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Five9 Inc (FIVN)

CUSIP: 338307101 | NYSE | Technology · Software - Infrastructure | Small Cap | 1312 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVanguard Portfolio Management LLC6,579,9628.8%−1,320,207Sep 30, 202692d ahead of 13F (7,083,605 sh) · −503,643
13G/AVanguard Capital Management LLC3,685,6254.9%Newly reportedSep 30, 202692d ahead of 13F (3,312,397 sh) · +373,228
13G/ABlackRock, Inc.11,877,22815.5%New 5%+ stakeJul 31, 202631d ahead of 13F (7,074,625 sh) · +4,802,603
13G/AVoss Capital, LP
with Voss Advisors GP, LLC, Voss Value Master Fund, LP, Voss Value-Oriented Special Situations Fund, LP
4,885,8266.4%New 5%+ stakeJun 30, 2026No 13F filer matched
13GAmeriprise Financial, Inc.
with Columbia Management Investment Advisers, LLC
4,140,0035.4%New 5%+ stakeJun 30, 2026No 13F filer matched
13D/APictet Asset Management SA2,872,1853.8%−2,903,710Feb 26, 2026972d ahead of 13F (4,076,656 sh) · −1,204,471
13G/AVanguard Portfolio Management LLC6,579,962
8.8% of class · Sep 30, 2026−1,320,207
92d ahead of 13F (7,083,605 sh) · −503,643
13G/AVanguard Capital Management LLC3,685,625
4.9% of class · Sep 30, 2026Newly reported
92d ahead of 13F (3,312,397 sh) · +373,228
13G/ABlackRock, Inc.11,877,228
15.5% of class · Jul 31, 2026New 5%+ stake
31d ahead of 13F (7,074,625 sh) · +4,802,603
13G/AVoss Capital, LP4,885,826
6.4% of class · Jun 30, 2026New 5%+ stake
with Voss Advisors GP, LLC, Voss Value Master Fund, LP, Voss Value-Oriented Special Situations Fund, LP
No 13F filer matched
13GAmeriprise Financial, Inc.4,140,003
5.4% of class · Jun 30, 2026New 5%+ stake
with Columbia Management Investment Advisers, LLC
No 13F filer matched
13D/APictet Asset Management SA2,872,185
3.8% of class · Feb 26, 2026−2,903,710
972d ahead of 13F (4,076,656 sh) · −1,204,471

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,589,527
0.0% of portfolio›$88.1M
Van Berkom & Associates Inc.2,002,547
4.7% of portfolio›$68.1M
Principal Financial Group Inc849,351
0.0% of portfolio›$28.9M
Hiddenite Capital Partners LP210,000
1.3% of portfolio›$7.1M
Creative Planning201,322
0.0% of portfolio›$6.8M
Assenagon Asset Management S.A.147,112
0.0% of portfolio›$5.0M
Bastion Asset Management Inc.113,365
1.7% of portfolio›$3.8M
Convergence Investment Partners, LLC83,431
0.2% of portfolio›$2.8M
Inspire Investing, LLC72,048
0.1% of portfolio›$2.5M
OP Asset Management Ltd68,426
0.0% of portfolio›$2.3M
MacKenzie Financial Corp64,726
0.0% of portfolio›$2.2M
Villanova Investment Management Co62,745
2.1% of portfolio›$2.1M
Mirador Capital Partners LP60,290
0.2% of portfolio›$2.1M
Fulcrum Asset Management LLP49,944
0.1% of portfolio›$1.7M
State of Wyoming43,203
0.1% of portfolio›$1.5M
State of New Jersey Common Pension Fund D36,312
0.0% of portfolio›$1.2M
Cardinal Point Capital Management ULC36,240
0.1% of portfolio›$1.2M
Citigroup Inc33,565
0.0% of portfolio›$1.1M
Allspring Global Investments Holdings, LLC32,244
0.0% of portfolio›$1.2M
Louisiana State Employees Retirement System31,800
0.0% of portfolio›$1.1M
Caitong International Asset Management Co., Ltd29,856
0.1% of portfolio›$1.0M
Wealth Enhancement Advisory Services, LLC29,162
0.0% of portfolio›$1.0M
Toth Financial Advisory Corp29,040
0.1% of portfolio›$987.7K
Y-Intercept (Hong Kong) Ltd29,038
0.0% of portfolio›$987.6K
Choreo, LLC22,659
0.0% of portfolio›$770.6K
Arizona State Retirement System21,035
