Whetstone Capital Advisors LLC Makes New $5.49 Million Investment in 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 bought a new position in Five9, Inc. (NASDAQ:FIVN - Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 202,178 shares of the software maker's stock, valued at approximately $5,489,000. Five9 comprises about 2.4% of Whetstone Capital Advisors LLC's portfolio, making the stock its 15th largest position. Whetstone Capital Advisors LLC owned 0.27% of Five9 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently modified their holdings of the stock. Sylebra Capital LLC raised its stake in shares of Five9 by 59.4% in the fourth quarter. Sylebra Capital LLC now owns 3,745,778 shares of the software maker's stock worth $152,228,000 after acquiring an additional 1,396,496 shares during the last quarter. Ameriprise Financial Inc. raised its stake in shares of Five9 by 353.3% during the fourth quarter. Ameriprise Financial Inc. now owns 2,395,566 shares of the software maker's stock worth $97,356,000 after buying an additional 1,867,137 shares during the last quarter. Van Berkom & Associates Inc. raised its stake in shares of Five9 by 14.2% during the first quarter. Van Berkom & Associates Inc. now owns 2,140,763 shares of the software maker's stock worth $58,122,000 after buying an additional 266,484 shares during the last quarter. Wellington Management Group LLP raised its stake in shares of Five9 by 50.9% during the fourth quarter. Wellington Management Group LLP now owns 1,783,870 shares of the software maker's stock worth $72,496,000 after buying an additional 601,348 shares during the last quarter. Finally, Fuller & Thaler Asset Management Inc. raised its stake in shares of Five9 by 24.6% during the first quarter. Fuller & Thaler Asset Management Inc. now owns 1,564,920 shares of the software maker's stock worth $42,488,000 after buying an additional 308,508 shares during the last quarter. 96.64% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, CEO Michael Burkland sold 12,594 shares of the stock in a transaction on Tuesday, June 3rd. The shares were sold at an average price of $27.17, for a total transaction of $342,178.98. Following the completion of the transaction, the chief executive officer owned 391,462 shares in the company, valued at approximately $10,636,022.54. This represents a 3.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CAO Leena Mansharamani sold 2,938 shares of the stock in a transaction on Wednesday, June 4th. The stock was sold at an average price of $27.83, for a total transaction of $81,764.54. Following the transaction, the chief accounting officer owned 44,901 shares of the company's stock, valued at $1,249,594.83. The trade was a 6.14% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 40,609 shares of company stock valued at $1,113,133. 1.60% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on FIVN shares. Royal Bank Of Canada boosted their price target 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. UBS Group dropped their price target on shares of Five9 from $55.00 to $35.00 and set a "buy" rating for the company in a research note on Friday, May 2nd. Canaccord Genuity Group reissued a "buy" rating and set a $40.00 price target on shares of Five9 in a research note on Friday, August 1st. Barclays dropped their price target on shares of Five9 from $60.00 to $33.00 and set an "overweight" rating for the company in a research note on Monday, May 5th. Finally, Needham & Company LLC dropped their price target on shares of Five9 from $52.00 to $40.00 and set a "buy" rating for the company in a research note on Friday, May 2nd. Thirteen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $37.59.

Five9 Stock Down 1.3%

Five9 stock opened at $25.75 on Thursday. The stock has a market capitalization of $1.99 billion, a PE ratio of 286.14, a price-to-earnings-growth ratio of 2.46 and a beta of 1.17. Five9, Inc. has a twelve month low of $21.04 and a twelve month high of $49.90. The company has a quick ratio of 4.44, a current ratio of 4.44 and a debt-to-equity ratio of 1.04. The company has a 50 day moving average of $26.78 and a 200-day moving average of $28.81.

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 for the quarter, beating the consensus estimate of $0.65 by $0.11. The company had revenue of $283.27 million during the quarter, compared to analysts' expectations of $275.18 million. Five9 had a net margin of 0.80% and a return on equity of 8.91%. The business's quarterly revenue was up 12.4% compared to the same quarter last year. During the same quarter in the prior 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. On average, equities research analysts anticipate that Five9, Inc. will post 0.28 EPS for the current fiscal year.

Five9 Profile

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.

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