Security record
FIVN
Five9, Inc. · Technology · Software - Application
106Tracked holders
-1Δ holders
48.88MShares held
$956.34MReported value
+8New positions
−9Exits
Momentum inputs (comparable managers):
holder breadth -0.9% ·
share flow -2.8% ·
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 Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 106 | -1 | 48.88M | $956.34M | +8 | −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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 7.07M | +0.4% | $150.83M | 0.0% | ▲ Add | 5 | SEC ↗ ×19 |
| 2 | Ameriprise Financial Inc | 4.14M | +91.8% | $88.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Vanguard Capital Management Llc | 3.31M | -0.5% | $70.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 2.22M | +110.8% | $47.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 5 | Geode Capital Management ✦ (passive) | 2.16M | +4.9% | $46.13M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passive) | 2.07M | +1.0% | $44.12M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 7 | First Trust Advisors Lp | 1.87M | +32.9% | $39.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.38M | +17.7% | $29.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 9 | AQR Capital Management ✦ | 1.23M | +29.6% | $25.69M | 0.0% | ▲ Add | 5 | SEC ↗ ×8 |
| 10 | Susquehanna International Group, Llp | 1.15M | +72.5% | $24.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Point72 Asset Management ✦ | 1.11M | -52.0% | $23.68M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.09M | +19.6% | $23.23M | 0.0% | ▲ Add | 4 | SEC ↗ ×12 |
| 13 | Goldman Sachs Group ✦ | 1.02M | -10.6% | $21.85M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 14 | Northern Trust Corp | 867.75K | +21.4% | $18.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 15 | Walleye Trading LLC | 684.81K | New | $14.60M | 0.2% | New | 1 | SEC ↗ |
| 16 | UBS Group AG | 676.36K | -23.6% | $14.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 17 | Charles Schwab Investment… | 643.29K | -10.6% | $13.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 520.59K | -16.1% | $11.10M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 19 | Principal Financial Group Inc | 517.31K | +101.5% | $11.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Deutsche Bank Ag\ | 489.29K | +25.8% | $10.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 21 | Bank of New York Mellon Corp | 489.19K | +2.7% | $10.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 22 | Cerity Partners LLC | 474.43K | +1351.3% | $10.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | JPMorgan Chase ✦ | 459.89K | -44.8% | $9.87M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 24 | Two Sigma Investments ✦ | 445.49K | -25.1% | $9.50M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 25 | Royal Bank Of Canada | 444.56K | +12.0% | $9.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 26 | Balyasny Asset Management L.P. | 432.76K | -41.3% | $9.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 27 | Arrowstreet Capital ✦ | 408.54K | +3790.1% | $8.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Squarepoint Ops LLC | 374.51K | +12.1% | $7.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Allianz Asset Management GmbH | 313.77K | New | $6.69M | 0.0% | New | 1 | SEC ↗ |
| 30 | Pacer Advisors, Inc. | 295.80K | -26.7% | $6.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 293.31K | +42.8% | $6.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Universal- Beteiligungs- und… | 291.01K | +990.5% | $6.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Millennium Management ✦ | 260.08K | -48.0% | $5.55M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 34 | Fidelity (FMR) ✦ | 252.37K | +38.5% | $5.38M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 35 | Russell Investments Group, Ltd. | 243.66K | +150.4% | $5.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 36 | Massachusetts Financial Services Co… | 216.59K | -12.5% | $4.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 37 | IMC-Chicago, LLC | 196.19K | New | $4.18M | 0.0% | New | 1 | SEC ↗ |
| 38 | State Of Wisconsin Investment Board | 4.03M | +33.0% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Quantinno Capital Management LP | 192.92K | +65.7% | $4.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Alliancebernstein L.P. | 268.03K | +49.6% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 190.61K | -7.3% | $4.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 42 | Nomura Asset Management… | 184.45K | New | $3.93M | 0.0% | New | 1 | SEC ↗ |
| 43 | Invesco Ltd. | 179.35K | -12.0% | $3.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 44 | Assenagon Asset Management S.A. | 176.09K | -75.0% | $3.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 45 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 175.94K | -15.4% | $3.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Nuveen, LLC | 172.19K | +4.1% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 47 | Creative Planning | 170.62K | -16.8% | $3.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 48 | Nordea Investment Management Ab | 163.90K | +3.9% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 49 | Credit Agricole S A | 142.00K | +238.1% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Victory Capital Management Inc | 139.95K | -32.9% | $2.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | LPL Financial LLC | 139.40K | -9.6% | $2.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Swiss National Bank | 138.40K | -0.6% | $2.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Sei Investments Co | 237.72K | +82.3% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 54 | Marshall Wace ✦ | 126.87K | -68.9% | $2.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | Gotham Asset Management ✦ | 112.06K | +635.4% | $2.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Group One Trading Llc | 111.23K | -49.6% | $2.37M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 57 | Corient Private Wealth LP | 108.69K | New | $2.32M | 0.0% | New | 1 | SEC ↗ |
