FIVE9FIVN
13F holders, Q2 2024 (June 30)297holders −12
52new positions
63sold out
7famous investors
$44.09avg. 13F price*
At the end of Q2 2024, 297 institutions reported holding FIVE9 Inc. (FIVN) in their 13F filings, down 12 from Q1 2024. 52 opened new positions and 63 sold out. The largest holders were FMR LLC ($480.7M), Vanguard Group Inc. ($345.3M) and Pictet Asset Management Holding SA ($235.1M). 7 famous investors held it, including Andreas Halvorsen (0.3% of Viking Global Investors's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FIVE9 Inc.
- CUSIP
- 338307101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $116.6M |
| Exits | 63 | $181.1M |
All 13F filers, Q1 2024 → Q2 2024: 15,593,378 shares bought and 12,044,092 shares sold, net +3,549,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 297 holders
| FMR LLC | 0.03% | Add +54.9% | 10,899,940 | $480.7M |
| Vanguard Group Inc. | 0.01% | Add +5.3% | 7,830,205 | $345.3M |
| Pictet Asset Management Holding SA | 0.27% | Reduce -0.2% | 5,332,786 | $235.1M |
| BlackRock Inc. | 0.00% | Reduce -8.2% | 4,224,833 | $186.3M |
| Wasatch Advisors LP | 0.89% | Add +8.9% | 3,767,524 | $166.1M |
| Sylebra Capital LLC | 4.93% | Add +28.4% | 3,013,789 | $132.9M |
| Alyeska Investment Group, L.P. | 0.55% | Add +48.8% | 2,136,441 | $94.2M |
| Alliancebernstein L.P. | 0.03% | Reduce -9.4% | 2,069,485 | $91.3M |
| Viking Global Investors | 0.29% | Reduce -49.8% | 1,734,414 | $76.5M |
| Ameriprise Financial Inc. | 0.02% | Add +25.2% | 1,637,935 | $72.2M |
| Wellington Management Group LLP | 0.01% | Reduce -9.3% | 1,590,122 | $70.1M |
| Massachusetts Financial Services Co. | 0.02% | Add +38.6% | 1,457,086 | $64.3M |
| First Trust Advisors LP | 0.06% | Add +16.7% | 1,348,714 | $59.5M |
| State Street Corp. | 0.00% | Add +4.0% | 1,300,133 | $57.3M |
| Van Berkom & Associates Inc. | 1.71% | Add +52.3% | 1,299,483 | $57.3M |
| Geode Capital Management, LLC | 0.01% | Add +6.0% | 1,283,815 | $56.6M |
| Deutsche Bank AG | 0.02% | Add +120.4% | 1,134,639 | $50.0M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -12.8% | 1,033,164 | $45.6M |
| Norges Bank | 0.01% | Reduce -5.1% | 929,460 | $41.0M |
| Stephens Investment Management Group LLC | 0.55% | Reduce -2.0% | 893,766 | $39.4M |
| Eagle Asset Management Inc. | 0.20% | Reduce -16.0% | 875,788 | $38.1M |
| Morgan Stanley | 0.00% | Add +25.6% | 776,368 | $34.2M |
| Point72 Asset Management | 0.11% | Add +345.6% | 753,127 | $33.2M |
| Armistice Capital, LLC | 0.83% | Add +56.7% | 722,582 | $31.9M |
| Riverbridge Partners LLC | 0.42% | Reduce -7.8% | 700,779 | $30.9M |
| UBS Group AG | 0.01% | Add +244.9% | 699,106 | $30.8M |
| Fisher Asset Management | 0.01% | Add +47.4% | 663,423 | $29.3M |
| Qube Research & Technologies Ltd | 0.05% | Add +207.3% | 647,867 | $28.6M |
| AXA S.A. | 0.08% | Reduce -14.6% | 641,780 | $28.3M |
| Eventide Asset Management, LLC | 0.44% | Reduce -17.8% | 579,618 | $25.6M |
| Tremblant Capital Group | 2.88% | Reduce -6.5% | 573,440 | $25.3M |
| Artisan Partners Limited Partnership | 0.04% | New | 540,185 | $23.8M |
| American Century Companies Inc. | 0.01% | Reduce -30.7% | 510,727 | $22.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.5% | 474,657 | $20.9M |
| Bank of America Corp. | 0.00% | Add +10.1% | 462,569 | $20.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.3% | 458,458 | $20.2M |
| Bank of New York Mellon Corp | 0.00% | Add +22.8% | 451,590 | $19.9M |
