FIVE9FIVN
13F holders, Q4 2024 (December 31)296holders +25
63new positions
46sold out
7famous investors
$40.64avg. 13F price*
At the end of Q4 2024, 296 institutions reported holding FIVE9 Inc. (FIVN) in their 13F filings, up 25 from Q3 2024. 63 opened new positions and 46 sold out. The largest holders were FMR LLC ($367.4M), Vanguard Group Inc. ($362.4M) and Pictet Asset Management Holding SA ($267.5M). 7 famous investors held it, including Gavin Baker (0.5% of Atreides Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- FIVE9 Inc.
- CUSIP
- 338307101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $175.2M |
| Exits | 46 | $144.6M |
All 13F filers, Q3 2024 → Q4 2024: 14,431,792 shares bought and 16,573,180 shares sold, net −2,141,388 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 296 holders
| FMR LLC | 0.02% | Reduce -19.0% | 9,041,137 | $367.4M |
| Vanguard Group Inc. | 0.01% | Reduce -1.0% | 8,917,737 | $362.4M |
| Pictet Asset Management Holding SA | 0.29% | Reduce -2.9% | 6,583,265 | $267.5M |
| BlackRock, Inc. | 0.00% | Add +5.8% | 4,920,301 | $200.0M |
| Alyeska Investment Group, L.P. | 0.49% | Reduce -27.6% | 3,183,415 | $129.4M |
| Ameriprise Financial Inc. | 0.03% | Add +353.3% | 2,395,566 | $97.4M |
| Sylebra Capital LLC | 3.58% | Add +0.2% | 2,353,814 | $95.7M |
| Norges Bank | 0.01% | Add +3970.1% | 2,000,000 | $81.3M |
| Armistice Capital, LLC | 1.86% | Add +5.0% | 1,970,207 | $80.1M |
| Van Berkom & Associates Inc. | 2.26% | Reduce -3.6% | 1,874,279 | $76.2M |
| Wellington Management Group LLP | 0.01% | Add +50.9% | 1,783,870 | $72.5M |
| UBS Group AG | 0.02% | Add +159.4% | 1,655,484 | $67.3M |
| First Trust Advisors LP | 0.06% | Reduce -3.9% | 1,568,254 | $63.7M |
| State Street Corp. | 0.00% | Add +1.0% | 1,342,386 | $54.6M |
| Geode Capital Management, LLC | 0.00% | Add +8.7% | 1,317,450 | $53.6M |
| Fuller & Thaler Asset Management, Inc. | 0.19% | New | 1,256,412 | $51.1M |
| Citadel Advisors | 0.05% | Add +394.7% | 1,184,684 | $48.1M |
| Morgan Stanley | 0.00% | Reduce -14.9% | 979,996 | $39.8M |
| Point72 Asset Management | 0.10% | Add +26.3% | 882,785 | $35.9M |
| Anson Funds Management LP | 3.95% | Reduce -47.7% | 772,786 | $31.4M |
| Fisher Asset Management | 0.01% | Reduce -0.2% | 760,308 | $30.9M |
| Deutsche Bank AG | 0.01% | Reduce -21.9% | 745,035 | $30.3M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -55.9% | 735,532 | $29.9M |
| Artisan Partners Limited Partnership | 0.05% | Reduce -2.5% | 730,953 | $29.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +261.2% | 682,728 | $27.7M |
| Barclays PLC | 0.01% | Add +178.6% | 674,841 | $27.4M |
| Tremblant Capital Group | 2.79% | Add +24.3% | 654,174 | $26.6M |
| Legion Partners Asset Management, LLC | 14.02% | Add +7.6% | 591,685 | $24.0M |
| WCM Investment Management, LLC | 0.05% | Add +35.9% | 522,611 | $21.3M |
| Bank of America Corp. | 0.00% | Reduce -3.2% | 495,584 | $20.1M |
| Loomis Sayles & Co. L P | 0.02% | Add +20.7% | 470,909 | $19.1M |
| Northern Trust Corp. | 0.00% | Add +17.3% | 469,856 | $19.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.9% | 465,702 | $18.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -21.6% | 432,555 | $17.6M |
| Scalar Gauge Management, LLC | 8.08% | Reduce -6.9% | 430,516 | $17.5M |
| Intrinsic Edge Capital Management LLC | 2.30% | Add +14.4% | 417,000 | $16.9M |
| Macquarie Group Ltd. | 0.02% | New | 414,459 | $16.8M |
