FIVE9FIVN
13F holders, Q3 2024 (September 30)271holders −26
49new positions
74sold out
5famous investors
$28.76avg. 13F price*
At the end of Q3 2024, 271 institutions reported holding FIVE9 Inc. (FIVN) in their 13F filings, down 26 from Q2 2024. 49 opened new positions and 74 sold out. The largest holders were FMR LLC ($320.6M), Vanguard Group Inc. ($258.8M) and Pictet Asset Management Holding SA ($194.8M). 5 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- FIVE9 Inc.
- CUSIP
- 338307101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $219.1M |
| Exits | 74 | $426.2M |
All 13F filers, Q2 2024 → Q3 2024: 20,347,720 shares bought and 18,527,672 shares sold, net +1,820,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 271 holders
| FMR LLC | 0.02% | Add +2.4% | 11,159,760 | $320.6M |
| Vanguard Group Inc. | 0.00% | Add +15.0% | 9,007,743 | $258.8M |
| Pictet Asset Management Holding SA | 0.21% | Add +27.2% | 6,781,391 | $194.8M |
| BlackRock, Inc. | 0.00% | — | 4,651,776 | $133.6M |
| Alyeska Investment Group, L.P. | 0.65% | Add +106.0% | 4,400,256 | $126.4M |
| FIL Ltd | 0.06% | New | 2,451,626 | $70.4M |
| Sylebra Capital LLC | 2.23% | Reduce -22.1% | 2,349,282 | $67.5M |
| Van Berkom & Associates Inc. | 1.53% | Add +49.6% | 1,944,298 | $55.9M |
| Armistice Capital, LLC | 1.41% | Add +159.6% | 1,876,000 | $53.9M |
| Massachusetts Financial Services Co. | 0.01% | Add +14.5% | 1,667,922 | $47.9M |
| First Trust Advisors LP | 0.04% | Add +21.0% | 1,631,574 | $46.9M |
| Anson Funds Management LP | 6.12% | New | 1,476,744 | $42.4M |
| State Street Corp. | 0.00% | Add +2.3% | 1,329,562 | $38.2M |
| Qube Research & Technologies Ltd | 0.06% | Add +88.4% | 1,220,795 | $35.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -5.6% | 1,212,185 | $34.8M |
| Wellington Management Group LLP | 0.01% | Reduce -25.6% | 1,182,522 | $34.0M |
| Morgan Stanley | 0.00% | Add +48.4% | 1,151,762 | $33.1M |
| Deutsche Bank AG | 0.01% | Reduce -15.9% | 954,537 | $27.4M |
| Millennium Management | 0.02% | Add +173.8% | 910,795 | $26.2M |
| Fisher Asset Management | 0.01% | Add +14.8% | 761,966 | $21.9M |
| Artisan Partners Limited Partnership | 0.03% | Add +38.8% | 749,621 | $21.5M |
| Point72 Asset Management | 0.07% | Reduce -7.2% | 699,104 | $20.1M |
| Riverbridge Partners LLC | 0.25% | Reduce -6.0% | 658,761 | $18.9M |
| UBS Group AG | 0.01% | Reduce -8.7% | 638,080 | $18.3M |
| AXA S.A. | 0.05% | Reduce -5.7% | 605,008 | $17.4M |
| JPMorgan Chase & Co. | 0.00% | Add +28.8% | 590,640 | $17.0M |
| Bank of New York Mellon Corp | 0.00% | Add +22.2% | 552,019 | $15.9M |
| Legion Partners Asset Management, LLC | 6.33% | New | 549,785 | $15.8M |
| Cubist Systematic Strategies, LLC | 0.24% | Add +621.0% | 545,024 | $15.7M |
| Potrero Capital Research LLC | 5.24% | New | 543,346 | $15.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -67.7% | 528,429 | $15.2M |
| Tremblant Capital Group | 1.71% | Reduce -8.2% | 526,195 | $15.1M |
| Voloridge Investment Management, LLC | 0.05% | New | 517,602 | $14.9M |
| Bank of America Corp. | 0.00% | Add +10.7% | 512,203 | $14.7M |
