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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 7,162 | $109.0K | 0.00% | +7,162 | New |
| Ameritas Investment Partners, Inc. | 6,386 | $96.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,236 | $79.4K | 0.00% | +3,040+138.4% | Added |
| Bayforest Capital Ltd | 4,967 | $75.3K | 0.08% | +2,344+89.4% | Added |
| Versant Capital Management, Inc | 4,928 | $74.8K | 0.01% | +4,446+922.4% | Added |
| MAI Capital Management | 4,902 | $74.4K | 0.00% | +415+9.2% | Added |
| Allworth Financial LP | 4,506 | $68.4K | 0.00% | +3,081+216.2% | Added |
| Caitong International Asset Management Co., Ltd | 4,294 | $65.1K | 0.01% | +4,294 | New |
| Toronto Dominion Bank | 4,000 | $61.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3,652 | $55.4K | 0.00% | +820+29.0% | Added |
| SRS Capital Advisors, Inc. | 3,542 | $53.7K | 0.00% | +290+8.9% | Added |
| State of Alaska, Department of Revenue | 3,554 | $53.0K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 3,410 | $51.7K | 0.00% | +3,410 | New |
| National Bank of Canada | 2,582 | $39.2K | 0.00% | +2,582 | New |
| The PNC Financial Services Group, Inc. | 2,550 | $38.7K | 0.00% | −85−3.2% | Reduced |
| Advisor Group Holdings, Inc. | 2,533 | $38.4K | 0.00% | −160−5.9% | Reduced |
| GWM Advisors LLC | 2,528 | $38.4K | 0.00% | +2,528 | New |
| Optiver Holding B.V. | 2,325 | $35.3K | 0.00% | +1,981+575.9% | Added |
| C M Bidwell & Associates Ltd | 2,307 | $35.0K | 0.02% | −746−24.4% | Reduced |
| KBC Group NV | 2,261 | $34.0K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,163 | $32.8K | 0.02% | +845+64.1% | Added |
| Farther Finance Advisors, LLC | 1,862 | $28.0K | 0.00% | +912+96.0% | Added |
| EverSource Wealth Advisors, LLC | 1,728 | $26.2K | 0.00% | +1,367+378.7% | Added |
| Quadrant Capital Group LLC | 1,546 | $23.5K | 0.00% | +251+19.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,462 | $22.2K | 0.00% | +457+45.5% | Added |
| Advisory Services Network, LLC | 1,405 | $21.3K | 0.00% | +1,405 | New |
| Steward Partners Investment Advisory, LLC | 1,361 | $20.6K | 0.00% | +208+18.0% | Added |
| GAMMA Investing LLC | 1,354 | $20.5K | 0.00% | +997+279.3% | Added |
| Parallel Advisors, LLC | 1,300 | $19.7K | 0.00% | +242+22.9% | Added |
| Financial Management Professionals, Inc. | 1,289 | $19.6K | 0.00% | +1,289 | New |
| Rockefeller Capital Management L.P. | 1,157 | $17.6K | 0.00% | +581+100.9% | Added |
| Nisa Investment Advisors, LLC | 1,022 | $15.5K | 0.00% | −54−5.0% | Reduced |
| RWM Asset Management, LLC | 1,020 | $15.5K | 0.00% | +1,020 | New |
| Root Financial Partners, LLC | 939 | $14.2K | 0.00% | +939 | New |
| Nicholas Company, Inc. | 761 | $11.5K | 0.00% | −247−24.5% | Reduced |
| Signaturefd, LLC | 760 | $11.5K | 0.00% | +358+89.1% | Added |
| RMG Wealth Management LLC | 525 | $11.2K | 0.00% | +525 | New |
| Essential Partners LLC | 667 | $10.1K | 0.00% | −1,664−71.4% | Reduced |
| Rothschild Investment LLC | 633 | $9.60K | 0.00% | −1,203−65.5% | Reduced |
| Clear Street Markets LLC | 597 | $9.06K | 0.00% | +597 | New |
| Assetmark, Inc | 577 | $8.75K | 0.00% | +532+1,182.2% | Added |
| Northwestern Mutual Wealth Management Co | 573 | $8.69K | 0.00% | −2,049−78.1% | Reduced |
| IFP Advisors, Inc | 553 | $8.39K | 0.00% | −87−13.6% | Reduced |
| Fifth Third Bancorp | 526 | $7.98K | 0.00% | +526 | New |
| Sterling Capital Management LLC | 508 | $7.71K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 491 | $7.45K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 488 | $7.40K | 0.00% | −423−46.4% | Reduced |