| Royal Bank of Canada | 0.00% | Add +786.3% | 451,285 | $19.9M |
| Northern Trust Corp. | 0.00% | Add +1.8% | 414,136 | $18.3M |
| Holocene Advisors, LP | 0.07% | New | 405,312 | $17.9M |
| Aberdeen Group plc | 0.03% | Add +110.0% | 383,481 | $16.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +24.8% | 363,558 | $16.0M |
| Kopp Family Office, LLC | 9.63% | Add +48.3% | 352,075 | $15.5M |
| Citadel Advisors | 0.02% | Reduce -79.4% | 349,160 | $15.4M |
| Millennium Management | 0.01% | Add +194.2% | 332,634 | $14.7M |
| WCM Investment Management, LLC | 0.03% | Add +1.8% | 335,611 | $14.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | — | 323,242 | $14.3M |
| 272 Capital LP | 6.39% | New | 288,491 | $12.7M |
| Granahan Investment Management, LLC | 0.51% | Add +153.4% | 287,130 | $12.7M |
| Nomura Holdings Inc. | 0.08% | New | 285,600 | $12.6M |
| Prospect Capital Advisors, LLC | 5.08% | Add +3.7% | 273,160 | $12.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +54.9% | 267,855 | $11.8M |
| Gagnon Securities LLC | 2.52% | Add +12.0% | 253,532 | $11.2M |
| Sei Investments Co. | 0.01% | Add +17.1% | 225,155 | $9.9M |
| Squarepoint Ops LLC | 0.04% | Reduce -72.4% | 222,502 | $9.8M |
| RK Capital Management, LLC | 2.35% | Add +148.3% | 199,100 | $8.8M |
| Summit Creek Advisors LLC | 1.12% | Reduce -6.7% | 185,253 | $8.2M |
| Capital Fund Management S.A. | 0.09% | Add +299.1% | 184,063 | $8.1M |
| Segall Bryant & Hamill, LLC | 0.14% | Add +22.3% | 182,715 | $8.1M |
| Boothbay Fund Management, LLC | 0.27% | Add +815.3% | 177,842 | $7.8M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.23% | Add +204.3% | 175,000 | $7.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -24.1% | 174,848 | $7.7M |
| Conestoga Capital Advisors, LLC | 0.11% | Add +14.8% | 166,238 | $7.3M |
| Scalar Gauge Management, LLC | 4.07% | New | 158,500 | $7.0M |
| Optimus Prime Fund Management Co., Ltd. | 0.80% | New | 154,500 | $6.8M |
| Swiss National Bank | 0.00% | Add +6.6% | 145,300 | $6.4M |
| Susquehanna International Group, LLP | 0.01% | Add +233.7% | 143,172 | $6.3M |
| Nicholas Company, Inc. | 0.10% | Add +30.5% | 141,655 | $6.2M |
| Gagnon Advisors, LLC | 4.22% | Add +20.3% | 125,540 | $5.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -73.4% | 123,653 | $5.5M |
| Ardsley Advisory Partners LP | 0.96% | Reduce -27.7% | 120,000 | $5.3M |
| Nordea Investment Management AB | 0.01% | Add +132.6% | 120,329 | $5.2M |
| SQN Investors LP | 3.68% | Reduce -23.6% | 113,533 | $5.0M |
| Kornitzer Capital Management Inc. | 0.09% | No change | 112,615 | $5.0M |
| Next Century Growth Investors LLC | 0.40% | Add +6.0% | 110,432 | $4.9M |
| HSBC Holdings PLC | 0.00% | Add +289.6% | 109,807 | $4.8M |
| Royce & Associates LP | 0.04% | New | 107,466 | $4.7M |
| California Public Employees Retirement System | 0.00% | Reduce -16.3% | 103,238 | $4.6M |
| Intrinsic Edge Capital Management LLC | 0.43% | New | 100,000 | $4.4M |
| Raymond James & Associates | 0.00% | Add +10.6% | 96,034 | $4.2M |
| Pier Capital, LLC | 0.63% | Reduce -7.5% | 95,605 | $4.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.8% | 94,204 | $4.2M |
| State of Wisconsin Investment Board | 0.01% | Reduce -2.0% | 92,922 | $4.1M |
| Bullseye Asset Management LLC | 1.97% | Add +25.3% | 91,268 | $4.0M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Add +6.2% | 87,278 | $3.8M |
| Rhumbline Advisers | 0.00% | Add +0.8% | 86,000 | $3.8M |
| Kennedy Capital Management LLC | 0.08% | Reduce -6.8% | 84,283 | $3.7M |