| Atreides Management | 0.51% | New | 398,233 | $16.2M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -1.6% | 381,751 | $15.5M |
| Royal Bank of Canada | 0.00% | Add +6.0% | 369,001 | $15.0M |
| Gagnon Securities LLC | 3.00% | Add +10.4% | 366,096 | $14.9M |
| Cooper Creek Partners Management LLC | 0.46% | New | 363,725 | $14.8M |
| Glenmede Trust Co. NA | 0.07% | New | 345,893 | $14.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +377.2% | 338,809 | $13.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Add +55.6% | 338,078 | $13.7M |
| Kopp Family Office, LLC | 8.55% | Reduce -5.6% | 332,245 | $13.5M |
| Royce & Associates LP | 0.12% | Add +1219.0% | 329,760 | $13.4M |
| Two Sigma Investments, LP | 0.03% | Add +16.1% | 306,032 | $12.4M |
| Raymond James Financial Inc. | 0.00% | — | 287,180 | $11.7M |
| Aberdeen Group plc | 0.02% | Reduce -18.4% | 275,383 | $11.2M |
| 272 Capital LP | 10.47% | Reduce -8.5% | 272,689 | $11.1M |
| Jane Street Group, LLC | 0.02% | Add +1513.2% | 254,472 | $10.3M |
| Balyasny Asset Management L.P. | 0.02% | New | 249,803 | $10.2M |
| Summit Creek Advisors LLC | 1.16% | Add +24.1% | 216,882 | $8.8M |
| Segall Bryant & Hamill, LLC | 0.12% | Add +67.8% | 215,516 | $8.8M |
| Alberta Investment Management Corp | 0.06% | New | 214,240 | $8.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -16.8% | 208,468 | $8.5M |
| Capital Fund Management S.A. | 0.08% | Reduce -10.0% | 200,272 | $8.1M |
| Prospect Capital Advisors, LLC | 4.42% | Reduce -5.3% | 187,560 | $7.6M |
| Tudor Investment Corporation | 0.08% | New | 186,003 | $7.6M |
| Susquehanna Fundamental Investments, LLC | 0.13% | — | 185,280 | $7.5M |
| Zacks Investment Management | 0.07% | New | 182,773 | $7.4M |
| Gagnon Advisors, LLC | 4.36% | No change | 167,386 | $6.8M |
| Boothbay Fund Management, LLC | 0.21% | Reduce -4.4% | 165,699 | $6.7M |
| HERALD INVESTMENT MANAGEMENT Ltd | 1.10% | Add +32.0% | 165,000 | $6.7M |
| Granahan Investment Management, LLC | 0.28% | Reduce -19.6% | 163,657 | $6.7M |
| Oddo BHF Asset Management Sas | 0.33% | No change | 160,000 | $6.5M |
| Trexquant Investment LP | 0.07% | Reduce -24.1% | 156,369 | $6.4M |
| Optimus Prime Fund Management Co., Ltd. | 0.67% | Reduce -24.4% | 154,500 | $6.3M |
| Swiss National Bank | 0.00% | Add +1.9% | 147,000 | $6.0M |
| Wilmington Savings Fund Society, FSB | 0.11% | Add +0.1% | 144,660 | $5.9M |
| Cubist Systematic Strategies, LLC | 0.10% | Reduce -73.6% | 144,053 | $5.9M |
| Nicholas Company, Inc. | 0.09% | No change | 141,720 | $5.8M |
| Nuveen Asset Management, LLC | 0.00% | Add +1.1% | 136,641 | $5.6M |
| Nordea Investment Management AB | 0.01% | Add +2.7% | 134,750 | $5.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -16.4% | 132,276 | $5.4M |
| Diker Management LLC | 4.22% | Add +200.6% | 119,880 | $4.9M |
| Two Sigma Advisers, LP | 0.01% | Add +65.9% | 117,100 | $4.8M |
| Horrell Capital Management, Inc. | 1.37% | No change | 115,000 | $4.7M |
| Circumference Group LLC | 4.36% | No change | 115,000 | $4.7M |
| ExodusPoint Capital Management, LP | 0.05% | Add +112.1% | 111,144 | $4.5M |
| Woodline Partners LP | 0.03% | Reduce -29.9% | 109,673 | $4.5M |
| Bullseye Asset Management LLC | 1.96% | Reduce -1.2% | 102,541 | $4.2M |
| Divisadero Street Capital Management, LP | 0.51% | New | 100,000 | $4.1M |
| California Public Employees Retirement System | 0.00% | Reduce -6.1% | 96,994 | $3.9M |
