Security record · archived quarter
FIVN
Five9, Inc. · Technology · Software - Application
110Tracked holders
-1Δ holders
63.70MShares held
$1.14BReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -0.9% ·
share flow -1.5% ·
net new positions -0.9%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 176.27K | $6.03M | n/a | n/a |
| Q2 2026 | 105 | -1 | 48.84M | $955.53M | +8 | −10 |
| Q1 2026 | 110 | 0 | 50.51M | $693.49M | +11 | −11 |
| Q4 2025 | 110 | -1 | 63.70M | $1.14B | n/a | −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 | n/a |
| Q4 2024 | 12 | +1 | 9.67M | $393.14M | +1 | n/a |
| Q3 2024 | 10 | -1 | 5.40M | $155.11M | +1 | −2 |
| Q2 2024 | 11 | n/a | 7.70M | $339.77M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 10.04M | +8.2% | $201.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 7.37M | +4.5% | $147.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×18 |
| 3 | Pictet Asset Management Holding SA | 6.01M | n/a | $120.40M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | FIL Ltd | 2.62M | n/a | $52.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (passive) | 2.00M | +1.8% | $40.10M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | Geode Capital Management ✦ (passive) | 2.00M | +1.9% | $40.03M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 1.74M | n/a | $34.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | First Trust Advisors Lp | 1.57M | n/a | $31.53M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 1.23M | +43.9% | $24.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Jane Street Group, Llc | 1.04M | n/a | $20.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Federated Hermes, Inc. | 954.69K | n/a | $19.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | UBS Group AG | 926.36K | n/a | $18.57M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Loomis Sayles & Co L P | 914.87K | n/a | $18.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Bank Of America Corp /De/ | 906.23K | n/a | $18.17M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 15 | Morgan Stanley ✦ | 900.30K | -11.6% | $18.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 16 | Dimensional Fund Advisors Lp | 889.15K | n/a | $17.83M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 17 | Artisan Partners Limited Partnership | 786.02K | n/a | $15.76M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northern Trust Corp | 712.63K | n/a | $14.29M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 19 | Assenagon Asset Management S.A. | 711.95K | n/a | $14.27M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Point72 Asset Management ✦ | 702.41K | +16.5% | $14.08M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 680.95K | -82.6% | $13.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 22 | Barclays Plc | 666.93K | n/a | $13.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Qube Research & Technologies Ltd | 658.18K | n/a | $13.20M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Charles Schwab Investment… | 650.93K | n/a | $13.05M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 615.59K | n/a | $12.34M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Two Sigma Investments ✦ | 538.92K | +101.9% | $10.81M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 27 | Tudor Investment Corp Et Al | 492.21K | n/a | $9.87M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 463.83K | n/a | $9.30M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 29 | Bridgewater Associates ✦ | 457.82K | +62.8% | $9.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Deutsche Bank Ag\ | 450.90K | n/a | $9.04M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 31 | Nuveen, LLC | 443.75K | n/a | $8.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | AQR Capital Management ✦ | 433.72K | +288.7% | $8.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 33 | Royal Bank Of Canada | 400.56K | n/a | $8.03M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 34 | First Eagle Investment Management… | 363.00K | n/a | $7.28M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Balyasny Asset Management L.P. | 298.54K | n/a | $5.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Millennium Management ✦ | 268.34K | +122.5% | $5.38M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 37 | Massachusetts Financial Services Co… | 254.19K | n/a | $5.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Principal Financial Group Inc | 245.43K | n/a | $4.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Pacer Advisors, Inc. | 236.07K | n/a | $4.73M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 228.95K | -19.3% | $4.59M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 41 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 223.22K | n/a | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 181.01K | n/a | $3.63M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 43 | Alliancebernstein L.P. | 179.95K | n/a | $3.61M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bnp Paribas Financial Markets | 178.88K | n/a | $3.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | New York State Common Retirement… | 2.19M | n/a | $3.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Invesco Ltd. | 167.95K | n/a | $3.37M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 47 | Nordea Investment Management Ab | 168.23K | n/a | $3.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | State Of Wisconsin Investment Board | 3.03M | n/a | $3.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | Swiss National Bank | 137.20K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Wells Fargo & Company/Mn | 126.96K | n/a | $2.55M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 51 | Victory Capital Management Inc | 123.83K | n/a | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Holocene Advisors, LP | 112.12K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Group One Trading Llc | 110.50K | n/a | $2.22M | 0.1% | n/c | 1 | SEC ↗ |