| Stanley-Laman Group, Ltd. | 0.49% | Reduce -7.5% | 84,280 | $3.7M |
| New York State Common Retirement Fund | 0.00% | Reduce -47.2% | 81,617 | $3.6M |
| Jane Street Group, LLC | 0.00% | Reduce -80.9% | 80,710 | $3.6M |
| Kepos Capital LP | 1.37% | New | 80,000 | $3.5M |
| Invesco Ltd. | 0.00% | Add +9.5% | 78,988 | $3.5M |
| Cubist Systematic Strategies, LLC | 0.06% | Add +201.5% | 75,596 | $3.3M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.7% | 75,170 | $3.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -28.9% | 74,891 | $3.3M |
| Legal & General Group Plc | 0.00% | Add +2.7% | 74,013 | $3.3M |
| California State Teachers Retirement System | 0.00% | Add +3.8% | 72,054 | $3.2M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -3.6% | 70,525 | $3.1M |
| Diker Management LLC | 2.62% | No change | 70,000 | $3.1M |
| Curi Capital, LLC | 0.07% | Add +0.7% | 69,520 | $3.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.14% | Add +5.5% | 66,629 | $2.9M |
| Edgestream Partners, L.P. | 0.14% | Add +1442.5% | 65,543 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.3% | 65,406 | $2.9M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.47% | Add +6.6% | 65,000 | $2.9M |
| Bain Capital Public Equity Management II, LLC | 0.13% | New | 64,320 | $2.8M |
| Wells Fargo & Company | 0.00% | Add +0.5% | 62,469 | $2.8M |
| Barclays PLC | 0.00% | Reduce -58.4% | 61,700 | $2.7M |
| Woodline Partners LP | 0.02% | Reduce -60.3% | 54,835 | $2.4M |
| G2 Investment Partners Management LLC | 0.60% | Reduce -31.6% | 52,300 | $2.3M |
| First Washington CORP | 0.85% | Add +74.6% | 51,944 | $2.3M |
| Magnetar Financial LLC | 0.05% | New | 50,629 | $2.2M |
| Neo Ivy Capital Management | 0.43% | — | 49,372 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.7% | 47,838 | $2.1M |
| King Luther Capital Management Corp. | 0.01% | New | 46,753 | $2.1M |
| Walleye Capital LLC | 0.02% | Reduce -51.7% | 45,725 | $2.0M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 43,012 | $1.9M |
| Trexquant Investment LP | 0.03% | Reduce -72.6% | 42,104 | $1.9M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +14.5% | 40,785 | $1.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +65.5% | 40,374 | $1.8M |
| Amundi | 0.00% | Reduce -1.6% | 40,315 | $1.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.6% | 38,925 | $1.7M |
| Brown Capital Management LLC | 0.03% | Reduce -0.7% | 37,204 | $1.6M |
| Clearline Capital LP | 0.14% | New | 36,413 | $1.6M |
| Voya Investment Management LLC | 0.00% | Add +18.9% | 36,354 | $1.6M |
| Prentiss Smith & Co. Inc. | 1.09% | New | 35,501 | $1.6M |
| Vestcor Inc | 0.05% | New | 35,000 | $1.5M |
| Hudson Bay Capital Management LP | 0.01% | Reduce -26.2% | 35,000 | $1.5M |
| Citigroup Inc. | 0.00% | Add +13.9% | 32,875 | $1.4M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -1.2% | 31,887 | $1.4M |
| Sherbrooke Park Advisers LLC | 0.25% | Add +91.0% | 31,810 | $1.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.2% | 31,440 | $1.4M |
| Bayesian Capital Management, LP | 0.16% | Add +64.2% | 30,700 | $1.4M |
| Centiva Capital, LP | 0.06% | Reduce -44.9% | 30,070 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 29,259 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -62.9% | 28,559 | $1.3M |
| Knights of Columbus Asset Advisors LLC | 0.08% | No change | 28,409 | $1.3M |
| Point72 (DIFC) Ltd | 0.11% | New | 27,857 | $1.2M |
