Security record · archived quarter
FIVN
Five9, Inc. · Technology · Software - Application
110Tracked holders
0Δ holders
50.51MShares held
$693.49MReported value
+11New positions
−11Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -11.4% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 7.05M | -4.3% | $106.91M | 0.0% | ▼ Trim | 4 | SEC ↗ ×17 |
| 2 | Vanguard Capital Management Llc | 3.33M | n/a | $50.50M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | FIL Ltd | 2.56M | -2.1% | $38.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Point72 Asset Management ✦ | 2.32M | +229.8% | $35.14M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 2.16M | +24.4% | $32.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Geode Capital Management ✦ (passive) | 2.06M | +3.3% | $31.30M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (passive) | 2.05M | +2.4% | $31.07M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 8 | First Trust Advisors Lp | 1.40M | -10.8% | $21.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 1.17M | +29.2% | $17.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 10 | Goldman Sachs Group ✦ | 1.15M | -6.5% | $17.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | Dimensional Fund Advisors Lp | 1.05M | +18.6% | $16.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 12 | AQR Capital Management ✦ | 947.17K | +118.4% | $14.17M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 13 | Morgan Stanley ✦ | 911.18K | +1.2% | $13.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 14 | UBS Group AG | 884.89K | -4.5% | $13.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Federated Hermes, Inc. | 843.30K | -11.7% | $12.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | JPMorgan Chase ✦ | 832.75K | +1265.2% | $12.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 17 | Balyasny Asset Management L.P. | 737.59K | +147.1% | $11.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Charles Schwab Investment… | 719.74K | +10.6% | $10.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northern Trust Corp | 714.48K | +0.3% | $10.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 20 | Assenagon Asset Management S.A. | 703.90K | -1.1% | $10.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 666.34K | +8.2% | $10.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 620.74K | +171.1% | $9.42M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 23 | Pictet Asset Management Holding SA | 609.30K | -89.8% | $9.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Two Sigma Investments ✦ | 594.44K | +10.3% | $9.02M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 25 | Tudor Investment Corp Et Al | 520.76K | +5.8% | $7.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Millennium Management ✦ | 499.69K | +86.2% | $7.58M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 476.21K | +2.7% | $7.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 28 | Marshall Wace ✦ | 407.48K | New | $6.18M | 0.0% | New | 1 | SEC ↗ ×3 |
| 29 | Pacer Advisors, Inc. | 403.64K | +71.0% | $6.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 397.08K | -0.9% | $6.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 31 | Deutsche Bank Ag\ | 389.06K | -13.7% | $5.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 32 | Squarepoint Ops LLC | 333.99K | +202.6% | $5.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Caisse De Depot Et Placement Du… | 317.30K | New | $4.81M | 0.0% | New | 1 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 301.99K | -54.1% | $4.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Principal Financial Group Inc | 256.75K | +4.6% | $3.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Massachusetts Financial Services Co… | 247.57K | -2.6% | $3.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 37 | Alliancebernstein L.P. | 179.19K | -0.4% | $3.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Group One Trading Llc | 220.81K | +99.8% | $3.35M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 39 | Victory Capital Management Inc | 208.47K | +68.4% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 207.87K | -6.9% | $3.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 205.64K | +13.6% | $3.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 42 | Bnp Paribas Financial Markets | 205.44K | +14.8% | $3.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Creative Planning | 205.05K | +116.8% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Invesco Ltd. | 203.85K | +21.4% | $3.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 45 | State Of Wisconsin Investment Board | 3.03M | -0.1% | $3.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 46 | Fidelity (FMR) ✦ | 182.18K | -73.2% | $2.76M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 47 | Barclays Plc | 178.30K | -73.3% | $2.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 48 | Nuveen, LLC | 165.38K | -62.7% | $2.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | Jane Street Group, Llc | 164.80K | -84.2% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 50 | LPL Financial LLC | 154.27K | +42.2% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Nordea Investment Management Ab | 157.81K | -6.2% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 52 | Mackenzie Financial Corp | 141.42K | +133.6% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Swiss National Bank | 139.20K | +1.5% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Quantinno Capital Management LP | 116.43K | +743.7% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | BNP Paribas Asset Management… | 2.00M | 0.0% | $1.