Institutional Ownership Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN). We have compiled data on the 367 institutions that hold shares in the stock, with a total of 85.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,584
shares
|
$32,107
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,518
shares
|
$30,769
0.0% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,377
shares
|
$27,911
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,228
shares
|
$24,891
0.0% of portfolio
|
Q3 2025
Added 81.66%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,192
shares
|
$24,161
0.0% of portfolio
|
Q2 2025
Added 1762.5%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,155
shares
|
$23,411
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,124
shares
|
$22,783
0.02% of portfolio
|
Q1 2024
Reduced 81.53%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,095
shares
|
$22,195
0.0% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
1,076
shares
|
$21,810
0.0% of portfolio
|
Q4 2025
Reduced 33.99%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
982
shares
|
$19,905
0.01% of portfolio
|
Q3 2025
Added 202.15%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
900
shares
|
$18,243
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
827
shares
|
$16,763
0.0% of portfolio
|
Q3 2025
Reduced 62.25%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
779
shares
|
$15,790
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
721
shares
|
$14,614
0.0% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
660
shares
|
$13,378
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
640
shares
|
$12,972
0.0% of portfolio
|
Q3 2025
Reduced 60.2%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
600
shares
|
$12,162
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
554
shares
|
$11,229
0.0% of portfolio
|
Q3 2025
Added 37.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
553
shares
|
$11,209
0.0% of portfolio
|
Q3 2025
Reduced 20.66%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
544
shares
|
$11,026
0.0% of portfolio
|
Q1 2025
Reduced 36.3%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
491
shares
|
$9,952
0.0% of portfolio
|
Q4 2024
Added 991.11%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
482
shares
|
$9,770
0.0% of portfolio
|
Q4 2025
Added 161.96%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
466
shares
|
$9,445
0.0% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
452
shares
|
$9,162
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
423
shares
|
$8,574
0.0% of portfolio
|
Q3 2025
Added 111.5%
|
|