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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $131.8M |
| Exits | 48 | $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 |
| Dana Investment Advisors, Inc. | 0.08% | Add +8.8% | 86,495 | $2.3M |
| New York State Common Retirement Fund | 0.00% | Add +23.1% | 86,310 | $2.3M |
| Rhumbline Advisers | 0.00% | Reduce -6.9% | 83,261 | $2.3M |
| Legal & General Group Plc | 0.00% | Add +3.4% | 81,417 | $2.2M |
| Magnetar Financial LLC | 0.03% | New | 80,930 | $2.2M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -67.9% | 80,256 | $2.2M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | No change | 80,120 | $2.2M |
| 272 Capital LP | 5.74% | Reduce -70.7% | 80,000 | $2.2M |
| Oppenheimer & Co. Inc. | 0.03% | Add +54.5% | 76,069 | $2.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 75,170 | $2.0M |
| Point72 Hong Kong Ltd | 0.13% | Add +460.2% | 69,509 | $1.9M |
| Advisor Resource Council | 0.15% | New | 75,615 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +179.6% | 69,286 | $1.9M |
| California State Teachers Retirement System | 0.00% | Reduce -1.8% | 68,640 | $1.9M |
| Aquatic Capital Management LLC | 0.04% | Add +43.7% | 63,664 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.0% | 58,868 | $1.6M |
| Harvey Capital Management Inc. | 0.41% | Add +17.8% | 57,030 | $1.5M |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0.97% | Add +47.4% | 56,000 | $1.5M |
| Franklin Resources Inc. | 0.00% | New | 55,413 | $1.5M |
| King Luther Capital Management Corp. | 0.01% | Reduce -37.4% | 54,486 | $1.5M |
| Centiva Capital, LP | 0.08% | New | 52,372 | $1.4M |
| Lecap Asset Management Ltd. | 0.33% | New | 51,647 | $1.4M |
| Sei Investments Co. | 0.00% | Add +53.0% | 50,975 | $1.4M |
| Vestcor Inc | 0.05% | No change | 50,000 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Add +273.7% | 49,325 | $1.3M |
| Parallax Volatility Advisers, L.P. | 0.05% | New | 48,822 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +55.2% | 48,543 | $1.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -16.9% | 46,313 | $1.3M |
| Quinn Opportunity Partners LLC | 0.09% | Reduce -19.3% | 46,000 | $1.2M |
| Man Group plc | 0.00% | Add +422.6% | 45,464 | $1.2M |
| Calamos Advisors LLC | 0.01% | New | 44,218 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.7% | 43,082 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +70.1% | 41,464 | $1.1M |
| Jefferies Financial Group Inc. | 0.02% | Add +59.3% | 41,099 | $1.1M |
| Citigroup Inc. | 0.00% | Add +74.9% | 41,000 | $1.1M |
| Bayesian Capital Management, LP | 0.18% | New | 40,900 | $1.1M |
| IMC-Chicago, LLC | 0.04% | New | 40,350 | $1.1M |
| Comerica Bank | 0.00% | Reduce -6.3% | 38,280 | $1.0M |
| Acadian Asset Management LLC | 0.00% | New | 38,005 | $1.0M |
| Amundi | 0.00% | Add +8.3% | 40,291 | $1.0M |
| Dark Forest Capital Management LP | 0.05% | New | 36,612 | $994K |
| Prentiss Smith & Co. Inc. | 0.63% | Add +1.1% | 35,767 | $971K |
| Wakefield Asset Management LLLP | 0.28% | New | 34,582 | $939K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.9% | 34,353 | $933K |
| Treasurer of the State of North Carolina | 0.00% | Add +4.1% | 33,937 | $921K |
| Janus Henderson Group PLC | 0.00% | No change | 31,440 | $872K |
| Mirador Capital Partners LP | 0.15% | Add +15.9% | 32,106 | $872K |
| Voya Investment Management LLC | 0.00% | Reduce -3.5% | 31,803 | $863K |
