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Five9 (FIVN) Institutional Ownership

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$34.01 -0.65 (-1.88%)
Closing price 04:00 PM Eastern
Extended Trading
$33.95 -0.06 (-0.19%)
As of 06:15 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)
156
Total
Institutional Inflows
(last 12 months)
$357.51M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$667.27M
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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
9/15/2026SkyView Investment Advisors LLC15,000$320K0.3%N/A0.020%
9/10/2026ABS Direct Equity Fund LLC100,000$2.13M1.9%-39.4%0.131%
9/9/2026Engineers Gate Manager LP22,710$484K0.0%-93.6%0.030%
9/9/2026Integrated Wealth Concepts LLC3,158$67K0.0%N/A0.004%
9/9/2026NewEdge Advisors LLC2,894$62K0.0%+14.5%0.004%
9/9/2026Squarepoint Ops LLC374,506$7.98M0.0%+12.1%0.489%
9/8/2026Arizona State Retirement System19,014$405K0.0%-1.7%0.025%
9/8/2026Nykredit A S1,846$39K0.0%N/A0.002%
9/2/2026Allianz Asset Management GmbH313,767$6.69M0.0%N/A0.410%
8/27/2026Corient Private Wealth LP124,436$2.65M0.0%N/A0.163%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al33,800$721K0.0%N/A0.044%
8/23/2026Ameritas Advisory Services LLC58,477$1.25M0.0%+127.7%0.076%
8/21/2026Nykredit A S1,846$39K0.0%N/A0.002%
8/20/2026Susquehanna Fundamental Investments LLC201,081$4.29M0.1%+10.2%0.263%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC190,612$4.06M0.0%-7.3%0.249%
8/18/2026Empowered Funds LLC224,825$4.79M0.0%N/A0.294%
8/18/2026Jefferies Financial Group Inc.40,408$861K0.0%N/A0.053%
8/17/2026Corient Private Wealth LP108,687$2.32M0.0%N/A0.142%
8/15/2026Freestone Grove Partners LP32,840$700K0.0%N/A0.043%
8/15/2026Jupiter Topco LLC31,440$670K0.0%N/A0.041%
8/15/2026ABS Investment Management LLC100,000$2.13M0.0%N/A0.131%
8/14/2026Canada Pension Plan Investment Board28,800$614K0.0%N/A0.038%
8/14/2026Legal & General Group Plc59,259$1.26M0.0%N/A0.077%
8/14/2026The Manufacturers Life Insurance Company38,354$818K0.0%N/A0.050%
8/14/2026S Squared Technology LLC515,195$10.98M0.0%N/A0.673%
8/14/2026Algert Global LLC677,141$14.44M0.2%-34.2%0.884%
8/13/2026Globeflex Capital L P9,314$199K0.0%N/A0.012%
8/12/2026EP Wealth Advisors LLC11,623$248K0.0%N/A0.015%
8/12/2026C M Bidwell & Associates Ltd.2,307$49K0.0%N/A0.003%
8/11/2026Allworth Financial LP4,811$103K0.0%N/A0.006%
8/11/2026Nierenberg Investment Management Company LLC135,810$2.90M0.0%N/A0.177%
8/11/2026Aurora Investment Counsel64,127$1.37M0.7%N/A0.084%
8/11/2026Lisanti Capital Growth LLC193,680$4.13M0.9%N/A0.253%
8/7/2026Citizens Financial Group Inc. RI11,293$241K0.0%N/A0.015%
8/7/2026Deutsche Bank AG489,292$10.43M0.0%N/A0.639%
8/7/2026OneDigital Investment Advisors LLC48,518$1.03M0.0%N/A0.063%
8/6/2026Global Retirement Partners LLC2,110$45K0.0%N/A0.003%
8/6/2026Bank of New York Mellon Corp489,185$10.43M0.0%N/A0.639%
8/6/2026State of Wyoming58,199$1.24M0.1%N/A0.076%
7/9/2026Tactive Advisors LLC10,865$232K0.1%N/A0.014%
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7/8/2026Assenagon Asset Management S.A.88,044$1.88M0.0%-87.5%0.115%
7/2/2026Versant 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 Company36,111$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%
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%
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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%


FIVN Institutional Ownership - Frequently Asked Questions

During the previous two years, 323 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), Fuller & Thaler Asset Management Inc. ($1.56M), Sylebra Capital LLC ($1.40M), and Anson Funds Management LP ($1.31M).

Institutional investors have bought a total of 16,838,256 shares in the last 24 months. This purchase volume represents approximately $357.51M in transactions.

Of the 71 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), Pictet Asset Management Holding SA ($5.40M), Man Group plc ($4.06M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($2.15M), Assenagon Asset Management S.A. ($636.56K), Segall Bryant & Hamill LLC ($611.68K), and First Trust Advisors LP ($558.29K).

Institutional investors have sold a total of 33,687,922 shares in the last 24 months. This volume of shares sold represents approximately $667.27M in transactions.



Institutional ownership data for NASDAQ:FIVN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/15/2026. New 13F filings are added each quarter as they're published.
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