FIVE9FIVN

13F holders, Q1 2024 (March 31)
309holders
8famous investors
$62.11avg. 13F price*

At the end of Q1 2024, 309 institutions reported holding FIVE9 Inc. (FIVN) in their 13F filings. The largest holders were Vanguard Group Inc. ($461.9M), FMR LLC ($437.2M) and Pictet Asset Management Holding SA ($332.0M). 8 famous investors held it, including Andreas Halvorsen (0.8% of Viking Global Investors's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
FIVE9 Inc.
CUSIP
338307101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 309Q1 2024Q2 2024: 297Q2 2024Q3 2024: 271Q3 2024Q4 2024: 296Q4 2024Q1 2025: 307Q1 2025Q2 2025: 295Q2 2025Q3 2025: 309Q3 2025Q4 2025: 289Q4 2025Q1 2026: 292Q1 2026Q2 2026: 292Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions44$183.8M
Exits84$462.0M

Ownership 309 holders

Vanguard Group Inc. 0.01% Add +2.1% 7,437,575 $461.9M
FMR LLC 0.03% Add +46.4% 7,038,329 $437.2M
Pictet Asset Management Holding SA 0.36% Add +17.8% 5,345,792 $332.0M
BlackRock Inc. 0.01% Add +17.7% 4,601,593 $285.8M
Wasatch Advisors LP 1.12% Add +1.9% 3,459,581 $214.9M
Viking Global Investors 0.80% Add +27.2% 3,452,138 $214.4M
Sylebra Capital LLC 4.84% Add +1.5% 2,347,108 $145.8M
Alliancebernstein L.P. 0.05% Add +3.9% 2,285,405 $141.9M
Wellington Management Group LLP 0.02% Reduce -2.6% 1,752,352 $108.8M
Citadel Advisors 0.10% Add +15.8% 1,692,286 $105.1M
Alyeska Investment Group, L.P. 0.56% Add +2.8% 1,435,399 $89.2M
Ameriprise Financial Inc. 0.02% Add +72.0% 1,307,971 $81.2M
State Street Corp. 0.00% Add +3.2% 1,250,729 $77.7M
Geode Capital Management, LLC 0.01% Add +5.1% 1,211,663 $75.3M
Nuveen Asset Management, LLC 0.02% Add +14.6% 1,184,926 $73.6M
First Trust Advisors LP 0.07% New 1,156,078 $71.8M
Massachusetts Financial Services Co. 0.02% Add +28.2% 1,050,898 $65.3M
Eagle Asset Management Inc. 0.32% Add +0.7% 1,042,436 $64.0M
Norges Bank 0.01% Reduce -2.4% 979,852 $60.9M
Stephens Investment Management Group LLC 0.75% Add +19.4% 911,645 $56.6M
Van Berkom & Associates Inc. 1.51% New 853,332 $53.0M
Squarepoint Ops LLC 0.21% Add +1419.7% 806,262 $50.1M
Riverbridge Partners LLC 0.58% Reduce -2.4% 760,337 $47.2M
AXA S.A. 0.14% Reduce -0.6% 751,163 $46.7M
American Century Companies Inc. 0.03% Reduce -9.5% 736,503 $45.7M
Eventide Asset Management, LLC 0.69% Add +0.3% 705,290 $43.8M
Morgan Stanley 0.00% Reduce -48.1% 618,328 $38.4M
Tremblant Capital Group 4.28% Add +13.2% 613,066 $38.1M
Hood River Capital Management LLC 0.82% Add +0.7% 589,196 $36.6M
Balyasny Asset Management L.P. 0.10% Reduce -9.2% 588,948 $36.6M
Deutsche Bank AG 0.01% Reduce -4.8% 514,769 $32.0M
JPMorgan Chase & Co. 0.00% Reduce -37.7% 505,391 $31.4M
Goldman Sachs Group Inc. 0.01% Add +362.6% 465,247 $28.9M
Armistice Capital, LLC 0.76% Add +145.3% 461,106 $28.6M
Charles Schwab Investment Management Inc. 0.01% Add +1.5% 454,130 $28.2M
Fisher Asset Management 0.01% Add +121.7% 450,106 $28.0M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +12.2% 429,007 $26.8M
Jane Street Group, LLC 0.03% Add +240.2% 422,195 $26.2M
