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Five9 (FIVN) Institutional Ownership

Five9 logo
$27.12 +1.57 (+6.14%)
Closing price 07/28/2026 04:00 PM Eastern
Extended Trading
$26.65 -0.47 (-1.72%)
As of 07:01 AM 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.
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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)
$469.75M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$872.44M
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FIVN Institutional Buying and Selling by Quarter

Five9 Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Tactive Advisors LLC10,865$232K0.1%N/A0.014%
7/8/2026 Assenagon 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%
5/18/2026 EverSource 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%
5/1/2026 Sequoia Financial Advisors LLC10,494$159K0.0%N/A0.014%
4/30/2026Hsbc 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%
4/22/2026Pictet 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%
4/20/2026OP 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%
4/16/2026SG Americas Securities LLC123,731$1.88M0.0%-18.8%0.162%
3/20/2026Hsbc Holdings PLC53,447$1.06M0.0%-24.0%0.070%
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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%
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%
2/13/2026 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%
2/13/2026Gagnon 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%
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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%
2/12/2026Nuveen 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%


FIVN Institutional Ownership - Frequently Asked Questions

During the previous two years, 316 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 272 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 20,436,656 shares in the last 24 months. This purchase volume represents approximately $469.75M in transactions.

Of the 89 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 Segall Bryant & Hamill LLC ($679.24K).

Institutional investors have sold a total of 41,286,351 shares in the last 24 months. This volume of shares sold represents approximately $872.44M in transactions.


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This page (NASDAQ:FIVN) was last updated on 7/29/2026 by MarketBeat.com Staff.
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