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, Q2 2025
Institutional positions in Five9, Inc. as of Jun 30, 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
- 296
- −8 vs. Q1 2025
- Shares held
- 87.9M
- +5.85M (+7.1%) vs. Q1 2025
- Total value
- $2.33B
- +$100.1M (+4.5%) vs. Q1 2025
- New holders
- 57
- 96 more added
- Sold out
- 65
- 108 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lumbard & Kellner, LLC | 92,667 | $2.45M | 1.07% | −18,702−16.8% | Reduced |
| HSBC Holdings PLC | 98,629 | $2.63M | 0.00% | +1,024+1.0% | Added |
| P.A.W. Capital Corp | 100,000 | $2.65M | 5.10% | +100,000 | New |
| ABS Direct Equity Fund LLC | 100,000 | $2.65M | 4.21% | +100,000 | New |
| Bullseye Asset Management LLC | 102,541 | $2.71M | 1.35% | 00.0% | Unchanged |
| Citigroup Inc | 107,787 | $2.85M | 0.00% | +66,787+162.9% | Added |
| Graham Capital Management, L.P. | 111,821 | $2.96M | 0.09% | +8,899+8.6% | Added |
| Rhumbline Advisers | 116,630 | $3.09M | 0.00% | +33,369+40.1% | Added |
| Trexquant Investment LP | 117,503 | $3.11M | 0.04% | −91,744−43.8% | Reduced |
| Dana Investment Advisors, Inc. | 117,595 | $3.11M | 0.10% | +31,100+36.0% | Added |
| Circumference Group LLC | 120,000 | $3.18M | 3.30% | +5,000+4.3% | Added |
| Wells Fargo & Company | 121,599 | $3.22M | 0.00% | +52,313+75.5% | Added |
| California Public Employees Retirement System | 121,700 | $3.22M | 0.00% | +34,375+39.4% | Added |
| Prudential Financial Inc | 124,605 | $3.30M | 0.00% | −655,665−84.0% | Reduced |
| Great West Life Assurance Co | 129,624 | $3.43M | 0.01% | −4,615−3.4% | Reduced |
| Bank of Montreal | 133,420 | $3.53M | 0.00% | +133,420 | New |
| Swiss National Bank | 138,300 | $3.66M | 0.00% | −7,500−5.1% | Reduced |
| ExodusPoint Capital Management, LP | 139,802 | $3.70M | 0.05% | +124,634+821.7% | Added |
| Nordea Investment Management AB | 136,668 | $3.72M | 0.00% | +254+0.2% | Added |
| Bryn Mawr Trust Co | 144,581 | $3.83M | 0.07% | −74−0.1% | Reduced |
| Jane Street Group, LLC | 145,568 | $3.85M | 0.01% | −13,678−8.6% | Reduced |
| Twinbeech Capital LP | 149,291 | $3.95M | 0.09% | +149,291 | New |
| Nicholas Company, Inc. | 153,253 | $4.06M | 0.07% | 00.0% | Unchanged |
| Optimus Prime Fund Management Co., Ltd. | 154,500 | $4.09M | 0.41% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 160,000 | $4.24M | 0.16% | 00.0% | Unchanged |
| Marshall Wace, LLP | 161,692 | $4.28M | 0.01% | −212,090−56.7% | Reduced |
| Alliancebernstein L.P. | 164,279 | $4.35M | 0.00% | +76,432+87.0% | Added |
| Gagnon Advisors, LLC | 167,386 | $4.43M | 2.98% | 00.0% | Unchanged |
| Prospect Capital Advisors, LLC | 176,540 | $4.67M | 2.82% | −56,870−24.4% | Reduced |
| Squarepoint Ops LLC | 178,282 | $4.72M | 0.01% | +25,562+16.7% | Added |
| S Squared Technology, LLC | 185,000 | $4.90M | 2.06% | +185,000 | New |
| Portolan Capital Management, LLC | 187,711 | $4.97M | 0.31% | +49,456+35.8% | Added |
| Engineers Gate Manager LP | 199,402 | $5.28M | 0.07% | +58,686+41.7% | Added |
| Summit Creek Advisors LLC | 207,368 | $5.49M | 0.76% | −9,246−4.3% | Reduced |
| Assenagon Asset Management S.A. | 213,890 | $5.66M | 0.01% | −367,219−63.2% | Reduced |
| Verition Fund Management LLC | 228,448 | $6.05M | 0.03% | +135,983+147.1% | Added |
| Goldman Sachs Group Inc | 237,981 | $6.30M | 0.00% | −48,664−17.0% | Reduced |
| Standard Life Aberdeen plc | 251,162 | $6.65M | 0.01% | −37,114−12.9% | Reduced |
| Clark Capital Management Group, Inc. | 254,241 | $6.73M | 0.05% | +22,623+9.8% | Added |
| Herald Investment Management Ltd | 262,000 | $6.93M | 1.03% | +51,400+24.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 268,190 | $7.10M | 0.01% | +58,652+28.0% | Added |
| Millennium Management LLC | 282,617 | $7.48M | 0.01% | −500,287−63.9% | Reduced |
| Kopp Family Office, LLC | 298,870 | $7.91M | 5.12% | −33,375−10.0% | Reduced |
| Divisadero Street Capital Management, LP | 314,181 | $8.32M | 0.56% | −28,973−8.4% | Reduced |
| BNP Paribas Arbitrage, SA | 351,679 | $9.31M | 0.01% | +239,469+213.4% | Added |
| Royce & Associates LP | 352,350 | $9.33M | 0.10% | −11,170−3.1% | Reduced |
| Bank of New York Mellon Corp | 386,866 | $10.2M | 0.00% | −15,415−3.8% | Reduced |
