Latest Institutional Purchases of Five9, Inc. (FIVN)
This list provides information on the latest institutional transactions involving Five9, Inc. (FIVN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
73New |
$4.62K - $6.42K
|
73
$1.48K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
32New |
$2.03K - $2.81K
|
32
$649
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
21New |
$1.33K - $1.85K
|
21
$426
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11+ 0.34% |
$696 - $967
|
3.28K
$66.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 28.57% |
$127 - $176
|
9
$182
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
322KNew |
$16.6M - $26.6M
|
322K
$6.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
221K+ 5.73% |
$11.4M - $18.2M
|
4.08M
$82.6M
|
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
110KNew |
$5.67M - $9.07M
|
110K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadian Capital Management, LP
New York, NY |
BUY
|
- |
85KNew |
$4.38M - $7.01M
|
85K
$1.72M
|
|
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
78KNew |
$4.02M - $6.43M
|
78K
$1.58M
|
|
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
78KNew |
$4.02M - $6.43M
|
78K
$1.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
29.1KNew |
$1.5M - $2.4M
|
29.1K
$589K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
23.1KNew |
$1.19M - $1.9M
|
23.1K
$468K
|
|
|
Aug 02, 2023
Q2 2023
|
First Growth Investment Manager LP
San Francisco, CA |
BUY
|
- |
17.3K+ 46.31% |
$888K - $1.42M
|
54.5K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
13.3KNew |
$686K - $1.1M
|
13.3K
$270K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.26KNew |
$374K - $598K
|
7.26K
$147K
|
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
6.02KNew |
$310K - $496K
|
6.02K
$122K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
5.88K+ 120.06% |
$303K - $485K
|
10.8K
$219K
|
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
3.22KNew |
$166K - $265K
|
3.22K
$65.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.56KNew |
$132K - $211K
|
2.56K
$51.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.43KNew |
$125K - $200K
|
2.43K
$49.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
145New |
$7.47K - $12K
|
145
$2.94K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
23New |
$1.18K - $1.9K
|
23
$466
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
20New |
$1.03K - $1.65K
|
20
$405
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3New |
$155 - $247
|
3
$60.8
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Dorsal Capital Management, LLC
Redwood City, CA |
BUY
|
- |
700K+ 280.0% |
$42.3M - $59.9M
|
950K
$19.3M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
438KNew |
$26.4M - $37.5M
|
438K
$8.87M
|
|
|
May 15, 2023
Q1 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
168KNew |
$10.1M - $14.4M
|
168K
$3.4M
|
|
|
May 15, 2023
Q1 2023
|
Styrax Capital, LP
New York, NY |
BUY
|
- |
120KNew |
$7.27M - $10.3M
|
120K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Cavalry Management Group, LLC
San Francisco, CA |
BUY
|
- |
84KNew |
$5.07M - $7.19M
|
84K
$1.7M
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
55.7KNew |
$3.36M - $4.77M
|
55.7K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
PUT |
40KNew |
$2.42M - $3.42M
|
40K
$811K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$812K - $1.15M
|
13.4K
$272K
|
|
|
Apr 27, 2023
Q1 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
12.2KNew |
$738K - $1.05M
|
12.2K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
8.84KNew |
$534K - $757K
|
8.84K
$179K
|
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
BUY
|
- |
7.22KNew |
$436K - $618K
|
7.22K
$146K
|
|
|
May 02, 2023
Q1 2023
|
Acuitas Investments, LLC
|
BUY
|
- |
5.9KNew |
$356K - $505K
|
5.9K
$120K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.7KNew |
$284K - $402K
|
4.7K
$95.3K
|
|
|
May 15, 2023
Q1 2023
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
4.36KNew |
$263K - $373K
|
4.36K
$88.3K
|
|
|
May 08, 2023
Q1 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.02KNew |
$243K - $344K
|
4.02K
$81.4K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.89KNew |
$174K - $247K
|
2.89K
$58.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.77KNew |
$167K - $237K
|
2.77K
$56.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
941+ 1.7% |
$56.8K - $80.6K
|
56.4K
$1.14M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
467+ 3.58% |
$28.2K - $40K
|
13.5K
$274K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
300+ 5.87% |
$18.1K - $25.7K
|
5.41K
$110K
|
|
|
May 12, 2023
Q1 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
229+ 1272.22% |
$13.8K - $19.6K
|
247
$5.01K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
172+ 0.03% |
$10.4K - $14.7K
|
518K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
148New |
$8.94K - $12.7K
|
148
$3K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
100New |
$6.04K - $8.56K
|
100
$2.03K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
97New |
$5.86K - $8.3K
|
97
$1.97K
|
|