Bank of America Corp. 0.00% Add +147.8% 420,099 $26.1M
Northern Trust Corp. 0.00% Reduce -0.1% 406,989 $25.3M
Bank of New York Mellon Corp 0.00% Reduce -3.0% 367,643 $22.8M
WCM Investment Management, LLC 0.05% Add +11.5% 329,602 $20.5M
Dimensional Fund Advisors LP 0.00% Add +509.9% 291,354 $18.1M
Prospect Capital Advisors, LLC 7.28% Add +0.5% 263,510 $16.4M
Ensign Peak Advisors, Inc 0.03% Add +3.3% 253,375 $15.7M
Kopp LeRoy C 8.43% — 237,492 $14.8M
Kopp Family Office, LLC 8.43% No change 237,492 $14.8M
Victory Capital Management Inc. 0.01% Reduce -29.3% 230,445 $14.3M
Gagnon Securities LLC 3.33% Add +11.1% 226,373 $14.1M
Lazard Asset Management LLC 0.02% Add +14151.7% 219,048 $13.6M
Tudor Investment Corporation 0.16% Add +25.0% 212,002 $13.2M
Qube Research & Technologies Ltd 0.02% Add +280.8% 210,803 $13.1M
Marshall Wace, LLP 0.02% Add +190.7% 206,133 $12.8M
UBS Group AG 0.00% Reduce -74.3% 202,720 $12.6M
First Sabrepoint Capital Management LP 5.53% Add +50.3% 200,000 $12.4M
Summit Creek Advisors LLC 1.55% Add +19.0% 198,443 $12.3M
Allspring Global Investments Holdings, LLC 0.02% Reduce -29.7% 198,222 $12.3M
Sei Investments Co. 0.02% Add +5.4% 192,209 $11.9M
Aberdeen Group plc 0.02% New 182,624 $11.3M
Penn Capital Management Company, LLC 1.00% Add +99.0% 181,239 $11.3M
Coronation Fund Managers Ltd. 0.30% Add +13.9% 179,638 $11.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -81.8% 172,877 $10.7M
Point72 Asset Management 0.03% Reduce -44.8% 169,027 $10.5M
Ardsley Advisory Partners LP 1.48% Add +967.5% 166,000 $10.3M
Aperture Investors, LLC 1.26% Add +95.5% 158,979 $9.9M
New York State Common Retirement Fund 0.01% Add +44.4% 154,535 $9.6M
Trexquant Investment LP 0.19% Add +785.8% 153,493 $9.5M
Segall Bryant & Hamill, LLC 0.17% Add +10.4% 149,367 $9.3M
SQN Investors LP 5.97% Add +16.2% 148,634 $9.2M
Barclays PLC 0.00% Add +15.1% 148,227 $9.2M
Conestoga Capital Advisors, LLC 0.13% Add +5.3% 144,848 $9.0M
Jacobs Levy Equity Management, Inc. 0.04% Reduce -50.8% 139,421 $8.7M
Woodline Partners LP 0.08% Add +260.0% 138,054 $8.6M
Swiss National Bank 0.01% Reduce -4.2% 136,300 $8.5M
ING Groep NV 0.05% New 126,000 $7.8M
Melqart Asset Management (UK) Ltd 0.58% Reduce -3.6% 124,681 $7.7M
California Public Employees Retirement System 0.01% Reduce -1.6% 123,333 $7.7M
Renaissance Technologies 0.01% Reduce -4.0% 121,400 $7.5M
Silvercrest Asset Management Group LLC 0.05% New 116,194 $7.2M
Granahan Investment Management, LLC 0.25% Add +34.3% 113,306 $7.0M
Millennium Management 0.01% Reduce -88.3% 113,066 $7.0M
Kornitzer Capital Management Inc. 0.13% No change 112,615 $7.0M
Nicholas Company, Inc. 0.11% Add +37.9% 108,550 $6.7M
Teca Partners, LP 4.27% Add +9.8% 108,240 $6.7M
Public Employees Retirement System of Ohio 0.03% Reduce -7.2% 105,289 $6.5M
Gagnon Advisors, LLC 5.62% Add +10.0% 104,337 $6.5M
Next Century Growth Investors LLC 0.56% Add +3.6% 104,178 $6.5M
Pier Capital, LLC 0.88% Add +2.8% 103,330 $6.4M
CANADA LIFE ASSURANCE Co 0.01% Add +7.0% 99,006 $6.1M
Credit Suisse AG/ 0.01% Add +0.5% 96,504 $6.0M