0.0% of portfolio›$715.4K
ProShare Advisors LLC20,267
0.0% of portfolio›$689.3K
Amalgamated Bank19,421
0.0% of portfolio›$661.0K
Yousif Capital Management, LLC18,896
0.0% of portfolio›$642.7K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS17,606
0.0% of portfolio›$598.8K
Oregon Public Employees Retirement Fund16,800
0.0% of portfolio›$571.4K
Sterling Capital Management LLC16,750
0.0% of portfolio›$569.7K
New York State Teachers Retirement System16,680
0.0% of portfolio›$567.0K
State of Alaska, Department of Revenue16,108
0.0% of portfolio›$546.0K
Pictet Asset Management Holding SA12,647
0.0% of portfolio›$430.1K
Brighton Jones LLC12,512
0.0% of portfolio›$425.5K
Cambridge Investment Research Advisors, Inc.12,007
0.0% of portfolio›$408.0K
Wolverine Asset Management LLC11,682
0.0% of portfolio›$397.3K
Praxis Investment Management Inc11,439
0.0% of portfolio›$389.0K
DekaBank Deutsche Girozentrale11,358
0.0% of portfolio›$388.0K
Swiss Life Asset Management Ltd11,208
0.0% of portfolio›$381.2K
Citizens Financial Group Inc11,076
0.0% of portfolio›$376.7K
Lanark Financial, Inc.10,140
0.0% of portfolio›$344.9K
Tactive Advisors, LLC9,770
0.1% of portfolio›$332.3K
Krilogy Financial LLC8,713
0.0% of portfolio›$310.8K
Vise Technologies, Inc.8,617
0.0% of portfolio›$293.1K
Mutual of America Capital Management LLC8,527
0.0% of portfolio›$290.0K
Evergreen Capital Management LLC8,368
0.0% of portfolio›$284.6K
HB Wealth Management, LLC7,271
0.0% of portfolio›$233.2K
Xponance LLC7,202
0.0% of portfolio›$244.9K
McAdam, LLC6,988
0.0% of portfolio›$237.7K
Virginia Retirement Systems ET Al6,100
0.0% of portfolio›$207.5K
Mirae Asset Global Investments Co., Ltd.4,153
0.0% of portfolio›$141.2K
Farther Finance Advisors, LLC4,019
0.0% of portfolio›$136.7K
Covestor Ltd3,044
0.2% of portfolio›$104.0K
Bayforest Capital Ltd2,647
0.1% of portfolio›$90.0K
Versant Capital Management, Inc2,470
0.0% of portfolio›$84.0K
KBC Group NV2,261
0.0% of portfolio›$77.0K
EverSource Wealth Advisors, LLC2,197
0.0% of portfolio›$74.7K
FNY Investment Advisers, LLC2,000
0.1% of portfolio›$68.0K
Richardson Financial Services Inc.1,746
0.0% of portfolio›$59.4K
Assetmark, Inc1,658
0.0% of portfolio›$56.4K
Gamma Investing LLC1,477
0.0% of portfolio›$50.2K
Parallel Advisors, LLC1,219
0.0% of portfolio›$41.5K
Root Financial Partners, LLC1,133
0.0% of portfolio›$38.5K
Essential Partners LLC1,130
0.0% of portfolio›$38.4K
IFP Advisors, Inc869
0.0% of portfolio›$29.6K
Pinnacle Wealth Planning Services, Inc.680
0.0% of portfolio›$23.1K
Financial Management Professionals, Inc.633
0.0% of portfolio›$21.5K
Provenance Wealth Advisors, LLC517
0.0% of portfolio›$17.6K
SJS Investment Consulting Inc.510
0.0% of portfolio›$17.3K
Mitsubishi UFJ Asset Management Co., Ltd.491
0.0% of portfolio›$16.7K
Salomon & Ludwin, LLC434
0.0% of portfolio›$14.8K
Jnba Financial Advisors400
0.0% of portfolio›$13.6K
True Wealth Design, LLC391
0.0% of portfolio›$13.3K
Signaturefd, LLC346
0.0% of portfolio›$11.8K
SBI Securities Co., Ltd.330
0.0% of portfolio›$11.2K
Cullen T Bankers, Inc.307
0.0% of portfolio›$10.4K
Nisa Investment Advisors, LLC299
0.0% of portfolio›$10.2K
Harbor Capital Advisors, Inc.170
0.0% of portfolio›$6
Ascentis Wealth Management, LLC140
0.0% of portfolio›$4.8K
Marquette Asset Management, LLC136
0.0% of portfolio›$4.6K
Parkside Financial Bank & Trust128
0.0% of portfolio›$4.4K
Bell Investment Advisors, Inc120
