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Five9 (FIVN) Institutional Ownership

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$21.52 -0.68 (-3.05%)
As of 01:54 PM Eastern
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Institutional Ownership Changes (13F Filings) for Five9 (NASDAQ:FIVN)

Current
Institutional Ownership
Percentage
96.64%
Number of
Institutional Buyers
(last 12 months)
163
Total
Institutional Inflows
(last 12 months)
$607.18M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$879.89M
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FIVN Institutional Buying and Selling by Quarter

Five9 Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2026Van Berkom & Associates Inc.3,333,136$50.56M1.7%-7.3%4.354%
5/7/2026Dimensional Fund Advisors LP1,054,769$16.00M0.0%+18.6%1.378%
5/7/2026Swiss National Bank139,200$2.11M0.0%+1.5%0.182%
5/6/2026 Aurora Investment Counsel67,625$1.03M0.6%-1.2%0.088%
5/5/2026 Bank of New York Mellon Corp476,207$7.22M0.0%+2.7%0.622%
5/4/2026 Principal Financial Group Inc.256,748$3.90M0.0%+4.6%0.335%
5/1/2026 Citizens Financial Group Inc. RI10,315$156K0.0%-9.2%0.013%
5/1/2026 Sequoia Financial Advisors LLC10,494$159K0.0%N/A0.014%
4/30/2026 Hsbc Holdings PLC48,701$737K0.0%-8.9%0.064%
4/27/2026 New York State Teachers Retirement System7,162$109K0.0%N/A0.009%
4/27/2026 Y Intercept Hong Kong Ltd14,574$221K0.0%-85.9%0.019%
4/27/2026 Leonteq Securities AG21,925$333K0.0%-8.8%0.029%
4/22/2026 Pictet Asset Management Holding SA609,303$9.24M0.0%-89.9%0.796%
4/20/2026 Cardinal Point Capital Management ULC45,990$698K0.0%+57.6%0.060%
4/20/2026 OP Asset Management Ltd267,361$4.06M0.0%N/A0.349%
4/20/2026 Assenagon Asset Management S.A.703,899$10.68M0.0%-1.1%0.919%
4/16/2026 SG Americas Securities LLC123,731$1.88M0.0%-18.8%0.162%
3/20/2026 Hsbc Holdings PLC53,447$1.06M0.0%-24.0%0.070%
2/26/2026Alpine Global Management LLC10,469$210K0.0%N/A0.014%
2/24/2026Villanova Investment Management Co LLC125,261$2.51M1.8%+61.6%0.164%
2/24/2026 Pacer Advisors Inc.236,070$4.73M0.0%N/A0.302%
2/19/2026Invesco Ltd.167,947$3.37M0.0%+45.7%0.215%
2/18/2026Mercer Global Advisors Inc. ADV15,537$312K0.0%N/A0.020%
2/18/2026Mackenzie Financial Corp60,553$1.21M0.0%+66.0%0.077%
2/18/2026XTX Topco Ltd56,549$1.13M0.0%+13.4%0.072%
2/18/2026Zacks Investment Management39,106$784K0.0%-23.8%0.050%
2/18/2026VARCOV Co.14,955$300K0.1%N/A0.019%
2/18/2026Twinbeech Capital LP85,813$1.72M0.1%+350.9%0.110%
2/18/2026Susquehanna Fundamental Investments LLC200,896$4.03M0.1%N/A0.257%
2/18/2026Prospect Capital Advisors LLC89,340$1.79M0.9%-9.8%0.114%
2/18/2026Millennium Management LLC268,338$5.38M0.0%+21.6%0.343%
2/18/2026Man Group plc40,233$807K0.0%-99.0%0.051%
2/18/2026Invenomic Capital Management LP266,252$5.34M0.2%N/A0.340%
2/18/2026Engineers Gate Manager LP139,761$2.80M0.0%+70.2%0.179%
2/18/2026Circumference Group LLC60,000$1.20M1.3%-39.7%0.077%
2/17/2026Guggenheim Capital LLC38,342$769K0.0%+5.3%0.049%
2/17/2026AQR Capital Management LLC433,720$8.68M0.0%+288.7%0.554%
2/17/2026Cetera Investment Advisers28,544$572K0.0%-84.3%0.036%
2/17/2026Laird Norton Wetherby Trust Company LLC70,879$1.42M0.0%N/A0.091%
2/17/2026FIL Ltd2,616,040$52.45M0.0%-0.2%3.344%
2/17/2026Price T Rowe Associates Inc. MD81,366$1.63M0.0%+9.7%0.104%
2/17/2026Vinva Investment Management Ltd21,775$437K0.0%+29.8%0.028%
2/17/2026Anson Funds Management LP1,539,371$30.86M3.0%+0.3%1.968%
2/17/2026Atom Investors LP134,713$2.70M0.2%-10.6%0.172%
2/17/2026Clark Capital Management Group Inc.512,744$10.28M0.1%+10.4%0.656%