| RiverPark Advisors, LLC | 0.89% | Reduce -13.4% | 24,389 | $1.1M |
| Atom Investors LP | 0.10% | Add +12.6% | 23,544 | $1.0M |
| Tudor Investment Corporation | 0.01% | Reduce -89.0% | 23,385 | $1.0M |
| Bokf, NA | 0.02% | Reduce -41.4% | 23,351 | $1.0M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -91.0% | 22,885 | $1.0M |
| Axq Capital, LP | 0.23% | New | 22,008 | $971K |
| Group One Trading LLC | 0.03% | Reduce -22.3% | 21,935 | $967K |
| Riverpark Capital Management LLC | 1.24% | Reduce -4.8% | 21,139 | $932K |
| Comerica Bank | 0.00% | Add +5.8% | 21,121 | $931K |
| Arizona State Retirement System | 0.01% | Add +8.9% | 20,673 | $912K |
| Verition Fund Management LLC | 0.01% | Add +17.3% | 20,263 | $894K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -39.0% | 19,900 | $878K |
| Mirador Capital Partners LP | 0.16% | Add +12.2% | 19,706 | $869K |
| M&T Bank Corp | 0.00% | Reduce -5.0% | 18,200 | $803K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +6244.8% | 18,146 | $800K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +86.2% | 17,826 | $786K |
| Quinn Opportunity Partners LLC | 0.09% | New | 17,709 | $781K |
| Engineers Gate Manager LP | 0.02% | Reduce -3.6% | 17,697 | $780K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -97.0% | 17,382 | $767K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.3% | 16,900 | $745K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +16.5% | 16,815 | $742K |
| Millrace Asset Group, Inc. | 0.71% | Reduce -15.8% | 16,562 | $730K |
| Cota Capital Management, LLC | 2.56% | No change | 16,442 | $725K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -96.2% | 16,187 | $699K |
| Harbor Capital Advisors, Inc. | 0.05% | Add +530.8% | 15,783 | $696K |
| Fox Run Management, L.L.C. | 0.13% | Add +187.4% | 15,597 | $688K |
| HighTower Advisors, LLC | 0.00% | Reduce -19.7% | 15,839 | $681K |
| Marshall Wace, LLP | 0.00% | Reduce -92.5% | 15,403 | $679K |
| Qsemble Capital Management, LP | 0.12% | New | 14,540 | $641K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -46.9% | 14,213 | $627K |
| Handelsbanken Fonder AB | 0.00% | No change | 14,095 | $622K |
| Stifel Financial Corp. | 0.00% | Reduce -62.4% | 13,337 | $588K |
| Ossiam | 0.01% | No change | 13,320 | $587K |
| US Bancorp \de | 0.00% | Reduce -3.0% | 12,485 | $551K |
| Aigen Investment Management, LP | 0.10% | New | 11,977 | $528K |
| Simplex Trading, LLC | 0.02% | New | 11,037 | $486K |
| Summit Global Investments | 0.03% | Add +68.5% | 10,780 | $475K |
| Blueshift Asset Management, LLC | 0.16% | Add +117.0% | 10,500 | $463K |
| Platinum Investment Management Ltd. | 0.02% | New | 10,087 | $445K |
| BNP Paribas Financial Markets | 0.00% | Reduce -79.4% | 10,052 | $443K |
| Synovus Financial Corp. | 0.01% | Add +0.1% | 9,887 | $436K |
| Townsquare Capital LLC | 0.01% | Add +4.3% | 9,850 | $434K |
| Cresset Asset Management, LLC | 0.00% | Add +17.6% | 9,835 | $434K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.6% | 9,736 | $429K |
| Xponance LLC | 0.00% | Add +1.6% | 9,554 | $421K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 9,531 | $420K |
| Point72 Hong Kong Ltd | 0.03% | New | 9,313 | $411K |
| Graham Capital Management, L.P. | 0.03% | Reduce -39.2% | 9,184 | $405K |
| Cynosure Group, LLC | 0.06% | Add +67.8% | 8,886 | $392K |
| Captrust Financial Advisors | 0.00% | Add +2.1% | 8,648 | $381K |
| ProShare Advisors LLC | 0.00% | Add +110.4% | 8,382 | $370K |