| 54 | Squarepoint Ops LLC | 110.39K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | LPL Financial LLC | 108.49K | n/a | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Hsbc Holdings Plc | 106.89K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 57 | D. E. Shaw & Co. ✦ | 99.92K | -11.4% | $2.00M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 58 | Rhumbline Advisers | 99.04K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Creative Planning | 94.57K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | BNP Paribas Asset Management… | 2.00M | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 61 | T. Rowe Price ✦ | 81.37K | +9.7% | $1.63M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 62 | Legal & General Group Plc | 78.34K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 63 | California State Teachers… | 69.19K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 61.00K | -51.8% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 65 | Mackenzie Financial Corp | 60.55K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Franklin Resources Inc | 56.30K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 67 | Man Group plc | 40.23K | n/a | $806,672 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Envestnet Asset Management Inc | 38.90K | n/a | $780,005 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Raymond James Financial Inc | 37.56K | n/a | $753,094 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 70 | Manufacturers Life Insurance… | 37.08K | n/a | $743,454 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Simplex Trading, Llc | 35.63K | n/a | $714,361 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Canada Pension Plan Investment Board | 34.80K | n/a | $697,740 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Stifel Financial Corp | 34.44K | n/a | $690,469 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Citigroup Inc | 32.74K | n/a | $656,377 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 75 | Janus Henderson Group Plc | 31.44K | n/a | $630,215 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Peak6 Llc | 30.60K | n/a | $613,610 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 77 | Cetera Investment Advisers | 28.54K | n/a | $572,307 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Walleye Trading LLC | 28.18K | n/a | $565,029 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | IMC-Chicago, LLC | 27.94K | n/a | $560,217 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Cwm, Llc | 27.19K | n/a | $545,000 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Universal- Beteiligungs- und… | 26.45K | n/a | $529,454 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 82 | Sei Investments Co | 125.83K | n/a | $511,791 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 83 | Amundi | 25.31K | n/a | $507,486 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 84 | American Century Companies Inc | 23.30K | n/a | $467,225 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | ProShare Advisors LLC | 23.16K | n/a | $464,279 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Parallax Volatility Advisers, L.P. | 22.58K | n/a | $452,789 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Zurcher Kantonalbank (Zurich… | 22.36K | n/a | $448,278 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | State Board Of Administration Of… | 19.89K | n/a | $398,734 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Mml Investors Services, Llc | 16.21K | n/a | $325,051 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Mercer Global Advisors Inc /Adv | 15.54K | n/a | $311,514 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Wealth Enhancement Advisory… | 15.45K | n/a | $305,003 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 92 | Quantinno Capital Management LP | 13.80K | n/a | $276,690 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Voya Investment Management Llc | 13.73K | n/a | $275,206 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Mariner, LLC | 12.30K | n/a | $246,543 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Russell Investments Group, Ltd. | 10.64K | n/a | $213,370 | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 96 | Mirae Asset Global Investments Co.… | 8.74K | n/a | $175,177 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Ensign Peak Advisors, Inc | 7.83K | n/a | $157,092 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Jones Financial Companies Lllp | 7.26K | n/a | $145,663 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Asset Management One Co., Ltd. | 4.91K | n/a | $97,990 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Toronto Dominion Bank | 4.00K | n/a | $80,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Gotham Asset Management | $368,808 | 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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Sep 17
Dignan Andy
Officer · 6.99K sh · $244,510
Sep 08
Dignan Andy
Officer · 2.75K sh · $86,691
Sep 08
Meriweather Tiffany N.
Officer · 5.11K sh · $161,347
Sep 08
Lee Bryan M
Officer · 1.31K sh · $42,706
Sep 08
Mansharamani Leena
Officer · 1.25K sh · $39,507
Sep 04
Dignan Andy
Officer · 2.90K sh · $95,700
Sep 04
Dignan Andy
Officer · 4.38K sh · $146,740
Sep 04
Dignan Andy
Officer · 3.29K sh · $110,218
Sep 04
Meriweather Tiffany N.
Officer · 5.60K sh · $184,912
Sep 04
Meriweather Tiffany N.
Officer · 7.81K sh · $261,680
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Oct 16
SC 13G/A: Voss Capital, LP
Aug 14
SC 13G: AMERIPRISE FINANCIAL INC
Aug 06
SC 13G/A: BlackRock, Inc.
Aug 06
SC 13G/A: VANGUARD PORTFOLIO MANAGEMENT LLC
Jul 14
SC 13G/A: Voss Capital, LP
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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