| Jain Global LLC | 0.02% | Add +293.1% | 29,425 | $799K |
| Brevan Howard Capital Management LP | 0.02% | Reduce -10.3% | 29,382 | $798K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +2.8% | 27,373 | $743K |
| Sculptor Capital LP | 0.03% | New | 27,100 | $736K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 25,285 | $686K |
| Handelsbanken Fonder AB | 0.00% | Add +43.1% | 24,895 | $676K |
| SG Americas Securities, LLC | 0.00% | Add +124.6% | 24,780 | $673K |
| Napatree Capital LLC | 0.37% | New | 24,255 | $659K |
| Ameritas Advisory Services, LLC | 0.03% | Add +116.4% | 23,811 | $650K |
| Mackenzie Financial Corp. | 0.00% | New | 23,782 | $646K |
| Stifel Financial Corp. | 0.00% | Reduce -3.2% | 23,263 | $632K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -10.4% | 22,835 | $620K |
| Qsemble Capital Management, LP | 0.07% | New | 22,596 | $613K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +13.3% | 22,358 | $607K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +28.0% | 21,612 | $587K |
| Arizona State Retirement System | 0.00% | Reduce -0.7% | 21,549 | $585K |
| Synovus Financial Corp. | 0.01% | Add +88.2% | 20,429 | $555K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -74.7% | 20,427 | $555K |
| Cardinal Point Capital Management ULC | 0.05% | New | 20,385 | $553K |
| Quantinno Capital Management LP | 0.00% | Add +171.0% | 19,140 | $520K |
| Fox Run Management, L.L.C. | 0.08% | Reduce -34.9% | 18,682 | $507K |
| Harbor Capital Advisors, Inc. | 0.02% | New | 18,102 | $491K |
| Cetera Investment Advisers | 0.00% | Add +33.0% | 17,831 | $484K |
| Point72 (DIFC) Ltd | 0.05% | Add +21.5% | 17,406 | $473K |
| Sherbrooke Park Advisers LLC | 0.22% | New | 17,362 | $471K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +14.8% | 16,236 | $441K |
| LPL Financial LLC | 0.00% | Add +99.7% | 16,128 | $438K |
| Teacher Retirement System of Texas | 0.00% | New | 15,959 | $433K |
| Moody National Bank Trust Division | 0.04% | New | 15,573 | $423K |
| KLP Kapitalforvaltning As | 0.00% | No change | 15,400 | $418K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -86.3% | 15,168 | $412K |
| Regal Investment Advisors LLC | 0.03% | New | 15,163 | $412K |
| Papamarkou Wellner Asset Management inc. | 0.28% | New | 14,575 | $396K |
| Guggenheim Capital LLC | 0.00% | Add +65.8% | 14,220 | $386K |
| Counterpoint Mutual Funds LLC | 0.05% | New | 13,687 | $372K |
| Woodline Partners LP | 0.00% | Reduce -87.5% | 13,667 | $371K |
| Ossiam | 0.01% | No change | 13,320 | $362K |
| AlphaQuest LLC | 0.04% | Add +281.2% | 13,015 | $353K |
| Creative Planning | 0.00% | Add +24.5% | 12,086 | $328K |
| HAP Trading, LLC | 0.12% | New | 11,917 | $324K |
| MML Investors Services, LLC | 0.00% | Reduce -27.7% | 11,854 | $322K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | — | 11,600 | $315K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.2% | 10,938 | $297K |
| Mach-1 Financial Group, LLC | 0.08% | New | 10,325 | $280K |
| Choreo, LLC | 0.00% | Reduce -1.0% | 9,912 | $269K |
| Xponance LLC | 0.00% | Add +4.4% | 9,835 | $267K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 9,823 | $267K |
| Ceera Investments, LLC | 0.09% | New | 9,600 | $261K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -5.2% | 9,287 | $258K |
| HRT Financial LP | 0.00% | Reduce -86.5% | 9,131 | $247K |
| Victory Capital Management Inc. | 0.00% | Reduce -2.1% | 8,969 | $244K |
