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, Q2 2026
Institutional positions in Five9, Inc. as of Jun 30, 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
- +2 vs. Q1 2026
- Shares held
- 79.8M
- +1.05M (+1.3%) vs. Q1 2026
- Total value
- $1.70B
- +$504.1M (+42.2%) vs. Q1 2026
- New holders
- 53
- 100 more added
- Sold out
- 51
- 98 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Five9, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 23 | $0 | 0.00% | −21−47.7% | Reduced |
| Altshuler Shaham Ltd | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 2 | $43 | 0.00% | −11−84.6% | Reduced |
| PlanVest Financial, Inc | 2 | $43 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $85 | 0.00% | −73−94.8% | Reduced |
| CoreCap Advisors, LLC | 5 | $107 | 0.00% | −1−16.7% | Reduced |
| International Assets Investment Management, LLC | 5 | $116 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 6 | $128 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 6 | $128 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $150 | 0.00% | −22−75.9% | Reduced |
| JPL Wealth Management, LLC | 14 | $299 | 0.00% | +14 | New |
| Owl Creek Wealth Partners LLC | 15 | $320 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $362 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 20 | $432 | 0.00% | −1−4.8% | Reduced |
| SWAN Capital LLC | 22 | $469 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 25 | $533 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 33 | $704 | 0.00% | +4+13.8% | Added |
| Fortitude Family Office, LLC | 34 | $725 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 37 | $789 | 0.00% | +9+32.1% | Added |
| Parkside Financial Bank & Trust | 40 | $854 | 0.00% | +40 | New |
| Larson Financial Group LLC | 57 | $1.22K | 0.00% | +57 | New |
| UMA Financial Services, Inc. | 57 | $1.22K | 0.00% | +18+46.2% | Added |
| TD Private Client Wealth LLC | 84 | $1.79K | 0.00% | +84 | New |
| Clearstead Advisors, LLC | 94 | $2.00K | 0.00% | +69+276.0% | Added |
| Main Street Group, LTD | 97 | $2.07K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 98 | $2.09K | 0.00% | +62+172.2% | Added |
| Massmutual Trust Co FSB | 99 | $2.11K | 0.00% | +32+47.8% | Added |
| Geneos Wealth Management Inc. | 100 | $2.13K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 107 | $2.28K | 0.00% | +43+67.2% | Added |
| Abound Wealth Management | 113 | $2.41K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 120 | $2.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 120 | $2.56K | 0.00% | +120 | New |
| Marquette Asset Management, LLC | 136 | $2.90K | 0.00% | +136 | New |
| Signaturefd, LLC | 138 | $2.94K | 0.00% | −622−81.8% | Reduced |
| SBI Securities Co., Ltd. | 153 | $3.26K | 0.00% | −8−5.0% | Reduced |
| Umb Bank N A | 179 | $3.82K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 194 | $4.14K | 0.00% | +44+29.3% | Added |
| Nisa Investment Advisors, LLC | 201 | $4.29K | 0.00% | −821−80.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 256 | $5.46K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 284 | $6.05K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 288 | $6.14K | 0.00% | +201+231.0% | Added |
| US Bancorp | 293 | $6.25K | 0.00% | −195−40.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 301 | $6.42K | 0.00% | −272−47.5% | Reduced |
| Fifth Third Bancorp | 308 | $6.57K | 0.00% | −218−41.4% | Reduced |
| Los Angeles Capital Management LLC | 321 | $6.84K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 323 | $6.89K | 0.00% | +323 | New |
| Cullen/Frost Bankers, Inc. | 391 | $8.34K | 0.00% | +8+2.1% | Added |
| True Wealth Design, LLC | 391 | $8.34K | 0.00% | +113+40.6% | Added |
