Purchases and Sales Made in Q4 2025 in Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN) during Q4 2025. The information is specifically focused on institutions that hold shares of Five9, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
87.4K+ 134.5% |
$1.73M - $2.13M
|
152K
$3.09M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
24K+ 755.36% |
$476K - $584K
|
27.2K
$551K
|
|
|
Jan 28, 2026
Q4 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
17.3K+ 188.94% |
$343K - $421K
|
26.4K
$536K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.5KNew |
$307K - $376K
|
15.5K
$313K
|
|
|
Jan 28, 2026
Q4 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
9.96K+ 26.52% |
$198K - $242K
|
47.5K
$963K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
8K+ 35.32% |
$159K - $195K
|
30.7K
$621K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4.47K+ 37.31% |
$88.7K - $109K
|
16.5K
$333K
|
|
|
Jan 27, 2026
Q4 2025
|
Finivi Inc.
Westborough, MA |
BUY
|
- |
475+ 3.29% |
$9.42K - $11.6K
|
14.9K
$302K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
397+ 71.79% |
$7.88K - $9.66K
|
950
$19.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
298+ 161.96% |
$5.91K - $7.25K
|
482
$9.77K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
175New |
$3.47K - $4.26K
|
175
$3.55K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
96+ 36.78% |
$1.9K - $2.34K
|
357
$7.24K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
59+ 107.27% |
$1.17K - $1.44K
|
114
$2.31K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
45New |
$893 - $1.09K
|
45
$912
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
26New |
$516 - $633
|
26
$527
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
23New |
$456 - $560
|
23
$466
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 29.27% |
$238 - $292
|
53
$1.07K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-64- 13.73% |
$1.27K - $1.56K
|
402
$8.15K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-502- 3.43% |
$9.96K - $12.2K
|
14.1K
$287K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-554- 33.99% |
$11K - $13.5K
|
1.08K
$21.8K
|
|
|
Jan 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.28K- 12.78% |
$25.4K - $31.1K
|
8.74K
$177K
|
|
|
Jan 28, 2026
Q4 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-1.4K- 8.64% |
$27.8K - $34.1K
|
14.8K
$300K
|
|
|
Jan 28, 2026
Q4 2025
|
Arizona State Retirement System
|
SELL
|
- |
-2.12K- 9.87% |
$42K - $51.5K
|
19.3K
$392K
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-3.64K- 8.97% |
$72.1K - $88.4K
|
36.9K
$748K
|
|
|
Jan 27, 2026
Q4 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-4.91K- 49.96% |
$97.3K - $119K
|
4.91K
$99.6K
|
|
|
Jan 27, 2026
Q4 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-4.97K- 65.44% |
$98.5K - $121K
|
2.62K
$53.2K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-12.7K- 1.75% |
$251K - $308K
|
712K
$14.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-21.2K- 11.21% |
$421K - $517K
|
168K
$3.41M
|
|