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 |
|---|---|---|---|---|---|
| Stoneridge Investment Partners LLC | 10,078 | $244.0K | 0.17% | +10,078 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,017 | $242.4K | 0.00% | −223−2.2% | Reduced |
| Asset Management One Co.,Ltd. | 9,818 | $237.6K | 0.00% | −1,394−12.4% | Reduced |
| Empowered Funds, LLC | 9,665 | $233.9K | 0.00% | +22+0.2% | Added |
| JustInvest LLC | 9,499 | $229.9K | 0.00% | +9,499 | New |
| Virginia Retirement Systems Et Al | 9,300 | $225.1K | 0.00% | +800+9.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,153 | $221.5K | 0.00% | +9,153 | New |
| Victory Capital Management Inc | 8,656 | $209.5K | 0.00% | −242−2.7% | Reduced |
| PharVision Advisers, LLC | 8,374 | $202.7K | 0.11% | +8,374 | New |
| Public Employees Retirement Association of Colorado | 8,180 | $198.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 7,590 | $183.7K | 0.09% | +3,714+95.8% | Added |
| Ameritas Investment Partners, Inc. | 6,386 | $154.5K | 0.00% | −1,419−18.2% | Reduced |
| Point72 Hong Kong Ltd | 6,302 | $152.5K | 0.01% | −28,090−81.7% | Reduced |
| SRS Capital Advisors, Inc. | 6,300 | $152.5K | 0.00% | +6,250+12,500.0% | Added |
| Canada Pension Plan Investment Board | 6,100 | $147.6K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 5,400 | $131.0K | 0.00% | +5,400 | New |
| State of Wyoming | 5,115 | $123.8K | 0.01% | +9+0.2% | Added |
| MAI Capital Management | 4,671 | $113.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,641 | $112.3K | 0.00% | +3,441+286.8% | Added |
| Toronto Dominion Bank | 4,000 | $102.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,554 | $86.0K | 0.00% | +3,554 | New |
| CWM, LLC | 3,179 | $77.0K | 0.00% | +2,826+800.6% | Added |
| Principal Securities, Inc. | 3,118 | $75.5K | 0.00% | +1,765+130.5% | Added |
| C M Bidwell & Associates Ltd | 3,053 | $73.9K | 0.04% | +308+11.2% | Added |
| US Bancorp | 3,028 | $73.3K | 0.00% | −260−7.9% | Reduced |
| Conquis Financial LLC | 3,000 | $72.6K | 0.07% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,744 | $66.4K | 0.02% | +2,744 | New |
| Amalgamated Bank | 2,568 | $62.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,475 | $59.9K | 0.00% | −5,188−67.7% | Reduced |
| KBC Group NV | 2,261 | $55.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2,254 | $54.5K | 0.00% | −231−9.3% | Reduced |
| Point72 Europe (London) LLP | 1,883 | $45.6K | 0.00% | +1,883 | New |
| Pilgrim Partners Asia Pte Ltd | 1,860 | $45.0K | 0.02% | +1,860 | New |
| Nisa Investment Advisors, LLC | 1,630 | $39.4K | 0.00% | +435+36.4% | Added |
| Advisory Services Network, LLC | 1,584 | $38.3K | 0.00% | +1,584 | New |
| Parallel Advisors, LLC | 1,518 | $36.7K | 0.00% | −26−1.7% | Reduced |
| Quarry LP | 1,377 | $33.3K | 0.01% | +1,377 | New |
| Jones Financial Companies LLLP | 1,192 | $29.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,228 | $29.7K | 0.00% | +552+81.7% | Added |
| Rockefeller Capital Management L.P. | 1,155 | $28.0K | 0.00% | +1,155 | New |
| Allworth Financial LP | 1,095 | $26.5K | 0.00% | +43+4.1% | Added |
| Richardson Financial Services Inc. | 982 | $23.8K | 0.01% | +657+202.2% | Added |
| Banque Transatlantique SA | 900 | $21.8K | 0.00% | +900 | New |
| Steward Partners Investment Advisory, LLC | 827 | $20.0K | 0.00% | −1,364−62.3% | Reduced |
| Quadrant Capital Group LLC | 779 | $18.9K | 0.00% | +779 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 721 | $17.0K | 0.00% | +22+3.1% | Added |
| Quent Capital, LLC | 660 | $16.0K | 0.00% | +660 | New |
