FIVE9FIVN

13F holders, Q2 2025 (June 30)
295holders −12
53new positions
65sold out
8famous investors
$26.48avg. 13F price*

At the end of Q2 2025, 295 institutions reported holding FIVE9 Inc. (FIVN) in their 13F filings, down 12 from Q1 2025. 53 opened new positions and 65 sold out. The largest holders were Vanguard Group Inc. ($245.5M), BlackRock, Inc. ($190.6M) and FMR LLC ($151.4M). 8 famous investors held it, including Gavin Baker (0.7% of Atreides Management's portfolio), Steve Cohen (0.0% 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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions53$115.3M
Exits65$77.6M

All 13F filers, Q1 2025 → Q2 2025: 18,176,452 shares bought and 12,826,329 shares sold, net +5,350,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 295 holders

Vanguard Group Inc. 0.00% Add +8.6% 9,272,366 $245.5M
BlackRock, Inc. 0.00% Add +36.6% 7,198,877 $190.6M
FMR LLC 0.01% Reduce -2.8% 5,716,098 $151.4M
Pictet Asset Management Holding SA 0.15% Reduce -1.0% 5,644,376 $149.5M
Voss Capital, LP 5.93% Add +211.3% 3,250,000 $86.1M
Van Berkom & Associates Inc. 2.24% Add +32.9% 2,845,049 $75.3M
FIL Ltd 0.06% New 2,570,582 $68.1M
UBS Group AG 0.01% Add +38.1% 2,137,383 $56.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -21.5% 2,103,518 $55.7M
State Street Corp. 0.00% Add +44.6% 1,972,445 $52.2M
Geode Capital Management, LLC 0.00% Add +36.4% 1,863,081 $49.3M
Armistice Capital, LLC 1.84% Reduce -12.5% 1,836,000 $48.6M
Fuller & Thaler Asset Management, Inc. 0.17% Add +11.4% 1,743,776 $46.2M
Alyeska Investment Group, L.P. 0.16% Reduce -7.8% 1,688,868 $44.7M
First Trust Advisors LP 0.03% Reduce -1.6% 1,604,343 $42.5M
Ameriprise Financial Inc. 0.01% Reduce -46.2% 1,479,867 $39.2M
Norges Bank 0.00% Reduce -50.8% 1,474,939 $39.1M
Barclays PLC 0.01% Add +32.6% 1,170,349 $31.0M
Bank of America Corp. 0.00% Add +21.6% 1,000,031 $26.5M
Artisan Partners Limited Partnership 0.04% Reduce -5.0% 966,087 $25.6M
Atreides Management 0.70% Add +54.9% 955,613 $25.3M
Loomis Sayles & Co. L P 0.03% Add +74.0% 929,899 $24.6M
Sylebra Capital LLC 0.98% No change 905,212 $24.0M
Morgan Stanley 0.00% Reduce -15.3% 891,948 $23.6M
Federated Hermes, Inc. 0.04% Add +124372.3% 830,230 $22.0M
Anson Funds Management LP 3.79% No change 772,786 $20.5M
Susquehanna International Group, LLP 0.03% Add +1687.8% 741,310 $19.6M
Northern Trust Corp. 0.00% Add +63.5% 735,533 $19.5M
Cooper Creek Partners Management LLC 0.62% No change 709,281 $18.8M
Segall Bryant & Hamill, LLC 0.26% Reduce -8.8% 695,749 $18.4M
Tremblant Capital Group 1.67% Reduce -7.6% 651,707 $17.3M
Point72 Asset Management 0.04% Add +10.9% 638,900 $16.9M
Charles Schwab Investment Management Inc. 0.00% Add +39.9% 633,704 $16.8M
Legion Partners Asset Management, LLC 9.42% No change 591,685 $15.7M
Dimensional Fund Advisors LP 0.00% Add +19.1% 589,233 $15.6M
Royal Bank of Canada 0.00% Add +67.9% 580,117 $15.4M