| Verition Fund Management LLC | 0.02% | Add +82.4% | 90,326 | $3.7M |
| Rhumbline Advisers | 0.00% | Reduce -0.6% | 89,461 | $3.6M |
| King Luther Capital Management Corp. | 0.02% | Add +5.9% | 86,986 | $3.5M |
| G2 Investment Partners Management LLC | 0.86% | New | 82,159 | $3.3M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -93.4% | 80,868 | $3.3M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +34.1% | 80,120 | $3.3M |
| Invesco Ltd. | 0.00% | Reduce -4.2% | 79,516 | $3.2M |
| Dana Investment Advisors, Inc. | 0.11% | New | 79,466 | $3.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -86.6% | 79,342 | $3.2M |
| Legal & General Group Plc | 0.00% | Add +2.0% | 78,764 | $3.2M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 75,170 | $3.1M |
| State of Wisconsin Investment Board | 0.01% | Reduce -23.0% | 73,095 | $3.0M |
| Freestone Grove Partners LP | 0.04% | — | 71,145 | $2.9M |
| New York State Common Retirement Fund | 0.00% | Add +7.7% | 70,101 | $2.8M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 69,893 | $2.8M |
| HSBC Holdings PLC | 0.00% | Reduce -36.6% | 67,363 | $2.8M |
| HRT Financial LP | 0.01% | New | 67,641 | $2.7M |
| Laird Norton Wetherby Wealth Management, LLC | 0.13% | Reduce -0.0% | 66,907 | $2.7M |
| Stanley-Laman Group, Ltd. | 0.36% | Reduce -18.0% | 63,863 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -31.0% | 62,601 | $2.5M |
| Quinn Opportunity Partners LLC | 0.17% | Add +21.3% | 57,004 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -5.5% | 55,710 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.1% | 55,033 | $2.2M |
| Vestcor Inc | 0.07% | No change | 50,000 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | New | 49,233 | $2.0M |
| Harvey Capital Management Inc. | 0.46% | Reduce -19.0% | 48,410 | $2.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -15.9% | 46,181 | $1.9M |
| Graham Capital Management, L.P. | 0.09% | Reduce -14.8% | 45,661 | $1.9M |
| Aquatic Capital Management LLC | 0.05% | Reduce -36.4% | 44,291 | $1.8M |
| AXA S.A. | 0.01% | Reduce -93.2% | 41,346 | $1.7M |
| Comerica Bank | 0.01% | Add +592.9% | 40,835 | $1.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 39,855 | $1.6M |
| Archon Capital Management LLC | 1.86% | New | 38,000 | $1.5M |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0.90% | No change | 38,000 | $1.5M |
| Amundi | 0.00% | Reduce -4.6% | 37,212 | $1.4M |
| Prentiss Smith & Co. Inc. | 0.94% | Reduce -0.2% | 35,389 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +25.3% | 35,372 | $1.4M |
| Sei Investments Co. | 0.00% | Reduce -60.9% | 33,320 | $1.4M |
| Voya Investment Management LLC | 0.00% | Reduce -3.5% | 32,950 | $1.3M |
| Brevan Howard Capital Management LP | 0.03% | Add +241.9% | 32,770 | $1.3M |
| Treasurer of the State of North Carolina | 0.01% | Add +1.8% | 32,607 | $1.3M |
| Janus Henderson Group PLC | 0.00% | No change | 31,440 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.7% | 31,279 | $1.3M |
| Fox Run Management, L.L.C. | 0.21% | Reduce -13.4% | 28,710 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.3% | 28,612 | $1.2M |
| Mirador Capital Partners LP | 0.20% | Add +48.9% | 27,707 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 26,641 | $1.1M |
| Jefferies Financial Group Inc. | 0.01% | New | 25,799 | $1.0M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -4.3% | 25,476 | $1.0M |
