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 |
|---|---|---|---|---|---|---|---|
|
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
|
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
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2.1K+ 14.89% |
$50.5K - $61.2K
|
16.2K
$328K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
435+ 36.4% |
$10.5K - $12.7K
|
1.63K
$33K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.55KNew |
$85.5K - $104K
|
3.55K
$72K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.39K- 12.43% |
$33.5K - $40.6K
|
9.82K
$199K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-87- 46.52% |
$2.09K - $2.54K
|
100
$2.03K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 2.19% |
$241 - $292
|
466
$9.45K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
552+ 81.66% |
$13.3K - $16.1K
|
1.23K
$24.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-594- 1.68% |
$14.3K - $17.3K
|
34.8K
$705K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
800+ 9.41% |
$19.2K - $23.3K
|
9.3K
$189K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.97K+ 21.26% |
$95.5K - $116K
|
22.7K
$459K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
81New |
$1.95K - $2.36K
|
81
$1.64K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.83K+ 800.57% |
$68K - $82.4K
|
3.18K
$64.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-144- 20.66% |
$3.46K - $4.2K
|
553
$11.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.83K- 33.22% |
$164K - $199K
|
13.7K
$278K
|
|
|
Oct 09, 2025
Q3 2025
|
Abs Direct Equity Fund LLC
Greenwich, CT |
BUY
|
- |
50K+ 50.0% |
$1.2M - $1.46M
|
150K
$3.04M
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
406+ 2.72% |
$9.76K - $11.8K
|
15.3K
$311K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
45.4K+ 22700.0% |
$978K - $1.34M
|
45.6K
$924K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
235K+ 67.92% |
$5.05M - $6.94M
|
580K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
15.7KNew |
$339K - $465K
|
15.7K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
22.1KNew |
$476K - $653K
|
22.1K
$448K
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.35M- 70.26% |
$29M - $39.8M
|
570K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-384KClosed |
$8.26M - $11.3M
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$256K - $352K
|
11.9K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
843+ 26.7% |
$18.2K - $24.9K
|
4K
$81.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-183- 96.83% |
$3.94K - $5.41K
|
6
$122
|
|
|
Aug 14, 2025
Q2 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-1.7K- 21.79% |
$36.6K - $50.3K
|
6.1K
$124K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
9.42KNew |
$203K - $278K
|
9.42K
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-143K- 7.8% |
$3.08M - $4.23M
|
1.69M
$34.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-373K- 86.16% |
$8.04M - $11M
|
59.9K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-5.21K- 30.02% |
$112K - $154K
|
12.2K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
155+ 18.86% |
$3.34K - $4.58K
|
977
$19.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-2.18K- 72.74% |
$47K - $64.5K
|
818
$16.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.13K+ 1762.5% |
$24.3K - $33.3K
|
1.19K
$24.2K
|
|
|
Aug 13, 2025
Q2 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
34.4K+ 39.36% |
$740K - $1.02M
|
122K
$2.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
125K+ 821.69% |
$2.68M - $3.68M
|
140K
$2.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.32K- 78.26% |
$115K - $157K
|
1.48K
$30K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
1.5K+ 214.29% |
$32.3K - $44.3K
|
2.2K
$44.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.94KNew |
$84.9K - $117K
|
3.94K
$79.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
41.1K+ 901.01% |
$885K - $1.21M
|
45.6K
$925K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
266+ 11.86% |
$5.73K - $7.86K
|
2.51K
$50.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-212K- 56.74% |
$4.57M - $6.27M
|
162K
$3.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
49.5K+ 35.77% |
$1.07M - $1.46M
|
188K
$3.8M
|
|