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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 8,180 | $174.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 8,000 | $170.0K | 0.06% | −6,805−46.0% | Reduced |
| Jones Financial Companies LLLP | 7,542 | $160.8K | 0.00% | −906−10.7% | Reduced |
| NBC Securities, Inc. | 7,503 | $160.0K | 0.01% | +7,503 | New |
| New York State Teachers Retirement System | 7,162 | $153.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,950 | $148.2K | 0.00% | +564+8.8% | Added |
| Ensign Peak Advisors, Inc | 6,785 | $144.7K | 0.00% | −1,050−13.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,298 | $113.0K | 0.00% | +1,646+45.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,971 | $106.0K | 0.00% | −2,259−31.2% | Reduced |
| Allworth Financial LP | 4,811 | $102.6K | 0.00% | +305+6.8% | Added |
| Toronto Dominion Bank | 4,000 | $85.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,554 | $75.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,518 | $75.0K | 0.00% | +1,656+88.9% | Added |
| Federated Hermes, Inc. | 3,087 | $65.8K | 0.00% | −840,215−99.6% | Reduced |
| GWM Advisors LLC | 2,894 | $61.7K | 0.00% | +366+14.5% | Added |
| Advisor Group Holdings, Inc. | 2,771 | $59.1K | 0.00% | +238+9.4% | Added |
| National Bank of Canada | 2,530 | $53.9K | 0.00% | −52−2.0% | Reduced |
| Covestor Ltd | 2,400 | $51.0K | 0.03% | +2,030+548.6% | Added |
| Versant Capital Management, Inc | 2,347 | $50.0K | 0.00% | −2,581−52.4% | Reduced |
| C M Bidwell & Associates Ltd | 2,307 | $49.2K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 2,261 | $48.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,166 | $46.2K | 0.00% | −3,070−58.6% | Reduced |
| Global Retirement Partners, LLC | 2,110 | $45.0K | 0.00% | +2,110 | New |
| The PNC Financial Services Group, Inc. | 2,035 | $43.4K | 0.00% | −515−20.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,031 | $43.3K | 0.00% | +303+17.5% | Added |
| Nykredit A/S | 1,846 | $39.4K | 0.00% | +1,846 | New |
| Tokio Marine Asset Management Co Ltd | 1,741 | $37.1K | 0.00% | +1,741 | New |
| Richardson Financial Services Inc. | 1,339 | $28.5K | 0.02% | −824−38.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,334 | $28.4K | 0.00% | −27−2.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,298 | $27.7K | 0.00% | −164−11.2% | Reduced |
| Parallel Advisors, LLC | 1,219 | $26.0K | 0.00% | −81−6.2% | Reduced |
| GAMMA Investing LLC | 1,035 | $22.1K | 0.00% | −319−23.6% | Reduced |
| Essential Partners LLC | 997 | $21.3K | 0.01% | +330+49.5% | Added |
| IFP Advisors, Inc | 869 | $18.5K | 0.00% | +316+57.1% | Added |
| Banque Transatlantique SA | 900 | $17.5K | 0.00% | +900 | New |
| Pinnacle Wealth Planning Services, Inc. | 605 | $12.9K | 0.00% | +588+3,458.8% | Added |
| Rothschild Investment LLC | 573 | $12.2K | 0.00% | −60−9.5% | Reduced |
| Assetmark, Inc | 542 | $11.6K | 0.00% | −35−6.1% | Reduced |
| WealthCollab, LLC | 537 | $11.4K | 0.00% | +537 | New |
| LRI Investments, LLC | 529 | $11.3K | 0.00% | +529 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 491 | $10.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 452 | $9.64K | 0.00% | −705−60.9% | Reduced |
| JNBA Financial Advisors | 400 | $8.53K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 391 | $8.34K | 0.00% | +113+40.6% | Added |
| Cullen/Frost Bankers, Inc. | 391 | $8.34K | 0.00% | +8+2.1% | Added |
| Continuum Advisory, LLC | 323 | $6.89K | 0.00% | +323 | New |
| Los Angeles Capital Management LLC | 321 | $6.84K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 308 | $6.57K | 0.00% | −218−41.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 301 | $6.42K | 0.00% | −272−47.5% | Reduced |
| US Bancorp | 293 | $6.25K | 0.00% | −195−40.0% | Reduced |
| SJS Investment Consulting Inc. | 288 | $6.14K | 0.00% | +201+231.0% | Added |
| Federation des caisses Desjardins du Quebec | 284 | $6.05K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 256 | $5.46K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 201 | $4.29K | 0.00% | −821−80.3% | Reduced |
| Quarry LP | 194 | $4.14K | 0.00% | +44+29.3% | Added |
| Umb Bank N A | 179 | $3.82K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 153 | $3.26K | 0.00% | −8−5.0% | Reduced |
| Signaturefd, LLC | 138 | $2.94K | 0.00% | −622−81.8% | Reduced |
| Marquette Asset Management, LLC | 136 | $2.90K | 0.00% | +136 | New |
| Ritter Daniher Financial Advisory LLC | 120 | $2.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 120 | $2.56K | 0.00% | +120 | New |
| Abound Wealth Management | 113 | $2.41K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 107 | $2.28K | 0.00% | +43+67.2% | Added |
| Geneos Wealth Management Inc. | 100 | $2.13K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 99 | $2.11K | 0.00% | +32+47.8% | Added |
| Transamerica Financial Advisors, Inc. | 98 | $2.09K | 0.00% | +62+172.2% | Added |
| Main Street Group, LTD | 97 | $2.07K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 94 | $2.00K | 0.00% | +69+276.0% | Added |
| TD Private Client Wealth LLC | 84 | $1.79K | 0.00% | +84 | New |
| UMA Financial Services, Inc. | 57 | $1.22K | 0.00% | +18+46.2% | Added |
| Larson Financial Group LLC | 57 | $1.22K | 0.00% | +57 | New |
| Parkside Financial Bank & Trust | 40 | $854 | 0.00% | +40 | New |
| North Star Investment Management Corp. | 37 | $789 | 0.00% | +9+32.1% | Added |
| Fortitude Family Office, LLC | 34 | $725 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 33 | $704 | 0.00% | +4+13.8% | Added |
| Ronald Blue Trust, Inc. | 25 | $533 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 22 | $469 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 20 | $432 | 0.00% | −1−4.8% | Reduced |
| Raffa Wealth Management, LLC | 17 | $362 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 15 | $320 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 14 | $299 | 0.00% | +14 | New |
| MV Capital Management, Inc. | 7 | $150 | 0.00% | −22−75.9% | Reduced |
| Huntington National Bank | 6 | $128 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 6 | $128 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5 | $116 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $107 | 0.00% | −1−16.7% | Reduced |
| Activest Wealth Management | 4 | $85 | 0.00% | −73−94.8% | Reduced |
| Smartleaf Asset Management LLC | 2 | $52 | 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 |
| Altshuler Shaham Ltd | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 23 | $0 | 0.00% | −21−47.7% | Reduced |
| FIL Ltd | 0 | $0 | 0.00% | −2,561,141−100.0% | Sold out |
| Legion Partners Asset Management, LLC | 0 | $0 | 0.00% | −591,685−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −520,759−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −317,303−100.0% | Sold out |
| ABS Direct Equity Fund LLC | 0 | $0 | 0.00% | −165,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −164,802−100.0% | Sold out |
| Militia Capital Management LLC | 0 | $0 | 0.00% | −139,929−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −106,284−100.0% | Sold out |