| Ensign Peak Advisors, Inc | 0.00% | Add +10.5% | 25,285 | $1.0M |
| Wells Fargo & Company | 0.00% | Add +3.6% | 24,779 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.4% | 24,382 | $991K |
| Stifel Financial Corp. | 0.00% | Add +90.9% | 24,038 | $977K |
| Citigroup Inc. | 0.00% | Reduce -54.2% | 23,440 | $953K |
| Engineers Gate Manager LP | 0.02% | Reduce -88.0% | 21,988 | $894K |
| Arizona State Retirement System | 0.01% | Add +2.0% | 21,694 | $882K |
| Tairen Capital Ltd | 0.13% | Add +25.2% | 21,343 | $867K |
| Headlands Technologies LLC | 0.08% | New | 20,684 | $841K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +3.5% | 19,739 | $802K |
| Millennium Management | 0.00% | Reduce -98.1% | 17,650 | $717K |
| Handelsbanken Fonder AB | 0.00% | Add +23.4% | 17,395 | $707K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -79.9% | 16,884 | $686K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -96.8% | 16,684 | $678K |
| MML Investors Services, LLC | 0.00% | New | 16,392 | $666K |
| KLP Kapitalforvaltning As | 0.00% | — | 15,400 | $626K |
| Point72 (DIFC) Ltd | 0.05% | New | 14,330 | $582K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.7% | 14,139 | $575K |
| M&T Bank Corp | 0.00% | New | 13,609 | $553K |
| Cetera Investment Advisers | 0.00% | Add +60.1% | 13,407 | $545K |
| Ossiam | 0.01% | No change | 13,320 | $541K |
| D. E. Shaw & Co. | 0.00% | Reduce -53.2% | 13,200 | $536K |
| Point72 Hong Kong Ltd | 0.03% | Reduce -47.4% | 12,408 | $504K |
| DORCHESTER WEALTH MANAGEMENT Co | 0.10% | Add +10.2% | 12,125 | $493K |
| Danske Bank A/S | 0.00% | Add +830.1% | 12,091 | $491K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -85.0% | 11,286 | $459K |
| Bank of Montreal | 0.00% | New | 11,101 | $451K |
| SG Americas Securities, LLC | 0.00% | Reduce -77.8% | 11,032 | $448K |
| Ameritas Advisory Services, LLC | 0.02% | Add +40.5% | 11,005 | $447K |
| Sanctuary Advisors, LLC | 0.00% | Add +115.7% | 10,913 | $445K |
| Synovus Financial Corp. | 0.01% | Reduce -18.2% | 10,856 | $441K |
| Alpha DNA Investment Management LLC | 0.24% | New | 10,844 | $441K |
| Choreo, LLC | 0.01% | New | 10,015 | $408K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -31.2% | 9,794 | $406K |
| Marshall Wace, LLP | 0.00% | New | 9,900 | $402K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.2% | 9,823 | $399K |
| Creative Planning | 0.00% | New | 9,709 | $395K |
| Xponance LLC | 0.00% | Add +6.1% | 9,421 | $383K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.6% | 9,163 | $372K |
| Canada Pension Plan Investment Board | 0.00% | Add +36.4% | 9,000 | $366K |
| Man Group plc | 0.00% | New | 8,700 | $354K |
| Guggenheim Capital LLC | 0.00% | New | 8,574 | $348K |
| Walleye Capital LLC | 0.00% | Reduce -87.3% | 8,467 | $344K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,180 | $332K |
| LPL Financial LLC | 0.00% | New | 8,078 | $328K |
| HighTower Advisors, LLC | 0.00% | Reduce -34.6% | 7,915 | $322K |
| ProShare Advisors LLC | 0.00% | New | 7,819 | $318K |
| Harvest Fund Management Co., Ltd | 0.01% | New | 7,796 | $317K |
| Belmont Capital, LLC | 0.05% | No change | 7,640 | $310K |
| Jain Global LLC | 0.01% | — | 7,485 | $304K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 7,435 | $302K |
| Quantinno Capital Management LP | 0.00% | New | 7,062 | $287K |
| NJ State Employees Deferred Compensation Plan | 0.03% | No change | 7,000 | $284K |