| Scalar Gauge Management, LLC | 7.05% | Add +191.7% | 462,291 | $13.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.7% | 457,257 | $13.1M |
| Northern Trust Corp. | 0.00% | Reduce -3.2% | 400,714 | $11.5M |
| Loomis Sayles & Co. L P | 0.01% | New | 390,220 | $11.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +6.7% | 387,749 | $11.1M |
| WCM Investment Management, LLC | 0.03% | Add +14.6% | 384,592 | $11.1M |
| Intrinsic Edge Capital Management LLC | 1.30% | Add +264.5% | 364,474 | $10.5M |
| Kopp Family Office, LLC | 6.44% | No change | 352,075 | $10.1M |
| Royal Bank of Canada | 0.00% | Reduce -22.8% | 348,226 | $10.0M |
| Aberdeen Group plc | 0.02% | Reduce -12.0% | 337,359 | $9.7M |
| Eagle Asset Management Inc. | 0.05% | Reduce -70.3% | 259,887 | $9.6M |
| Gagnon Securities LLC | 1.89% | Add +30.8% | 331,499 | $9.5M |
| 272 Capital LP | 4.89% | Add +3.3% | 297,880 | $8.6M |
| Two Sigma Investments, LP | 0.02% | New | 263,717 | $7.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -22.5% | 250,631 | $7.2M |
| Squarepoint Ops LLC | 0.02% | Add +9.5% | 243,681 | $7.0M |
| Barclays PLC | 0.00% | Add +292.5% | 242,187 | $7.0M |
| Citadel Advisors | 0.01% | Reduce -31.4% | 239,468 | $6.9M |
| Capital Fund Management S.A. | 0.07% | Add +20.9% | 222,514 | $6.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +642.7% | 217,302 | $6.2M |
| Susquehanna International Group, LLP | 0.01% | Add +47.2% | 210,753 | $6.1M |
| Trexquant Investment LP | 0.07% | Add +389.0% | 205,887 | $5.9M |
| Optimus Prime Fund Management Co., Ltd. | 0.77% | Add +32.4% | 204,500 | $5.9M |
| Granahan Investment Management, LLC | 0.23% | Reduce -29.1% | 203,446 | $5.8M |
| Prospect Capital Advisors, LLC | 2.57% | Reduce -27.5% | 198,160 | $5.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -29.4% | 189,019 | $5.4M |
| Fund 1 Investments, LLC | 0.82% | New | 183,459 | $5.3M |
| Engineers Gate Manager LP | 0.10% | Add +935.8% | 183,310 | $5.3M |
| Quantbot Technologies LP | 0.21% | New | 182,502 | $5.2M |
| Summit Creek Advisors LLC | 0.68% | Reduce -5.7% | 174,736 | $5.0M |
| Boothbay Fund Management, LLC | 0.17% | Reduce -2.6% | 173,258 | $5.0M |
| Gagnon Advisors, LLC | 3.11% | Add +33.3% | 167,386 | $4.8M |
| Oddo BHF Asset Management Sas | 0.23% | — | 160,000 | $4.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +68.0% | 158,217 | $4.5M |
| Woodline Partners LP | 0.04% | Add +185.5% | 156,553 | $4.5M |
| Wilmington Savings Fund Society, FSB | 0.07% | New | 144,581 | $4.2M |
| Swiss National Bank | 0.00% | Reduce -0.7% | 144,300 | $4.1M |
| Nicholas Company, Inc. | 0.07% | Add +0.1% | 141,720 | $4.1M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -86.9% | 135,201 | $3.9M |
| Nordea Investment Management AB | 0.00% | Add +9.0% | 131,201 | $3.8M |
| Segall Bryant & Hamill, LLC | 0.05% | Reduce -29.7% | 128,417 | $3.7M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.62% | Add +92.3% | 125,000 | $3.6M |
| Horrell Capital Management, Inc. | 0.98% | New | 115,000 | $3.3M |
| Circumference Group LLC | 3.46% | New | 115,000 | $3.3M |
| HSBC Holdings PLC | 0.00% | Reduce -3.2% | 106,340 | $3.1M |
| Bullseye Asset Management LLC | 1.37% | Add +13.7% | 103,768 | $3.0M |
