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 |
|---|---|---|---|---|---|
| MAI Capital Management | 4,487 | $90.0K | 0.00% | −184−3.9% | Reduced |
| Comerica Bank | 4,024 | $80.7K | 0.00% | −31,949−88.8% | Reduced |
| Toronto Dominion Bank | 4,000 | $80.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,554 | $71.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,252 | $65.2K | 0.00% | −3,048−48.4% | Reduced |
| C M Bidwell & Associates Ltd | 3,053 | $61.2K | 0.03% | 00.0% | Unchanged |
| Conquis Financial LLC | 3,000 | $60.1K | 0.05% | 00.0% | Unchanged |
| Quest Partners LLC | 2,915 | $58.4K | 0.00% | +661+29.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,832 | $56.8K | 0.00% | +2,832 | New |
| Advisor Group Holdings, Inc. | 2,693 | $54.0K | 0.00% | −27,223−91.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,635 | $52.8K | 0.00% | −21,642−89.1% | Reduced |
| Bayforest Capital Ltd | 2,623 | $52.6K | 0.04% | −4,967−65.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,622 | $52.6K | 0.00% | +2,514+2,327.8% | Added |
| Amalgamated Bank | 2,434 | $49.0K | 0.00% | −134−5.2% | Reduced |
| Essential Partners LLC | 2,331 | $46.7K | 0.01% | +2,309+10,495.5% | Added |
| KBC Group NV | 2,261 | $45.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,196 | $44.0K | 0.00% | −279−11.3% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 1,960 | $39.3K | 0.02% | +100+5.4% | Added |
| Rothschild Investment LLC | 1,836 | $36.8K | 0.00% | +1,786+3,572.0% | Added |
| Global Retirement Partners, LLC | 1,443 | $28.9K | 0.00% | +215+17.5% | Added |
| Allworth Financial LP | 1,425 | $28.6K | 0.00% | +330+30.1% | Added |
| Danske Bank A/S | 1,400 | $28.1K | 0.00% | −31,622−95.8% | Reduced |
| Richardson Financial Services Inc. | 1,318 | $26.4K | 0.02% | +336+34.2% | Added |
| Quadrant Capital Group LLC | 1,295 | $26.0K | 0.00% | +516+66.2% | Added |
| Quarry LP | 1,175 | $23.6K | 0.00% | −202−14.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,153 | $23.1K | 0.00% | +326+39.4% | Added |
| Nisa Investment Advisors, LLC | 1,076 | $21.6K | 0.00% | −554−34.0% | Reduced |
| Parallel Advisors, LLC | 1,058 | $21.2K | 0.00% | −460−30.3% | Reduced |
| Nicholas Company, Inc. | 1,008 | $20.2K | 0.00% | −186,990−99.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,005 | $20.0K | 0.00% | +284+39.4% | Added |
| Farther Finance Advisors, LLC | 950 | $19.0K | 0.00% | +397+71.8% | Added |
| US Bancorp | 911 | $18.3K | 0.00% | −2,117−69.9% | Reduced |
| Banque Transatlantique SA | 900 | $18.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 640 | $12.8K | 0.00% | +591+1,206.1% | Added |
| Rockefeller Capital Management L.P. | 576 | $11.5K | 0.00% | −579−50.1% | Reduced |
| Altshuler Shaham Ltd | 540 | $10.8K | 0.00% | +240+80.0% | Added |
| Acumen Wealth Advisors, LLC | 540 | $10.8K | 0.00% | +540 | New |
| Sterling Capital Management LLC | 508 | $10.2K | 0.00% | +323+174.6% | Added |
| Versant Capital Management, Inc | 482 | $9.66K | 0.00% | +298+162.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 491 | $9.24K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 423 | $8.48K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 402 | $8.06K | 0.00% | −64−13.7% | Reduced |
| JNBA Financial Advisors | 400 | $8.02K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 321 | $7.50K | 0.00% | +321 | New |
| EverSource Wealth Advisors, LLC | 361 | $7.24K | 0.00% | +198+121.5% | Added |