| Simplex Trading, LLC | 0.01% | Add +115.6% | 8,752 | $237K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 8,422 | $229K |
| Headlands Technologies LLC | 0.03% | Reduce -59.7% | 8,339 | $226K |
| Petrus Trust Company, LTA | 0.02% | New | 8,240 | $224K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,180 | $222K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.5% | 7,878 | $214K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -13.3% | 7,800 | $212K |
| ProShare Advisors LLC | 0.00% | Reduce -1.1% | 7,734 | $210K |
| Leonteq Securities AG | 0.01% | Add +685.2% | 6,957 | $189K |
| Walleye Capital LLC | 0.00% | Reduce -19.7% | 6,798 | $185K |
| PNC Financial Services Group, Inc. | 0.00% | Add +74.7% | 6,701 | $182K |
| MAI Capital Management | 0.00% | Add +229.7% | 5,269 | $143K |
| State of Wyoming | 0.02% | Add +11.5% | 5,260 | $143K |
| Amalgamated Bank | 0.00% | Add +2.3% | 5,072 | $138K |
| State of Tennessee, Department of Treasury | 0.00% | New | 4,700 | $128K |
| Bayforest Capital Ltd | 0.06% | New | 4,661 | $127K |
| MetLife Investment Management, LLC | 0.00% | Reduce -0.2% | 4,560 | $124K |
| Lazard Asset Management LLC | 0.00% | Reduce -3.9% | 4,508 | $122K |
| KBC Group NV | 0.00% | No change | 3,373 | $92K |
| US Bancorp \de | 0.00% | Reduce -26.4% | 3,343 | $91K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11392.9% | 3,218 | $87K |
| Toronto Dominion Bank | 0.00% | Add +315600.0% | 3,157 | $86K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | Add +5562.3% | 3,001 | $81K |
| Conquis Financial LLC | 0.08% | No change | 3,000 | $81K |
| Quarry LP | 0.02% | New | 2,730 | $74K |
| Group One Trading LLC | 0.00% | Add +15.8% | 2,569 | $70K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +419.2% | 2,243 | $61K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +64.4% | 2,191 | $59K |
| FNY Investment Advisers, LLC | 0.04% | Reduce -32.3% | 2,200 | $59K |
| Parallel Advisors, LLC | 0.00% | Add +15.3% | 1,976 | $54K |
| Osaic Holdings, Inc. | 0.00% | Add +7.0% | 1,930 | $52K |
| Shell Asset Management Co. | 0.00% | Reduce -4.1% | 1,783 | $48K |
| Cwm, LLC | 0.00% | Reduce -31.5% | 1,402 | $38K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.7% | 1,317 | $36K |
| Johnson Financial Group, Inc. | 0.00% | Add +12.3% | 1,291 | $35K |
| Covestor Ltd | 0.02% | Add +70.5% | 1,277 | $35K |
| Signaturefd, LLC | 0.00% | Reduce -3.1% | 1,013 | $28K |
| Banque Transatlantique SA | 0.00% | No change | 900 | $24K |
| Farther Finance Advisors, LLC | 0.00% | Add +19.8% | 895 | $24K |
| Allworth Financial LP | 0.00% | Add +60.0% | 923 | $23K |
| Brooklyn Investment Group | 0.00% | Reduce -20.7% | 822 | $22K |
| Huntington National Bank | 0.00% | Add +1446.9% | 758 | $21K |
| Versant Capital Management, Inc | 0.00% | Add +13280.0% | 669 | $18K |
| Federated Hermes, Inc. | 0.00% | New | 667 | $18K |
| Coldstream Capital Management Inc. | 0.00% | New | 605 | $16K |
| Wayfinding Financial, LLC | 0.01% | New | 626 | $16K |
| Lindbrook Capital, LLC | 0.00% | Reduce -36.3% | 544 | $15K |
| Whittier Trust Co. | 0.00% | No change | 524 | $14K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 491 | $13K |
| First Horizon Advisors, Inc. | 0.00% | Add +313.8% | 480 | $13K |
| Raleigh Capital Management Inc. | 0.01% | Add +482.7% | 472 | $13K |
| GAMMA Investing LLC | 0.00% | Add +18.2% | 436 | $12K |
