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 |
|---|---|---|---|---|---|
| M Holdings Securities, Inc. | 10,710 | $215.0K | 0.02% | +10,710 | New |
| Swiss Life Asset Management Ltd | 11,047 | $221.5K | 0.00% | +11,047 | New |
| Summit Trail Advisors, LLC | 11,304 | $226.6K | 0.00% | −2,797−19.8% | Reduced |
| Citizens Financial Group Inc | 11,358 | $227.7K | 0.00% | +776+7.3% | Added |
| Caxton Associates LLP | 11,565 | $231.9K | 0.00% | +11,565 | New |
| Mariner, LLC | 12,303 | $246.5K | 0.00% | +12,303 | New |
| LSV Asset Management | 12,300 | $247.0K | 0.00% | +6,900+127.8% | Added |
| Stoneridge Investment Partners LLC | 12,517 | $251.0K | 0.17% | +2,439+24.2% | Added |
| Mangrove Partners | 12,712 | $254.9K | 0.02% | +12,712 | New |
| Natixis | 13,500 | $270.7K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,726 | $275.2K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 13,739 | $275.5K | 0.01% | +13,739 | New |
| Quantinno Capital Management LP | 13,800 | $276.7K | 0.00% | −10,404−43.0% | Reduced |
| RSM US Wealth Management LLC | 14,138 | $282.8K | 0.00% | −502−3.4% | Reduced |
| KLP Kapitalforvaltning AS | 14,800 | $296.7K | 0.00% | −1,400−8.6% | Reduced |
| Finivi Inc. | 14,913 | $299.0K | 0.17% | +475+3.3% | Added |
| VARCOV Co. | 14,955 | $299.8K | 0.12% | +14,955 | New |
| Magnetar Financial LLC | 15,194 | $304.6K | 0.00% | −53,424−77.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,451 | $305.0K | 0.00% | +15,451 | New |
| PEAK6 LLC | 15,302 | $306.8K | 0.01% | +15,302 | New |
| Mercer Global Advisors Inc | 15,537 | $311.5K | 0.00% | +15,537 | New |
| Wolverine Asset Management LLC | 15,803 | $316.9K | 0.00% | +2,617+19.8% | Added |
| Militia Capital Partners, LP | 16,000 | $320.8K | 0.12% | +16,000 | New |
| PharVision Advisers, LLC | 16,073 | $322.3K | 0.16% | +7,699+91.9% | Added |
| MML Investors Services, LLC | 16,212 | $325.1K | 0.00% | +2,485+18.1% | Added |
| FNY Investment Advisers, LLC | 16,450 | $329.0K | 0.09% | +4,470+37.3% | Added |
| Ameritas Advisory Services, LLC | 17,807 | $357.0K | 0.01% | +17,487+5,464.7% | Added |
| Gsa Capital Partners LLP | 18,159 | $364.0K | 0.03% | +18,159 | New |
| Winton Group Ltd | 18,200 | $364.9K | 0.01% | +18,200 | New |
| Handelsbanken Fonder AB | 18,795 | $377.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 18,887 | $378.7K | 0.04% | +13,772+269.2% | Added |
| Arizona State Retirement System | 19,325 | $387.5K | 0.00% | −2,116−9.9% | Reduced |
| State Board of Administration of Florida Retirement System | 19,887 | $398.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 20,173 | $404.5K | 0.00% | −1,527−7.0% | Reduced |
| SEI Investments Co | 20,827 | $417.6K | 0.00% | −17,152−45.2% | Reduced |
| OP Asset Management Ltd | 21,865 | $438.4K | 0.01% | +21,865 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,358 | $448.3K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 22,583 | $452.8K | 0.01% | +22,583 | New |
| ProShare Advisors LLC | 23,156 | $464.3K | 0.00% | −17,200−42.6% | Reduced |
| American Century Companies Inc | 23,303 | $467.2K | 0.00% | +714+3.2% | Added |
| Leonteq Securities AG | 24,041 | $482.0K | 0.03% | +7,624+46.4% | Added |
| Janney Montgomery Scott LLC | 24,944 | $500.0K | 0.00% | −9,503−27.6% | Reduced |
| Prosperity Wealth Management, Inc. | 25,000 | $501.3K | 0.17% | +25,000 | New |
| Amundi | 25,311 | $507.5K | 0.00% | −3,607−12.5% | Reduced |
| EntryPoint Capital, LLC | 25,585 | $513.0K | 0.20% | +25,585 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 26,447 | $529.5K | 0.00% | +17,294+188.9% | Added |
| CWM, LLC | 27,192 | $545.0K | 0.00% | +24,013+755.4% | Added |
| IMC-Chicago, LLC | 27,941 | $560.2K | 0.01% | −42,949−60.6% | Reduced |
| Walleye Trading LLC | 28,181 | $565.0K | 0.01% | +28,181 | New |
| Intech Investment Management LLC | 28,421 | $569.8K | 0.01% | −2,568−8.3% | Reduced |
| Cetera Investment Advisers | 28,544 | $572.3K | 0.00% | +3,876+15.7% | Added |
