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Five9 (FIVN) Institutional Ownership

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$33.27 0.00 (0.00%)
Closing price 09/4/2026 04:00 PM Eastern
Extended Trading
$32.63 -0.64 (-1.91%)
As of 05:58 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)
153
Total
Institutional Inflows
(last 12 months)
$394.35M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$658.75M
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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
9/2/2026 Allianz Asset Management GmbH313,767$6.69M0.0%N/A0.410%
8/27/2026 Corient Private Wealth LP124,436$2.65M0.0%N/A0.163%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al33,800$721K0.0%N/A0.044%
8/24/2026 California State Teachers Retirement System1,879,593$40.07M0.0%+1,972.7%2.455%
8/23/2026 Ameritas Advisory Services LLC58,477$1.25M0.0%+127.7%0.076%
8/21/2026 Nykredit A S1,846$39K0.0%N/A0.002%
8/20/2026 Susquehanna Fundamental Investments LLC201,081$4.29M0.1%+10.2%0.263%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC190,612$4.06M0.0%-7.3%0.249%
8/18/2026 Empowered Funds LLC224,825$4.79M0.0%N/A0.294%
8/18/2026Jefferies Financial Group Inc.40,408$861K0.0%N/A0.053%
8/17/2026 Corient Private Wealth LP108,687$2.32M0.0%N/A0.142%
8/15/2026 Freestone Grove Partners LP32,840$700K0.0%N/A0.043%
8/15/2026 Jupiter Topco LLC31,440$670K0.0%N/A0.041%
8/15/2026 ABS Investment Management LLC100,000$2.13M0.0%N/A0.131%
8/14/2026 Canada Pension Plan Investment Board28,800$614K0.0%N/A0.038%
8/14/2026 Legal & General Group Plc59,259$1.26M0.0%N/A0.077%
8/14/2026 The Manufacturers Life Insurance Company38,354$818K0.0%N/A0.050%
8/14/2026 S Squared Technology LLC515,195$10.98M0.0%N/A0.673%
8/14/2026 Algert Global LLC677,141$14.44M0.2%-34.2%0.884%
8/13/2026 Globeflex Capital L P9,314$199K0.0%N/A0.012%
8/12/2026 EP Wealth Advisors LLC11,623$248K0.0%N/A0.015%
8/12/2026 C M Bidwell & Associates Ltd.2,307$49K0.0%N/A0.003%
8/11/2026 Allworth Financial LP4,811$103K0.0%N/A0.006%
8/11/2026 Nierenberg Investment Management Company LLC135,810$2.90M0.0%N/A0.177%
8/11/2026 Aurora Investment Counsel64,127$1.37M0.7%N/A0.084%
8/11/2026 Lisanti Capital Growth LLC193,680$4.13M0.9%N/A0.253%
8/7/2026 Citizens Financial Group Inc. RI11,293$241K0.0%N/A0.015%
8/7/2026 Deutsche Bank AG489,292$10.43M0.0%N/A0.639%
8/7/2026 OneDigital Investment Advisors LLC48,518$1.03M0.0%N/A0.063%
8/6/2026 Global Retirement Partners LLC2,110$45K0.0%N/A0.003%
8/6/2026 Bank of New York Mellon Corp489,185$10.43M0.0%N/A0.639%
8/6/2026 State of Wyoming58,199$1.24M0.1%N/A0.076%
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%
6/18/2026 Pacer Advisors Inc.403,644$6.12M0.0%+71.0%0.527%
6/12/2026 Militia Capital Management LLC139,929$2.12M0.5%N/A0.183%
6/3/2026 NewEdge Advisors LLC2,528$38K0.0%N/A0.003%
6/2/2026 Optiver Holding B.V.2,325$35K0.0%+575.9%0.003%
5/26/2026 Glenmede Trust Co. NA577,672$8.76M0.0%+35.7%0.754%
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5/22/2026 Segall Bryant & Hamill LLC110,056$1.67M0.0%+30.9%0.144%
5/19/2026 Bank of America Corp DE1,170,477$17.76M0.0%-83.8%1.529%
5/19/2026 Anson 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%
5/18/2026 California State Teachers Retirement System90,684$1.38M0.0%+31.1%0.118%
5/16/2026 The Manufacturers Life Insurance Company36,111$548K0.0%-2.6%0.047%