2/17/2026Artisan Partners Limited Partnership786,016$15.76M0.0%-28.8%1.005%
2/17/2026ExodusPoint Capital Management LP53,711$1.08M0.0%N/A0.069%
2/17/2026Mangrove Partners IM LLC12,712$255K0.0%N/A0.016%
2/17/2026Magnetar Financial LLC15,194$305K0.0%-77.9%0.019%
2/17/2026Militia Capital Partners LP16,000$321K0.1%N/A0.020%
2/16/2026S Squared Technology LLC430,195$8.63M3.3%+22.9%0.550%
2/16/2026 MML Investors Services LLC16,212$325K0.0%+18.1%0.021%
2/16/2026Mariner LLC12,303$247K0.0%N/A0.016%
2/16/2026Arax Advisory Partners3,252$65K0.0%-48.4%0.004%
2/16/2026 Aurora Investment Counsel68,463$1.37M0.7%+2.8%0.088%
2/13/2026Quinn Opportunity Partners LLC139,693$2.80M0.1%+203.7%0.179%
2/13/2026CANADA LIFE ASSURANCE Co136,080$2.73M0.0%-16.8%0.174%
2/13/2026Segall Bryant & Hamill LLC84,073$1.69M0.0%-83.1%0.107%
2/13/2026Bridgewater Associates LP457,821$9.18M0.0%+62.8%0.585%
2/13/2026Stifel Financial Corp34,437$690K0.0%-88.7%0.044%
2/13/2026First Trust Advisors LP1,572,466$31.53M0.0%+29.4%2.010%
2/13/2026Charles Schwab Investment Management Inc.650,932$13.05M0.0%-8.0%0.832%
2/13/2026 Police & Firemen s Retirement System of New Jersey20,173$404K0.0%-7.0%0.026%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC181,009$3.63M0.0%-92.2%0.231%
2/13/2026 Gagnon Securities LLC625,726$12.55M2.6%+109.0%0.800%
2/13/2026 Gagnon Advisors LLC336,277$6.74M4.3%+100.9%0.430%
2/12/2026MetLife Investment Management LLC43,317$869K0.0%-5.1%0.055%
2/12/2026Dimensional Fund Advisors LP889,146$17.83M0.0%-2.2%1.137%
2/12/2026EntryPoint Capital LLC25,585$513K0.2%N/A0.033%
2/12/2026Federated Hermes Inc.954,686$19.14M0.0%+13.1%1.221%
2/12/2026Ensign Peak Advisors Inc7,835$157K0.0%-66.6%0.010%
2/12/2026Campbell & CO Investment Adviser LLC128,041$2.57M0.1%+4.4%0.164%
2/12/2026Loomis Sayles & Co. L P914,868$18.34M0.0%+1.9%1.170%
2/12/2026Swiss National Bank137,200$2.75M0.0%-2.3%0.175%
2/12/2026 Nuveen LLC443,747$8.90M0.0%-45.2%0.567%
2/11/2026Picton Mahoney Asset Management162,772$3.26M0.0%+690.5%0.208%
2/11/2026M Holdings Securities Inc.10,710$215K0.0%N/A0.014%
2/11/2026 Janney Montgomery Scott LLC24,944$500K0.0%-27.6%0.032%
2/11/2026 Deutsche Bank AG450,897$9.04M0.0%-37.2%0.576%
2/11/2026Fox Run Management L.L.C.56,469$1.13M0.2%+103.2%0.072%
2/11/2026 LPL Financial LLC108,492$2.18M0.0%+31.2%0.139%
2/11/2026Franklin Resources Inc.56,303$1.13M0.0%+1.5%0.072%
2/11/2026WINTON GROUP Ltd18,200$365K0.0%N/A0.023%
2/11/2026State of Wyoming18,887$379K0.0%+269.2%0.024%
2/10/2026Goldman Sachs Group Inc.1,226,253$24.59M0.0%+43.9%1.568%
2/10/2026Rock Creek Group LP7,500$150K0.0%-92.5%0.010%
2/10/2026Rothschild Investment LLC1,836$37K0.0%+3,572.0%0.002%
2/10/2026Northwestern Mutual Wealth Management Co.2,622$53K0.0%+2,327.8%0.003%
2/10/2026Intech Investment Management LLC28,421$570K0.0%-8.3%0.036%
2/9/2026Geode Capital Management LLC1,996,382$40.03M0.0%+1.9%2.552%
2/9/2026 Jackson Creek Investment Advisors LLC59,731$1.20M0.4%-3.2%0.076%
2/6/2026LSV Asset Management12,300$247K0.0%+127.8%0.016%
2/6/2026 Summit Creek Advisors LLC176,540$3.54M0.6%-8.4%0.226%
2/6/2026 Leonteq Securities AG24,041$482K0.0%N/A0.031%
2/6/2026PNC Financial Services Group Inc.2,635$53K0.0%-89.1%0.003%
2/6/2026 ProShare Advisors LLC23,156$464K0.0%-42.6%0.030%
2/5/2026Dana Investment Advisors Inc.222,515$4.46M0.1%+74.5%0.284%
2/5/2026 Cardinal Point Capital Management ULC29,190$585K0.0%-25.3%0.037%
2/4/2026Ameritas Advisory Services LLC17,807$357K0.0%+5,464.7%0.023%
2/4/2026First Eagle Investment Management LLC363,000$7.28M0.0%+22.8%0.464%


