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, Q1 2026
Institutional positions in Five9, Inc. as of Mar 31, 2026. 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
- 292
- +9 vs. Q4 2025
- Shares held
- 78.9M
- +9.57M (+13.8%) vs. Q4 2025
- Total value
- $1.20B
- −$194.7M (−14.0%) vs. Q4 2025
- New holders
- 55
- 115 more added
- Sold out
- 46
- 86 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 10,494 | $159.2K | 0.00% | +10,494 | New |
| Arrowstreet Capital, Limited Partnership | 10,502 | $159.3K | 0.00% | +10,502 | New |
| Raymond James Financial Inc | 10,899 | $165.3K | 0.00% | −26,662−71.0% | Reduced |
| Principal Securities, Inc. | 11,341 | $172.0K | 0.00% | +11,341 | New |
| Mangrove Partners | 11,642 | $176.6K | 0.01% | −1,070−8.4% | Reduced |
| VARCOV Co. | 11,977 | $181.7K | 0.07% | −2,978−19.9% | Reduced |
| Stoneridge Investment Partners LLC | 12,517 | $190.0K | 0.14% | 00.0% | Unchanged |
| Prudential Financial Inc | 12,535 | $190.2K | 0.00% | +12,535 | New |
| Teacher Retirement System of Texas | 12,956 | $196.5K | 0.00% | −34,572−72.7% | Reduced |
| Swiss Life Asset Management Ltd | 13,018 | $197.5K | 0.00% | +1,971+17.8% | Added |
| Voya Investment Management LLC | 13,519 | $205.1K | 0.00% | −207−1.5% | Reduced |
| JustInvest LLC | 14,147 | $214.6K | 0.00% | +14,147 | New |
| Y-Intercept (Hong Kong) Ltd | 14,574 | $221.1K | 0.00% | −88,904−85.9% | Reduced |
| FNY Investment Advisers, LLC | 14,805 | $224.0K | 0.10% | −1,645−10.0% | Reduced |
| KLP Kapitalforvaltning AS | 14,800 | $224.5K | 0.00% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 10,610 | $227.0K | 0.02% | −100−0.9% | Reduced |
| Gotham Asset Management, LLC | 15,238 | $231.2K | 0.00% | +15,238 | New |
| Wolverine Asset Management LLC | 16,289 | $247.1K | 0.00% | +486+3.1% | Added |
| Intech Investment Management LLC | 16,613 | $252.0K | 0.00% | −11,808−41.5% | Reduced |
| Magnetar Financial LLC | 16,874 | $256.0K | 0.00% | +1,680+11.1% | Added |
| Finivi Inc. | 18,107 | $274.7K | 0.15% | +3,194+21.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 18,458 | $277.1K | 0.00% | +3,007+19.5% | Added |
| Handelsbanken Fonder AB | 18,795 | $285.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 19,335 | $293.3K | 0.00% | +10+0.1% | Added |
| Marex Group plc | 19,361 | $293.7K | 0.00% | +19,361 | New |
| State Board of Administration of Florida Retirement System | 19,887 | $301.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 20,173 | $306.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 20,177 | $306.1K | 0.01% | +20,177 | New |
| Twinbeech Capital LP | 21,028 | $319.0K | 0.03% | −64,785−75.5% | Reduced |
| ProShare Advisors LLC | 21,073 | $319.7K | 0.00% | −2,083−9.0% | Reduced |
| Summit Trail Advisors, LLC | 21,545 | $326.8K | 0.00% | +10,241+90.6% | Added |
| Leonteq Securities AG | 21,925 | $332.6K | 0.02% | −2,116−8.8% | Reduced |
| Oxford Asset Management LLP | 22,106 | $335.3K | 0.14% | +22,106 | New |
| Vanguard Investments Australia, Ltd. | 22,169 | $336.3K | 0.00% | +22,169 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,358 | $339.2K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 22,477 | $341.0K | 0.00% | +8,339+59.0% | Added |
| Quantbot Technologies LP | 22,819 | $346.2K | 0.01% | +9,080+66.1% | Added |
| MML Investors Services, LLC | 23,329 | $353.9K | 0.00% | +7,117+43.9% | Added |
| New York State Common Retirement Fund | 24,300 | $368.6K | 0.00% | −53,671−68.8% | Reduced |
| Janney Montgomery Scott LLC | 24,943 | $378.0K | 0.00% | −10.0% | Reduced |
| SEI Investments Co | 25,387 | $385.2K | 0.00% | +4,560+21.9% | Added |
| Ameritas Advisory Services, LLC | 25,682 | $389.6K | 0.02% | +7,875+44.2% | Added |
| Stifel Financial Corp | 26,083 | $395.7K | 0.00% | −8,354−24.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 26,686 | $404.8K | 0.00% | +239+0.9% | Added |
| DRW Securities, LLC | 27,929 | $423.7K | 0.02% | +17,577+169.8% | Added |
| State of Wisconsin Investment Board | 28,605 | $433.9K | 0.00% | −1,387−4.6% | Reduced |
| Verition Fund Management LLC | 29,643 | $449.7K | 0.00% | −150,040−83.5% | Reduced |
