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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
58
shares
|
$1,175
0.0% of portfolio
|
Q3 2025
Reduced 64.63%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
53
shares
|
$1,074
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
50
shares
|
$1,013
0.0% of portfolio
|
Q3 2025
Reduced 64.29%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
43
shares
|
$871
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
42
shares
|
$851
0.0% of portfolio
|
Q2 2025
Reduced 91.25%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
41
shares
|
$831
0.0% of portfolio
|
Q3 2025
Added 86.36%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
32
shares
|
$648
0.0% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
30
shares
|
$608
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
26
shares
|
$527
0.0% of portfolio
|
Q3 2025
Reduced 36.59%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
24
shares
|
$486
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
23
shares
|
$466
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
22
shares
|
$445
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
22
shares
|
$445
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
21
shares
|
$425
0.0% of portfolio
|
Q3 2021
Reduced 51.16%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
20
shares
|
$405
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
19
shares
|
$385
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
18
shares
|
$364
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
18
shares
|
$364
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
18
shares
|
$364
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
12
shares
|
$243
0.0% of portfolio
|
Q2 2025
Reduced 67.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
11
shares
|
$222
0.0% of portfolio
|
Q2 2024
Reduced 99.89%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10
shares
|
$202
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
10
shares
|
$202
0.0% of portfolio
|
Q2 2025
Reduced 93.1%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
9
shares
|
$182
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
9
shares
|
$182
0.0% of portfolio
|
Q3 2023
Added 28.57%
|
|