Corient Private Wealth LP Makes New Investment in Five9, Inc. $FIVN

Key Points

• Corient Private Wealth LP purchased 108,687 Five9 shares worth approximately $2.3 million, representing about 0.14% of the company. Institutional investors collectively own 96.64% of Five9.
• Five9 reported quarterly revenue of $312.44 million, up 10.3% year over year, and adjusted EPS of $0.70, exceeding analysts’ $0.68 estimate. The company issued Q3 2026 EPS guidance of $0.77–$0.81.
• Five9 shares opened at $33.59, near their 12-month high of $35.17. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $33.14, while insiders have sold $733,540 in stock over the past 90 days.

Corient Private Wealth LP purchased a new position in shares of Five9, Inc. (NASDAQ:FIVN - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 108,687 shares of the software maker's stock, valued at approximately $2,317,000. Corient Private Wealth LP owned about 0.14% of Five9 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of FIVN. Vanguard Group Inc. boosted its holdings in Five9 by 8.2% in the fourth quarter. Vanguard Group Inc. now owns 10,037,395 shares of the software maker's stock worth $201,250,000 after purchasing an additional 759,237 shares in the last quarter. Anson Funds Management LP raised its holdings in Five9 by 35.6% during the first quarter. Anson Funds Management LP now owns 2,086,675 shares of the software maker's stock valued at $31,655,000 after buying an additional 547,304 shares in the last quarter. S Squared Technology LLC bought a new position in Five9 during the second quarter valued at about $10,983,957. Deutsche Bank AG acquired a new stake in shares of Five9 in the second quarter worth about $10,432,000. Finally, Bank of New York Mellon Corp acquired a new stake in shares of Five9 in the second quarter worth about $10,429,000. Institutional investors own 96.64% of the company's stock.

Insider Buying and Selling at Five9

In other Five9 news, CFO Bryan M. Lee sold 1,511 shares of the stock in a transaction on Friday, June 5th. The shares were sold at an average price of $24.25, for a total value of $36,641.75. Following the completion of the sale, the chief financial officer directly owned 309,951 shares of the company's stock, valued at $7,516,311.75. This represents a 0.49% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, President Andy Dignan sold 17,767 shares of the firm's stock in a transaction on Friday, August 28th. The stock was sold at an average price of $35.03, for a total transaction of $622,378.01. Following the completion of the sale, the president owned 257,920 shares in the company, valued at $9,034,937.60. This represents a 6.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 22,351 shares of company stock worth $733,540. 1.20% of the stock is currently owned by corporate insiders.

Five9 Price Performance

Shares of NASDAQ:FIVN opened at $33.59 on Thursday. The company has a market cap of $2.57 billion, a price-to-earnings ratio of 48.68 and a beta of 1.48. The business has a 50 day moving average price of $28.07 and a 200 day moving average price of $21.87. The company has a quick ratio of 4.15, a current ratio of 4.15 and a debt-to-equity ratio of 0.94. Five9, Inc. has a twelve month low of $13.29 and a twelve month high of $35.17.

Five9 (NASDAQ:FIVN - Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The software maker reported $0.70 EPS for the quarter, topping the consensus estimate of $0.68 by $0.02. Five9 had a return on equity of 12.92% and a net margin of 4.94%.The company had revenue of $312.44 million for the quarter, compared to the consensus estimate of $306.61 million. During the same period in the previous year, the business posted $0.76 EPS. The company's revenue for the quarter was up 10.3% on a year-over-year basis. Five9 has set its Q3 2026 guidance at 0.770-0.810 EPS and its FY 2026 guidance at 3.220-3.300 EPS. Research analysts predict that Five9, Inc. will post 1.55 earnings per share for the current year.

Wall Street Analysts Forecast Growth

FIVN has been the topic of a number of analyst reports. Cantor Fitzgerald increased their price objective on Five9 from $32.00 to $34.00 and gave the company an "overweight" rating in a report on Monday, August 3rd. Canaccord Genuity Group boosted their target price on Five9 from $33.00 to $39.00 and gave the stock a "buy" rating in a report on Monday, August 24th. Zacks Research raised Five9 from a "hold" rating to a "strong-buy" rating in a research report on Friday, August 28th. Robert W. Baird increased their price target on Five9 from $22.00 to $30.00 and gave the company a "neutral" rating in a report on Monday, August 10th. Finally, Piper Sandler increased their price target on Five9 from $24.00 to $30.00 and gave the company a "neutral" rating in a report on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $33.14.

Five9 Company Profile

Five9, Inc NASDAQ: FIVN is a leading provider of cloud-based contact center software designed to help organizations manage customer interactions across voice, email, chat, social media and other digital channels. Its platform offers features such as intelligent routing, analytics, workforce optimization and integrated customer relationship management (CRM) connectors. The company emphasizes AI-driven capabilities, including virtual agents and predictive dialing, to enhance both agent productivity and customer experience.

Founded in 2001 and headquartered in San Ramon, California, Five9 completed its initial public offering in February 2014.

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