Carlson Capital, L.P. 0.48% Reduce -33.5% 95,577 $5.9M
State of Wisconsin Investment Board 0.02% Reduce -13.6% 94,804 $5.9M
Walleye Capital LLC 0.07% Add +114.0% 94,747 $5.9M
Stanley-Laman Group, Ltd. 0.73% Add +0.4% 91,086 $5.7M
Kennedy Capital Management LLC 0.12% Reduce -33.1% 90,445 $5.6M
State Board of Administration of Florida Retirement System 0.01% Add +1.0% 76,495 $5.5M
Raymond James & Associates 0.00% Add +10.1% 86,867 $5.4M
Rhumbline Advisers 0.01% Reduce -9.0% 85,327 $5.3M
B. Metzler seel. Sohn & Co. AG 0.06% Add +9.3% 82,154 $5.1M
Vista Equity Partners Management, LLC 0.14% Reduce -34.5% 81,524 $5.1M
RK Capital Management, LLC 1.01% Add +50.8% 80,200 $5.0M
Bank of Nova Scotia 0.01% Reduce -19.0% 78,790 $4.9M
Russell Investments Group, Ltd. 0.01% Reduce -35.3% 76,889 $4.8M
G2 Investment Partners Management LLC 1.27% Add +2.2% 76,500 $4.8M
Mutual of America Capital Management LLC 0.05% Reduce -6.6% 73,170 $4.5M
Bullseye Asset Management LLC 2.13% Add +2.2% 72,868 $4.5M
Invesco Ltd. 0.00% Reduce -23.5% 72,128 $4.5M
Legal & General Group Plc 0.00% Reduce -1.0% 72,058 $4.5M
TENOR CAPITAL MANAGEMENT Co., L.P. 2.03% New 70,854 $4.4M
Envestnet Asset Management Inc. 0.00% Add +22.5% 70,586 $4.4M
Diker Management LLC 3.54% Add +75.0% 70,000 $4.3M
California State Teachers Retirement System 0.01% Reduce -8.8% 69,430 $4.3M
Curi Capital, LLC 0.10% Add +6.6% 69,057 $4.3M
Algert Global LLC 0.17% Add +118.1% 68,688 $4.3M
Laird Norton Wetherby Wealth Management, LLC 0.19% Add +0.0% 63,162 $3.9M
Wells Fargo & Company 0.00% Reduce -9.5% 62,171 $3.9M
HERALD INVESTMENT MANAGEMENT Ltd 0.61% Add +14.7% 61,000 $3.8M
Highbridge Capital Management LLC 1.12% New 60,200 $3.7M
Crestline Management, L.P. 0.34% New 57,955 $3.6M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.11% New 57,500 $3.6M
Centiva Capital, LP 0.21% Add +468.4% 54,527 $3.4M
Nordea Investment Management AB 0.00% New 51,739 $3.2M
Calixto Global Investors, LP 3.78% Reduce -79.6% 51,114 $3.2M
Royal Bank of Canada 0.00% Add +42.6% 50,919 $3.2M
BNP Paribas Financial Markets 0.00% Add +450.7% 48,889 $3.0M
Hudson Bay Capital Management LP 0.03% Add +266.8% 47,430 $2.9M
Capital Fund Management S.A. 0.04% New 46,119 $2.9M
T. Rowe Price Associates Inc. 0.00% Add +5.9% 44,827 $2.8M
Susquehanna International Group, LLP 0.00% Add +124.7% 42,900 $2.7M
State of New Jersey Common Pension Fund D 0.01% No change 42,579 $2.6M
Polar Asset Management Partners Inc. 0.09% Reduce -74.5% 42,009 $2.6M
Bokf, NA 0.04% Add +1.7% 39,846 $2.4M
Amundi 0.00% Reduce -78.0% 40,961 $2.4M
Brown Capital Management LLC 0.04% Reduce -1.0% 37,470 $2.3M
Oppenheimer Asset Management Inc. 0.03% Reduce -8.3% 35,634 $2.2M
Stifel Financial Corp. 0.00% Reduce -3.9% 35,435 $2.2M
Canada Pension Plan Investment Board 0.00% Add +5.8% 32,600 $2.0M
Brant Point Investment Management LLC 0.45% Add +18.2% 32,500 $2.0M
Treasurer of the State of North Carolina 0.01% Add +2.3% 32,267 $2.0M
Janus Henderson Group PLC 0.00% Add +0.0% 31,813 $2.0M
Voya Investment Management LLC 0.00% Reduce -88.0% 30,562 $1.9M