| Palisade Capital Management, LP | 0.01% | Reduce -15.2% | 7,000 | $284K |
| Private Advisor Group, LLC | 0.00% | New | 6,620 | $269K |
| Principal Financial Group Inc. | 0.00% | New | 6,584 | $268K |
| Squarepoint Ops LLC | 0.00% | Reduce -97.4% | 6,380 | $259K |
| Nomura Holdings Inc. | 0.00% | New | 6,196 | $252K |
| Cresset Asset Management, LLC | 0.00% | Reduce -38.8% | 5,780 | $235K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -32.7% | 5,778 | $235K |
| Schechter Investment Advisors, LLC | 0.02% | New | 5,492 | $223K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 5,225 | $212K |
| Farringdon Capital, Ltd. | 0.09% | — | 5,168 | $210K |
| Menard Financial Group LLC | 0.12% | New | 5,061 | $206K |
| Amalgamated Bank | 0.00% | No change | 4,956 | $201K |
| State of Wyoming | 0.02% | Add +41.6% | 4,717 | $192K |
| Lazard Asset Management LLC | 0.00% | Add +12250.0% | 4,693 | $190K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.1% | 4,570 | $186K |
| US Bancorp \de | 0.00% | Reduce -34.5% | 4,543 | $185K |
| Simplex Trading, LLC | 0.00% | New | 4,060 | $164K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.5% | 3,836 | $156K |
| AlphaQuest LLC | 0.02% | Add +3.4% | 3,414 | $139K |
| KBC Group NV | 0.00% | Add +49.3% | 3,373 | $137K |
| FNY Investment Advisers, LLC | 0.07% | Add +333.3% | 3,250 | $132K |
| Conquis Financial LLC | 0.12% | — | 3,000 | $122K |
| Venturi Wealth Management, LLC | 0.01% | Add +3955.4% | 2,636 | $107K |
| Group One Trading LLC | 0.00% | Reduce -77.9% | 2,218 | $90K |
| Cwm, LLC | 0.00% | Add +100.3% | 2,047 | $83K |
| Shell Asset Management Co. | 0.00% | No change | 1,859 | $76K |
| Parallel Advisors, LLC | 0.00% | Add +35.8% | 1,713 | $70K |
| Osaic Holdings, Inc. | 0.00% | Add +55.8% | 1,803 | $65K |
| MAI Capital Management | 0.00% | New | 1,598 | $65K |
| Corebridge Financial, Inc. | 0.00% | Reduce -2.8% | 1,367 | $56K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7305.6% | 1,333 | $54K |
| Sterling Capital Management LLC | 0.00% | Reduce -11.0% | 1,185 | $48K |
| Johnson Financial Group, Inc. | 0.00% | New | 1,150 | $47K |
| Signaturefd, LLC | 0.00% | Add +1.0% | 1,046 | $43K |
| Brooklyn Investment Group | 0.01% | Add +32.4% | 1,037 | $42K |
| Banque Transatlantique SA | 0.00% | — | 900 | $36K |
| Leonteq Securities AG | 0.00% | Reduce -46.6% | 886 | $36K |
| Lindbrook Capital, LLC | 0.00% | Add +155.7% | 854 | $35K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -53.7% | 747 | $30K |
| Covestor Ltd | 0.02% | Add +7.0% | 749 | $30K |
| Allworth Financial LP | 0.00% | Add +912.3% | 577 | $23K |
| Coppell Advisory Solutions LLC | 0.00% | New | 561 | $23K |
| Heck Capital Advisors, LLC | 0.00% | New | 539 | $22K |
| Whittier Trust Co. | 0.00% | No change | 524 | $21K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +991.1% | 491 | $20K |
| Caitong International Asset Management Co., Ltd | 0.02% | — | 449 | $18K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 432 | $18K |
| GAMMA Investing LLC | 0.00% | Add +67.0% | 369 | $15K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +539.0% | 377 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Add +71.8% | 366 | $15K |
| Quadrant Capital Group LLC | 0.00% | Add +404.4% | 343 | $14K |
| Pier Capital, LLC | 0.00% | Add +101.9% | 212 | $9K |
