Latest Institutional Sells of Five9, Inc. (FIVN)
This list provides information on the latest institutional transactions involving Five9, Inc. (FIVN) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bwcp, LP
Dallas, TX |
SELL
|
- |
-42.2K- 24.21% |
$2.35M - $3.61M
|
132K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Eulav Asset Management
|
SELL
|
- |
-38K- 45.29% |
$2.12M - $3.25M
|
45.9K
$930K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
SELL
|
- |
-15.6K- 30.23% |
$869K - $1.33M
|
36K
$730K
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-8.76K- 28.17% |
$488K - $749K
|
22.3K
$453K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
SELL
|
- |
-4.47K- 35.8% |
$249K - $382K
|
8.02K
$162K
|
|
|
Jul 31, 2025
Q4 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.33KClosed |
$185K - $284K
|
0
$0
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.07KClosed |
$59.4K - $91.1K
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-597- 9.38% |
$33.2K - $51K
|
5.77K
$117K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-582- 15.55% |
$32.4K - $49.7K
|
3.16K
$64.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-402- 3.91% |
$22.4K - $34.4K
|
9.88K
$200K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-90- 47.37% |
$5.01K - $7.69K
|
100
$2.03K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-3- 42.86% |
$167 - $256
|
4
$81.1
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-2- 0.38% |
$111 - $171
|
524
$10.6K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-1- 50.0% |
$55.7 - $85.5
|
1
$20.3
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Sylebra Capital LTD
Hong Kong, K3 |
SELL
|
- |
-542K- 21.22% |
$34.3M - $47.7M
|
2.01M
$40.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-349K- 76.55% |
$22.1M - $30.7M
|
107K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-311K- 79.17% |
$19.7M - $27.3M
|
81.8K
$1.66M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-88.1K- 67.56% |
$5.58M - $7.75M
|
42.3K
$857K
|
|
|
Nov 14, 2023
Q3 2023
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-11K- 55.0% |
$696K - $967K
|
9K
$182K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.26K- 40.43% |
$270K - $374K
|
6.27K
$127K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.37K- 42.34% |
$86.4K - $120K
|
1.86K
$37.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Connacht Asset Management LP
New York, NY |
SELL
|
- |
-1.15K- 17.59% |
$72.7K - $101K
|
5.38K
$109K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-124- 3.7% |
$7.85K - $10.9K
|
3.23K
$65.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-12- 7.45% |
$760 - $1.06K
|
149
$3.02K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
SELL
|
- |
-72.4K- 24.32% |
$3.73M - $5.97M
|
225K
$4.57M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-29.1K- 40.02% |
$1.5M - $2.4M
|
43.6K
$884K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-97- 36.74% |
$5K - $8K
|
167
$3.39K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-30- 7.61% |
$1.55K - $2.47K
|
364
$7.38K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-13- 0.25% |
$670 - $1.07K
|
5.15K
$104K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-11- 5.37% |
$567 - $907
|
194
$3.93K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4- 0.07% |
$206 - $330
|
5.84K
$118K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Tobam
|
SELL
|
- |
-77.1K- 98.78% |
$4.66M - $6.6M
|
955
$19.4K
|
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-18.7KClosed |
$1.13M - $1.6M
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.4K- 17.28% |
$145K - $206K
|
11.5K
$233K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-327- 10.56% |
$19.8K - $28K
|
2.77K
$56.1K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-150- 58.59% |
$9.06K - $12.8K
|
106
$2.15K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-23Closed |
$1.39K - $1.97K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
- |
-637K- 65.2% |
$30.1M - $51.9M
|
340K
$6.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Soma Equity Partners LP
San Francisco, CA |
SELL
|
- |
-150K- 12.0% |
$7.1M - $12.2M
|
1.1M
$22.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Contour Asset Management LLC
New York, NY |
SELL
|
- |
-88.8K- 6.61% |
$4.2M - $7.24M
|
1.26M
$25.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.02K- 38.36% |
$95.6K - $165K
|
3.25K
$65.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-500- 66.67% |
$23.7K - $40.7K
|
250
$5.07K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-187- 92.12% |
$8.85K - $15.2K
|
16
$324
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-85- 29.82% |
$4.02K - $6.92K
|
200
$4.05K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-21- 0.11% |
$993 - $1.71K
|
19.8K
$402K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-605K- 49.67% |
$45.4M - $71.5M
|
613K
$12.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Scge Management, L.P.
Menlo Park, CA |
SELL
|
- |
-598K- 38.9% |
$44.9M - $70.6M
|
940K
$19.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Park West Asset Management LLC
Larkspur, CA |
SELL
|
- |
-89.3K- 11.85% |
$6.7M - $10.5M
|
664K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Untitled Investments LP
New York, NY |
SELL
|
- |
-56.1K- 31.09% |
$4.21M - $6.62M
|
124K
$2.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Shannon River Fund Management LLC
|
SELL
|
- |
-39.6K- 20.09% |
$2.97M - $4.68M
|
158K
$3.2M
|
|