FIVE9FIVN

13F holders, Q1 2025 (March 31)
307holders +11
61new positions
48sold out
7famous investors
$27.15avg. 13F price*

At the end of Q1 2025, 307 institutions reported holding FIVE9 Inc. (FIVN) in their 13F filings, up 11 from Q4 2024. 61 opened new positions and 48 sold out. The largest holders were Vanguard Group Inc. ($231.8M), FMR LLC ($159.6M) and Pictet Asset Management Holding SA ($154.8M). 7 famous investors held it, including Gavin Baker (0.6% of Atreides Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.0% of Point72 Asset Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions61$131.8M
Exits48$62.6M

All 13F filers, Q4 2024 → Q1 2025: 15,132,337 shares bought and 12,093,729 shares sold, net +3,038,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 307 holders

Vanguard Group Inc. 0.00% Reduce -4.3% 8,538,285 $231.8M
FMR LLC 0.01% Reduce -35.0% 5,880,269 $159.6M
Pictet Asset Management Holding SA 0.17% Reduce -13.4% 5,701,703 $154.8M
BlackRock, Inc. 0.00% Add +7.1% 5,271,649 $143.1M
Norges Bank 0.01% Add +50.0% 3,000,000 $81.5M
Ameriprise Financial Inc. 0.02% Add +14.8% 2,749,505 $74.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +292.4% 2,679,356 $72.7M
Van Berkom & Associates Inc. 1.87% Add +14.2% 2,140,763 $58.1M
Armistice Capital, LLC 1.52% Add +6.5% 2,098,000 $57.0M
Wellington Management Group LLP 0.01% Add +7.5% 1,917,052 $52.0M
Alyeska Investment Group, L.P. 0.20% Reduce -42.5% 1,831,815 $49.7M
First Trust Advisors LP 0.04% Add +4.0% 1,630,455 $44.3M
Fuller & Thaler Asset Management, Inc. 0.17% Add +24.6% 1,564,920 $42.5M
UBS Group AG 0.01% Reduce -6.5% 1,547,613 $42.0M
Geode Capital Management, LLC 0.00% Add +3.7% 1,365,737 $37.1M
State Street Corp. 0.00% Add +1.6% 1,364,015 $37.0M
Morgan Stanley 0.00% Add +7.4% 1,052,940 $28.6M
Voss Capital, LP 2.17% New 1,043,827 $28.3M
Artisan Partners Limited Partnership 0.04% Add +39.1% 1,016,735 $27.6M
Sylebra Capital LLC 1.24% Reduce -61.5% 905,212 $24.6M
Barclays PLC 0.01% Add +30.8% 882,645 $24.0M
Bank of America Corp. 0.00% Add +65.9% 822,396 $22.3M
Millennium Management 0.02% Add +4335.7% 782,904 $21.3M
Prudential Financial Inc. 0.03% New 780,270 $21.2M
Anson Funds Management LP 5.08% No change 772,786 $21.0M
Segall Bryant & Hamill, LLC 0.32% Add +254.2% 763,310 $20.7M
Fisher Asset Management 0.01% Reduce -5.6% 717,889 $19.5M
Cooper Creek Partners Management LLC 0.62% Add +95.0% 709,281 $19.3M
Tremblant Capital Group 2.35% Add +7.8% 705,063 $19.1M
Atreides Management 0.61% Add +54.9% 616,796 $16.7M
Legion Partners Asset Management, LLC 10.66% No change 591,685 $16.1M
Assenagon Asset Management S.A. 0.03% New 581,109 $15.8M
Scalar Gauge Management, LLC 9.60% Add +34.2% 577,891 $15.7M
Point72 Asset Management 0.05% Reduce -34.8% 575,900 $15.6M
WCM Investment Management, LLC 0.04% Add +0.3% 523,911 $14.5M
Loomis Sayles & Co. L P 0.02% Add +13.5% 534,318 $14.5M
Deutsche Bank AG 0.01% Reduce -31.1% 513,136 $13.9M
Dimensional Fund Advisors LP 0.00% Add +29.6% 494,651 $13.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.7% 453,002 $12.3M
Northern Trust Corp. 0.00% Reduce -4.2% 450,010 $12.2M
Tudor Investment Corporation 0.10% Add +132.8% 432,997 $11.8M
Raymond James Financial Inc. 0.00% Add +42.4% 408,810 $11.1M
Bank of New York Mellon Corp 0.00% Reduce -7.0% 402,281 $10.9M
Macquarie Group Ltd. 0.01% Reduce -7.4% 383,676 $10.4M