0.0% of portfolio›$4.1K
Abound Wealth Management113
0.0% of portfolio›$3.8K
Brown, Lisle Ings, Inc.107
0.0% of portfolio›$3.6K
Physician Wealth Advisors, Inc.103
0.0% of portfolio›$3.5K
Main Street Group, LTD97
0.0% of portfolio›$3.3K
TD Private Client Wealth LLC84
0.0% of portfolio›$2.9K
Farmers & Merchants Investments Inc60
0.0% of portfolio›$2.0K
Godsey & Gibb, Inc47
0.0% of portfolio›$1.6K
UMB Private Wealth Management, LLC40
0.0% of portfolio›$1.4K
North Star Investment Management Corp.37
0.0% of portfolio›$1.3K
Fortitude Family Office, LLC34
0.0% of portfolio›$1.2K
Bare Financial Services, Inc33
0.0% of portfolio›$1.1K
Contravisory Investment Management, Inc.25
0.0% of portfolio›$850
Capital Advisors, Ltd. LLC23
0.0% of portfolio›$1
Owl Creek Wealth Partners LLC15
0.0% of portfolio›$511
Valley National Advisers Inc14
0.0% of portfolio›$477
MassMutual Private Wealth & Trust, FSB9
0.0% of portfolio›$306
MV Capital Management, Inc.7
0.0% of portfolio›$239
JFS Wealth Advisors, LLC6
0.0% of portfolio›$205
Financial Consulate, Inc6
0.0% of portfolio›$205
Gilpin Wealth Management, LLC5
0.0% of portfolio›$171
CoreCap Advisors, LLC5
0.0% of portfolio›$170
James T. Borello RIA5
0.0% of portfolio›$170
Davis Capital Management4
0.0% of portfolio›$136
Activest Wealth Management4
0.0% of portfolio›$136
Elyxium Wealth, LLC2
0.0% of portfolio›$68
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,589,527$88.1M0.0%IndexLowAustin, TX2026-11-04
Van Berkom & Associates Inc.
2,002,547$68.1M4.7%Deep ValueMediumMontreal, Austria2026-11-04
Principal Financial Group Inc
849,351$28.9M0.0%CoreLowDes Moines, IA2026-11-02
Hiddenite Capital Partners LP
210,000$7.1M1.3%GARPVery HighNew York, NY2026-10-29
Creative Planning
201,322$6.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Assenagon Asset Management S.A.
147,112$5.0M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Bastion Asset Management Inc.
113,365$3.8M1.7%Deep ValueVery HighMontreal, South Africa2026-11-05
Convergence Investment Partners, LLC
83,431$2.8M0.2%GARPHighPalm Beach Gardens, FL2026-10-28
Inspire Investing, LLC
72,048$2.5M0.1%GARPHighMeridian, ID2026-10-22
OP Asset Management Ltd
68,426$2.3M0.0%GrowthMediumHelsinki, Hungary2026-11-05
MacKenzie Financial Corp
64,726$2.2M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Villanova Investment Management Co
62,745$2.1M2.1%Deep ValueMediumWayne, PA2026-11-02
Mirador Capital Partners LP
60,290$2.1M0.2%GrowthMediumPleasanton, CA2026-10-09
Fulcrum Asset Management LLP
49,944$1.7M0.1%CoreMediumLondon, United Kingdom2026-11-04
State of Wyoming
43,203$1.5M0.1%ValueHighCheyenne, WY2026-10-28
State of New Jersey Common Pension Fund D
36,312$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Cardinal Point Capital Management ULC
36,240$1.2M0.1%ValueLowToronto, Australia2026-10-21
Citigroup Inc
33,565$1.1M0.0%CoreMediumNew York, NY2026-11-04
Allspring Global Investments Holdings, LLC
32,244$1.2M0.0%CoreMediumCharlotte, NC2026-11-04
Louisiana State Employees Retirement System
31,800$1.1M0.0%IndexLowBaton Rouge, LA2026-10-20
Caitong International Asset Management Co., Ltd
29,856$1.0M0.1%GrowthVery HighHong Kong, South Korea2026-10-29
Wealth Enhancement Advisory Services, LLC
29,162$1.0M0.0%CoreLowPlymouth, MN2026-10-13
Toth Financial Advisory Corp
29,040$987.7K0.1%CoreLowLeesburg, VA2026-10-08
Y-Intercept (Hong Kong) Ltd
29,038$987.6K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Choreo, LLC