FIVN Institutional Ownership - Frequently Asked Questions

During the previous two years, 327 institutional investors and hedge funds held shares of Five9. The most heavily invested institutionals were FMR LLC ($367.43M), Vanguard Group Inc. ($201.25M), Voss Capital LP ($110.11M), Wellington Management Group LLP ($72.50M), Armistice Capital LLC ($56.96M), FIL Ltd ($52.45M), and Van Berkom & Associates Inc. ($50.56M).Learn more on Five9's institutional investors.

96.64% of Five9's stock is owned by institutional investors. Learn more on FIVN's institutional investor holdings.

Of the 281 institutional investors that purchased Five9's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Voss Capital LP ($4.55M), Norges Bank ($3.47M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($2.71M), Ameriprise Financial Inc. ($2.26M), Sylebra Capital LLC ($2.10M), Fuller & Thaler Asset Management Inc. ($1.56M), and Van Berkom & Associates Inc. ($1.50M).

Institutional investors have bought a total of 24,896,517 shares in the last 24 months. This purchase volume represents approximately $607.18M in transactions.

Of the 103 institutional investors that sold Five9's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($9.29M), Russell Investments Group Ltd. ($5.67M), Pictet Asset Management Holding SA ($5.40M), Man Group plc ($4.06M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($2.14M), Sylebra Capital LLC ($1.45M), and Alyeska Investment Group L.P. ($1.35M).

Institutional investors have sold a total of 38,695,511 shares in the last 24 months. This volume of shares sold represents approximately $879.89M in transactions.



This page (NASDAQ:FIVN) was last updated on 5/8/2026 by MarketBeat.com Staff.
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