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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 8,898 | $235.6K | 0.00% | −71−0.8% | Reduced |
| Virginia Retirement Systems Et Al | 8,500 | $225.1K | 0.00% | −3,100−26.7% | Reduced |
| Public Employees Retirement Association of Colorado | 8,180 | $217.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,805 | $206.7K | 0.01% | +7,805 | New |
| Tower Research Capital LLC (TRC) | 7,663 | $202.9K | 0.01% | +7,299+2,005.2% | Added |
| Creative Planning | 7,654 | $202.7K | 0.00% | −4,432−36.7% | Reduced |
| The PNC Financial Services Group, Inc. | 6,856 | $181.5K | 0.00% | +155+2.3% | Added |
| Canada Pension Plan Investment Board | 6,100 | $161.5K | 0.00% | −1,700−21.8% | Reduced |
| State of Wyoming | 5,106 | $135.2K | 0.02% | −154−2.9% | Reduced |
| LJI Wealth Management, LLC | 5,000 | $132.4K | 0.02% | +5,000 | New |
| FNY Investment Advisers, LLC | 4,804 | $127.0K | 0.05% | +2,604+118.4% | Added |
| MAI Capital Management | 4,671 | $123.7K | 0.00% | −598−11.3% | Reduced |
| Toronto Dominion Bank | 4,000 | $106.0K | 0.00% | +843+26.7% | Added |
| Walleye Trading LLC | 3,942 | $104.4K | 0.00% | +3,942 | New |
| Bayforest Capital Ltd | 3,876 | $102.6K | 0.04% | −785−16.8% | Reduced |
| SRS Capital Advisors, Inc. | 50 | $102.2K | 0.00% | +50 | New |
| US Bancorp | 3,288 | $87.1K | 0.00% | −55−1.6% | Reduced |
| Conquis Financial LLC | 3,000 | $79.4K | 0.08% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,745 | $72.7K | 0.04% | +2,745 | New |
| Amalgamated Bank | 2,568 | $68.0K | 0.00% | −2,504−49.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,557 | $67.7K | 0.00% | −661−20.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,509 | $66.4K | 0.00% | +266+11.9% | Added |
| Quest Partners LLC | 2,485 | $65.8K | 0.01% | −10,530−80.9% | Reduced |
| KBC Group NV | 2,261 | $60.0K | 0.00% | −1,112−33.0% | Reduced |
| Point72 (DIFC) Ltd | 2,239 | $59.3K | 0.00% | −15,167−87.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,191 | $58.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,608 | $43.0K | 0.00% | −175−9.8% | Reduced |
| Parallel Advisors, LLC | 1,544 | $40.9K | 0.00% | −432−21.9% | Reduced |
| Walleye Capital LLC | 1,478 | $39.1K | 0.00% | −5,320−78.3% | Reduced |
| Principal Securities, Inc. | 1,353 | $35.8K | 0.00% | +1,271+1,550.0% | Added |
| Jones Financial Companies LLLP | 1,192 | $31.9K | 0.00% | +1,128+1,762.5% | Added |
| Nisa Investment Advisors, LLC | 1,195 | $31.6K | 0.00% | +1,195 | New |
| Lazard Asset Management LLC | 1,200 | $31.0K | 0.00% | −3,308−73.4% | Reduced |
| Allworth Financial LP | 1,052 | $27.9K | 0.00% | +129+14.0% | Added |
| IFP Advisors, Inc | 0 | $27.5K | 0.00% | 0 | New |
| Skopos Labs, Inc. | 977 | $25.9K | 0.00% | +155+18.9% | Added |
| Huntington National Bank | 857 | $22.7K | 0.00% | +99+13.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 818 | $21.7K | 0.00% | −2,183−72.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 699 | $19.0K | 0.00% | +699 | New |
| Farther Finance Advisors, LLC | 697 | $18.5K | 0.00% | −198−22.1% | Reduced |
| Global Retirement Partners, LLC | 676 | $17.9K | 0.00% | +676 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 491 | $13.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 456 | $12.1K | 0.00% | −557−55.0% | Reduced |
| Optiver Holding B.V. | 404 | $10.7K | 0.00% | +404 | New |
| JNBA Financial Advisors | 400 | $10.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 362 | $9.59K | 0.00% | +316+687.0% | Added |
