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 |
|---|---|---|---|---|---|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,422 | $228.7K | 0.00% | +8,422 | New |
| Headlands Technologies LLC | 8,339 | $226.4K | 0.03% | −12,345−59.7% | Reduced |
| Petrus Trust Company, LTA | 8,240 | $223.7K | 0.02% | +8,240 | New |
| Public Employees Retirement Association of Colorado | 8,180 | $222.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 7,878 | $213.9K | 0.00% | −37−0.5% | Reduced |
| Canada Pension Plan Investment Board | 7,800 | $211.8K | 0.00% | −1,200−13.3% | Reduced |
| ProShare Advisors LLC | 7,734 | $210.0K | 0.00% | −85−1.1% | Reduced |
| Leonteq Securities AG | 6,957 | $188.7K | 0.01% | +6,071+685.2% | Added |
| Walleye Capital LLC | 6,798 | $184.6K | 0.00% | −1,669−19.7% | Reduced |
| The PNC Financial Services Group, Inc. | 6,701 | $181.9K | 0.00% | +2,865+74.7% | Added |
| MAI Capital Management | 5,269 | $143.1K | 0.00% | +3,671+229.7% | Added |
| State of Wyoming | 5,260 | $142.8K | 0.02% | +543+11.5% | Added |
| Amalgamated Bank | 5,072 | $138.0K | 0.00% | +116+2.3% | Added |
| State of Tennessee, Treasury Department | 4,700 | $127.6K | 0.00% | +4,700 | New |
| Bayforest Capital Ltd | 4,661 | $126.5K | 0.06% | +4,661 | New |
| MetLife Investment Management | 4,560 | $123.8K | 0.00% | −10−0.2% | Reduced |
| Lazard Asset Management LLC | 4,508 | $122.0K | 0.00% | −185−3.9% | Reduced |
| KBC Group NV | 3,373 | $92.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,343 | $90.8K | 0.00% | −1,200−26.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,218 | $87.4K | 0.00% | +3,190+11,392.9% | Added |
| Toronto Dominion Bank | 3,157 | $85.8K | 0.00% | +3,156+315,600.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,001 | $81.5K | 0.02% | +2,948+5,562.3% | Added |
| Conquis Financial LLC | 3,000 | $81.5K | 0.08% | 00.0% | Unchanged |
| Quarry LP | 2,730 | $74.1K | 0.02% | +2,730 | New |
| Group One Trading, L.P. | 2,569 | $69.7K | 0.00% | +351+15.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,243 | $60.9K | 0.00% | +1,811+419.2% | Added |
| Steward Partners Investment Advisory, LLC | 2,191 | $59.5K | 0.00% | +858+64.4% | Added |
| FNY Investment Advisers, LLC | 2,200 | $59.0K | 0.04% | −1,050−32.3% | Reduced |
| Parallel Advisors, LLC | 1,976 | $53.6K | 0.00% | +263+15.4% | Added |
| Advisor Group Holdings, Inc. | 1,930 | $52.4K | 0.00% | +127+7.0% | Added |
| Shell Asset Management Co | 1,783 | $48.0K | 0.00% | −76−4.1% | Reduced |
| CWM, LLC | 1,402 | $38.0K | 0.00% | −645−31.5% | Reduced |
| Corebridge Financial, Inc. | 1,317 | $35.8K | 0.00% | −50−3.7% | Reduced |
| Johnson Financial Group, Inc. | 1,291 | $35.1K | 0.00% | +141+12.3% | Added |
| Covestor Ltd | 1,277 | $35.0K | 0.02% | +528+70.5% | Added |
| Signaturefd, LLC | 1,013 | $27.5K | 0.00% | −33−3.2% | Reduced |
| Banque Transatlantique SA | 900 | $24.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 895 | $24.2K | 0.00% | +148+19.8% | Added |
| Allworth Financial LP | 923 | $22.7K | 0.00% | +346+60.0% | Added |
| Skopos Labs, Inc. | 822 | $22.3K | 0.00% | −215−20.7% | Reduced |
| Huntington National Bank | 758 | $20.6K | 0.00% | +709+1,446.9% | Added |
| Versant Capital Management, Inc | 669 | $18.2K | 0.00% | +664+13,280.0% | Added |
| Federated Hermes, Inc. | 667 | $18.1K | 0.00% | +667 | New |
| Coldstream Capital Management Inc | 605 | $16.4K | 0.00% | +605 | New |
| Wayfinding Financial, LLC | 626 | $16.0K | 0.01% | +626 | New |
| Lindbrook Capital, LLC | 544 | $14.8K | 0.00% | −310−36.3% | Reduced |
