Five9 Inc

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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AGF Management LTD

NEW

Shares18,000,000

Change+18,000,000

Value$16.7M

Filed 2026-11-03

Calamos Advisors LLC

DECREASED

Shares9,577,000 from 9,726,000

Change-149,000 (-2%)

Value$8.9M (+$275.7K)

Filed 2026-11-02

Citigroup Inc

DECREASED

Shares2,297,000 from 3,250,000

Change-953,000 (-29%)

Value$2.1M (-$748.7K)

Filed 2026-11-04

Truist Financial Corp

INCREASED

Shares49,000 from 47,000

Change+2,000 (+4%)

Value$45.4K (+$3.8K)

Filed 2026-10-30

Context Capital Management, LLC

CLOSED

Shares0 from 14,250,000

Change-14,250,000 (-100%)

Value$0 (-$12.7M)

Filed 2026-11-04

Mackay Shields LLC

CLOSED

Shares0 from 6,155,000

Change-6,155,000 (-100%)

Value$0 (-$5.5M)

Filed 2026-10-13

Daiwa Securities Group Inc.

CLOSED

Shares0 from 5,000,000

Change-5,000,000 (-100%)

Value$0 (-$4.4M)

Filed 2026-10-29

Chicago Capital Management, LLC

CLOSED

Shares0 from 5,000

Change-5,000 (-100%)

Value$0 (-$4.5M)

Filed 2026-10-21

Lynrock Lake LP

N/A

Shares— from 200,219,000

Change-200,219,000 (-100%)

Value—

Opti Capital Management, LP

N/A

Shares— from 65,000,000

Change-65,000,000 (-100%)

Value—

Oaktree Capital Management LP

N/A

Shares— from 53,306,000

Change-53,306,000 (-100%)

Value—

Radcliffe Capital Management, L.P.

N/A

Shares— from 43,506,000

Change-43,506,000 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 35,500,000

Change-35,500,000 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 30,786,000

Change-30,786,000 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 30,000,000

Change-30,000,000 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 27,000,000

Change-27,000,000 (-100%)

Value—

Tenor Capital Management Co., L.P.

N/A

Shares— from 23,000,000

Change-23,000,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 22,972,000

Change-22,972,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 19,175,000

Change-19,175,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 18,068,000

Change-18,068,000 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 17,500,000

Change-17,500,000 (-100%)

Value—

Advent Capital Management

N/A

Shares— from 14,598,000

Change-14,598,000 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 12,479,000

Change-12,479,000 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 8,767,000

Change-8,767,000 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 8,500,000

Change-8,500,000 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 7,392,000

Change-7,392,000 (-100%)

Value—

Ewing Morris & Co. Investment Partners Ltd.

N/A

Shares— from 7,000,000

Change-7,000,000 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 6,300,000

Change-6,300,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,599,000

Change-5,599,000 (-100%)

Value—

Man Group plc

N/A

Shares— from 5,000,000

Change-5,000,000 (-100%)

Value—

Ares Systematic Credit Ltd

N/A

Shares— from 5,000,000

Change-5,000,000 (-100%)

Value—

CSS LLC

N/A

Shares— from 4,636,000

Change-4,636,000 (-100%)

Value—

Barclays PLC

N/A

Shares— from 4,517,000

Change-4,517,000 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 4,000,000

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

Value—

Lombard Odier Asset Management (Europe) Ltd

N/A

Shares— from 3,659,000

Change-3,659,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 3,597,000

Change-3,597,000 (-100%)

Value—

Amundi

N/A

Shares— from 3,373,000

Change-3,373,000 (-100%)

Value—

SSI Investment Management LLC

N/A

Shares— from 3,000,000

Change-3,000,000 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 2,000,000

Change-2,000,000 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 1,100,000

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

Value—

Wells Fargo & Company

N/A

Shares— from 993,000

Change-993,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 914,000

Change-914,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 862,000

Change-862,000 (-100%)

Value—

Sunstone Asset Management, LP

N/A

Shares— from 200,000

Change-200,000 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 180,000

Change-180,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 162,000

Change-162,000 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 105,000

Change-105,000 (-100%)

Value—

Stonebridge Financial Group, LLC / MO

N/A

Shares— from 56,000

Change-56,000 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 11,000

Change-11,000 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 8,000

Change-8,000 (-100%)

