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, Q3 2025
Institutional positions in Five9, Inc. as of Sep 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
- 309
- +16 vs. Q2 2025
- Shares held
- 85.7M
- −698.9K (−0.8%) vs. Q2 2025
- Total value
- $2.08B
- −$213.8M (−9.3%) vs. Q2 2025
- New holders
- 52
- 121 more added
- Sold out
- 36
- 86 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 41 | $0 | 0.00% | +19+86.4% | Added |
| National Bank of Canada | 1 | $24 | 0.00% | +1 | New |
| Grey Fox Wealth Advisors, LLC | 1 | $24 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 2 | $47 | 0.00% | +2 | New |
| Creative Financial Designs Inc | 5 | $121 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 5 | $121 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $145 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 6 | $145 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8 | $194 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $218 | 0.00% | −6−40.0% | Reduced |
| South State Corp. | 10 | $242 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11 | $266 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $339 | 0.00% | +2+16.7% | Added |
| Kilter Group LLC | 15 | $363 | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 17 | $411 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 18 | $436 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 18 | $436 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 22 | $457 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 19 | $460 | 0.00% | +19 | New |
| Bare Financial Services, Inc | 20 | $484 | 0.00% | +20 | New |
| Bogart Wealth, LLC | 22 | $532 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 22 | $532 | 0.00% | +22 | New |
| Cherry Tree Wealth Management, LLC | 23 | $557 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 24 | $581 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 26 | $629 | 0.00% | −15−36.6% | Reduced |
| Mascoma Wealth Management LLC | 30 | $726 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 32 | $774 | 0.00% | −3−8.6% | Reduced |
| IFP Advisors, Inc | 49 | $1.19K | 0.00% | +49 | Added |
| Rothschild Investment LLC | 50 | $1.21K | 0.00% | −90−64.3% | Reduced |
| WealthCollab, LLC | 53 | $1.28K | 0.00% | +53 | New |
| True Wealth Design, LLC | 55 | $1.33K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 58 | $1.40K | 0.00% | −106−64.6% | Reduced |
| CIBC Private Wealth Group, LLC | 60 | $1.45K | 0.00% | +2+3.4% | Added |
| Sachetta, LLC | 74 | $1.79K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 81 | $1.96K | 0.00% | +81 | New |
| Huntington National Bank | 91 | $2.20K | 0.00% | −766−89.4% | Reduced |
| Main Street Group, LTD | 97 | $2.35K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $2.42K | 0.00% | −87−46.5% | Reduced |
| Smartleaf Asset Management LLC | 101 | $2.57K | 0.00% | +91+910.0% | Added |
| Northwestern Mutual Wealth Management Co | 108 | $2.61K | 0.00% | −2,449−95.8% | Reduced |
| Abound Wealth Management | 113 | $2.73K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 116 | $2.81K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 127 | $3.07K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 163 | $3.94K | 0.00% | +112+219.6% | Added |
| Versant Capital Management, Inc | 184 | $4.45K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 185 | $4.48K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 221 | $5.35K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 261 | $6.32K | 0.00% | −70−21.1% | Reduced |
| Covestor Ltd | 272 | $7.00K | 0.00% | +27+11.0% | Added |
| Altshuler Shaham Ltd | 300 | $7.26K | 0.00% | +300 | New |