| Whittier Trust Co | 524 | $14.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 491 | $13.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 480 | $13.0K | 0.00% | +364+313.8% | Added |
| Raleigh Capital Management Inc. | 472 | $12.8K | 0.01% | +391+482.7% | Added |
| GAMMA Investing LLC | 436 | $11.8K | 0.00% | +67+18.2% | Added |
| JNBA Financial Advisors | 400 | $10.9K | 0.00% | +400 | New |
| Smartleaf Asset Management LLC | 372 | $10.3K | 0.00% | +6+1.6% | Added |
| Tower Research Capital LLC (TRC) | 364 | $9.88K | 0.00% | −5,414−93.7% | Reduced |
| Richardson Financial Services Inc. | 325 | $8.82K | 0.01% | +325 | New |
| Geneos Wealth Management Inc. | 251 | $6.82K | 0.00% | +64+34.2% | Added |
| Sterling Capital Management LLC | 243 | $6.60K | 0.00% | −942−79.5% | Reduced |
| REAP Financial Group, LLC | 220 | $5.97K | 0.00% | +104+89.7% | Added |
| Hexagon Capital Partners LLC | 202 | $5.48K | 0.00% | +38+23.2% | 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 |
| SBI Securities Co., Ltd. | 194 | $5.27K | 0.00% | +182+1,516.7% | Added |
| CoreCap Advisors, LLC | 189 | $5.13K | 0.00% | +47+33.1% | Added |
| Brown Brothers Harriman & Co | 176 | $4.78K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 155 | $4.21K | 0.00% | +155 | New |
| Bank of Jackson Hole Trust | 116 | $4.20K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 153 | $4.16K | 0.00% | −7−4.4% | Reduced |
| South State Corp. | 145 | $3.94K | 0.00% | +145 | New |
| Clearstead Advisors, LLC | 141 | $3.83K | 0.00% | +37+35.6% | Added |
| Quadrant Capital Group LLC | 140 | $3.80K | 0.00% | −203−59.2% | Reduced |
| Harbour Investments, Inc. | 126 | $3.42K | 0.00% | +20+18.9% | Added |
| Atala Financial Inc | 125 | $3.39K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 82 | $3.33K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 120 | $3.26K | 0.00% | −3−2.4% | Reduced |
| WPG Advisers, LLC | 114 | $3.10K | 0.00% | +114 | New |
| Abound Wealth Management | 113 | $3.07K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 97 | $2.63K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 92 | $2.50K | 0.00% | +92 | New |
| Massmutual Trust Co FSB | 87 | $2.36K | 0.00% | +77+770.0% | Added |
| CIBC Private Wealth Group, LLC | 106 | $2.28K | 0.00% | +77+265.5% | Added |
| Caitong International Asset Management Co., Ltd | 75 | $2.04K | 0.00% | −374−83.3% | Reduced |
| Jones Financial Companies LLLP | 64 | $1.78K | 0.00% | +44+220.0% | Added |
| Private Wealth Management Group, LLC | 57 | $1.55K | 0.00% | −30−34.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 46 | $1.25K | 0.00% | +2+4.5% | Added |
| EverSource Wealth Advisors, LLC | 39 | $1.06K | 0.00% | +13+50.0% | Added |
| MV Capital Management, Inc. | 37 | $1.00K | 0.00% | −1−2.6% | Reduced |
| N.E.W. Advisory Services LLC | 35 | $950 | 0.00% | +35 | New |
| Continuum Advisory, LLC | 33 | $896 | 0.00% | +8+32.0% | Added |
| UMA Financial Services, Inc. | 33 | $896 | 0.00% | +33 | New |
| Ronald Blue Trust, Inc. | 31 | $842 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 30 | $815 | 0.00% | +30 | New |
| WealthTrak Capital Management LLC | 30 | $815 | 0.00% | +30 | New |
| Assetmark, Inc | 28 | $760 | 0.00% | −3−9.7% | Reduced |
| Montag A & Associates Inc | 27 | $738 | 0.00% | +7+35.0% | Added |
| Private Wealth Asset Management, LLC | 27 | $733 | 0.00% | +27 | New |
| Cherry Tree Wealth Management, LLC | 23 | $625 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 21 | $571 | 0.00% | −20−48.8% | Reduced |
| Raffa Wealth Management, LLC | 17 | $462 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 17 | $462 | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 15 | $408 | 0.00% | 00.0% | Unchanged |