Go Pro

Five9 (FIVN) Institutional Ownership

Five9 logo
$24.20 -0.79 (-3.16%)
Closing price 07/8/2026 04:00 PM Eastern
Extended Trading
$24.14 -0.06 (-0.23%)
As of 07/8/2026 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Five9 (NASDAQ:FIVN)

Current
Institutional Ownership
Percentage
96.64%
Number of
Institutional Buyers
(last 12 months)
156
Total
Institutional Inflows
(last 12 months)
$475.69M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$884.70M
Get FIVN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Five9 stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
7/8/2026Assenagon Asset Management S.A.88,044$1.88M0.0%-87.5%0.115%
7/2/2026 Versant Capital Management Inc2,347$50K0.0%-52.4%0.003%
6/18/2026Pacer Advisors Inc.403,644$6.12M0.0%+71.0%0.527%
6/12/2026Militia Capital Management LLC139,929$2.12M0.5%N/A0.183%
6/3/2026NewEdge Advisors LLC2,528$38K0.0%N/A0.003%
6/2/2026Optiver Holding B.V.2,325$35K0.0%+575.9%0.003%
5/26/2026Glenmede Trust Co. NA577,672$8.76M0.0%+35.7%0.754%
5/22/2026Segall Bryant & Hamill LLC110,056$1.67M0.0%+30.9%0.144%
5/19/2026Bank of America Corp DE1,170,477$17.76M0.0%-83.8%1.529%
5/19/2026Anson Funds Management LP2,086,675$31.66M2.8%+35.6%2.726%
5/18/2026EverSource Wealth Advisors LLC1,728$26K0.0%+378.7%0.002%
5/18/2026California State Teachers Retirement System90,684$1.38M0.0%+31.1%0.118%
5/16/2026The Manufacturers Life Insurance Company 36,111$548K0.0%-2.6%0.047%
5/16/2026Quantinno Capital Management LP116,426$1.77M0.0%+743.7%0.152%
5/16/2026ABS Direct Equity Fund LLC165,000$2.50M1.9%+10.0%0.216%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund51,534$782K0.0%N/A0.067%
5/14/2026Arrowstreet Capital Limited Partnership10,502$159K0.0%N/A0.014%
5/14/2026State of Wyoming32,256$489K0.1%+70.8%0.042%
5/13/2026Cetera Investment Advisers31,418$477K0.0%+10.1%0.041%
5/13/2026Militia Capital Management LLC115,663$1.76M0.4%N/A0.151%
5/13/2026First Trust Advisors LP1,403,371$21.29M0.0%-10.8%1.833%
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%
5/6/2026Aurora Investment Counsel67,625$1.03M0.6%-1.2%0.088%
5/5/2026Bank of New York Mellon Corp476,207$7.22M0.0%+2.7%0.622%
5/4/2026Principal Financial Group Inc.256,748$3.90M0.0%+4.6%0.335%
5/1/2026Citizens Financial Group Inc. RI10,315$156K0.0%-9.2%0.013%
5/1/2026Sequoia Financial Advisors LLC10,494$159K0.0%N/A0.014%
4/30/2026Hsbc Holdings PLC48,701$737K0.0%-8.9%0.064%
4/27/2026New York State Teachers Retirement System7,162$109K0.0%N/A0.009%
4/27/2026Y Intercept Hong Kong Ltd14,574$221K0.0%-85.9%0.019%
4/27/2026Leonteq Securities AG21,925$333K0.0%-8.8%0.029%
4/22/2026Pictet Asset Management Holding SA609,303$9.24M0.0%-89.9%0.796%
4/20/2026Cardinal Point Capital Management ULC45,990$698K0.0%+57.6%0.060%
4/20/2026OP Asset Management Ltd267,361$4.06M0.0%N/A0.349%
4/20/2026Assenagon Asset Management S.A.703,899$10.68M0.0%-1.1%0.919%
4/16/2026SG Americas Securities LLC123,731$1.88M0.0%-18.8%0.162%
3/20/2026Hsbc Holdings PLC53,447$1.06M0.0%-24.0%0.070%
2/26/2026Alpine Global Management LLC10,469$210K0.0%N/A0.014%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
2/24/2026Villanova Investment Management Co LLC125,261$2.51M1.8%+61.6%0.164%
2/24/2026Pacer 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%
2/16/2026MML 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%
2/16/2026Aurora 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%
2/13/2026Police & 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%
2/13/2026Gagnon Securities LLC625,726$12.55M2.6%+109.0%0.800%
2/13/2026Gagnon 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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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%
2/12/2026Nuveen 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%
2/11/2026Janney Montgomery Scott LLC24,944$500K0.0%-27.6%0.032%
2/11/2026Deutsche Bank AG450,897$9.04M0.0%-37.2%0.576%


FIVN Institutional Ownership - Frequently Asked Questions

During the previous two years, 321 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 276 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 ($2.07M), Fuller & Thaler Asset Management Inc. ($1.56M), and Van Berkom & Associates Inc. ($1.50M).

Institutional investors have bought a total of 20,659,187 shares in the last 24 months. This purchase volume represents approximately $475.70M in transactions.

Of the 94 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 ($15.34M), 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), Ameriprise Financial Inc. ($1.27M), and Assenagon Asset Management S.A. ($1.00M).

Institutional investors have sold a total of 41,749,889 shares in the last 24 months. This volume of shares sold represents approximately $884.71M in transactions.



This page (NASDAQ:FIVN) was last updated on 7/9/2026 by MarketBeat.com Staff.
From Our Partners