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, Q4 2025
Institutional positions in Five9, Inc. as of Dec 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
- 289
- −11 vs. Q3 2025
- Shares held
- 79.4M
- −5.34M (−6.3%) vs. Q3 2025
- Total value
- $1.59B
- −$456.8M (−22.3%) vs. Q3 2025
- New holders
- 55
- 107 more added
- Sold out
- 66
- 93 more reduced
9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $20 | 0.00% | −90−98.9% | Reduced |
| Dunhill Financial, LLC | 2 | $35 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 2 | $40 | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 2 | $40 | 0.00% | +2 | New |
| Elyxium Wealth, LLC | 2 | $40 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 5 | $100 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5 | $100 | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 6 | $120 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 6 | $120 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $140 | 0.00% | −17−70.8% | Reduced |
| Smartleaf Asset Management LLC | 10 | $200 | 0.00% | −91−90.1% | Reduced |
| Investors Portfolio Services LLC | 11 | $220 | 0.00% | +11 | New |
| MV Capital Management, Inc. | 13 | $261 | 0.00% | −1−7.1% | Reduced |
| Raffa Wealth Management, LLC | 17 | $341 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 18 | $361 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 23 | $461 | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 23 | $462 | 0.00% | +23 | New |
| UMA Financial Services, Inc. | 24 | $482 | 0.00% | +24 | New |
| Optima Capital LLC | 26 | $521 | 0.00% | +26 | New |
| Elequin Capital LP | 36 | $722 | 0.00% | +36 | New |
| CBIZ Investment Advisory Services, LLC | 40 | $802 | 0.00% | +40 | New |
| Assetmark, Inc | 45 | $902 | 0.00% | +45 | New |
| Avion Wealth | 53 | $1.00K | 0.00% | +12+29.3% | Added |
| Hantz Financial Services, Inc. | 35 | $1.00K | 0.00% | +35 | New |
| North Star Investment Management Corp. | 51 | $1.02K | 0.00% | +51 | New |
| Transamerica Financial Advisors, Inc. | 56 | $1.12K | 0.00% | +37+194.7% | Added |
| Parkside Financial Bank & Trust | 60 | $1.20K | 0.00% | +2+3.4% | Added |
| Clearstead Advisors, LLC | 69 | $1.38K | 0.00% | +69 | New |
| Sachetta, LLC | 74 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 74 | $1.48K | 0.00% | +54+270.0% | Added |
| Geneos Wealth Management Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 113 | $2.27K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 114 | $2.29K | 0.00% | +59+107.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 116 | $2.33K | 0.00% | +116 | New |
| Ritter Daniher Financial Advisory LLC | 120 | $2.41K | 0.00% | +120 | New |
| Rachor Investment Advisory Services, LLC | 142 | $2.85K | 0.00% | +142 | New |
| SBI Securities Co., Ltd. | 151 | $3.03K | 0.00% | +125+480.8% | Added |
| Private Trust Co NA | 175 | $3.51K | 0.00% | +175 | New |
| CIBC Private Wealth Group, LLC | 176 | $3.53K | 0.00% | +116+193.3% | Added |
| Quent Capital, LLC | 229 | $4.59K | 0.00% | −431−65.3% | Reduced |
| Covestor Ltd | 286 | $6.00K | 0.00% | +14+5.1% | Added |
| Cullen/Frost Bankers, Inc. | 335 | $6.72K | 0.00% | +10+3.1% | Added |
| Optiver Holding B.V. | 344 | $6.90K | 0.00% | −210−37.9% | Reduced |
| GAMMA Investing LLC | 357 | $7.16K | 0.00% | +96+36.8% | Added |
| EverSource Wealth Advisors, LLC | 361 | $7.24K | 0.00% | +198+121.5% | Added |
| Los Angeles Capital Management LLC | 321 | $7.50K | 0.00% | +321 | New |
| JNBA Financial Advisors | 400 | $8.02K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 402 | $8.06K | 0.00% | −64−13.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 423 | $8.48K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 491 | $9.24K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 482 | $9.66K | 0.00% | +298+162.0% | Added |