Napean Trading & Investment Co (Singapore) PTE Ltd 0.46% No change 30,315 $1.9M
First Washington CORP 0.71% Reduce -19.8% 29,750 $1.8M
Citigroup Inc. 0.00% Add +13.0% 28,867 $1.8M
Danske Bank A/S 0.01% — 28,604 $1.8M
Knights of Columbus Asset Advisors LLC 0.13% Reduce -47.1% 28,409 $1.8M
Group One Trading LLC 0.06% Reduce -59.7% 28,219 $1.8M
HSBC Holdings PLC 0.00% Add +134.3% 28,181 $1.8M
RiverPark Advisors, LLC 1.44% Add +29.2% 28,162 $1.7M
Sphera Funds Management LTD. 0.28% Add +83.3% 27,500 $1.7M
Susquehanna Fundamental Investments, LLC 0.08% New 26,741 $1.7M
Cubist Systematic Strategies, LLC 0.02% Add +25.6% 25,076 $1.6M
Nishkama Capital, LLC 0.18% New 25,000 $1.6M
Natixis 0.01% Add +30750.0% 24,680 $1.5M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1.1% 24,401 $1.5M
Two Sigma Investments, LP 0.00% Reduce -12.7% 24,106 $1.5M
Silvant Capital Management LLC 0.07% No change 22,332 $1.4M
Riverpark Capital Management LLC 1.89% Add +31.5% 22,217 $1.4M
LPL Financial LLC 0.00% Add +26.0% 22,099 $1.4M
Atom Investors LP 0.16% Add +338.2% 20,916 $1.3M
Comerica Bank 0.01% Reduce -31.6% 19,971 $1.2M
Millrace Asset Group, Inc. 1.23% Reduce -23.6% 19,675 $1.2M
HighTower Advisors, LLC 0.00% Add +5.5% 19,717 $1.2M
Boothbay Fund Management, LLC 0.04% Reduce -7.1% 19,430 $1.2M
M&T Bank Corp 0.00% Add +2.6% 19,165 $1.2M
Arizona State Retirement System 0.01% Reduce -6.0% 18,980 $1.2M
Bayesian Capital Management, LP 0.11% New 18,700 $1.2M
Engineers Gate Manager LP 0.03% Reduce -81.0% 18,359 $1.1M
Mirador Capital Partners LP 0.21% Add +6.2% 17,564 $1.1M
Verition Fund Management LLC 0.01% Add +272.4% 17,282 $1.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.2% 17,122 $1.1M
Sherbrooke Park Advisers LLC 0.20% Add +457.9% 16,653 $1.0M
Cota Capital Management, LLC 2.70% New 16,442 $1.0M
Graham Capital Management, L.P. 0.05% Add +206.1% 15,113 $939K
Jump Financial, LLC 0.02% New 14,600 $907K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -4.9% 14,439 $897K
Handelsbanken Fonder AB 0.00% No change 14,095 $875K
Parallax Volatility Advisers, L.P. 0.03% New 13,815 $858K
Ossiam 0.01% No change 13,320 $827K
US Bancorp \de 0.00% Reduce -24.4% 12,868 $799K
Prudential Financial Inc. 0.00% Add +257.9% 12,461 $774K
Alberta Investment Management Corp 0.01% Reduce -57.3% 12,232 $760K
Capstone Investment Advisors, LLC 0.03% Add +98.3% 12,208 $758K
Zions Bancorporation, N.A. 0.05% Add +6.6% 11,810 $734K
Prelude Capital Management, LLC 0.05% Add +202.4% 11,263 $700K
Bank of Montreal 0.00% Add +66.3% 11,132 $694K
NewEdge Advisors, LLC 0.01% Reduce -11.7% 10,108 $628K
Synovus Financial Corp. 0.01% Add +34.3% 9,872 $613K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.5% 9,680 $601K
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -13.5% 9,576 $595K
Townsquare Capital LLC 0.01% Add +6.7% 9,443 $587K
Xponance LLC 0.01% Add +1.9% 9,401 $584K
Maverick Capital 0.01% New 8,582 $533K
Captrust Financial Advisors 0.00% Reduce -12.2% 8,468 $526K
Cresset Asset Management, LLC 0.00% Reduce -4.0% 8,361 $519K