| JNBA Financial Advisors | 400 | $6.07K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 370 | $6.00K | 0.00% | +84+29.4% | Added |
| Cullen/Frost Bankers, Inc. | 383 | $5.81K | 0.00% | +48+14.3% | Added |
| Los Angeles Capital Management LLC | 321 | $4.87K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 284 | $4.31K | 0.00% | −139−32.9% | Reduced |
| True Wealth Design, LLC | 278 | $4.22K | 0.00% | +164+143.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 256 | $3.88K | 0.00% | +256 | New |
| Umb Bank N A | 179 | $2.71K | 0.00% | +179 | New |
| SBI Securities Co., Ltd. | 161 | $2.44K | 0.00% | +10+6.6% | Added |
| Quarry LP | 150 | $2.28K | 0.00% | −1,025−87.2% | Reduced |
| Rachor Investment Advisory Services, LLC | 142 | $2.15K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 124 | $1.88K | 0.00% | −105−45.9% | Reduced |
| Ritter Daniher Financial Advisory LLC | 120 | $1.82K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 113 | $1.72K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $1.52K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 97 | $1.47K | 0.00% | +97 | New |
| SJS Investment Consulting Inc. | 87 | $1.32K | 0.00% | +64+278.3% | Added |
| Activest Wealth Management | 77 | $1.17K | 0.00% | +70+1,000.0% | Added |
| Massmutual Trust Co FSB | 67 | $1.02K | 0.00% | +67 | New |
| Capital Advisors, Ltd. LLC | 44 | $1.00K | 0.00% | +44 | New |
| Brown, Lisle/Cummings, Inc. | 64 | $971 | 0.00% | +64 | New |
| UMA Financial Services, Inc. | 39 | $592 | 0.00% | +15+62.5% | Added |
| Transamerica Financial Advisors, Inc. | 36 | $546 | 0.00% | −20−35.7% | Reduced |
| Fortitude Family Office, LLC | 34 | $516 | 0.00% | +34 | New |
| Bare Financial Services, Inc | 29 | $440 | 0.00% | −45−60.8% | Reduced |
| MV Capital Management, Inc. | 29 | $440 | 0.00% | +16+123.1% | Added |
| North Star Investment Management Corp. | 28 | $425 | 0.00% | −23−45.1% | Reduced |
| Clearstead Advisors, LLC | 25 | $380 | 0.00% | −44−63.8% | Reduced |
| Ronald Blue Trust, Inc. | 25 | $379 | 0.00% | +25 | New |
| SWAN Capital LLC | 22 | $334 | 0.00% | −1−4.3% | Reduced |
| Harbour Investments, Inc. | 21 | $320 | 0.00% | +3+16.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 17 | $258 | 0.00% | −99−85.3% | Reduced |
| Raffa Wealth Management, LLC | 17 | $258 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 15 | $228 | 0.00% | +15 | New |
| Elequin Capital LP | 13 | $197 | 0.00% | −23−63.9% | Reduced |
| CoreCap Advisors, LLC | 6 | $91 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 6 | $91 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 6 | $91 | 0.00% | +5+500.0% | Added |
| Wealth Preservation Advisors, LLC | 6 | $91 | 0.00% | +6 | New |
| International Assets Investment Management, LLC | 5 | $75 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2 | $36 | 0.00% | −8−80.0% | Reduced |
| PlanVest Financial, Inc | 2 | $30 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $26 | 0.00% | −1−50.0% | Reduced |
| Altshuler Shaham Ltd | 1 | $15 | 0.00% | −539−99.8% | Reduced |
| Avion Wealth | 26 | $0 | 0.00% | −27−50.9% | Reduced |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −786,016−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −457,821−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −363,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −248,100−100.0% | Sold out |
| Summit Creek Advisors LLC | 0 | $0 | 0.00% | −176,540−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −128,041−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −112,124−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −70,879−100.0% | Sold out |