Gagnon Securities LLC 2.26% Add +3.5% 379,059 $10.3M
Marshall Wace, LLP 0.01% Add +3675.6% 373,782 $10.1M
Massachusetts Financial Services Co. 0.00% Reduce -50.1% 366,719 $10.0M
Oberweis Asset Management Inc./ 0.50% New 366,600 $10.0M
Royce & Associates LP 0.11% Add +10.2% 363,520 $9.9M
Royal Bank of Canada 0.00% Reduce -6.4% 345,462 $9.4M
Divisadero Street Capital Management, LP 1.07% Add +243.2% 343,154 $9.3M
Glenmede Trust Co. NA 0.05% Reduce -3.6% 333,353 $9.1M
Kopp Family Office, LLC 6.24% No change 332,245 $9.0M
Nuveen, LLC 0.00% — 331,791 $9.0M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Reduce -2.0% 331,348 $9.0M
Aberdeen Group plc 0.02% Add +4.7% 288,276 $7.8M
Two Sigma Investments, LP 0.02% Reduce -6.2% 286,971 $7.8M
Goldman Sachs Group Inc. 0.00% Reduce -15.4% 286,645 $7.8M
Arrowstreet Capital, Limited Partnership 0.01% New 281,816 $7.7M
Zacks Investment Management 0.06% Add +30.5% 238,496 $6.5M
Prospect Capital Advisors, LLC 4.34% Add +24.4% 233,410 $6.3M
Clark Capital Management Group, Inc. 0.05% New 231,618 $6.3M
Summit Creek Advisors LLC 0.86% Reduce -0.1% 216,614 $5.9M
HERALD INVESTMENT MANAGEMENT Ltd 1.07% Add +27.6% 210,600 $5.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +0.5% 209,538 $5.7M
Trexquant Investment LP 0.07% Add +33.8% 209,247 $5.7M
Whetstone Capital Advisors, LLC 2.43% New 202,178 $5.5M
Citadel Advisors 0.01% Reduce -83.5% 195,070 $5.3M
Susquehanna Fundamental Investments, LLC 0.08% No change 185,280 $5.0M
Gagnon Advisors, LLC 3.21% No change 167,386 $4.5M
Oddo BHF Asset Management Sas 0.18% No change 160,000 $4.3M
Jane Street Group, LLC 0.01% Reduce -37.4% 159,246 $4.3M
Optimus Prime Fund Management Co., Ltd. 0.48% No change 154,500 $4.2M
Nicholas Company, Inc. 0.07% Add +8.1% 153,253 $4.2M
Squarepoint Ops LLC 0.01% Add +2293.7% 152,720 $4.1M
Swiss National Bank 0.00% Reduce -0.8% 145,800 $4.0M
Wilmington Savings Fund Society, FSB 0.07% Reduce 0.0% 144,655 $3.9M
Cubist Systematic Strategies, LLC 0.05% Add +0.2% 144,368 $3.9M
Engineers Gate Manager LP 0.06% Add +540.0% 140,716 $3.8M
Portolan Capital Management, LLC 0.29% New 138,255 $3.8M
Nordea Investment Management AB 0.00% Add +1.2% 136,414 $3.7M
CANADA LIFE ASSURANCE Co 0.01% Add +1.5% 134,239 $3.6M
Capital Fund Management S.A. 0.05% Reduce -34.1% 131,958 $3.6M
Russell Investments Group, Ltd. 0.00% Add +357.7% 130,950 $3.6M
Jump Financial, LLC 0.05% New 119,102 $3.2M
Circumference Group LLC 3.87% No change 115,000 $3.1M
Campbell & CO Investment Adviser LLC 0.24% New 113,783 $3.1M
BNP Paribas Financial Markets 0.00% Add +79.3% 112,210 $3.0M
Two Sigma Advisers, LP 0.01% Reduce -4.6% 111,745 $3.0M
Lumbard & Kellner, LLC 1.33% New 111,369 $3.0M
Graham Capital Management, L.P. 0.13% Add +125.4% 102,922 $2.8M
Granahan Investment Management, LLC 0.14% Reduce -37.3% 102,682 $2.8M
Bullseye Asset Management LLC 1.50% No change 102,541 $2.8M
HSBC Holdings PLC 0.00% Add +44.9% 97,605 $2.6M
Pier Capital, LLC 0.44% Add +45925.9% 97,575 $2.6M
Verition Fund Management LLC 0.01% Add +2.4% 92,465 $2.5M
Invesco Ltd. 0.00% Add +16.1% 92,284 $2.5M
State of Wisconsin Investment Board 0.01% Add +22.6% 89,619 $2.4M
Alliancebernstein L.P. 0.00% Add +90.2% 87,847 $2.4M
California Public Employees Retirement System 0.00% Reduce -10.0% 87,325 $2.4M

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

Show all 307 holders