| Shell Asset Management Co | 640 | $15.0K | 0.00% | −968−60.2% | Reduced |
| Wealthspire Advisors, LLC | 600 | $14.5K | 0.00% | +600 | New |
| Optiver Holding B.V. | 554 | $13.4K | 0.00% | +150+37.1% | Added |
| Farther Finance Advisors, LLC | 553 | $13.4K | 0.00% | −144−20.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 491 | $11.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 466 | $11.3K | 0.00% | +10+2.2% | Added |
| Aster Capital Management (DIFC) Ltd | 452 | $10.9K | 0.01% | +452 | New |
| Federation des caisses Desjardins du Quebec | 423 | $10.2K | 0.00% | +223+111.5% | Added |
| JNBA Financial Advisors | 400 | $9.68K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 325 | $7.87K | 0.00% | −37−10.2% | Reduced |
| Ameritas Advisory Services, LLC | 320 | $7.74K | 0.00% | −32,656−99.0% | Reduced |
| Altshuler Shaham Ltd | 300 | $7.26K | 0.00% | +300 | New |
| Covestor Ltd | 272 | $7.00K | 0.00% | +27+11.0% | Added |
| GAMMA Investing LLC | 261 | $6.32K | 0.00% | −70−21.1% | Reduced |
| Pier Capital, LLC | 221 | $5.35K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 185 | $4.48K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 184 | $4.45K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 163 | $3.94K | 0.00% | +112+219.6% | Added |
| Fortitude Family Office, LLC | 127 | $3.07K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 116 | $2.81K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 113 | $2.73K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 108 | $2.61K | 0.00% | −2,449−95.8% | Reduced |
| Smartleaf Asset Management LLC | 101 | $2.57K | 0.00% | +91+910.0% | Added |
| Geneos Wealth Management Inc. | 100 | $2.42K | 0.00% | −87−46.5% | Reduced |
| Main Street Group, LTD | 97 | $2.35K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 91 | $2.20K | 0.00% | −766−89.4% | Reduced |
| Stephens Consulting, LLC | 81 | $1.96K | 0.00% | +81 | New |
| Sachetta, LLC | 74 | $1.79K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 60 | $1.45K | 0.00% | +2+3.4% | Added |
| Parkside Financial Bank & Trust | 58 | $1.40K | 0.00% | −106−64.6% | Reduced |
| True Wealth Design, LLC | 55 | $1.33K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 53 | $1.28K | 0.00% | +53 | New |
| Rothschild Investment LLC | 50 | $1.21K | 0.00% | −90−64.3% | Reduced |
| IFP Advisors, Inc | 49 | $1.19K | 0.00% | +49 | Added |
| N.E.W. Advisory Services LLC | 32 | $774 | 0.00% | −3−8.6% | Reduced |
| Mascoma Wealth Management LLC | 30 | $726 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 26 | $629 | 0.00% | −15−36.6% | Reduced |
| Activest Wealth Management | 24 | $581 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 23 | $557 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $532 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 22 | $532 | 0.00% | +22 | New |
| Bare Financial Services, Inc | 20 | $484 | 0.00% | +20 | New |
| Transamerica Financial Advisors, Inc. | 19 | $460 | 0.00% | +19 | New |
| Hughes Financial Services, LLC | 22 | $457 | 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 |
| Raffa Wealth Management, LLC | 17 | $411 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 15 | $363 | 0.00% | +15 | New |
| MV Capital Management, Inc. | 14 | $339 | 0.00% | +2+16.7% | Added |
| GWM Advisors LLC | 11 | $266 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $242 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $218 | 0.00% | −6−40.0% | Reduced |
| TD Private Client Wealth LLC | 8 | $194 | 0.00% | 00.0% | Unchanged |