| Ameritas Advisory Services, LLC | 320 | $7.74K | 0.00% | −32,656−99.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 325 | $7.87K | 0.00% | −37−10.2% | Reduced |
| JNBA Financial Advisors | 400 | $9.68K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 423 | $10.2K | 0.00% | +223+111.5% | Added |
| Aster Capital Management (DIFC) Ltd | 452 | $10.9K | 0.01% | +452 | New |
| Signaturefd, LLC | 466 | $11.3K | 0.00% | +10+2.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 491 | $11.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 553 | $13.4K | 0.00% | −144−20.7% | Reduced |
| Optiver Holding B.V. | 554 | $13.4K | 0.00% | +150+37.1% | Added |
| Wealthspire Advisors, LLC | 600 | $14.5K | 0.00% | +600 | New |
| Shell Asset Management Co | 640 | $15.0K | 0.00% | −968−60.2% | Reduced |
| Quent Capital, LLC | 660 | $16.0K | 0.00% | +660 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 721 | $17.0K | 0.00% | +22+3.1% | Added |
| Quadrant Capital Group LLC | 779 | $18.9K | 0.00% | +779 | New |
| Steward Partners Investment Advisory, LLC | 827 | $20.0K | 0.00% | −1,364−62.3% | Reduced |
| Banque Transatlantique SA | 900 | $21.8K | 0.00% | +900 | New |
| Richardson Financial Services Inc. | 982 | $23.8K | 0.01% | +657+202.2% | Added |
| Allworth Financial LP | 1,095 | $26.5K | 0.00% | +43+4.1% | Added |
| Rockefeller Capital Management L.P. | 1,155 | $28.0K | 0.00% | +1,155 | New |
| Global Retirement Partners, LLC | 1,228 | $29.7K | 0.00% | +552+81.7% | Added |
| Jones Financial Companies LLLP | 1,192 | $29.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,377 | $33.3K | 0.01% | +1,377 | New |
| Parallel Advisors, LLC | 1,518 | $36.7K | 0.00% | −26−1.7% | Reduced |
| Advisory Services Network, LLC | 1,584 | $38.3K | 0.00% | +1,584 | New |
| Nisa Investment Advisors, LLC | 1,630 | $39.4K | 0.00% | +435+36.4% | Added |
| Pilgrim Partners Asia Pte Ltd | 1,860 | $45.0K | 0.02% | +1,860 | New |
| Point72 Europe (London) LLP | 1,883 | $45.6K | 0.00% | +1,883 | New |
| Quest Partners LLC | 2,254 | $54.5K | 0.00% | −231−9.3% | Reduced |
| KBC Group NV | 2,261 | $55.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,475 | $59.9K | 0.00% | −5,188−67.7% | Reduced |
| Amalgamated Bank | 2,568 | $62.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,744 | $66.4K | 0.02% | +2,744 | New |
| Conquis Financial LLC | 3,000 | $72.6K | 0.07% | 00.0% | Unchanged |
| US Bancorp | 3,028 | $73.3K | 0.00% | −260−7.9% | Reduced |
| C M Bidwell & Associates Ltd | 3,053 | $73.9K | 0.04% | +308+11.2% | Added |
| Principal Securities, Inc. | 3,118 | $75.5K | 0.00% | +1,765+130.5% | Added |
| CWM, LLC | 3,179 | $77.0K | 0.00% | +2,826+800.6% | Added |
| State of Alaska, Department of Revenue | 3,554 | $86.0K | 0.00% | +3,554 | New |
| Toronto Dominion Bank | 4,000 | $102.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,641 | $112.3K | 0.00% | +3,441+286.8% | Added |
| MAI Capital Management | 4,671 | $113.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5,115 | $123.8K | 0.01% | +9+0.2% | Added |
| LSV Asset Management | 5,400 | $131.0K | 0.00% | +5,400 | New |
| Canada Pension Plan Investment Board | 6,100 | $147.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6,300 | $152.5K | 0.00% | +6,250+12,500.0% | Added |
| Point72 Hong Kong Ltd | 6,302 | $152.5K | 0.01% | −28,090−81.7% | Reduced |
| Ameritas Investment Partners, Inc. | 6,386 | $154.5K | 0.00% | −1,419−18.2% | Reduced |
| Bayforest Capital Ltd | 7,590 | $183.7K | 0.09% | +3,714+95.8% | Added |
| Public Employees Retirement Association of Colorado | 8,180 | $198.0K | 0.00% | 00.0% | Unchanged |