Public Employees Retirement Association of Colorado 0.00% Reduce -7.6% 8,300 $516K
Cetera Investment Advisers 0.00% Add +89.3% 7,734 $480K
Mariner, LLC 0.00% Reduce -8.0% 7,339 $456K
Principal Financial Group Inc. 0.00% Reduce -4.5% 7,221 $448K
NJ State Employees Deferred Compensation Plan 0.06% No change 7,000 $435K
Trust Point Inc. 0.03% Add +17.0% 6,921 $430K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -81.7% 6,738 $418K
Schechter Investment Advisors, LLC 0.03% Add +7.7% 6,584 $409K
Pathstone Holdings, LLC 0.00% Add +56.0% 6,561 $407K
Regal Investment Advisors LLC 0.03% Add +6.5% 6,415 $398K
Summit Global Investments 0.03% New 6,397 $397K
Teza Capital Management LLC 0.05% New 6,365 $395K
Values First Advisors, Inc. 0.22% Reduce -25.2% 6,022 $374K
XTX Topco Ltd 0.05% Add +130.8% 5,889 $366K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 5,884 $365K
Verdence Capital Advisors LLC 0.03% Add +2.4% 5,570 $346K
Cinctive Capital Management LP 0.02% New 5,531 $344K
Palisade Capital Management, LP 0.01% New 5,500 $342K
Fox Run Management, L.L.C. 0.07% Reduce -52.1% 5,426 $337K
Cynosure Group, LLC 0.06% New 5,296 $329K
Caption Management, LLC 0.03% New 5,000 $311K
Brevan Howard Capital Management LP 0.03% Reduce -10.9% 4,905 $305K
Blueshift Asset Management, LLC 0.16% New 4,839 $301K
Amalgamated Bank 0.00% Reduce -70.9% 4,772 $296K
Maryland State Retirement & Pension System 0.01% No change 5,088 $287K
MetLife Investment Management, LLC 0.00% Add +1.9% 4,393 $273K
DC Investments Management, LLC 0.23% No change 4,356 $271K
Edgestream Partners, L.P. 0.01% New 4,249 $264K
Teacher Retirement System of Texas 0.00% Reduce -42.1% 4,057 $252K
Quent Capital, LLC 0.03% No change 4,027 $250K
Utah Retirement Systems 0.00% Reduce -67.5% 4,000 $248K
ProShare Advisors LLC 0.00% New 3,983 $247K
Neuberger Berman Group LLC 0.00% Add +2.7% 3,680 $229K
Alpha Square Group S LLC 0.38% New 3,300 $205K
Sand Hill Global Advisors, LLC 0.01% No change 3,224 $200K
Nisa Investment Advisors, LLC 0.00% New 2,812 $175K
Stephens Inc. 0.00% Add +21.3% 2,803 $174K
Handelsinvest Investeringsforvaltning 0.08% Reduce -34.2% 2,671 $166K
PNC Financial Services Group, Inc. 0.00% Add +36.0% 2,541 $158K
Icon Wealth Advisors, LLC 0.01% Reduce -4.4% 2,536 $158K
Harbor Capital Advisors, Inc. 0.02% New 2,502 $155K
Osaic Holdings, Inc. 0.00% Reduce -23.2% 2,356 $146K
KBC Group NV 0.00% Add +0.2% 1,761 $109K
Farther Finance Advisors, LLC 0.01% Add +1.0% 1,615 $99K
Leonteq Securities AG 0.01% Add +7.5% 1,435 $89K
Shell Asset Management Co. 0.00% Reduce -9.2% 1,968 $87K
Bessemer Group Inc. 0.00% No change 1,391 $86K
American International Group, Inc. 0.00% Add +0.2% 1,205 $75K
Parkside Financial Bank & Trust 0.01% Add +14.3% 1,192 $74K
Cutler Group LLC / CA 0.03% Reduce -81.5% 1,124 $69K
Parallel Advisors, LLC 0.00% Reduce -0.6% 1,088 $68K
Advisors Asset Management, Inc. 0.00% Reduce -8.1% 757 $47K
Cwm, LLC 0.00% Add +4.8% 722 $45K
Fifth Third Bancorp 0.00% Reduce -2.6% 721 $45K
Fred Alger Management, LLC 0.00% No change 662 $41K
Hilltop National Bank 0.01% — 630 $39K
