Institutional Ownership Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN). We have compiled data on the 355 institutions that hold shares in the stock, with a total of 76.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
2,200
shares
|
$49,104
0.04% of portfolio
|
Q1 2025
Reduced 32.31%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,047
shares
|
$45,689
0.0% of portfolio
|
Q4 2024
Added 100.29%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,976
shares
|
$44,104
0.0% of portfolio
|
Q1 2025
Added 15.35%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
1,859
shares
|
$41,492
0.0% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,859
shares
|
$41,492
0.01% of portfolio
|
Q3 2023
Reduced 42.34%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,598
shares
|
$35,667
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,523
shares
|
$33,993
0.0% of portfolio
|
Q4 2024
Added 31.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,333
shares
|
$29,752
0.0% of portfolio
|
Q4 2024
Added 7305.56%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
1,185
shares
|
$26,449
0.0% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,150
shares
|
$25,668
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,124
shares
|
$25,087
0.02% of portfolio
|
Q1 2024
Reduced 81.53%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,046
shares
|
$23,346
0.0% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1,037
shares
|
$23,145
0.01% of portfolio
|
Q4 2024
Added 32.44%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Feb 14, 2025 Q4 2024 |
900
shares
|
$20,088
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
895
shares
|
$19,976
0.0% of portfolio
|
Q1 2025
Added 19.81%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
854
shares
|
$19,061
0.0% of portfolio
|
Q4 2024
Added 155.69%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
749
shares
|
$16,717
0.02% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
669
shares
|
$14,932
0.0% of portfolio
|
Q1 2025
Added 13280.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
577
shares
|
$12,878
0.0% of portfolio
|
Q4 2024
Added 912.28%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
561
shares
|
$12,521
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
539
shares
|
$12,030
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
524
shares
|
$11,695
0.0% of portfolio
|
Q4 2023
Reduced 0.38%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
491
shares
|
$10,959
0.0% of portfolio
|
Q4 2024
Added 991.11%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
449
shares
|
$10,021
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
432
shares
|
$9,642
0.0% of portfolio
|
Q4 2024
New holding
|