| JNBA Financial Advisors | 0.00% | New | 400 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Add +1.6% | 372 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -93.7% | 364 | $10K |
| Richardson Financial Services Inc. | 0.01% | New | 325 | $9K |
| Geneos Wealth Management Inc. | 0.00% | Add +34.2% | 251 | $7K |
| Sterling Capital Management LLC | 0.00% | Reduce -79.5% | 243 | $7K |
| REAP Financial Group, LLC | 0.00% | Add +89.7% | 220 | $6K |
| Hexagon Capital Partners LLC | 0.00% | Add +23.2% | 202 | $5K |
| Danske Bank A/S | 0.00% | Reduce -98.3% | 200 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Add +1516.7% | 194 | $5K |
| CoreCap Advisors, LLC | 0.00% | Add +33.1% | 189 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 176 | $5K |
| Summit Securities Group LLC | 0.00% | New | 155 | $4K |
| 2UniFi Bank | 0.00% | No change | 116 | $4K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -4.4% | 153 | $4K |
| SouthState Bank Corp | 0.00% | New | 145 | $4K |
| Clearstead Advisors, LLC | 0.00% | Add +35.6% | 141 | $4K |
| Quadrant Capital Group LLC | 0.00% | Reduce -59.2% | 140 | $4K |
| Harbour Investments, Inc. | 0.00% | Add +18.9% | 126 | $3K |
| Atala Financial Inc | 0.00% | No change | 125 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 82 | $3K |
| Private Trust Co. NA | 0.00% | Reduce -2.4% | 120 | $3K |
| WPG Advisers, LLC | 0.00% | New | 114 | $3K |
| Abound Wealth Management | 0.00% | No change | 113 | $3K |
| Main Street Group, LTD | 0.00% | No change | 97 | $3K |
| Larson Financial Group LLC | 0.00% | New | 92 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +770.0% | 87 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | Add +265.5% | 106 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -83.3% | 75 | $2K |
| Jones Financial Companies LLLP | 0.00% | Add +220.0% | 64 | $2K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -34.5% | 57 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +4.5% | 46 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +50.0% | 39 | $1K |
| MV Capital Management, Inc. | 0.00% | Reduce -2.6% | 37 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | New | 35 | $950 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 33 | $896 |
| Continuum Advisory, LLC | 0.00% | Add +32.0% | 33 | $896 |
| Blue Trust, Inc. | 0.00% | No change | 31 | $842 |
| WealthTrak Capital Management LLC | 0.00% | New | 30 | $815 |
| Mascoma Wealth Management LLC | 0.00% | New | 30 | $815 |
| Assetmark, Inc. | 0.00% | Reduce -9.7% | 28 | $760 |
| Montag A & Associates Inc. | 0.00% | Add +35.0% | 27 | $738 |
| Private Wealth Asset Management, LLC | 0.00% | — | 27 | $733 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 23 | $625 |
| CENTRAL TRUST Co | 0.00% | Reduce -48.8% | 21 | $571 |
| Raffa Wealth Management, LLC | 0.00% | No change | 17 | $462 |
| CVA Family Office, LLC | 0.00% | New | 17 | $462 |
| Bell Investment Advisors, Inc | 0.00% | No change | 15 | $408 |
| Fifth Third Bancorp | 0.00% | New | 15 | $407 |
| Bokf, NA | 0.00% | No change | 13 | $353 |
| NewEdge Advisors, LLC | 0.00% | No change | 11 | $299 |
| ROSS\JOHNSON & Associates LLC | 0.00% | New | 6 | $163 |
| Manchester Capital Management LLC | 0.00% | No change | 3 | $82 |
| Quent Capital, LLC | 0.00% | No change | 3 | $81 |
| Hantz Financial Services, Inc. | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is FIVN's weight in each manager's 13F, not the share of FIVE9 Inc. the manager owns.