| California Public Employees Retirement System | 0.00% | Add +0.1% | 103,336 | $3.0M |
| State of Wisconsin Investment Board | 0.01% | Add +2.2% | 94,948 | $2.7M |
| BNP Paribas Financial Markets | 0.00% | Add +803.1% | 90,781 | $2.6M |
| Rhumbline Advisers | 0.00% | Add +4.7% | 90,038 | $2.6M |
| Sei Investments Co. | 0.00% | Reduce -62.2% | 85,174 | $2.4M |
| Y-Intercept (Hong Kong) Ltd | 0.15% | Add +371.9% | 84,112 | $2.4M |
| Invesco Ltd. | 0.00% | Add +5.1% | 83,003 | $2.4M |
| King Luther Capital Management Corp. | 0.01% | Add +75.7% | 82,166 | $2.4M |
| Kepos Capital LP | 1.01% | No change | 80,000 | $2.3M |
| Stanley-Laman Group, Ltd. | 0.29% | Reduce -7.5% | 77,920 | $2.2M |
| Legal & General Group Plc | 0.00% | Add +4.3% | 77,187 | $2.2M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +75.2% | 75,347 | $2.2M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 75,170 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -42.6% | 70,996 | $2.0M |
| Two Sigma Advisers, LP | 0.00% | New | 70,600 | $2.0M |
| California State Teachers Retirement System | 0.00% | Reduce -3.0% | 69,876 | $2.0M |
| Aquatic Capital Management LLC | 0.05% | Add +2926.1% | 69,600 | $2.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.09% | Add +0.4% | 66,918 | $1.9M |
| Walleye Capital LLC | 0.02% | Add +45.6% | 66,586 | $1.9M |
| New York State Common Retirement Fund | 0.00% | Reduce -20.2% | 65,101 | $1.9M |
| Campbell & CO Investment Adviser LLC | 0.14% | Add +579.0% | 64,717 | $1.9M |
| Harvey Capital Management Inc. | 0.43% | New | 59,776 | $1.7M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.02% | — | 59,739 | $1.7M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -31.6% | 59,739 | $1.7M |
| Lecap Asset Management Ltd. | 0.37% | New | 59,655 | $1.7M |
| Magnetar Financial LLC | 0.04% | Add +17.7% | 59,592 | $1.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +51.5% | 58,965 | $1.7M |
| Centiva Capital, LP | 0.07% | Add +87.1% | 56,263 | $1.6M |
| Qsemble Capital Management, LP | 0.29% | Add +282.9% | 55,672 | $1.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -97.3% | 54,941 | $1.6M |
| Jump Financial, LLC | 0.03% | Add +587.9% | 53,797 | $1.5M |
| Graham Capital Management, L.P. | 0.08% | Add +483.4% | 53,575 | $1.5M |
| ExodusPoint Capital Management, LP | 0.02% | New | 52,411 | $1.5M |
| Bain Capital Public Equity Management II, LLC | 0.07% | Reduce -19.8% | 51,589 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.5% | 51,404 | $1.5M |
| Citigroup Inc. | 0.00% | Add +55.5% | 51,129 | $1.5M |
| Vestcor Inc | 0.05% | Add +42.9% | 50,000 | $1.4M |
| SG Americas Securities, LLC | 0.01% | New | 49,731 | $1.4M |
| Verition Fund Management LLC | 0.01% | Add +144.3% | 49,511 | $1.4M |
| Norges Bank | 0.00% | Reduce -94.7% | 49,139 | $1.4M |
| Quinn Opportunity Partners LLC | 0.13% | Add +165.4% | 47,004 | $1.4M |
| FORA Capital, LLC | 0.16% | New | 46,068 | $1.3M |
| Edgestream Partners, L.P. | 0.06% | Reduce -30.1% | 45,843 | $1.3M |
| Atom Investors LP | 0.14% | Add +92.7% | 45,367 | $1.3M |
| Diker Management LLC | 0.91% | Reduce -43.0% | 39,880 | $1.1M |
| Dynamic Technology Lab Private Ltd | 0.12% | New | 38,258 | $1.1M |