| GAMMA Investing LLC | 357 | $7.16K | 0.00% | +96+36.8% | Added |
| Optiver Holding B.V. | 344 | $6.90K | 0.00% | −210−37.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 335 | $6.72K | 0.00% | +10+3.1% | Added |
| Covestor Ltd | 286 | $6.00K | 0.00% | +14+5.1% | Added |
| Quent Capital, LLC | 229 | $4.59K | 0.00% | −431−65.3% | Reduced |
| CIBC Private Wealth Group, LLC | 176 | $3.53K | 0.00% | +116+193.3% | Added |
| Private Trust Co NA | 175 | $3.51K | 0.00% | +175 | New |
| SBI Securities Co., Ltd. | 151 | $3.03K | 0.00% | +125+480.8% | Added |
| Rachor Investment Advisory Services, LLC | 142 | $2.85K | 0.00% | +142 | New |
| Ritter Daniher Financial Advisory LLC | 120 | $2.41K | 0.00% | +120 | New |
| Pinnacle Wealth Planning Services, Inc. | 116 | $2.33K | 0.00% | +116 | New |
| True Wealth Design, LLC | 114 | $2.29K | 0.00% | +59+107.3% | Added |
| Abound Wealth Management | 113 | $2.27K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 74 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 74 | $1.48K | 0.00% | +54+270.0% | Added |
| Clearstead Advisors, LLC | 69 | $1.38K | 0.00% | +69 | New |
| Parkside Financial Bank & Trust | 60 | $1.20K | 0.00% | +2+3.4% | Added |
| Transamerica Financial Advisors, Inc. | 56 | $1.12K | 0.00% | +37+194.7% | Added |
| North Star Investment Management Corp. | 51 | $1.02K | 0.00% | +51 | New |
| Avion Wealth | 53 | $1.00K | 0.00% | +12+29.3% | Added |
| Hantz Financial Services, Inc. | 35 | $1.00K | 0.00% | +35 | New |
| Assetmark, Inc | 45 | $902 | 0.00% | +45 | New |
| CBIZ Investment Advisory Services, LLC | 40 | $802 | 0.00% | +40 | New |
| Elequin Capital LP | 36 | $722 | 0.00% | +36 | New |
| Optima Capital LLC | 26 | $521 | 0.00% | +26 | New |
| UMA Financial Services, Inc. | 24 | $482 | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 23 | $462 | 0.00% | +23 | New |
| SWAN Capital LLC | 23 | $461 | 0.00% | +23 | New |
| Harbour Investments, Inc. | 18 | $361 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $341 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 13 | $261 | 0.00% | −1−7.1% | Reduced |
| Investors Portfolio Services LLC | 11 | $220 | 0.00% | +11 | New |
| Smartleaf Asset Management LLC | 10 | $200 | 0.00% | −91−90.1% | Reduced |
| Activest Wealth Management | 7 | $140 | 0.00% | −17−70.8% | Reduced |
| CoreCap Advisors, LLC | 6 | $120 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 6 | $120 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 5 | $100 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5 | $100 | 0.00% | +5 | 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 |
| Dunhill Financial, LLC | 2 | $35 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $20 | 0.00% | −90−98.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −1,754,327−100.0% | Sold out |
| Sylebra Capital LLC | 0 | $0 | 0.00% | −905,212−100.0% | Sold out |
| Atreides Management, LP | 0 | $0 | 0.00% | −735,151−100.0% | Sold out |
| Tremblant Capital Group | 0 | $0 | 0.00% | −646,883−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −396,600−100.0% | Sold out |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −316,216−100.0% | Sold out |
| Kopp Family Office, LLC | 0 | $0 | 0.00% | −298,870−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −258,450−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −241,115−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −225,231−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −212,990−100.0% | Sold out |