| Ares Systematic Credit Ltd | 31,262 | $461.7K | 0.36% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 31,400 | $476.3K | 0.00% | −3,400−9.8% | Reduced |
| Cetera Investment Advisers | 31,418 | $476.6K | 0.00% | +2,874+10.1% | Added |
| CenterBook Partners LP | 31,429 | $476.8K | 0.03% | +31,429 | New |
| Citigroup Inc | 31,456 | $477.2K | 0.00% | −1,281−3.9% | Reduced |
| Janus Henderson Group PLC | 31,440 | $477.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 32,256 | $489.3K | 0.06% | +13,369+70.8% | Added |
| Wells Fargo & Company | 32,317 | $490.2K | 0.00% | −94,646−74.5% | Reduced |
| Amundi | 32,324 | $490.4K | 0.00% | +7,013+27.7% | Added |
| Cerity Partners LLC | 32,689 | $495.9K | 0.00% | +32,689 | New |
| American Century Companies Inc | 33,464 | $507.6K | 0.00% | +10,161+43.6% | Added |
| Manufacturers Life Insurance Company, The | 36,111 | $547.8K | 0.00% | −969−2.6% | Reduced |
| Loomis Sayles & Co L P | 37,195 | $564.2K | 0.00% | −877,673−95.9% | Reduced |
| Guggenheim Capital LLC | 37,956 | $575.8K | 0.00% | −386−1.0% | Reduced |
| Credit Agricole S A | 42,000 | $637.1K | 0.00% | +42,000 | New |
| Mercer Global Advisors Inc | 42,492 | $644.6K | 0.00% | +26,955+173.5% | Added |
| Franklin Resources Inc | 42,734 | $648.3K | 0.00% | −13,569−24.1% | Reduced |
| MetLife Investment Management | 42,974 | $651.9K | 0.00% | −343−0.8% | Reduced |
| Cardinal Point Capital Management, ULC | 45,990 | $697.7K | 0.04% | +16,800+57.6% | Added |
| Mariner, LLC | 46,083 | $699.0K | 0.00% | +33,780+274.6% | Added |
| HSBC Holdings PLC | 48,701 | $737.0K | 0.00% | −4,746−8.9% | Reduced |
| Vestcor Inc | 50,000 | $759.0K | 0.02% | 00.0% | Unchanged |
| CastleKnight Management LP | 50,500 | $766.1K | 0.04% | +50,500 | New |
| Walleye Capital LLC | 51,462 | $780.7K | 0.00% | −27,148−34.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 51,534 | $781.8K | 0.00% | +51,534 | New |
| LSV Asset Management | 52,900 | $802.0K | 0.00% | +40,600+330.1% | Added |
| Caption Management, LLC | 55,395 | $840.3K | 0.04% | +26,321+90.5% | Added |
| Zacks Investment Management | 57,180 | $867.4K | 0.01% | +18,074+46.2% | Added |
| Vanguard Asset Management, Ltd | 57,849 | $877.6K | 0.00% | +57,849 | New |
| Mirador Capital Partners LP | 60,302 | $914.8K | 0.13% | +23,393+63.4% | Added |
| Envestnet Asset Management Inc | 62,336 | $945.6K | 0.00% | +23,433+60.2% | Added |
| Legal & General Group Plc | 63,726 | $966.7K | 0.00% | −14,612−18.7% | Reduced |
| Aurora Investment Counsel | 67,625 | $1.03M | 0.57% | −838−1.2% | Reduced |
| EntryPoint Capital, LLC | 68,983 | $1.05M | 0.31% | +43,398+169.6% | Added |
| Elo Mutual Pension Insurance Co | 73,782 | $1.12M | 0.02% | +73,782 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 74,000 | $1.12M | 0.58% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 75,058 | $1.14M | 0.04% | +75,058 | New |
| Jump Financial, LLC | 75,656 | $1.15M | 0.02% | +75,656 | New |
| D. E. Shaw & Co., Inc. | 75,824 | $1.15M | 0.00% | −24,100−24.1% | Reduced |
| ExodusPoint Capital Management, LP | 76,689 | $1.16M | 0.01% | +22,978+42.8% | Added |
| Vinva Investment Management Ltd | 54,851 | $1.18M | 0.01% | +33,076+151.9% | Added |
| Capital Fund Management S.A. | 78,809 | $1.20M | 0.01% | −68,344−46.4% | Reduced |
| Radcliffe Capital Management, L.P. | 85,000 | $1.29M | 0.10% | 00.0% | Unchanged |
| Prospect Capital Advisors, LLC | 89,340 | $1.36M | 0.75% | 00.0% | Unchanged |
| California State Teachers Retirement System | 90,684 | $1.38M | 0.00% | +21,496+31.1% | Added |
| Villanova Investment Management Co LLC | 91,065 | $1.38M | 1.42% | −34,196−27.3% | Reduced |
| Brevan Howard Capital Management LP | 92,015 | $1.40M | 0.01% | +35,465+62.7% | Added |
| Price T Rowe Associates Inc | 93,877 | $1.43M | 0.00% | +12,511+15.4% | Added |
| CWM, LLC | 93,983 | $1.43M | 0.00% | +66,791+245.6% | Added |
| Man Group plc | 96,147 | $1.46M | 0.00% | +55,914+139.0% | Added |
| Russell Investments Group, Ltd. | 97,296 | $1.46M | 0.00% | +86,654+814.3% | Added |
| Rock Creek Group, LP | 100,000 | $1.52M | 0.15% | +92,500+1,233.3% | Added |
| Rhumbline Advisers | 100,398 | $1.52M | 0.00% | +1,357+1.4% | Added |