| Trust Point Inc. | 0.03% | Add +20.2% | 8,319 | $367K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -1.4% | 8,180 | $361K |
| Cetera Investment Advisers | 0.00% | Add +2.6% | 7,933 | $350K |
| Jump Financial, LLC | 0.01% | Reduce -46.4% | 7,820 | $345K |
| Belmont Capital, LLC | 0.06% | New | 7,640 | $337K |
| Dark Forest Capital Management LP | 0.06% | New | 7,624 | $336K |
| Bain Capital Public Equity, LP | 0.37% | New | 7,623 | $336K |
| Algert Global LLC | 0.01% | Reduce -89.2% | 7,434 | $328K |
| NJ State Employees Deferred Compensation Plan | 0.04% | No change | 7,000 | $309K |
| Danske Bank A/S | 0.00% | Reduce -76.3% | 6,772 | $299K |
| Palisade Capital Management, LP | 0.01% | Add +18.2% | 6,500 | $287K |
| Principal Financial Group Inc. | 0.00% | Reduce -11.6% | 6,381 | $281K |
| Regal Investment Advisors LLC | 0.02% | Reduce -1.9% | 6,292 | $277K |
| Lombard Odier Asset Management (USA) Corp | 0.12% | New | 6,150 | $271K |
| LPL Financial LLC | 0.00% | Reduce -72.2% | 6,135 | $271K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 5,884 | $259K |
| Values First Advisors, Inc. | 0.16% | Reduce -2.3% | 5,883 | $259K |
| Verdence Capital Advisors LLC | 0.02% | Add +1.1% | 5,631 | $248K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -15.9% | 5,534 | $244K |
| Quantitative Investment Management, LLC | 0.03% | New | 5,422 | $239K |
| Pathstone Holdings, LLC | 0.00% | Reduce -22.0% | 5,119 | $226K |
| Maryland State Retirement & Pension System | 0.00% | No change | 5,088 | $224K |
| Amalgamated Bank | 0.00% | Add +3.9% | 4,956 | $219K |
| D. E. Shaw & Co. | 0.00% | New | 4,723 | $208K |
| MetLife Investment Management, LLC | 0.00% | Add +7.2% | 4,709 | $208K |
| Quent Capital, LLC | 0.02% | Add +8.7% | 4,379 | $193K |
| PEAK6 Investments LLC | 0.01% | New | 4,026 | $178K |
| PNC Financial Services Group, Inc. | 0.00% | Add +43.6% | 3,650 | $161K |
| Farther Finance Advisors, LLC | 0.01% | Add +54.2% | 2,490 | $108K |
| Aquatic Capital Management LLC | 0.00% | New | 2,300 | $101K |
| KBC Group NV | 0.00% | Add +28.3% | 2,260 | $100K |
| State of Wyoming | 0.01% | Add +4876.9% | 1,941 | $86K |
| Lazard Asset Management LLC | 0.00% | Reduce -99.2% | 1,772 | $78K |
| Corebridge Financial, Inc. | 0.00% | — | 1,458 | $64K |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.5% | 1,401 | $62K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 1,300 | $57K |
| Parkside Financial Bank & Trust | 0.01% | Add +6.5% | 1,269 | $56K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.3% | 1,009 | $44K |
| Leonteq Securities AG | 0.01% | Reduce -39.8% | 864 | $38K |
| Cwm, LLC | 0.00% | Add +14.8% | 829 | $37K |
| Fifth Third Bancorp | 0.00% | No change | 721 | $32K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -13.5% | 655 | $29K |
| Hilltop National Bank | 0.01% | No change | 630 | $28K |
| Allworth Financial LP | 0.00% | New | 569 | $25K |
| Whittier Trust Co. | 0.00% | No change | 524 | $23K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +10.3% | 428 | $19K |
| Arcadia Investment Management Corp. | 0.00% | Reduce -7.5% | 418 | $18K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -3.1% | 317 | $14K |
| Huntington National Bank | 0.00% | Add +42.1% | 307 | $14K |
| Park Place Capital Corp | 0.00% | Reduce -34.6% | 300 | $13K |
| Covestor Ltd | 0.01% | Add +2.0% | 303 | $13K |
| Byrne Asset Management LLC | 0.01% | Add +15.4% | 300 | $13K |
| International Assets Investment Management, LLC | 0.00% | New | 272 | $12K |
