Whetstone Capital Advisors LLC Purchases Shares of 202,178 Five9, Inc. $FIVN

Key Points

• Whetstone Capital Advisors LLC has made a new investment of $5.49 million in Five9, Inc., acquiring 202,178 shares, which now represents approximately 2.4% of its total portfolio.
• Several institutional investors increased their stakes in Five9, with notable increases from Sylebra Capital LLC (59.4% increase) and Ameriprise Financial Inc. (353.3% increase) during the fourth quarter.
• Five9 reported earnings of $0.76 per share for the latest quarter, exceeding expectations, and also provided guidance for Q3 2025 with an EPS target of 0.720-0.740.

Whetstone Capital Advisors LLC purchased a new stake in shares of Five9, Inc. (NASDAQ:FIVN - Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 202,178 shares of the software maker's stock, valued at approximately $5,489,000. Five9 makes up about 2.4% of Whetstone Capital Advisors LLC's portfolio, making the stock its 15th largest position. Whetstone Capital Advisors LLC owned about 0.27% of Five9 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of FIVN. LPL Financial LLC bought a new stake in shares of Five9 during the fourth quarter valued at approximately $328,000. Wells Fargo & Company MN raised its stake in Five9 by 3.6% in the fourth quarter. Wells Fargo & Company MN now owns 24,779 shares of the software maker's stock worth $1,007,000 after buying an additional 852 shares in the last quarter. Guggenheim Capital LLC bought a new position in Five9 in the fourth quarter worth approximately $348,000. Marshall Wace LLP bought a new position in Five9 in the fourth quarter worth approximately $402,000. Finally, Canada Pension Plan Investment Board raised its stake in Five9 by 36.4% in the fourth quarter. Canada Pension Plan Investment Board now owns 9,000 shares of the software maker's stock worth $366,000 after buying an additional 2,400 shares in the last quarter. Institutional investors own 96.64% of the company's stock.

Analysts Set New Price Targets

A number of equities analysts recently commented on the stock. Wall Street Zen raised shares of Five9 from a "buy" rating to a "strong-buy" rating in a research note on Saturday, August 2nd. Royal Bank Of Canada boosted their price objective on shares of Five9 from $30.00 to $35.00 and gave the stock an "outperform" rating in a research note on Friday, May 2nd. Piper Sandler reduced their price objective on shares of Five9 from $36.00 to $31.00 and set an "overweight" rating for the company in a research note on Monday, July 14th. KeyCorp began coverage on shares of Five9 in a report on Friday, June 6th. They issued an "overweight" rating and a $35.00 price target on the stock. Finally, Barclays cut their price target on shares of Five9 from $60.00 to $33.00 and set an "overweight" rating on the stock in a report on Monday, May 5th. Thirteen analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $37.59.

Five9 Stock Down 1.4%

NASDAQ FIVN traded down $0.37 on Tuesday, hitting $26.33. The stock had a trading volume of 450,963 shares, compared to its average volume of 1,913,644. The business's fifty day moving average price is $26.74 and its 200 day moving average price is $28.31. The company has a debt-to-equity ratio of 1.04, a current ratio of 4.44 and a quick ratio of 4.44. Five9, Inc. has a 52-week low of $21.04 and a 52-week high of $49.90. The stock has a market cap of $2.03 billion, a price-to-earnings ratio of 292.54, a price-to-earnings-growth ratio of 2.60 and a beta of 1.17.

Five9 (NASDAQ:FIVN - Get Free Report) last released its quarterly earnings results on Thursday, July 31st. The software maker reported $0.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.65 by $0.11. The business had revenue of $283.27 million for the quarter, compared to analyst estimates of $275.18 million. Five9 had a net margin of 0.80% and a return on equity of 8.91%. The business's revenue for the quarter was up 12.4% on a year-over-year basis. During the same period in the previous year, the company earned $0.52 earnings per share. Five9 has set its Q3 2025 guidance at 0.720-0.740 EPS. FY 2025 guidance at 2.860-2.900 EPS. Equities research analysts anticipate that Five9, Inc. will post 0.28 earnings per share for the current year.

Insider Activity

In other news, CEO Michael Burkland sold 5,475 shares of the business's stock in a transaction on Wednesday, June 4th. The shares were sold at an average price of $28.28, for a total transaction of $154,833.00. Following the sale, the chief executive officer directly owned 385,987 shares of the company's stock, valued at $10,915,712.36. The trade was a 1.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Bryan M. Lee sold 1,798 shares of the business's stock in a transaction on Wednesday, June 4th. The shares were sold at an average price of $28.28, for a total transaction of $50,847.44. Following the sale, the chief financial officer directly owned 126,468 shares in the company, valued at $3,576,515.04. This trade represents a 1.40% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 40,609 shares of company stock valued at $1,113,133. 1.60% of the stock is owned by corporate insiders.

About Five9

Five9, Inc, together with its subsidiaries, provides intelligent cloud software for contact centers in the United States, India, and internationally. It offers a virtual contact center cloud platform that delivers a suite of applications, which enables the breadth of contact center-related customer service, sales, and marketing functions.