22,659$770.6K0.0%IndexLowRockford, IL2026-10-28
Arizona State Retirement System
21,035$715.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
ProShare Advisors LLC
20,267$689.3K0.0%GrowthLowBethesda, MD2026-10-29
Amalgamated Bank
19,421$661.0K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
18,896$642.7K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
17,606$598.8K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
16,800$571.4K0.0%IndexVery LowTigard, OR2026-10-30
Sterling Capital Management LLC
16,750$569.7K0.0%GARPMediumCharlotte, NC2026-10-22
New York State Teachers Retirement System
16,680$567.0K0.0%CoreVery LowAlbany, NY2026-10-22
State of Alaska, Department of Revenue
16,108$546.0K0.0%CoreVery LowJuneau, AK2026-10-15
Pictet Asset Management Holding SA
12,647$430.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Brighton Jones LLC
12,512$425.5K0.0%CoreVery LowSeattle, WA2026-11-03
Cambridge Investment Research Advisors, Inc.
12,007$408.0K0.0%ETFLowFairfield, IA2026-11-02
Wolverine Asset Management LLC
11,682$397.3K0.0%Deep ValueVery HighChicago, IL2026-11-02
Praxis Investment Management Inc
11,439$389.0K0.0%CoreLowGoshen, IN2026-11-03
DekaBank Deutsche Girozentrale
11,358$388.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Swiss Life Asset Management Ltd
11,208$381.2K0.0%CoreLowZurich, Switzerland2026-11-03
Citizens Financial Group Inc
11,076$376.7K0.0%GrowthLowProvidence, RI2026-10-23
Lanark Financial, Inc.
10,140$344.9K0.0%CoreMediumBirmingham, AL2026-10-26
Tactive Advisors, LLC
9,770$332.3K0.1%ETFHighJacksonville, FL2026-10-08
Krilogy Financial LLC
8,713$310.8K0.0%GrowthLowSt. Louis, MO2026-10-13
Vise Technologies, Inc.
8,617$293.1K0.0%IndexLowNew York, NY2026-10-29
Mutual of America Capital Management LLC
8,527$290.0K0.0%IndexLowNew York, NY2026-10-23
Evergreen Capital Management LLC
8,368$284.6K0.0%GARPMediumBellevue, WA2026-10-23
HB Wealth Management, LLC
7,271$233.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Xponance LLC
7,202$244.9K0.0%IndexVery LowPhiladelphia, PA2026-11-03
McAdam, LLC
6,988$237.7K0.0%ETFLowPhiladelphia, PA2026-10-21
Virginia Retirement Systems ET Al
6,100$207.5K0.0%CoreMediumRichmond, VA2026-10-28
Mirae Asset Global Investments Co., Ltd.
4,153$141.2K0.0%GrowthLowSeoul, Malaysia2026-11-03
Farther Finance Advisors, LLC
4,019$136.7K0.0%IndexLowSan Francisco, CA2026-10-08
Covestor Ltd
3,044$104.0K0.2%ValueHighLondon, United Kingdom2026-10-30
Bayforest Capital Ltd
2,647$90.0K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Versant Capital Management, Inc
2,470$84.0K0.0%GARPLowPhoenix, AZ2026-10-02
KBC Group NV
2,261$77.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
EverSource Wealth Advisors, LLC
2,197$74.7K0.0%CoreMediumBirmingham, AL2026-11-04
FNY Investment Advisers, LLC
2,000$68.0K0.1%GrowthVery HighNew York, NY2026-10-16
Richardson Financial Services Inc.
1,746$59.4K0.0%GrowthMediumMedway, MA2026-10-30
Assetmark, Inc
1,658$56.4K0.0%ETFLowConcord, CA2026-10-21
Gamma Investing LLC
1,477$50.2K0.0%IndexVery LowFoster City, CA2026-10-08
Parallel Advisors, LLC
1,219$41.5K0.0%IndexLowSan Francisco, CA2026-11-03
Root Financial Partners, LLC
1,133$38.5K0.0%ETFMediumEncinitas, CA2026-10-21
Essential Partners LLC
1,130$38.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
869$29.6K0.0%GrowthLowTampa, FL2026-10-16
Pinnacle Wealth Planning Services, Inc.