5/16/2026 Quantinno Capital Management LP116,426$1.77M0.0%+743.7%0.152%
5/16/2026 ABS Direct Equity Fund LLC165,000$2.50M1.9%+10.0%0.216%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund51,534$782K0.0%N/A0.067%
5/14/2026 Arrowstreet Capital Limited Partnership10,502$159K0.0%N/A0.014%
5/14/2026 State of Wyoming32,256$489K0.1%+70.8%0.042%
5/13/2026 Cetera Investment Advisers31,418$477K0.0%+10.1%0.041%
5/13/2026 Militia Capital Management LLC115,663$1.76M0.4%N/A0.151%
5/13/2026 First Trust Advisors LP1,403,371$21.29M0.0%-10.8%1.833%
5/7/2026 Van Berkom & Associates Inc.3,333,136$50.56M1.7%-7.3%4.354%
5/7/2026 Dimensional Fund Advisors LP1,054,769$16.00M0.0%+18.6%1.378%
5/7/2026 Swiss 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%
2/26/2026 Alpine Global Management LLC10,469$210K0.0%N/A0.014%
2/24/2026 Villanova 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%
2/19/2026 Invesco Ltd.167,947$3.37M0.0%+45.7%0.215%
2/18/2026 Mercer Global Advisors Inc. ADV15,537$312K0.0%N/A0.020%
2/18/2026 Mackenzie Financial Corp60,553$1.21M0.0%+66.0%0.077%
2/18/2026 XTX Topco Ltd56,549$1.13M0.0%+13.4%0.072%
2/18/2026 Zacks Investment Management39,106$784K0.0%-23.8%0.050%
2/18/2026 VARCOV Co.14,955$300K0.1%N/A0.019%
2/18/2026 Twinbeech Capital LP85,813$1.72M0.1%+350.9%0.110%
2/18/2026 Susquehanna Fundamental Investments LLC200,896$4.03M0.1%N/A0.257%
2/18/2026 Prospect Capital Advisors LLC89,340$1.79M0.9%-9.8%0.114%
2/18/2026 Millennium Management LLC268,338$5.38M0.0%+21.6%0.343%
2/18/2026 Man Group plc40,233$807K0.0%-99.0%0.051%
2/18/2026 Invenomic Capital Management LP266,252$5.34M0.2%N/A0.340%
2/18/2026 Engineers Gate Manager LP139,761$2.80M0.0%+70.2%0.179%
2/18/2026 Circumference Group LLC60,000$1.20M1.3%-39.7%0.077%
2/17/2026 Guggenheim Capital LLC38,342$769K0.0%+5.3%0.049%
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2/17/2026 AQR Capital Management LLC433,720$8.68M0.0%+288.7%0.554%
2/17/2026 Cetera Investment Advisers28,544$572K0.0%-84.3%0.036%
2/17/2026 Laird Norton Wetherby Trust Company LLC70,879$1.42M0.0%N/A0.091%
2/17/2026 FIL Ltd2,616,040$52.45M0.0%-0.2%3.344%
2/17/2026 Price T Rowe Associates Inc. MD81,366$1.63M0.0%+9.7%0.104%
2/17/2026 Vinva Investment Management Ltd21,775$437K0.0%+29.8%0.028%
2/17/2026 Anson Funds Management LP1,539,371$30.86M3.0%+0.3%1.968%
2/17/2026 Atom Investors LP134,713$2.70M0.2%-10.6%0.172%
2/17/2026 Clark Capital Management Group Inc.512,744$10.28M0.1%+10.4%0.656%
2/17/2026 Artisan Partners Limited Partnership786,016$15.76M0.0%-28.8%1.005%


FIVN Institutional Ownership - Frequently Asked Questions

During the previous two years, 320 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 278 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), California State Teachers Retirement System ($1.81M), Fuller & Thaler Asset Management Inc. ($1.56M), and Sylebra Capital LLC ($1.40M).

Institutional investors have bought a total of 18,566,276 shares in the last 24 months. This purchase volume represents approximately $394.35M in transactions.

Of the 69 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 33,288,058 shares in the last 24 months. This volume of shares sold represents approximately $658.75M in transactions.


Related Companies

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 9/2/2026. New 13F filings are added each quarter as they're published.
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