Value—

	Status
AGF Management LTD	NEW	18,000,000	—	+18,000,000	—	—	$16.7M	—	2026-11-03
Calamos Advisors LLC	DECREASED	9,577,000	9,726,000	-149,000	-2%	$8.6M	$8.9M	+$275.7K	2026-11-02
Citigroup Inc	DECREASED	2,297,000	3,250,000	-953,000	-29%	$2.9M	$2.1M	-$748.7K	2026-11-04
Truist Financial Corp	INCREASED	49,000	47,000	+2,000	+4%	$41.6K	$45.4K	+$3.8K	2026-10-30
Context Capital Management, LLC	CLOSED	0	14,250,000	-14,250,000	-100%	$12.7M	$0	-$12.7M	2026-11-04
Mackay Shields LLC	CLOSED	0	6,155,000	-6,155,000	-100%	$5.5M	$0	-$5.5M	2026-10-13
Daiwa Securities Group Inc.	CLOSED	0	5,000,000	-5,000,000	-100%	$4.4M	$0	-$4.4M	2026-10-29
Chicago Capital Management, LLC	CLOSED	0	5,000	-5,000	-100%	$4.5M	$0	-$4.5M	2026-10-21
Lynrock Lake LP	N/A	—	200,219,000	-200,219,000	-100%	$178.1M	—	—	—
Opti Capital Management, LP	N/A	—	65,000,000	-65,000,000	-100%	$58.0M	—	—	—
Oaktree Capital Management LP	N/A	—	53,306,000	-53,306,000	-100%	$47.4M	—	—	—
Radcliffe Capital Management, L.P.	N/A	—	43,506,000	-43,506,000	-100%	$38.5M	—	—	—
Balyasny Asset Management L.P.	N/A	—	35,500,000	-35,500,000	-100%	$31.6M	—	—	—
Nuveen, LLC	N/A	—	30,786,000	-30,786,000	-100%	$27.3M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	30,000,000	-30,000,000	-100%	$26.7M	—	—	—
Verition Fund Management LLC	N/A	—	27,000,000	-27,000,000	-100%	$24.0M	—	—	—
Tenor Capital Management Co., L.P.	N/A	—	23,000,000	-23,000,000	-100%	$20.5M	—	—	—
BlackRock, Inc.	N/A	—	22,972,000	-22,972,000	-100%	$20.4M	—	—	—
State Street Corp	N/A	—	19,175,000	-19,175,000	-100%	$17.0M	—	—	—
JPMorgan Chase & Co	N/A	—	18,068,000	-18,068,000	-100%	$16.0M	—	—	—
Walleye Capital LLC	N/A	—	17,500,000	-17,500,000	-100%	$15.6M	—	—	—
Advent Capital Management	N/A	—	14,598,000	-14,598,000	-100%	$13.0M	—	—	—
Lazard Asset Management LLC	N/A	—	12,479,000	-12,479,000	-100%	$111.0K	—	—	—
Lord, Abbett & Co. LLC	N/A	—	8,767,000	-8,767,000	-100%	$7.8K	—	—	—
Millennium Management LLC	N/A	—	8,500,000	-8,500,000	-100%	$7.6M	—	—	—
Russell Investments Group, Ltd.	N/A	—	7,392,000	-7,392,000	-100%	$6.6M	—	—	—
Ewing Morris & Co. Investment Partners Ltd.	N/A	—	7,000,000	-7,000,000	-100%	$6.2M	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	6,300,000	-6,300,000	-100%	$5.6M	—	—	—
Royal Bank of Canada	N/A	—	5,599,000	-5,599,000	-100%	$5.0M	—	—	—
Man Group plc	N/A	—	5,000,000	-5,000,000	-100%	$4.5M	—	—	—
Ares Systematic Credit Ltd	N/A	—	5,000,000	-5,000,000	-100%	$4.4M	—	—	—
CSS LLC	N/A	—	4,636,000	-4,636,000	-100%	$4.1M	—	—	—
Barclays PLC	N/A	—	4,517,000	-4,517,000	-100%	$4.0M	—	—	—
State of Wisconsin Investment Board	N/A	—	4,000,000	-4,000,000	-100%	$3.5M	—	—	—
Lombard Odier Asset Management (Europe) Ltd	N/A	—	3,659,000	-3,659,000	-100%	$3.3M	—	—	—
Morgan Stanley	N/A	—	3,597,000	-3,597,000	-100%	$3.2M	—	—	—
Amundi	N/A	—	3,373,000	-3,373,000	-100%	$3.0M	—	—	—
SSI Investment Management LLC	N/A	—	3,000,000	-3,000,000	-100%	$2.7M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	2,000,000	-2,000,000	-100%	$1.8M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	1,100,000	-1,100,000	-100%	$981.0K	—	—	—
Wells Fargo & Company	N/A	—	993,000	-993,000	-100%	$881.5K	—	—	—
FMR LLC	N/A	—	914,000	-914,000	-100%	$809.7K	—	—	—
Bank of America Corp	N/A	—	862,000	-862,000	-100%	$763.6K	—	—	—
Sunstone Asset Management, LP	N/A	—	200,000	-200,000	-100%	$177.5K	—	—	—
Goldman Sachs Group Inc	N/A	—	180,000	-180,000	-100%	$159.5K	—	—	—
UBS Group AG	N/A	—	162,000	-162,000	-100%	$143.5K	—	—	—
SEI Investments Co	N/A	—	105,000	-105,000	-100%	$93.0K	—	—	—
Stonebridge Financial Group, LLC / MO	N/A	—	56,000	-56,000	-100%	$49.6K	—	—	—
Raymond James Financial Inc	N/A	—	11,000	-11,000	-100%	$9.7K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	10,000	-10,000	-100%	$8.9K	—	—	—
BNP Paribas Financial Markets	N/A	—	8,000	-8,000	-100%	$7.1K	—	—	—

Showing 51 of 51 institutions