Latest Institutional Transactions on Five9, Inc. (FIVN)
This table provides information on the latest institutional transactions involving Five9, Inc. (FIVN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.2K+ 46.92% |
$486K - $589K
|
63.3K
$1.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.79K+ 0.06% |
$139K - $169K
|
9.28M
$188M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-90- 64.29% |
$2.16K - $2.62K
|
50
$1.01K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-78- 0.52% |
$1.88K - $2.27K
|
14.9K
$301K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
22+ 3.15% |
$529 - $642
|
721
$14.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.85K- 3.3% |
$92.6K - $112K
|
113K
$2.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
5.4KNew |
$130K - $157K
|
5.4K
$109K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-32.7K- 99.03% |
$785K - $952K
|
320
$6.49K
|
|
|
Nov 05, 2025
Q3 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
7.74K+ 22.84% |
$186K - $226K
|
41.6K
$844K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
91+ 910.0% |
$2.19K - $2.65K
|
101
$2.05K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
17.3K+ 74.85% |
$415K - $504K
|
40.4K
$818K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.87K+ 10.97% |
$93K - $113K
|
39.1K
$792K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
165KNew |
$3.98M - $4.83M
|
165K
$3.35M
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
9+ 0.18% |
$216 - $262
|
5.12K
$104K
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
21.9K+ 44.72% |
$527K - $639K
|
70.9K
$1.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
14.8K+ 31.63% |
$357K - $432K
|
61.7K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Van Berkom & Associates Inc.
|
BUY
|
- |
668K+ 31.2% |
$16.1M - $19.5M
|
2.81M
$56.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.4K+ 36.8% |
$250K - $303K
|
38.6K
$783K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-15- 36.59% |
$361 - $437
|
26
$527
|
|
|
Nov 03, 2025
Q3 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
6K+ 8.82% |
$144K - $175K
|
74K
$1.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
1.86KNew |
$44.7K - $54.2K
|
1.86K
$37.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
13.5K+ 1.63% |
$325K - $395K
|
844K
$17.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
42KNew |
$1.01M - $1.22M
|
42K
$851K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-223- 2.18% |
$5.36K - $6.5K
|
10K
$203K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
17.9K+ 22.94% |
$430K - $521K
|
95.8K
$1.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Gagnon Securities LLC
|
SELL
|
- |
-108K- 26.52% |
$2.6M - $3.15M
|
299K
$6.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
333+ 1.58% |
$8.01K - $9.71K
|
21.4K
$435K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-231- 9.3% |
$5.56K - $6.74K
|
2.25K
$45.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
86KNew |
$2.07M - $2.51M
|
86K
$1.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
10.1KNew |
$242K - $294K
|
10.1K
$204K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-37- 10.22% |
$890 - $1.08K
|
325
$6.59K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.5KNew |
$228K - $277K
|
9.5K
$193K
|
|
|
Oct 31, 2025
Q3 2025
|
Harvey Capital Management Inc
|
BUY
|
- |
10.3K+ 23.15% |
$247K - $300K
|
54.7K
$1.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
9.15KNew |
$220K - $267K
|
9.15K
$186K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
27+ 11.02% |
$649 - $787
|
272
$5.51K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-106- 64.63% |
$2.55K - $3.09K
|
58
$1.18K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
15.5K+ 70.05% |
$372K - $451K
|
37.6K
$761K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
3.83K+ 7.04% |
$92.2K - $112K
|
58.3K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1New |
$24.1 - $29.2
|
1
$20.3
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
65.8K+ 115.48% |
$1.58M - $1.92M
|
123K
$2.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
188+ 1.45% |
$4.52K - $5.48K
|
13.2K
$267K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
657+ 202.15% |
$15.8K - $19.2K
|
982
$19.9K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3- 8.57% |
$72.2 - $87.5
|
32
$649
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.45K+ 18.81% |
$131K - $159K
|
34.4K
$698K
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
52.8K+ 38.63% |
$1.27M - $1.54M
|
189K
$3.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
660New |
$15.9K - $19.2K
|
660
$13.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 86.36% |
$457 - $554
|
41
$831
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
3.71K+ 95.82% |
$89.3K - $108K
|
7.59K
$154K
|
|
|
Oct 24, 2025
Q3 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-14.7K- 7.06% |
$352K - $427K
|
193K
$3.91M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
10.6KNew |
$254K - $309K
|
10.6K
$214K
|
|