| Amundi | 0.00% | Reduce -3.3% | 38,999 | $1.1M |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0.69% | New | 38,000 | $1.1M |
| Clearline Capital LP | 0.09% | No change | 36,413 | $1.0M |
| Prentiss Smith & Co. Inc. | 0.65% | Reduce -0.2% | 35,444 | $1.0M |
| Voya Investment Management LLC | 0.00% | Reduce -6.0% | 34,156 | $981K |
| Seven Eight Capital, LP | 0.09% | New | 33,466 | $961K |
| Fox Run Management, L.L.C. | 0.21% | Add +112.6% | 33,153 | $952K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -50.4% | 32,472 | $933K |
| Treasurer of the State of North Carolina | 0.00% | Add +0.4% | 32,017 | $920K |
| Janus Henderson Group PLC | 0.00% | No change | 31,440 | $903K |
| Ardsley Advisory Partners LP | 0.16% | Reduce -75.0% | 30,000 | $862K |
| Neo Ivy Capital Management | 0.27% | Reduce -41.4% | 28,912 | $830K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.5% | 28,709 | $825K |
| Janney Montgomery Scott LLC | 0.00% | New | 28,232 | $811K |
| D. E. Shaw & Co. | 0.00% | Add +496.9% | 28,191 | $810K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -64.5% | 26,614 | $765K |
| Quantitative Investment Management, LLC | 0.07% | Add +388.4% | 26,482 | $760K |
| Royce & Associates LP | 0.01% | Reduce -76.7% | 25,000 | $718K |
| Wells Fargo & Company | 0.00% | Reduce -61.7% | 23,927 | $687K |
| Natixis Advisors, LLC | 0.00% | New | 23,639 | $679K |
| Point72 Hong Kong Ltd | 0.05% | Add +153.4% | 23,601 | $678K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 22,885 | $657K |
| XTX Topco Ltd | 0.05% | New | 21,883 | $629K |
| Occudo Quantitative Strategies LP | 0.11% | New | 21,310 | $612K |
| Arizona State Retirement System | 0.00% | Add +2.9% | 21,270 | $611K |
| Bokf, NA | 0.01% | Reduce -8.6% | 21,339 | $601K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +13.4% | 19,069 | $548K |
| Mirador Capital Partners LP | 0.10% | Reduce -5.5% | 18,612 | $535K |
| Tairen Capital Ltd | 0.02% | New | 17,041 | $503K |
| Counterpoint Mutual Funds LLC | 0.10% | New | 17,475 | $502K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -57.8% | 17,202 | $494K |
| Jane Street Group, LLC | 0.00% | Reduce -80.5% | 15,774 | $453K |
| Blueshift Asset Management, LLC | 0.11% | Add +47.4% | 15,479 | $445K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -9.4% | 15,316 | $440K |
| Sherbrooke Park Advisers LLC | 0.10% | Reduce -53.4% | 14,811 | $426K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -12.1% | 14,231 | $409K |
| Handelsbanken Fonder AB | 0.00% | No change | 14,095 | $405K |
| Ossiam | 0.01% | No change | 13,320 | $383K |
| Synovus Financial Corp. | 0.00% | Add +34.2% | 13,272 | $381K |
| Bridgefront Capital, LLC | 0.14% | New | 12,987 | $373K |
| Stifel Financial Corp. | 0.00% | Reduce -5.6% | 12,589 | $362K |
| GTS Securities LLC | 0.01% | New | 12,260 | $352K |
| Wolverine Asset Management LLC | 0.03% | New | 12,088 | $347K |
| HighTower Advisors, LLC | 0.00% | Reduce -23.6% | 12,107 | $333K |
| DORCHESTER WEALTH MANAGEMENT Co | 0.06% | New | 11,000 | $316K |
| Citizens Financial Group Inc. | 0.01% | New | 10,770 | $309K |
| Numerai GP LLC | 0.08% | New | 10,614 | $305K |