| Riverview Trust Co | 0.01% | No change | 257 | $11K |
| Clearstead Advisors, LLC | 0.00% | New | 206 | $9K |
| Blue Trust, Inc. | 0.00% | New | 146 | $9K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -30.2% | 213 | $9K |
| PFS Partners, LLC | 0.01% | No change | 200 | $9K |
| GAMMA Investing LLC | 0.00% | Add +936.8% | 197 | $9K |
| Natixis | 0.00% | Reduce -99.3% | 180 | $8K |
| Abound Wealth Management | 0.00% | No change | 179 | $8K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 176 | $8K |
| Lindbrook Capital, LLC | 0.00% | Add +14.9% | 154 | $7K |
| CI Investments Inc. | 0.00% | Reduce -7.0% | 133 | $6K |
| MCF Advisors LLC | 0.00% | Reduce -6.8% | 109 | $5K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $4K |
| Salem Investment Counselors Inc. | 0.00% | No change | 100 | $4K |
| Main Street Group, LTD | 0.00% | No change | 97 | $4K |
| Asset Dedication, LLC | 0.00% | New | 95 | $4K |
| Summit Securities Group LLC | 0.00% | New | 89 | $4K |
| Global Retirement Partners, LLC | 0.00% | Reduce -36.0% | 87 | $4K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 66 | $3K |
| Venturi Wealth Management, LLC | 0.00% | No change | 65 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Add +276.5% | 64 | $3K |
| Signaturefd, LLC | 0.00% | Reduce -51.4% | 52 | $2K |
| Towne Trust Company, N.A | 0.00% | No change | 50 | $2K |
| Sachetta, LLC | 0.00% | New | 45 | $2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 45 | $2K |
| Quarry LP | 0.00% | Reduce -72.5% | 39 | $2K |
| Twin Tree Management, LP | 0.00% | New | 38 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -44.8% | 37 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -79.6% | 33 | $1K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 32 | $1K |
| Innealta Capital, LLC | 0.00% | New | 30 | $1K |
| Spire Wealth Management | 0.00% | Reduce -23.7% | 29 | $1K |
| Mather Group, Llc. | 0.00% | New | 20 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 28 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 29 | $1K |
| Private Wealth Management Group, LLC | 0.00% | Add +47.1% | 25 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -27.3% | 24 | $1K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 23 | $1K |
| Principal Securities, Inc. | 0.00% | New | 23 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 21 | $927 |
| Blume Capital Management, Inc. | 0.00% | No change | 20 | $882 |
| AdvisorNet Financial, Inc | 0.00% | New | 20 | $882 |
| Montag A & Associates Inc. | 0.00% | No change | 18 | $814 |
| J.Safra Asset Management Corp | 0.00% | New | 18 | $794 |
| Triad Wealth Partners, LLC | 0.00% | New | 17 | $750 |
| Raffa Wealth Management, LLC | 0.00% | No change | 17 | $750 |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -100.0% | 14 | $617 |
| Quadrant Capital Group LLC | 0.00% | Add +175.0% | 11 | $486 |
| CVA Family Office, LLC | 0.00% | New | 11 | $485 |
| NewEdge Advisors, LLC | 0.00% | Reduce -99.9% | 11 | $485 |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 9 | $397 |
| Versant Capital Management, Inc | 0.00% | Reduce -83.3% | 5 | $221 |
| Manchester Capital Management LLC | 0.00% | No change | 3 | $133 |
| MV Capital Management, Inc. | 0.00% | Add +50.0% | 3 | $133 |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 10 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 11 | $0 |
"% of holder's portfolio" is FIVN's weight in each manager's 13F, not the share of FIVE9 Inc. the manager owns.