| CWM, LLC | 353 | $9.00K | 0.00% | −1,049−74.8% | Reduced |
| GAMMA Investing LLC | 331 | $8.77K | 0.00% | −105−24.1% | Reduced |
| Richardson Financial Services Inc. | 325 | $8.65K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 245 | $7.00K | 0.00% | −1,032−80.8% | Reduced |
| Pier Capital, LLC | 221 | $5.85K | 0.00% | −97,354−99.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 200 | $5.30K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 187 | $4.95K | 0.00% | −64−25.5% | Reduced |
| Sterling Capital Management LLC | 185 | $4.90K | 0.00% | −58−23.9% | Reduced |
| Versant Capital Management, Inc | 184 | $4.87K | 0.00% | −485−72.5% | Reduced |
| Natixis | 180 | $4.77K | 0.00% | +180 | New |
| Parkside Financial Bank & Trust | 164 | $4.34K | 0.00% | +11+7.2% | Added |
| Clearstead Advisors, LLC | 141 | $3.73K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 140 | $3.71K | 0.00% | +140 | New |
| Fortitude Family Office, LLC | 127 | $3.36K | 0.00% | +127 | New |
| Massmutual Trust Co FSB | 116 | $3.07K | 0.00% | +29+33.3% | Added |
| Abound Wealth Management | 113 | $2.99K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 97 | $2.57K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 92 | $2.44K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 84 | $2.22K | 0.00% | +84 | New |
| Sachetta, LLC | 74 | $1.96K | 0.00% | +74 | New |
| CIBC Private Wealth Group, LLC | 58 | $1.54K | 0.00% | −48−45.3% | Reduced |
| True Wealth Design, LLC | 55 | $1.46K | 0.00% | +55 | New |
| EverSource Wealth Advisors, LLC | 51 | $1.35K | 0.00% | +12+30.8% | Added |
| TD Waterhouse Canada Inc. | 50 | $1.33K | 0.00% | +50 | New |
| First Horizon Advisors, Inc. | 42 | $1.11K | 0.00% | −438−91.3% | Reduced |
| SBI Securities Co., Ltd. | 41 | $1.09K | 0.00% | −153−78.9% | Reduced |
| N.E.W. Advisory Services LLC | 35 | $927 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 30 | $794 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 25 | $661 | 0.00% | −2−7.4% | Reduced |
| Activest Wealth Management | 24 | $636 | 0.00% | +24 | New |
| Cherry Tree Wealth Management, LLC | 23 | $610 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $583 | 0.00% | +22 | New |
| Hughes Financial Services, LLC | 22 | $570 | 0.00% | +22 | New |
| Central Trust Co | 21 | $557 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 18 | $477 | 0.00% | −108−85.7% | Reduced |
| TFC Financial Management | 18 | $477 | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 17 | $450 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $398 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 12 | $318 | 0.00% | −25−67.6% | Reduced |
| GWM Advisors LLC | 11 | $291 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 10 | $267 | 0.00% | −362−97.3% | Reduced |
| South State Corp. | 10 | $265 | 0.00% | −135−93.1% | Reduced |
| TD Private Client Wealth LLC | 8 | $212 | 0.00% | +8 | New |
| CoreCap Advisors, LLC | 6 | $159 | 0.00% | −183−96.8% | Reduced |
| ROSS\JOHNSON & Associates LLC | 6 | $159 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 5 | $132 | 0.00% | −22−81.5% | Reduced |
| Creative Financial Designs Inc | 5 | $132 | 0.00% | +5 | New |
| Migdal Insurance & Financial Holdings Ltd. | 2 | $0 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | +6 | New |
| Avion Wealth | 22 | $0 | 0.00% | +22 | New |
| 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 |