| 58 | T. Rowe Price ✦ | 108.42K | +15.5% | $2.31M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 59 | Rhumbline Advisers | 102.75K | +2.3% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Raymond James Financial Inc | 99.97K | +817.2% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 61 | American Century Companies Inc | 91.07K | +172.1% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Franklin Resources Inc | 88.22K | +106.4% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 63 | Mackenzie Financial Corp | 84.22K | -40.5% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Mariner, LLC | 80.76K | +75.3% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Wells Fargo & Company/Mn | 70.39K | +117.8% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 66 | D. E. Shaw & Co. ✦ | 69.06K | -8.9% | $1.47M | 0.0% | ▼ Trim | 9 | SEC ↗ ×3 |
| 67 | Citigroup Inc | 64.63K | +105.5% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 68 | Legal & General Group Plc | 59.26K | -7.0% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 69 | Mercer Global Advisors Inc /Adv | 54.19K | +27.5% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Envestnet Asset Management Inc | 48.19K | -22.7% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Bank Of Montreal /Can/ | 47.20K | New | $1.01M | 0.0% | New | 1 | SEC ↗ ×3 |
| 72 | Prudential Financial Inc | 40.95K | +226.7% | $872,947 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Manufacturers Life Insurance… | 38.35K | +6.2% | $817,707 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Amundi | 37.80K | +16.9% | $805,918 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 75 | Allspring Global Investments… | 30.98K | New | $719,882 | 0.0% | New | 1 | SEC ↗ ×2 |
| 76 | Wealth Enhancement Advisory… | 28.05K | +52.0% | $713,031 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Qube Research & Technologies Ltd | 32.34K | -89.3% | $689,595 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Cetera Investment Advisers | 32.15K | +2.3% | $685,374 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Lazard Asset Management Llc | 29.78K | New | $634,995 | 0.0% | New | 1 | SEC ↗ ×2 |
| 80 | New York State Common Retirement… | 29.00K | +19.3% | $618,280 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Canada Pension Plan Investment Board | 28.80K | -8.3% | $614,016 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Zurcher Kantonalbank (Zurich… | 22.36K | 0.0% | $476,673 | 0.0% | Held | 3 | SEC ↗ |
| 83 | Captrust Financial Advisors | 21.74K | +110.8% | $463,539 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | ProShare Advisors LLC | 21.48K | +1.9% | $457,932 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Mml Investors Services, Llc | 20.77K | -11.0% | $442,774 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | State Board Of Administration Of… | 19.89K | 0.0% | $423,991 | 0.0% | Held | 3 | SEC ↗ |
| 87 | Barclays Plc | 18.78K | -89.5% | $400,453 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 88 | Voya Investment Management Llc | 14.74K | +9.0% | $314,278 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Man Group plc | 11.85K | -87.7% | $252,706 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 90 | Pictet Asset Management Holding SA | 11.35K | -98.1% | $242,046 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Jones Financial Companies Lllp | 7.54K | -10.7% | $160,795 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Ensign Peak Advisors, Inc | 6.79K | -13.4% | $144,656 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Kayne Anderson Rudnick Investment… | 5.30K | +45.1% | $112,962 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Mirae Asset Global Investments Co.… | 4.97K | -31.2% | $105,982 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Toronto Dominion Bank | 4.00K | 0.0% | $85,000 | 0.0% | Held | 3 | SEC ↗ |
| 96 | Federated Hermes, Inc. | 3.09K | -99.6% | $65,815 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Osaic Holdings, Inc. | 2.77K | +9.4% | $59,075 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 98 | National Bank Of Canada /Fi/ | 2.53K | -2.0% | $53,914 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Pnc Financial Services Group, Inc. | 2.04K | -20.2% | $43,386 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 100 | BNP Paribas Asset Management… | 1.30K | -99.9% | $27,673 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Walleye Trading LLC | $14.60M | 0.2% |
| Allianz Asset Management GmbH | $6.69M | 0.0% |
| IMC-Chicago, LLC | $4.18M | 0.0% |
| Nomura Asset Management… | $3.93M | 0.0% |
| Corient Private Wealth LP | $2.32M | 0.0% |
| Bank Of Montreal /Can/ | $1.01M | 0.0% |
| Allspring Global Investments… | $719,882 | 0.0% |
| Lazard Asset Management Llc | $634,995 | 0.0% |
Exited
| FIL Ltd | $38.85M | was 0.0% |
| Tudor Investment Corp Et Al | $7.90M | was 0.0% |
| Caisse De Depot Et Placement… | $4.81M | was 0.0% |
| Jane Street Group, Llc | $2.50M | was 0.0% |
| Healthcare Of Ontario Pension… | $781,771 | was 0.0% |
| Hsbc Holdings Plc | $736,950 | was 0.0% |
| Loomis Sayles & Co L P | $564,249 | was 0.0% |
| Stifel Financial Corp | $395,679 | was 0.0% |
| Optiver Holding B.V. | $35,270 | 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
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: Q2 2026 ·
Methodology ·
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