FIVN
Five9, Inc. · Technology · Software - Application
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow -8.3% ·
net new positions -11.8%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 105 | -2 | 48.57M | $949.65M | +7 | −9 |
| Q1 2026 | 110 | 0 | 50.51M | $693.49M | +11 | −11 |
| Q4 2025 | 110 | -1 | 63.70M | $1.14B | — | −1 |
| Q3 2025 | 17 | -1 | 28.03M | $678.40M | +1 | −3 |
| Q2 2025 | 16 | 0 | 30.04M | $795.39M | +2 | −2 |
| Q1 2025 | 13 | +1 | 10.97M | $297.83M | +1 | — |
| Q4 2024 | 12 | +1 | 9.67M | $393.14M | +1 | — |
| Q3 2024 | 10 | -1 | 5.40M | $155.11M | +1 | −2 |
| Q2 2024 | 11 | — | 7.70M | $339.77M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 9.28M | +0.1% | $224.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 9.28M | +0.1% | $224.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 9.28M | +0.1% | $224.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 9.28M | +0.1% | $224.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 9.28M | +0.1% | $224.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 7.05M | -2.1% | $170.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 7.05M | -2.1% | $170.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 7.05M | -2.1% | $170.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 7.05M | -2.1% | $170.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 7.05M | -2.1% | $170.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 7.05M | -2.1% | $170.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 7.05M | -2.1% | $170.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 7.05M | -2.1% | $170.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 7.05M | -2.1% | $170.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 7.05M | -2.1% | $170.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 7.05M | -2.1% | $170.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 7.05M | -2.1% | $170.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 7.05M | -2.1% | $170.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 7.05M | -2.1% | $170.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 7.05M | -2.1% | $170.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 7.05M | -2.1% | $170.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 7.05M | -2.1% | $170.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 3.92M | -31.4% | $94.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 3.92M | -31.4% | $94.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 3.92M | -31.4% | $94.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 3.92M | -31.4% | $94.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 3.92M | -31.4% | $94.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | State Street Global Advisors ✦ (passive) | 1.97M | -0.4% | $47.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | State Street Global Advisors ✦ (passive) | 1.97M | -0.4% | $47.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Geode Capital Management ✦ (passive) | 1.96M | +5.2% | $47.42M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 31 | Geode Capital Management ✦ (passive) | 1.96M | +5.2% | $47.42M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.02M | — | $24.64M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 1.02M | — | $24.64M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 1.02M | — | $24.64M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 1.02M | — | $24.64M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 1.02M | — | $24.64M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.02M | — | $24.64M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.02M | — | $24.64M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 1.02M | — | $24.64M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 1.02M | — | $24.64M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 1.02M | — | $24.64M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 1.02M | — | $24.64M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 1.02M | — | $24.64M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 1.02M | — | $24.64M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Goldman Sachs Group ✦ | 851.90K | — | $20.62M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Goldman Sachs Group ✦ | 851.90K | — | $20.62M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Point72 Asset Management ✦ | 603.13K | -5.6% | $14.60M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 283.84K | -49.3% | $6.87M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 49 | Citadel Advisors ✦ | 283.84K | -49.3% | $6.87M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 50 | Bridgewater Associates ✦ | 281.19K | New | $6.80M | 0.0% | New | 1 | SEC ↗ |
| 51 | Two Sigma Investments ✦ | 266.90K | +381.3% | $6.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | JPMorgan Chase ✦ | 126.59K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Millennium Management ✦ | 120.62K | -57.3% | $2.92M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 81 | D. E. Shaw & Co. ✦ | 112.80K | +28.4% | $2.73M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 82 | D. E. Shaw & Co. ✦ | 112.80K | +28.4% | $2.73M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 83 | AQR Capital Management ✦ | 111.59K | +37.2% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | AQR Capital Management ✦ | 111.59K | +37.2% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | AQR Capital Management ✦ | 111.59K | +37.2% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | AQR Capital Management ✦ | 111.59K | +37.2% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | AQR Capital Management ✦ | 111.59K | +37.2% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | T. Rowe Price ✦ | 74.16K | +3.8% | $1.79M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 89 | Gotham Asset Management ✦ | 15.24K | -49.0% | $368,808 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bridgewater Associates | $6.80M | 0.0% |
Exited
| Norges Bank | $39.06M | was 0.0% |
| Wellington Management | $15.10M | was 0.0% |
| Marshall Wace | $4.28M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 5 holders, 15.11M shares, $13.12M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.