| Group One Trading LLC | 0.01% | Reduce -54.2% | 10,051 | $289K |
| Intech Investment Management LLC | 0.00% | New | 9,769 | $281K |
| Brevan Howard Capital Management LP | 0.01% | New | 9,585 | $275K |
| Cresset Asset Management, LLC | 0.00% | Reduce -4.0% | 9,442 | $271K |
| Victory Capital Management Inc. | 0.00% | Reduce -94.7% | 9,307 | $267K |
| Brown Capital Management LLC | 0.01% | Reduce -75.1% | 9,278 | $267K |
| Bain Capital Public Equity, LP | 0.20% | Add +20.3% | 9,167 | $263K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.8% | 9,167 | $263K |
| Xponance LLC | 0.00% | Reduce -7.0% | 8,882 | $255K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -52.7% | 8,583 | $247K |
| Cetera Investment Advisers | 0.00% | Add +5.6% | 8,375 | $241K |
| Palisade Capital Management, LP | 0.01% | Add +26.9% | 8,250 | $237K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,180 | $235K |
| Ameritas Advisory Services, LLC | 0.01% | New | 7,832 | $225K |
| Belmont Capital, LLC | 0.04% | No change | 7,640 | $219K |
| Trust Point Inc. | 0.02% | Reduce -12.1% | 7,316 | $210K |
| Aigen Investment Management, LP | 0.04% | Reduce -40.4% | 7,142 | $205K |
| Sanctuary Advisors, LLC | 0.00% | New | 5,060 | $204K |
| NJ State Employees Deferred Compensation Plan | 0.02% | No change | 7,000 | $201K |
| US Bancorp \de | 0.00% | Reduce -44.4% | 6,941 | $199K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -66.8% | 6,600 | $190K |
| Comerica Bank | 0.00% | Reduce -72.1% | 5,893 | $169K |
| Amalgamated Bank | 0.00% | No change | 4,956 | $142K |
| nVerses Capital, LLC | 0.06% | New | 4,900 | $141K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.9% | 4,619 | $133K |
| Quent Capital, LLC | 0.01% | Reduce -8.1% | 4,023 | $116K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.9% | 3,471 | $100K |
| State of Wyoming | 0.01% | Add +71.6% | 3,331 | $96K |
| AlphaQuest LLC | 0.01% | New | 3,302 | $95K |
| KBC Group NV | 0.00% | No change | 2,260 | $65K |
| Shell Asset Management Co. | 0.00% | — | 1,859 | $53K |
| Leonteq Securities AG | 0.01% | Add +92.1% | 1,660 | $48K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -35.2% | 1,613 | $46K |
| Parkside Financial Bank & Trust | 0.01% | Add +15.8% | 1,469 | $42K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.5% | 1,407 | $40K |
| Sterling Capital Management LLC | 0.00% | — | 1,332 | $38K |
| Danske Bank A/S | 0.00% | Reduce -80.8% | 1,300 | $37K |
| Parallel Advisors, LLC | 0.00% | Add +25.0% | 1,261 | $36K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.4% | 1,157 | $33K |
| Signaturefd, LLC | 0.00% | Add +1892.3% | 1,036 | $30K |
| Cwm, LLC | 0.00% | Add +23.3% | 1,022 | $29K |
| Brooklyn Investment Group | 0.01% | New | 783 | $22K |
| FNY Investment Advisers, LLC | 0.01% | New | 750 | $21K |
| Fifth Third Bancorp | 0.00% | No change | 721 | $21K |
| Covestor Ltd | 0.01% | Add +131.0% | 700 | $20K |
| Byrne Asset Management LLC | 0.01% | Add +83.3% | 550 | $16K |
| Whittier Trust Co. | 0.00% | No change | 524 | $15K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -38.2% | 405 | $12K |
| Lindbrook Capital, LLC | 0.00% | Add +116.9% | 334 | $10K |