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 56 | Rhumbline Advisers | 100.40K | +1.4% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 97.30K | +814.3% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 58 | Man Group plc | 96.15K | +139.0% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Cwm, Llc | 93.98K | +245.6% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | T. Rowe Price ✦ | 93.88K | +15.4% | $1.43M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 61 | California State Teachers… | 90.68K | +31.1% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | D. E. Shaw & Co. ✦ | 75.82K | -24.1% | $1.15M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 63 | Legal & General Group Plc | 63.73K | -18.6% | $966,724 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 64 | Envestnet Asset Management Inc | 62.34K | +60.2% | $945,637 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Healthcare Of Ontario Pension Plan… | 51.53K | New | $781,771 | 0.0% | New | 1 | SEC ↗ |
| 66 | Hsbc Holdings Plc | 48.70K | -54.4% | $736,950 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 67 | Mariner, LLC | 46.08K | +274.6% | $698,970 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Franklin Resources Inc | 42.73K | -24.1% | $648,275 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Mercer Global Advisors Inc /Adv | 42.49K | +173.5% | $644,598 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Credit Agricole S A | 42.00K | New | $637,140 | 0.0% | New | 1 | SEC ↗ |
| 71 | Loomis Sayles & Co L P | 37.20K | -95.9% | $564,249 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Manufacturers Life Insurance… | 36.11K | -2.6% | $547,804 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | American Century Companies Inc | 33.46K | +43.6% | $507,649 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Cerity Partners LLC | 32.69K | New | $495,895 | 0.0% | New | 1 | SEC ↗ ×3 |
| 75 | Amundi | 32.32K | +27.7% | $490,355 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 76 | Wells Fargo & Company/Mn | 32.32K | -74.5% | $490,249 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 77 | Janus Henderson Group Plc | 31.44K | 0.0% | $477,416 | 0.0% | Held | 2 | SEC ↗ |
| 78 | Citigroup Inc | 31.46K | -3.9% | $477,187 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 79 | Cetera Investment Advisers | 31.42K | +10.1% | $476,611 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Canada Pension Plan Investment Board | 31.40K | -9.8% | $476,338 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Sei Investments Co | 130.39K | +3.6% | $476,243 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 82 | Universal- Beteiligungs- und… | 26.69K | +0.9% | $404,827 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 83 | Stifel Financial Corp | 26.08K | -24.3% | $395,679 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | New York State Common Retirement… | 24.30K | -98.9% | $368,631 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Mml Investors Services, Llc | 23.33K | +43.9% | $353,901 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Zurcher Kantonalbank (Zurich… | 22.36K | 0.0% | $339,171 | 0.0% | Held | 2 | SEC ↗ |
| 87 | ProShare Advisors LLC | 21.07K | -9.0% | $319,677 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | State Board Of Administration Of… | 19.89K | 0.0% | $301,686 | 0.0% | Held | 2 | SEC ↗ |
| 89 | Wealth Enhancement Advisory… | 18.46K | +19.5% | $277,055 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Gotham Asset Management ✦ | 15.24K | New | $231,160 | 0.0% | New | 1 | SEC ↗ |
| 91 | Voya Investment Management Llc | 13.52K | -1.5% | $205,083 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Prudential Financial Inc | 12.54K | New | $190,156 | 0.0% | New | 1 | SEC ↗ |
| 93 | Raymond James Financial Inc | 10.90K | -71.0% | $165,338 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 94 | Arrowstreet Capital ✦ | 10.50K | New | $159,315 | 0.0% | New | 1 | SEC ↗ |
| 95 | Captrust Financial Advisors | 10.32K | New | $156,482 | 0.0% | New | 1 | SEC ↗ |
| 96 | Jones Financial Companies Lllp | 8.45K | +16.3% | $121,905 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Ensign Peak Advisors, Inc | 7.83K | 0.0% | $118,857 | 0.0% | Held | 2 | SEC ↗ |
| 98 | Mirae Asset Global Investments Co.… | 7.23K | -17.2% | $109,679 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Toronto Dominion Bank | 4.00K | 0.0% | $61,000 | 0.0% | Held | 2 | SEC ↗ |
| 100 | Kayne Anderson Rudnick Investment… | 3.65K | +28.9% | $55,401 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $6.18M | 0.0% |
| Caisse De Depot Et Placement… | $4.81M | 0.0% |
| Healthcare Of Ontario Pension… | $781,771 | 0.0% |
| Credit Agricole S A | $637,140 | 0.0% |
| Cerity Partners LLC | $495,895 | 0.0% |
| Gotham Asset Management | $231,160 | 0.0% |
| Prudential Financial Inc | $190,156 | 0.0% |
| Arrowstreet Capital | $159,315 | 0.0% |
| Captrust Financial Advisors | $156,482 | 0.0% |
Exited
| Artisan Partners Limited… | $15.76M | was 0.0% |
| Bridgewater Associates | $9.18M | was 0.0% |
| First Eagle Investment… | $7.28M | was 0.0% |
| Holocene Advisors, LP | $2.25M | was 0.0% |
| Simplex Trading, Llc | $714,361 | was 0.0% |
| Peak6 Llc | $613,610 | was 0.0% |
| Walleye Trading LLC | $565,029 | was 0.0% |
| IMC-Chicago, LLC | $560,217 | was 0.0% |
| Parallax Volatility Advisers… | $452,789 | was 0.0% |
| Asset Management One Co., Ltd. | $97,990 | was 0.0% |
| Danske Bank A/S | $28,070 | 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: Q1 2026 ·
Methodology ·
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