| Scalar Gauge Management, LLC | 399,717 | $10.6M | 6.05% | −178,174−30.8% | Reduced |
| Gagnon Securities LLC | 407,452 | $10.8M | 2.19% | +28,393+7.5% | Added |
| Glenmede Investment Management, LP | 424,471 | $11.2M | 0.06% | +424,471 | New |
| Raymond James Financial Inc | 432,231 | $11.4M | 0.00% | +23,421+5.7% | Added |
| Nuveen, LLC | 435,149 | $11.5M | 0.00% | +103,358+31.2% | Added |
| Cubist Systematic Strategies, LLC | 436,581 | $11.6M | 0.13% | +292,213+202.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 442,387 | $11.7M | 0.04% | +111,039+33.5% | Added |
| Deutsche Bank AG | 471,981 | $12.5M | 0.00% | −41,155−8.0% | Reduced |
| Nishkama Capital, LLC | 522,211 | $13.8M | 2.27% | +522,211 | New |
| Oberweis Asset Management Inc | 555,900 | $14.7M | 0.64% | +189,300+51.6% | Added |
| Citadel Advisors LLC | 559,717 | $14.8M | 0.01% | +364,647+186.9% | Added |
| WCM Investment Management, LLC | 558,313 | $14.9M | 0.03% | +34,402+6.6% | Added |
| Wellington Management Group LLP | 570,219 | $15.1M | 0.00% | −1,346,833−70.3% | Reduced |
| Royal Bank of Canada | 580,117 | $15.4M | 0.00% | +234,655+67.9% | Added |
| Dimensional Fund Advisors LP | 589,233 | $15.6M | 0.00% | +94,582+19.1% | Added |
| Legion Partners Asset Management, LLC | 591,685 | $15.7M | 9.42% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 633,704 | $16.8M | 0.00% | +180,702+39.9% | Added |
| Point72 Asset Management, L.P. | 638,900 | $16.9M | 0.04% | +63,000+10.9% | Added |
| Tremblant Capital Group | 651,707 | $17.3M | 1.67% | −53,356−7.6% | Reduced |
| Segall Bryant & Hamill, LLC | 695,749 | $18.4M | 0.26% | −67,561−8.9% | Reduced |
| Cooper Creek Partners Management LLC | 709,281 | $18.8M | 0.62% | 00.0% | Unchanged |
| Northern Trust Corp | 735,533 | $19.5M | 0.00% | +285,523+63.4% | Added |
| Susquehanna International Group, LLP | 741,310 | $19.6M | 0.03% | +699,846+1,687.8% | Added |
| Anson Funds Management LP | 772,786 | $20.5M | 3.77% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 830,230 | $22.0M | 0.04% | +829,563+124,372.3% | Added |
| Morgan Stanley | 891,948 | $23.6M | 0.00% | −160,992−15.3% | Reduced |
| Sylebra Capital LLC | 905,212 | $24.0M | 0.98% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 929,899 | $24.6M | 0.03% | +395,581+74.0% | Added |
| Atreides Management, LP | 955,613 | $25.3M | 0.70% | +338,817+54.9% | Added |
| Artisan Partners Limited Partnership | 966,087 | $25.6M | 0.04% | −50,648−5.0% | Reduced |
| Bank of America Corp | 1,000,031 | $26.5M | 0.00% | +177,635+21.6% | Added |
| Barclays PLC | 1,170,349 | $31.0M | 0.01% | +287,704+32.6% | Added |
| Norges Bank | 1,474,939 | $39.1M | 0.00% | −1,525,061−50.8% | Reduced |
| Ameriprise Financial Inc | 1,479,867 | $39.2M | 0.01% | −1,269,638−46.2% | Reduced |
| First Trust Advisors LP | 1,604,343 | $42.5M | 0.03% | −26,112−1.6% | Reduced |
| Alyeska Investment Group, L.P. | 1,688,868 | $44.7M | 0.16% | −142,947−7.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,743,776 | $46.2M | 0.17% | +178,856+11.4% | Added |
| Armistice Capital, LLC | 1,836,000 | $48.6M | 1.84% | −262,000−12.5% | Reduced |
| Geode Capital Management, LLC | 1,863,081 | $49.3M | 0.00% | +497,344+36.4% | Added |
| State Street Corp | 1,972,445 | $52.2M | 0.00% | +608,430+44.6% | Added |
| UBS Asset Management Americas Inc | 2,103,518 | $55.7M | 0.01% | −575,838−21.5% | Reduced |
| UBS Group AG | 2,137,383 | $56.6M | 0.01% | +589,770+38.1% | Added |
| FIL Ltd | 2,570,582 | $68.1M | 0.06% | +2,570,582 | New |
| Van Berkom & Associates Inc. | 2,845,049 | $75.3M | 2.24% | +704,286+32.9% | Added |
| Voss Capital, LLC | 3,250,000 | $86.1M | 5.93% | +2,206,173+211.4% | Added |
| Pictet Asset Management Holding SA | 5,644,376 | $149.5M | 0.15% | −57,327−1.0% | Reduced |
| FMR LLC | 5,716,098 | $151.4M | 0.01% | −164,171−2.8% | Reduced |
| BlackRock, Inc. | 7,198,877 | $190.6M | 0.00% | +1,927,228+36.6% | Added |
| Vanguard Group Inc | 9,272,366 | $245.5M | 0.00% | +734,081+8.6% | Added |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −717,889−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −383,676−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −281,816−100.0% | Sold out |
| Whetstone Capital Advisors, LLC | 0 | $0 | 0.00% | −202,178−100.0% | Sold out |