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 |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
400
shares
|
$8,108
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
357
shares
|
$7,236
0.0% of portfolio
|
Q4 2025
Added 36.78%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
325
shares
|
$6,587
0.0% of portfolio
|
Q3 2025
Reduced 10.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
320
shares
|
$6,486
0.0% of portfolio
|
Q3 2025
Reduced 99.03%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
319
shares
|
$6,466
0.02% of portfolio
|
Q2 2022
Reduced 0.31%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
300
shares
|
$6,081
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
272
shares
|
$5,513
0.0% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
270
shares
|
$5,472
0.0% of portfolio
|
Q2 2025
Added 22700.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
239
shares
|
$4,844
0.0% of portfolio
|
Q3 2018
Added 35.03%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
230
shares
|
$4,662
0.0% of portfolio
|
Q3 2024
Reduced 94.29%
|
|
|
Pier Capital, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
221
shares
|
$4,479
0.0% of portfolio
|
Q2 2025
Reduced 99.77%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
185
shares
|
$3,749
0.0% of portfolio
|
Q2 2025
Reduced 23.87%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
163
shares
|
$3,304
0.0% of portfolio
|
Q3 2025
Added 219.61%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
140
shares
|
$2,837
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
114
shares
|
$2,310
0.0% of portfolio
|
Q4 2025
Added 107.27%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
113
shares
|
$2,290
0.0% of portfolio
|
Q3 2024
Reduced 36.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
108
shares
|
$2,189
0.0% of portfolio
|
Q3 2025
Reduced 95.78%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
101
shares
|
$2,047
0.0% of portfolio
|
Q3 2025
Added 910.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
100
shares
|
$2,027
0.0% of portfolio
|
Q3 2025
Reduced 46.52%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
97
shares
|
$1,966
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
91
shares
|
$1,844
0.0% of portfolio
|
Q3 2025
Reduced 89.38%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
84
shares
|
$1,702
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
74
shares
|
$1,499
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
60
shares
|
$1,216
0.0% of portfolio
|
Q3 2025
Reduced 43.4%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
60
shares
|
$1,216
0.0% of portfolio
|
Q2 2020
Added 4721.67%
|
|