | $5.43K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 202 | $5.48K | 0.00% | +38+23.2% | Added |
| REAP Financial Group, LLC | 220 | $5.97K | 0.00% | +104+89.7% | Added |
| Sterling Capital Management LLC | 243 | $6.60K | 0.00% | −942−79.5% | Reduced |
| Geneos Wealth Management Inc. | 251 | $6.82K | 0.00% | +64+34.2% | Added |
| Richardson Financial Services Inc. | 325 | $8.82K | 0.01% | +325 | New |
| Tower Research Capital LLC (TRC) | 364 | $9.88K | 0.00% | −5,414−93.7% | Reduced |
| Smartleaf Asset Management LLC | 372 | $10.3K | 0.00% | +6+1.6% | Added |
| JNBA Financial Advisors | 400 | $10.9K | 0.00% | +400 | New |
| GAMMA Investing LLC | 436 | $11.8K | 0.00% | +67+18.2% | Added |
| Raleigh Capital Management Inc. | 472 | $12.8K | 0.01% | +391+482.7% | Added |
| First Horizon Advisors, Inc. | 480 | $13.0K | 0.00% | +364+313.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 491 | $13.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 524 | $14.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 544 | $14.8K | 0.00% | −310−36.3% | Reduced |
| Wayfinding Financial, LLC | 626 | $16.0K | 0.01% | +626 | New |
| Coldstream Capital Management Inc | 605 | $16.4K | 0.00% | +605 | New |
| Federated Hermes, Inc. | 667 | $18.1K | 0.00% | +667 | New |
| Versant Capital Management, Inc | 669 | $18.2K | 0.00% | +664+13,280.0% | Added |
| Huntington National Bank | 758 | $20.6K | 0.00% | +709+1,446.9% | Added |
| Skopos Labs, Inc. | 822 | $22.3K | 0.00% | −215−20.7% | Reduced |
| Allworth Financial LP | 923 | $22.7K | 0.00% | +346+60.0% | Added |
| Farther Finance Advisors, LLC | 895 | $24.2K | 0.00% | +148+19.8% | Added |
| Banque Transatlantique SA | 900 | $24.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,013 | $27.5K | 0.00% | −33−3.2% | Reduced |
| Covestor Ltd | 1,277 | $35.0K | 0.02% | +528+70.5% | Added |
| Johnson Financial Group, Inc. | 1,291 | $35.1K | 0.00% | +141+12.3% | Added |
| Corebridge Financial, Inc. | 1,317 | $35.8K | 0.00% | −50−3.7% | Reduced |
| CWM, LLC | 1,402 | $38.0K | 0.00% | −645−31.5% | Reduced |
| Shell Asset Management Co | 1,783 | $48.0K | 0.00% | −76−4.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,930 | $52.4K | 0.00% | +127+7.0% | Added |
| Parallel Advisors, LLC | 1,976 | $53.6K | 0.00% | +263+15.4% | Added |
| FNY Investment Advisers, LLC | 2,200 | $59.0K | 0.04% | −1,050−32.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,191 | $59.5K | 0.00% | +858+64.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,243 | $60.9K | 0.00% | +1,811+419.2% | Added |
| Group One Trading, L.P. | 2,569 | $69.7K | 0.00% | +351+15.8% | Added |
| Quarry LP | 2,730 | $74.1K | 0.02% | +2,730 | New |
| Conquis Financial LLC | 3,000 | $81.5K | 0.08% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 3,001 | $81.5K | 0.02% | +2,948+5,562.3% | Added |
| Toronto Dominion Bank | 3,157 | $85.8K | 0.00% | +3,156+315,600.0% | Added |
| Northwestern Mutual Wealth Management Co | 3,218 | $87.4K | 0.00% | +3,190+11,392.9% | Added |
| US Bancorp | 3,343 | $90.8K | 0.00% | −1,200−26.4% | Reduced |
| KBC Group NV | 3,373 | $92.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,508 | $122.0K | 0.00% | −185−3.9% | Reduced |
| MetLife Investment Management | 4,560 | $123.8K | 0.00% | −10−0.2% | Reduced |
| Bayforest Capital Ltd | 4,661 | $126.5K | 0.06% | +4,661 | New |
| State of Tennessee, Treasury Department | 4,700 | $127.6K | 0.00% | +4,700 | New |
| Amalgamated Bank | 5,072 | $138.0K | 0.00% | +116+2.3% | Added |
| State of Wyoming | 5,260 | $142.8K | 0.02% | +543+11.5% | Added |
| MAI Capital Management | 5,269 | $143.1K | 0.00% | +3,671+229.7% | Added |
| The PNC Financial Services Group, Inc. | 6,701 | $181.9K | 0.00% | +2,865+74.7% | Added |
| Walleye Capital LLC | 6,798 | $184.6K | 0.00% | −1,669−19.7% | Reduced |
| Leonteq Securities AG | 6,957 | $188.7K | 0.01% | +6,071+685.2% | Added |