| Caption Management, LLC | 29,074 | $582.9K | 0.03% | −8,026−21.6% | Reduced |
| Cardinal Point Capital Management, ULC | 29,190 | $585.3K | 0.04% | −9,900−25.3% | Reduced |
| State of Wisconsin Investment Board | 29,992 | $601.3K | 0.00% | −17,093−36.3% | Reduced |
| Mirabella Financial Services LLP | 30,474 | $611.0K | 0.06% | +30,474 | New |
| Harbor Capital Advisors, Inc. | 30,659 | $615.0K | 0.05% | +8,002+35.3% | Added |
| Ares Systematic Credit Ltd | 31,262 | $626.8K | 0.52% | +31,262 | New |
| Janus Henderson Group PLC | 31,440 | $630.2K | 0.00% | 00.0% | Unchanged |
| Deeter Investments LLP | 32,000 | $641.6K | 0.14% | +32,000 | New |
| Vinva Investment Management Ltd | 21,775 | $649.9K | 0.01% | +4,998+29.8% | Added |
| Wakefield Asset Management LLLP | 32,552 | $652.7K | 0.18% | −311−0.9% | Reduced |
| Citigroup Inc | 32,737 | $656.4K | 0.00% | −21,942−40.1% | Reduced |
| Stifel Financial Corp | 34,437 | $690.5K | 0.00% | −270,590−88.7% | Reduced |
| Canada Pension Plan Investment Board | 34,800 | $697.7K | 0.00% | +28,700+470.5% | Added |
| Simplex Trading, LLC | 35,629 | $714.4K | 0.02% | +5,820+19.5% | Added |
| Woodline Partners LP | 36,640 | $734.6K | 0.00% | +16,763+84.3% | Added |
| Mirador Capital Partners LP | 36,909 | $740.0K | 0.10% | −3,635−9.0% | Reduced |
| Manufacturers Life Insurance Company, The | 37,080 | $743.5K | 0.00% | −555−1.5% | Reduced |
| Raymond James Financial Inc | 37,561 | $753.1K | 0.00% | −1,413−3.6% | Reduced |
| Guggenheim Capital LLC | 38,342 | $768.8K | 0.01% | +1,938+5.3% | Added |
| Envestnet Asset Management Inc | 38,903 | $780.0K | 0.00% | +292+0.8% | Added |
| Zacks Investment Management | 39,106 | $784.1K | 0.01% | −12,214−23.8% | Reduced |
| Man Group plc | 40,233 | $806.7K | 0.00% | +40,233 | New |
| MetLife Investment Management | 43,317 | $868.5K | 0.00% | −2,329−5.1% | Reduced |
| Teacher Retirement System of Texas | 47,528 | $952.9K | 0.00% | +9,962+26.5% | Added |
| Vestcor Inc | 50,000 | $1.00M | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 53,447 | $1.06M | 0.00% | −16,916−24.0% | Reduced |
| ExodusPoint Capital Management, LP | 53,711 | $1.08M | 0.01% | +53,711 | New |
| Franklin Resources Inc | 56,303 | $1.13M | 0.00% | +807+1.5% | Added |
| Fox Run Management, L.L.C. | 56,469 | $1.13M | 0.17% | +28,676+103.2% | Added |
| XTX Topco Ltd | 56,549 | $1.13M | 0.03% | +6,662+13.4% | Added |
| Brevan Howard Capital Management LP | 56,550 | $1.13M | 0.02% | −56,294−49.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 59,731 | $1.20M | 0.35% | −1,978−3.2% | Reduced |
| Circumference Group LLC | 60,000 | $1.20M | 1.34% | −39,500−39.7% | Reduced |
| Mackenzie Financial Corp | 60,553 | $1.21M | 0.00% | +24,076+66.0% | Added |
| JPMorgan Chase & Co | 60,997 | $1.22M | 0.00% | −2,299−3.6% | Reduced |
| Aurora Investment Counsel | 68,463 | $1.37M | 0.72% | +1,836+2.8% | Added |
| California State Teachers Retirement System | 69,188 | $1.39M | 0.00% | −50.0% | Reduced |
| Laird Norton Trust Company, LLC | 70,879 | $1.42M | 0.03% | +70,879 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 74,000 | $1.48M | 0.72% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 77,971 | $1.56M | 0.00% | −17,793−18.6% | Reduced |
| Legal & General Group Plc | 78,338 | $1.57M | 0.00% | −264−0.3% | Reduced |
| Walleye Capital LLC | 78,610 | $1.58M | 0.01% | +78,610 | New |
| Price T Rowe Associates Inc | 81,366 | $1.63M | 0.00% | +7,207+9.7% | Added |
| Segall Bryant & Hamill, LLC | 84,073 | $1.69M | 0.02% | −413,937−83.1% | Reduced |
| Radcliffe Capital Management, L.P. | 85,000 | $1.70M | 0.09% | +7,500+9.7% | Added |
| Twinbeech Capital LP | 85,813 | $1.72M | 0.12% | +66,781+350.9% | Added |
| Prospect Capital Advisors, LLC | 89,340 | $1.79M | 0.92% | −9,700−9.8% | Reduced |
| Creative Planning | 94,566 | $1.90M | 0.00% | +72,820+334.9% | Added |
| Rhumbline Advisers | 99,041 | $1.99M | 0.00% | −13,739−12.2% | Reduced |