| JNBA Financial Advisors | 400 | $8.53K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 452 | $9.64K | 0.00% | −705−60.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 491 | $10.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 529 | $11.3K | 0.00% | +529 | New |
| WealthCollab, LLC | 537 | $11.4K | 0.00% | +537 | New |
| Assetmark, Inc | 542 | $11.6K | 0.00% | −35−6.1% | Reduced |
| Rothschild Investment LLC | 573 | $12.2K | 0.00% | −60−9.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 605 | $12.9K | 0.00% | +588+3,458.8% | Added |
| Banque Transatlantique SA | 900 | $17.5K | 0.00% | +900 | New |
| IFP Advisors, Inc | 869 | $18.5K | 0.00% | +316+57.1% | Added |
| Essential Partners LLC | 997 | $21.3K | 0.01% | +330+49.5% | Added |
| GAMMA Investing LLC | 1,035 | $22.1K | 0.00% | −319−23.6% | Reduced |
| Parallel Advisors, LLC | 1,219 | $26.0K | 0.00% | −81−6.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,298 | $27.7K | 0.00% | −164−11.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,334 | $28.4K | 0.00% | −27−2.0% | Reduced |
| Richardson Financial Services Inc. | 1,339 | $28.5K | 0.02% | −824−38.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,741 | $37.1K | 0.00% | +1,741 | New |
| Nykredit A/S | 1,846 | $39.4K | 0.00% | +1,846 | New |
| EverSource Wealth Advisors, LLC | 2,031 | $43.3K | 0.00% | +303+17.5% | Added |
| The PNC Financial Services Group, Inc. | 2,035 | $43.4K | 0.00% | −515−20.2% | Reduced |
| Global Retirement Partners, LLC | 2,110 | $45.0K | 0.00% | +2,110 | New |
| Tower Research Capital LLC (TRC) | 2,166 | $46.2K | 0.00% | −3,070−58.6% | Reduced |
| KBC Group NV | 2,261 | $48.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,307 | $49.2K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,347 | $50.0K | 0.00% | −2,581−52.4% | Reduced |
| Covestor Ltd | 2,400 | $51.0K | 0.03% | +2,030+548.6% | Added |
| National Bank of Canada | 2,530 | $53.9K | 0.00% | −52−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 2,771 | $59.1K | 0.00% | +238+9.4% | Added |
| GWM Advisors LLC | 2,894 | $61.7K | 0.00% | +366+14.5% | Added |
| Federated Hermes, Inc. | 3,087 | $65.8K | 0.00% | −840,215−99.6% | Reduced |
| Farther Finance Advisors, LLC | 3,518 | $75.0K | 0.00% | +1,656+88.9% | Added |
| State of Alaska, Department of Revenue | 3,554 | $75.0K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 4,000 | $85.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4,811 | $102.6K | 0.00% | +305+6.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,971 | $106.0K | 0.00% | −2,259−31.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,298 | $113.0K | 0.00% | +1,646+45.1% | Added |
| Ensign Peak Advisors, Inc | 6,785 | $144.7K | 0.00% | −1,050−13.4% | Reduced |
| Ameritas Investment Partners, Inc. | 6,950 | $148.2K | 0.00% | +564+8.8% | Added |
| New York State Teachers Retirement System | 7,162 | $153.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7,503 | $160.0K | 0.01% | +7,503 | New |
| Jones Financial Companies LLLP | 7,542 | $160.8K | 0.00% | −906−10.7% | Reduced |
| FNY Investment Advisers, LLC | 8,000 | $170.0K | 0.06% | −6,805−46.0% | Reduced |
| Public Employees Retirement Association of Colorado | 8,180 | $174.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 8,484 | $180.9K | 0.17% | +3,517+70.8% | Added |
| Globeflex Capital L P | 9,314 | $198.6K | 0.03% | +9,314 | New |
| Fulcrum Asset Management LLP | 9,694 | $206.5K | 0.02% | +9,694 | New |
| Lighthouse Investment Partners, LLC | 10,010 | $213.4K | 0.01% | +10,010 | New |
| Tactive Advisors, LLC | 10,865 | $231.6K | 0.06% | +10,865 | New |
| Citizens Financial Group Inc | 11,293 | $240.8K | 0.00% | +978+9.5% | Added |
| Pictet Asset Management Holding SA | 11,353 | $242.0K | 0.00% | −597,950−98.1% | Reduced |
| EP Wealth Advisors, LLC | 11,623 | $247.8K | 0.00% | +11,623 | New |