| PFS Partners, LLC | 0.00% | No change | 200 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +42.9% | 200 | $8K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -6.0% | 187 | $8K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 176 | $7K |
| Elequin Capital, LP | 0.00% | Add +5.1% | 165 | $7K |
| Hexagon Capital Partners LLC | 0.00% | Add +1161.5% | 164 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -89.1% | 160 | $7K |
| CoreCap Advisors, LLC | 0.00% | New | 142 | $6K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -65.9% | 138 | $6K |
| Atala Financial Inc | 0.00% | — | 125 | $5K |
| Private Trust Co. NA | 0.00% | New | 123 | $5K |
| 2UniFi Bank | 0.00% | — | 116 | $5K |
| REAP Financial Group, LLC | 0.00% | New | 116 | $5K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -57.8% | 116 | $5K |
| Abound Wealth Management | 0.00% | No change | 113 | $5K |
| Harbour Investments, Inc. | 0.00% | New | 106 | $4K |
| Clearstead Advisors, LLC | 0.00% | Add +55.2% | 104 | $4K |
| Colonial Trust Advisors | 0.00% | New | 100 | $4K |
| Salem Investment Counselors Inc. | 0.00% | No change | 100 | $4K |
| Main Street Group, LTD | 0.00% | No change | 97 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Add +123.1% | 87 | $4K |
| Principal Securities, Inc. | 0.00% | Add +256.5% | 82 | $3K |
| Raleigh Capital Management Inc. | 0.00% | New | 81 | $3K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 53 | $2K |
| Huntington National Bank | 0.00% | Reduce -79.7% | 49 | $2K |
| Kestra Investment Management, LLC | 0.00% | New | 44 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 44 | $2K |
| Sachetta, LLC | 0.00% | Add +126.3% | 43 | $2K |
| CENTRAL TRUST Co | 0.00% | Add +95.2% | 41 | $2K |
| MV Capital Management, Inc. | 0.00% | Add +81.0% | 38 | $2K |
| Arax Advisory Partners | 0.00% | New | 32 | $1K |
| Assetmark, Inc. | 0.00% | New | 31 | $1K |
| Global Retirement Partners, LLC | 0.00% | Reduce -8.8% | 31 | $1K |
| Blue Trust, Inc. | 0.00% | Reduce -54.4% | 31 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -28.2% | 28 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 29 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 26 | $1K |
| Continuum Advisory, LLC | 0.00% | New | 25 | $1K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +108.3% | 25 | $996 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 23 | $935 |
| Jones Financial Companies LLLP | 0.00% | New | 20 | $813 |
| Montag A & Associates Inc. | 0.00% | Add +66.7% | 20 | $798 |
| Avior Wealth Management, LLC | 0.00% | New | 19 | $772 |
| Raffa Wealth Management, LLC | 0.00% | No change | 17 | $691 |
| Bell Investment Advisors, Inc | 0.00% | No change | 15 | $610 |
| Bokf, NA | 0.00% | Reduce -99.9% | 13 | $489 |
| SBI Securities Co., Ltd. | 0.00% | — | 12 | $488 |
| NewEdge Advisors, LLC | 0.00% | No change | 11 | $447 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -33.3% | 10 | $406 |
| Bogart Wealth, LLC | 0.00% | New | 9 | $366 |
| BankPlus Trust Department | 0.00% | — | 6 | $244 |
| Versant Capital Management, Inc | 0.00% | No change | 5 | $203 |
| Manchester Capital Management LLC | 0.00% | No change | 3 | $122 |
| Quent Capital, LLC | 0.00% | Reduce -99.9% | 3 | $122 |
| Toronto Dominion Bank | 0.00% | New | 1 | $41 |
| Grove Bank & Trust | 0.00% | New | 1 | $41 |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -82.1% | 5 | $0 |
"% of holder's portfolio" is FIVN's weight in each manager's 13F, not the share of FIVE9 Inc. the manager owns.