| Park Place Capital Corp | 0.00% | Reduce -2.7% | 292 | $8K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -13.3% | 275 | $8K |
| Huntington National Bank | 0.00% | Reduce -21.5% | 241 | $7K |
| PEAK6 Investments LLC | 0.00% | Reduce -94.3% | 230 | $7K |
| GAMMA Investing LLC | 0.00% | Add +12.2% | 221 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Add +232.8% | 213 | $6K |
| PFS Partners, LLC | 0.00% | No change | 200 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Add +99.0% | 199 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 176 | $5K |
| Elequin Capital, LP | 0.01% | New | 157 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 140 | $4K |
| Abound Wealth Management | 0.00% | Reduce -36.9% | 113 | $3K |
| Pier Capital, LLC | 0.00% | Reduce -99.9% | 105 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -53.4% | 68 | $3K |
| Salem Investment Counselors Inc. | 0.00% | No change | 100 | $3K |
| Main Street Group, LTD | 0.00% | No change | 97 | $3K |
| Quadrant Capital Group LLC | 0.00% | Add +518.2% | 68 | $2K |
| Ashton Thomas Securities, LLC | 0.00% | New | 67 | $2K |
| Clearstead Advisors, LLC | 0.00% | Reduce -67.5% | 67 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 65 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -10.6% | 59 | $2K |
| Allworth Financial LP | 0.00% | Reduce -90.0% | 57 | $2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 45 | $1K |
| Private Wealth Management Group, LLC | 0.00% | Add +56.0% | 39 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.4% | 39 | $1K |
| Lazard Asset Management LLC | 0.00% | Reduce -97.9% | 38 | $1K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -86.8% | 28 | $1K |
| Global Retirement Partners, LLC | 0.00% | Reduce -60.9% | 34 | $977 |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 32 | $920 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 29 | $833 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -21.2% | 26 | $747 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 23 | $661 |
| Principal Securities, Inc. | 0.00% | No change | 23 | $661 |
| MV Capital Management, Inc. | 0.00% | Add +600.0% | 21 | $604 |
| CENTRAL TRUST Co | 0.00% | No change | 21 | $604 |
| Blume Capital Management, Inc. | 0.00% | No change | 20 | $575 |
| Sachetta, LLC | 0.00% | Reduce -57.8% | 19 | $546 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 18 | $517 |
| Raffa Wealth Management, LLC | 0.00% | No change | 17 | $488 |
| CVA Family Office, LLC | 0.00% | Add +36.4% | 15 | $431 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -37.5% | 15 | $431 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 15 | $431 |
| Hexagon Capital Partners LLC | 0.00% | New | 13 | $373 |
| Carolinas Wealth Consulting LLC | 0.00% | New | 12 | $336 |
| Montag A & Associates Inc. | 0.00% | Reduce -33.3% | 12 | $332 |
| NewEdge Advisors, LLC | 0.00% | No change | 11 | $316 |
| Versant Capital Management, Inc | 0.00% | No change | 5 | $144 |
| Manchester Capital Management LLC | 0.00% | No change | 3 | $87 |
| Tsfg, LLC | 0.00% | New | 12 | $0 |
"% of holder's portfolio" is FIVN's weight in each manager's 13F, not the share of FIVE9 Inc. the manager owns.