Whittier Trust Co. 0.00% No change 524 $33K
Park Place Capital Corp 0.01% Add +2.2% 459 $29K
Arcadia Investment Management Corp. 0.01% No change 452 $28K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 388 $24K
First Horizon Advisors, Inc. 0.00% No change 327 $20K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -99.9% 309 $19K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +3.7% 305 $19K
Covestor Ltd 0.01% Add +60.5% 297 $18K
Tower Research Capital LLC (TRC) 0.00% Reduce -94.7% 286 $18K
Byrne Asset Management LLC 0.01% Add +18.2% 260 $16K
Riverview Trust Co 0.01% New 257 $16K
Elequin Capital, LP 0.01% New 247 $15K
Huntington National Bank 0.00% No change 216 $13K
PFS Partners, LLC 0.01% No change 200 $12K
Abound Wealth Management 0.00% Reduce -6.8% 179 $11K
Brown Brothers Harriman & Co. 0.00% No change 176 $11K
EverSource Wealth Advisors, LLC 0.00% Add +2.5% 162 $9K
CI Investments Inc. 0.00% Add +33.6% 143 $9K
Quarry LP 0.00% Reduce -33.6% 142 $9K
Global Retirement Partners, LLC 0.00% No change 136 $8K
Lindbrook Capital, LLC 0.00% Reduce -3.6% 134 $8K
MCF Advisors LLC 0.00% No change 117 $7K
Signaturefd, LLC 0.00% Reduce -30.5% 107 $7K
IFP Advisors, Inc 0.00% No change 100 $6K
Geneos Wealth Management Inc. 0.00% No change 100 $6K
Harbour Investments, Inc. 0.00% New 100 $6K
Salem Investment Counselors Inc. 0.00% New 100 $6K
Main Street Group, LTD 0.00% No change 97 $6K
Northwestern Mutual Wealth Management Co. 0.00% No change 67 $4K
Concourse Financial Group Securities, Inc. 0.00% No change 66 $4K
Venturi Wealth Management, LLC 0.00% No change 65 $4K
GPS Wealth Strategies Group, LLC 0.00% No change 60 $4K
Towne Trust Company, N.A 0.00% New 50 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 45 $3K
State of Wyoming 0.00% Add +5.4% 39 $2K
Spire Wealth Management 0.00% No change 38 $2K
Bell Investment Advisors, Inc 0.00% No change 33 $2K
Jamison Private Wealth Management, Inc. 0.00% No change 32 $2K
Versant Capital Management, Inc 0.00% Reduce -11.8% 30 $2K
CIBC Private Wealth Group LLC 0.00% New 29 $2K
Cherry Tree Wealth Management, LLC 0.00% No change 23 $1K
CENTRAL TRUST Co 0.00% No change 21 $1K
Blume Capital Management, Inc. 0.00% No change 20 $1K
GAMMA Investing LLC 0.00% Reduce -55.8% 19 $1K
Montag A & Associates Inc. 0.00% New 18 $1K
Smartleaf Asset Management LLC 0.00% Add +1600.0% 17 $1K
Private Wealth Management Group, LLC 0.00% New 17 $1K
Raffa Wealth Management, LLC 0.00% No change 17 $1K
Avion Wealth 0.00% New 8 $1K
Benjamin F. Edwards & Company, Inc. 0.00% No change 10 $1K
EntryPoint Capital, LLC 0.00% Reduce -96.8% 16 $994
Carolinas Wealth Consulting LLC 0.00% New 14 $897
Institutional & Family Asset Management, LLC 0.00% No change 9 $559
Quadrant Capital Group LLC 0.00% Reduce -81.0% 4 $249
Manchester Capital Management LLC 0.00% No change 3 $187
MV Capital Management, Inc. 0.00% New 2 $125
MassMutual Private Wealth & Trust, FSB 0.00% New 2 $124
AlphaQuest LLC 0.00% New 1 $62

"% of holder's portfolio" is FIVN's weight in each manager's 13F, not the share of FIVE9 Inc. the manager owns.