Five9 Inc

Q4 2024 vs Q1 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Tenor Capital Management Co., L.P.

UNCHANGED

Shares109,805,000 from 109,805,000

Change0 (0%)

Value$109.2M (+$1.8M)

Filed 2025-05-15

Opti Capital Management, LP

UNCHANGED

Shares62,115,000 from 62,115,000

Change0 (0%)

Value$61.6M (+$844.1K)

Filed 2025-05-15

D. E. Shaw & Co., Inc.

UNCHANGED

Shares45,519,000 from 45,519,000

Change0 (0%)

Value$45.2M (+$732.1K)

Filed 2025-05-15

Lazard Asset Management LLC

INCREASED

Shares38,220,000 from 37,220,000

Change+1,000,000 (+3%)

Value$37.9K (+$1.7K)

Filed 2025-05-15

Capstone Investment Advisors, LLC

UNCHANGED

Shares32,357,000 from 32,357,000

Change0 (0%)

Value$32.1M (+$631.0K)

Filed 2025-05-15

Lord, Abbett & Co. LLC

INCREASED

Shares25,767,000 from 21,331,000

Change+4,436,000 (+21%)

Value$25.5K (+$4.8K)

Filed 2025-05-13

Radcliffe Capital Management, L.P.

INCREASED

Shares22,329,000 from 19,329,000

Change+3,000,000 (+16%)

Value$22.1M (+$3.3M)

Filed 2025-05-15

Calamos Advisors LLC

UNCHANGED

Shares15,167,000 from 15,167,000

Change0 (0%)

Value$15.0M (+$208.2K)

Filed 2025-04-29

Bank of America Corp

UNCHANGED

Shares13,199,000 from 13,199,000

Change0 (0%)

Value$13.1M (+$257.4K)

Filed 2025-05-15

JPMorgan Chase & Co

DECREASED

Shares10,433,000 from 11,345,000

Change-912,000 (-8%)

Value$10.3M (-$712.7K)

Filed 2025-05-12

State Street Corp

DECREASED

Shares9,233,000 from 10,233,000

Change-1,000,000 (-10%)

Value$9.1M (-$840.6K)

Filed 2025-05-15

Millennium Management LLC

DECREASED

Shares9,100,000 from 13,850,000

Change-4,750,000 (-34%)

Value$9.0M (-$4.5M)

Filed 2025-05-15

Palisade Capital Management, LP

INCREASED

Shares6,582,000 from 6,574,000

Change+8,000 (+0%)

Value$6.5M (+$103.3K)

Filed 2025-04-29

Oaktree Capital Management LP

INCREASED

Shares6,163,000 from 724,000

Change+5,439,000 (+751%)

Value$6.1M (+$5.4M)

Filed 2025-05-15

Piper Sandler & Co.

DECREASED

Shares5,712,000 from 9,212,000

Change-3,500,000 (-38%)

Value$5.6M (-$3.3M)

Filed 2025-05-13

Russell Investments Group, Ltd.

INCREASED

Shares4,651,000 from 276,000

Change+4,375,000 (+1585%)

Value$4.6M (+$4.3M)

Filed 2025-05-13

Toronto Dominion Bank

UNCHANGED

Shares4,570,000 from 4,570,000

Change0 (0%)

Value$4.5M (+$72.9K)

Filed 2025-05-15

BlackRock, Inc.

UNCHANGED

Shares4,490,000 from 4,490,000

Change0 (0%)

Value$4.4M (+$87.6K)

Filed 2025-05-02

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

UNCHANGED

Shares2,000,000 from 2,000,000

Change0 (0%)

Value$2.0M (+$22.6K)

Filed 2025-05-15

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

INCREASED

Shares1,999,000 from 1,929,000

Change+70,000 (+4%)

Value$2.0M (+$106.8K)

Filed 2025-05-13

BNP Paribas Financial Markets

DECREASED

Shares1,500,000 from 1,936,000

Change-436,000 (-23%)

Value$1.5M (-$389.4K)

Filed 2025-05-14

Morgan Stanley

UNCHANGED

Shares1,000,000 from 1,000,000

Change0 (0%)

Value$988.9K (+$19.5K)

Filed 2025-05-15

Universal- Beteiligungs- und Servicegesellschaft mbH

NEW

Shares500,000

Change+500,000

Value$496.5K

Filed 2025-05-06

Pinnacle Holdings, LLC

UNCHANGED

Shares500,000 from 500,000

Change0 (0%)

Value$494.5K (+$9.8K)

Filed 2025-05-13

American Century Companies Inc

DECREASED

Shares402,000 from 412,000

Change-10,000 (-2%)

Value$398.5K (-$1.9K)

Filed 2025-05-13

Zazove Associates LLC

UNCHANGED

Shares395,000 from 395,000

Change0 (0%)

Value$391.6K (+$5.4K)

Filed 2025-05-13

Nomura Holdings Inc

UNCHANGED

Shares161,931 from 161,931

Change0 (0%)

Value$4.4M (-$2.2M)

Filed 2025-05-15

AQR Arbitrage LLC

NEW

Shares35,000

Change+35,000

Value$34.7K

Filed 2025-05-15

Argent Trust Co

UNCHANGED

Shares29,000 from 29,000

Change0 (0%)

Value$28.7K (+$565)

Filed 2025-05-09

Stonegate Investment Group, LLC

UNCHANGED

Shares26,000 from 26,000

Change0 (0%)

Value$25.7K (+$507)

Filed 2025-04-22

Fox Hill Wealth Management

UNCHANGED

Shares14,000 from 14,000

Change0 (0%)

Value$13.8K (+$141)

Filed 2025-05-13

Barclays PLC

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$5.0K (+$82)