| Sterling Capital Management LLC | 508 | $10.2K | 0.00% | +323+174.6% | Added |
| Altshuler Shaham Ltd | 540 | $10.8K | 0.00% | +240+80.0% | Added |
| Acumen Wealth Advisors, LLC | 540 | $10.8K | 0.00% | +540 | New |
| Rockefeller Capital Management L.P. | 576 | $11.5K | 0.00% | −579−50.1% | Reduced |
| IFP Advisors, Inc | 640 | $12.8K | 0.00% | +591+1,206.1% | Added |
| Banque Transatlantique SA | 900 | $18.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 911 | $18.3K | 0.00% | −2,117−69.9% | Reduced |
| Farther Finance Advisors, LLC | 950 | $19.0K | 0.00% | +397+71.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,005 | $20.0K | 0.00% | +284+39.4% | Added |
| Nicholas Company, Inc. | 1,008 | $20.2K | 0.00% | −186,990−99.5% | Reduced |
| Parallel Advisors, LLC | 1,058 | $21.2K | 0.00% | −460−30.3% | Reduced |
| Nisa Investment Advisors, LLC | 1,076 | $21.6K | 0.00% | −554−34.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,153 | $23.1K | 0.00% | +326+39.4% | Added |
| Quarry LP | 1,175 | $23.6K | 0.00% | −202−14.7% | Reduced |
| Quadrant Capital Group LLC | 1,295 | $26.0K | 0.00% | +516+66.2% | Added |
| Richardson Financial Services Inc. | 1,318 | $26.4K | 0.02% | +336+34.2% | Added |
| Danske Bank A/S | 1,400 | $28.1K | 0.00% | −31,622−95.8% | Reduced |
| Allworth Financial LP | 1,425 | $28.6K | 0.00% | +330+30.1% | Added |
| Global Retirement Partners, LLC | 1,443 | $28.9K | 0.00% | +215+17.5% | Added |
| Rothschild Investment LLC | 1,836 | $36.8K | 0.00% | +1,786+3,572.0% | Added |
| Pilgrim Partners Asia Pte Ltd | 1,960 | $39.3K | 0.02% | +100+5.4% | Added |
| Tower Research Capital LLC (TRC) | 2,196 | $44.0K | 0.00% | −279−11.3% | Reduced |
| KBC Group NV | 2,261 | $45.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2,331 | $46.7K | 0.01% | +2,309+10,495.5% | Added |
| Amalgamated Bank | 2,434 | $49.0K | 0.00% | −134−5.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,622 | $52.6K | 0.00% | +2,514+2,327.8% | Added |
| Bayforest Capital Ltd | 2,623 | $52.6K | 0.04% | −4,967−65.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,635 | $52.8K | 0.00% | −21,642−89.1% | Reduced |
| Advisor Group Holdings, Inc. | 2,693 | $54.0K | 0.00% | −27,223−91.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,832 | $56.8K | 0.00% | +2,832 | New |
| Quest Partners LLC | 2,915 | $58.4K | 0.00% | +661+29.3% | Added |
| Conquis Financial LLC | 3,000 | $60.1K | 0.05% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 3,053 | $61.2K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,252 | $65.2K | 0.00% | −3,048−48.4% | Reduced |
| State of Alaska, Department of Revenue | 3,554 | $71.0K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 4,000 | $80.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 4,024 | $80.7K | 0.00% | −31,949−88.8% | Reduced |
| MAI Capital Management | 4,487 | $90.0K | 0.00% | −184−3.9% | Reduced |
| Asset Management One Co.,Ltd. | 4,913 | $98.0K | 0.00% | −4,905−50.0% | Reduced |
| Ameritas Investment Partners, Inc. | 6,386 | $128.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7,265 | $145.7K | 0.00% | +6,073+509.5% | Added |
| Ensign Peak Advisors, Inc | 7,835 | $157.1K | 0.00% | −15,600−66.6% | Reduced |
| Public Employees Retirement Association of Colorado | 8,180 | $164.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 8,737 | $175.2K | 0.00% | −1,280−12.8% | Reduced |
| Centiva Capital, LP | 10,216 | $204.8K | 0.01% | +10,216 | New |
| DRW Securities, LLC | 10,352 | $207.6K | 0.02% | −407−3.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,396 | $208.0K | 0.00% | −1,027−9.0% | Reduced |
| Alpine Global Management, LLC | 10,469 | $209.9K | 0.05% | +10,469 | New |
| Russell Investments Group, Ltd. | 10,642 | $213.4K | 0.00% | −8,245−43.7% | Reduced |