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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
84New |
$1.81K - $2.48K
|
84
$1.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
24KNew |
$516K - $708K
|
24K
$486K
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
35.2K+ 155.76% |
$758K - $1.04M
|
57.8K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
50New |
$1.08K - $1.48K
|
50
$1.01K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.11K- 32.97% |
$24K - $32.9K
|
2.26K
$45.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-25- 67.57% |
$539 - $739
|
12
$243
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2- 7.41% |
$43.1 - $59.1
|
25
$507
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-31.7K- 58.12% |
$682K - $936K
|
22.8K
$463K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
22New |
$474 - $650
|
22
$446
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-135- 93.1% |
$2.91K - $3.99K
|
10
$203
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-58- 23.87% |
$1.25K - $1.71K
|
185
$3.75K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
55New |
$1.18K - $1.63K
|
55
$1.11K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
133KNew |
$2.87M - $3.94M
|
133K
$2.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
631KNew |
$13.6M - $18.7M
|
631K
$12.8M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-438- 91.25% |
$9.43K - $12.9K
|
42
$851
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2New |
$43.1 - $59.1
|
2
$40.5
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.5K- 49.37% |
$53.9K - $74K
|
2.57K
$52.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5New |
$108 - $148
|
5
$101
|
|
|
Aug 04, 2025
Q2 2025
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-97.4K- 99.77% |
$2.1M - $2.88M
|
221
$4.48K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5KNew |
$108K - $148K
|
5K
$101K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
PUT |
8KNew |
$172K - $236K
|
8K
$162K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
24New |
$517 - $709
|
24
$486
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
18New |
$388 - $532
|
18
$365
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
22New |
$474 - $650
|
22
$446
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-74- 0.05% |
$1.59K - $2.19K
|
145K
$2.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-108- 85.71% |
$2.33K - $3.19K
|
18
$365
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-22- 81.48% |
$474 - $650
|
5
$101
|
|
|
Jul 28, 2025
Q2 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
34.4K+ 6.57% |
$741K - $1.02M
|
558K
$11.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6New |
$129 - $177
|
6
$122
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
SELL
|
- |
-37.1K- 12.87% |
$799K - $1.1M
|
251K
$5.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
74New |
$1.59K - $2.19K
|
74
$1.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-17.3K- 33.5% |
$373K - $512K
|
34.3K
$696K
|
|
|
Jul 15, 2025
Q2 2025
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-33.4K- 10.05% |
$719K - $987K
|
299K
$6.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8New |
$172 - $236
|
8
$162
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
127New |
$2.74K - $3.75K
|
127
$2.57K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29+ 33.33% |
$625 - $857
|
116
$2.35K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-485- 72.5% |
$10.4K - $14.3K
|
184
$3.73K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
6New |
$163 - $257
|
6
$122
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
114New |
$3.1K - $4.88K
|
114
$2.31K
|
|
|
May 15, 2025
Q1 2025
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-61K- 37.26% |
$1.66M - $2.61M
|
103K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
30New |
$815 - $1.28K
|
30
$608
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
8.24KNew |
$224K - $353K
|
8.24K
$167K
|
|
|
May 15, 2025
Q1 2025
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
27.1KNew |
$736K - $1.16M
|
27.1K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-12.5K- 3.63% |
$340K - $537K
|
333K
$6.76M
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
19.4K+ 43.74% |
$526K - $830K
|
63.7K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
52.4KNew |
$1.42M - $2.24M
|
52.4K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
141+ 12.26% |
$3.83K - $6.04K
|
1.29K
$26.2K
|
|
|
May 15, 2025
Q1 2025
|
B. Riley Asset Management, LLC
Dallas, TX |
SELL
|
- |
-193K- 70.66% |
$5.23M - $8.25M
|
80K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.33K+ 4.08% |
$36.1K - $57K
|
33.9K
$688K
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
48.8KNew |
$1.33M - $2.09M
|
48.8K
$990K
|
|