Filed 2026-03-17

Truist Financial Corp

CLOSED

Shares0 from 4,320,000

Change-4,320,000 (-100%)

Value$0 (-$4.2M)

Filed 2025-04-29

Advent Capital Management

CLOSED

Shares0 from 1,963,000

Change-1,963,000 (-100%)

Value$0 (-$1.9M)

Filed 2025-05-12

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-05-14

	Status
Tenor Capital Management Co., L.P.	UNCHANGED	109,805,000	109,805,000	0	0%	$107.4M	$109.2M	+$1.8M	2025-05-15
Opti Capital Management, LP	UNCHANGED	62,115,000	62,115,000	0	0%	$60.8M	$61.6M	+$844.1K	2025-05-15
D. E. Shaw & Co., Inc.	UNCHANGED	45,519,000	45,519,000	0	0%	$44.4M	$45.2M	+$732.1K	2025-05-15
Lazard Asset Management LLC	INCREASED	38,220,000	37,220,000	+1,000,000	+3%	$36.2K	$37.9K	+$1.7K	2025-05-15
Capstone Investment Advisors, LLC	UNCHANGED	32,357,000	32,357,000	0	0%	$31.4M	$32.1M	+$631.0K	2025-05-15
Lord, Abbett & Co. LLC	INCREASED	25,767,000	21,331,000	+4,436,000	+21%	$20.7K	$25.5K	+$4.8K	2025-05-13
Radcliffe Capital Management, L.P.	INCREASED	22,329,000	19,329,000	+3,000,000	+16%	$18.7M	$22.1M	+$3.3M	2025-05-15
Calamos Advisors LLC	UNCHANGED	15,167,000	15,167,000	0	0%	$14.8M	$15.0M	+$208.2K	2025-04-29
Bank of America Corp	UNCHANGED	13,199,000	13,199,000	0	0%	$12.8M	$13.1M	+$257.4K	2025-05-15
JPMorgan Chase & Co	DECREASED	10,433,000	11,345,000	-912,000	-8%	$11.0M	$10.3M	-$712.7K	2025-05-12
State Street Corp	DECREASED	9,233,000	10,233,000	-1,000,000	-10%	$10.0M	$9.1M	-$840.6K	2025-05-15
Millennium Management LLC	DECREASED	9,100,000	13,850,000	-4,750,000	-34%	$13.5M	$9.0M	-$4.5M	2025-05-15
Palisade Capital Management, LP	INCREASED	6,582,000	6,574,000	+8,000	+0%	$6.4M	$6.5M	+$103.3K	2025-04-29
Oaktree Capital Management LP	INCREASED	6,163,000	724,000	+5,439,000	+751%	$703.7K	$6.1M	+$5.4M	2025-05-15
Piper Sandler & Co.	DECREASED	5,712,000	9,212,000	-3,500,000	-38%	$8.9M	$5.6M	-$3.3M	2025-05-13
Russell Investments Group, Ltd.	INCREASED	4,651,000	276,000	+4,375,000	+1585%	$269.9K	$4.6M	+$4.3M	2025-05-13
Toronto Dominion Bank	UNCHANGED	4,570,000	4,570,000	0	0%	$4.4M	$4.5M	+$72.9K	2025-05-15
BlackRock, Inc.	UNCHANGED	4,490,000	4,490,000	0	0%	$4.4M	$4.4M	+$87.6K	2025-05-02
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	UNCHANGED	2,000,000	2,000,000	0	0%	$2.0M	$2.0M	+$22.6K	2025-05-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	INCREASED	1,999,000	1,929,000	+70,000	+4%	$1.9M	$2.0M	+$106.8K	2025-05-13
BNP Paribas Financial Markets	DECREASED	1,500,000	1,936,000	-436,000	-23%	$1.9M	$1.5M	-$389.4K	2025-05-14
Morgan Stanley	UNCHANGED	1,000,000	1,000,000	0	0%	$969.4K	$988.9K	+$19.5K	2025-05-15
Universal- Beteiligungs- und Servicegesellschaft mbH	NEW	500,000	—	+500,000	—	—	$496.5K	—	2025-05-06
Pinnacle Holdings, LLC	UNCHANGED	500,000	500,000	0	0%	$484.7K	$494.5K	+$9.8K	2025-05-13
American Century Companies Inc	DECREASED	402,000	412,000	-10,000	-2%	$400.4K	$398.5K	-$1.9K	2025-05-13
Zazove Associates LLC	UNCHANGED	395,000	395,000	0	0%	$386.2K	$391.6K	+$5.4K	2025-05-13
Nomura Holdings Inc	UNCHANGED	161,931	161,931	0	0%	$6.6M	$4.4M	-$2.2M	2025-05-15
AQR Arbitrage LLC	NEW	35,000	—	+35,000	—	—	$34.7K	—	2025-05-15
Argent Trust Co	UNCHANGED	29,000	29,000	0	0%	$28.1K	$28.7K	+$565	2025-05-09
Stonegate Investment Group, LLC	UNCHANGED	26,000	26,000	0	0%	$25.2K	$25.7K	+$507	2025-04-22
Fox Hill Wealth Management	UNCHANGED	14,000	14,000	0	0%	$13.6K	$13.8K	+$141	2025-05-13
Barclays PLC	UNCHANGED	5,000	5,000	0	0%	$4.9K	$5.0K	+$82	2026-03-17
Truist Financial Corp	CLOSED	0	4,320,000	-4,320,000	-100%	$4.2M	$0	-$4.2M	2025-04-29
Advent Capital Management	CLOSED	0	1,963,000	-1,963,000	-100%	$1.9M	$0	-$1.9M	2025-05-12
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2025-05-14

Showing 35 of 35 institutions