680$23.1K0.0%GARPLowMansfield, OH2026-10-27
Financial Management Professionals, Inc.
633$21.5K0.0%ETFMediumAustin, TX2026-10-23
Provenance Wealth Advisors, LLC
517$17.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
SJS Investment Consulting Inc.
510$17.3K0.0%ETFVery LowSylvania, OH2026-10-26
Mitsubishi UFJ Asset Management Co., Ltd.
491$16.7K0.0%IndexVery LowTokyo, Mexico2026-11-05
Salomon & Ludwin, LLC
434$14.8K0.0%ETFVery LowRichmond, VA2026-10-29
Jnba Financial Advisors
400$13.6K0.0%ETFMediumBloomington, MN2026-11-03
True Wealth Design, LLC
391$13.3K0.0%ETFMediumAkron, OH2026-10-13
Signaturefd, LLC
346$11.8K0.0%IndexLowAtlanta, GA2026-10-23
SBI Securities Co., Ltd.
330$11.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Cullen T Bankers, Inc.
307$10.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Nisa Investment Advisors, LLC
299$10.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
Harbor Capital Advisors, Inc.
170$60.0%ValueHighChicago, IL2026-10-22
Ascentis Wealth Management, LLC
140$4.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Marquette Asset Management, LLC
136$4.6K0.0%ETFVery LowMinneapolis, MN2026-10-09
Parkside Financial Bank & Trust
128$4.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Bell Investment Advisors, Inc
120$4.1K0.0%ETFVery LowOrinda, CA2026-10-29
Abound Wealth Management
113$3.8K0.0%ETFVery LowFranklin, TN2026-10-26
Brown, Lisle Ings, Inc.
107$3.6K0.0%CoreVery LowProvidence, RI2026-10-16
Physician Wealth Advisors, Inc.
103$3.5K0.0%ETFMediumMidvale, UT2026-10-20
Main Street Group, LTD
97$3.3K0.0%ETFMediumGlen Allen, VA2026-10-28
TD Private Client Wealth LLC
84$2.9K0.0%ETFLowNew York, NY2026-10-28
Farmers & Merchants Investments Inc
60$2.0K0.0%CoreVery LowLincoln, NE2026-10-22
Godsey & Gibb, Inc
47$1.6K0.0%CoreLowRichmond, VA2026-10-14
UMB Private Wealth Management, LLC
40$1.4K0.0%GrowthN/AKansas City, MO2026-10-19
North Star Investment Management Corp.
37$1.3K0.0%CoreLowChicago, IL2026-10-27
Fortitude Family Office, LLC
34$1.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Bare Financial Services, Inc
33$1.1K0.0%ETFVery LowGap, PA2026-11-04
Contravisory Investment Management, Inc.
25$8500.0%MomentumHighNorwell, MA2026-10-13
Capital Advisors, Ltd. LLC
23$10.0%ETFLowShaker Heights, OH2026-10-27
Owl Creek Wealth Partners LLC
15$5110.0%IndexLowGreenwood Village, CO2026-10-20
Valley National Advisers Inc
14$4770.0%ETFLowBethlehem, PA2026-10-23
MassMutual Private Wealth & Trust, FSB
9$3060.0%CoreLowSpringfield, MA2026-10-05
MV Capital Management, Inc.
7$2390.0%ETFLowBethesda, MD2026-10-29
JFS Wealth Advisors, LLC
6$2050.0%ETFVery LowHermitage, PA2026-11-03
Financial Consulate, Inc
6$2050.0%ETFLowHunt Valley, MD2026-10-23
Gilpin Wealth Management, LLC
5$1710.0%GrowthLowDenver, CO2026-10-09
CoreCap Advisors, LLC
5$1700.0%ETFMediumSouthfield, MI2026-10-08
James T. Borello RIA
5$1700.0%ETFVery LowEast Dundee, IL2026-10-16
Davis Capital Management
4$1360.0%CoreLowJacksonville, FL2026-10-08
Activest Wealth Management
4$1360.0%ETFLowAventura, FL2026-10-15
Elyxium Wealth, LLC
2$680.0%GrowthVery LowBeverly Hills, CA2026-10-27