Wellington Management Group LLP 0.00% Reduce -70.3% 570,219 $15.1M
WCM Investment Management, LLC 0.03% Add +6.6% 558,313 $14.9M
Citadel Advisors 0.01% Add +186.9% 559,717 $14.8M
Oberweis Asset Management Inc./ 0.64% Add +51.6% 555,900 $14.7M
Nishkama Capital, LLC 2.27% New 522,211 $13.8M
Deutsche Bank AG 0.00% Reduce -8.0% 471,981 $12.5M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Add +33.5% 442,387 $11.7M
Cubist Systematic Strategies, LLC 0.13% Add +202.4% 436,581 $11.6M
Nuveen, LLC 0.00% Add +31.1% 435,149 $11.5M
Raymond James Financial Inc. 0.00% Add +5.7% 432,231 $11.4M
Glenmede Investment Management, LP 0.06% — 424,471 $11.2M
Gagnon Securities LLC 2.19% Add +7.5% 407,452 $10.8M
Scalar Gauge Management, LLC 6.05% Reduce -30.8% 399,717 $10.6M
Bank of New York Mellon Corp 0.00% Reduce -3.8% 386,866 $10.2M
Royce & Associates LP 0.10% Reduce -3.1% 352,350 $9.3M
BNP Paribas Financial Markets 0.01% Add +213.4% 351,679 $9.3M
Divisadero Street Capital Management, LP 0.56% Reduce -8.4% 314,181 $8.3M
Kopp Family Office, LLC 5.12% Reduce -10.1% 298,870 $7.9M
Millennium Management 0.01% Reduce -63.9% 282,617 $7.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +28.0% 268,190 $7.1M
HERALD INVESTMENT MANAGEMENT Ltd 1.03% Add +24.4% 262,000 $6.9M
Clark Capital Management Group, Inc. 0.05% Add +9.8% 254,241 $6.7M
Aberdeen Group plc 0.01% Reduce -12.9% 251,162 $6.7M
Goldman Sachs Group Inc. 0.00% Reduce -17.0% 237,981 $6.3M
Verition Fund Management LLC 0.04% Add +147.1% 228,448 $6.0M
Assenagon Asset Management S.A. 0.01% Reduce -63.2% 213,890 $5.7M
Summit Creek Advisors LLC 0.76% Reduce -4.3% 207,368 $5.5M
Engineers Gate Manager LP 0.07% Add +41.7% 199,402 $5.3M
Portolan Capital Management, LLC 0.31% Add +35.8% 187,711 $5.0M
S Squared Technology, LLC 2.06% New 185,000 $4.9M
Squarepoint Ops LLC 0.01% Add +16.7% 178,282 $4.7M
Prospect Capital Advisors, LLC 2.82% Reduce -24.4% 176,540 $4.7M
Gagnon Advisors, LLC 2.98% No change 167,386 $4.4M
Alliancebernstein L.P. 0.00% Add +87.0% 164,279 $4.4M
Marshall Wace, LLP 0.01% Reduce -56.7% 161,692 $4.3M
Oddo BHF Asset Management Sas 0.16% No change 160,000 $4.2M
Optimus Prime Fund Management Co., Ltd. 0.41% No change 154,500 $4.1M
Nicholas Company, Inc. 0.07% No change 153,253 $4.1M
Twinbeech Capital LP 0.09% New 149,291 $4.0M
Jane Street Group, LLC 0.01% Reduce -8.6% 145,568 $3.9M
Wilmington Savings Fund Society, FSB 0.07% Reduce -0.1% 144,581 $3.8M
Nordea Investment Management AB 0.00% Add +0.2% 136,668 $3.7M
ExodusPoint Capital Management, LP 0.05% Add +821.7% 139,802 $3.7M
Swiss National Bank 0.00% Reduce -5.1% 138,300 $3.7M
Bank of Montreal 0.00% New 133,420 $3.5M
CANADA LIFE ASSURANCE Co 0.01% Reduce -3.4% 129,624 $3.4M
Prudential Financial Inc. 0.00% Reduce -84.0% 124,605 $3.3M
California Public Employees Retirement System 0.00% Add +39.4% 121,700 $3.2M
Wells Fargo & Company 0.00% Add +75.5% 121,599 $3.2M
Circumference Group LLC 3.30% Add +4.3% 120,000 $3.2M
Dana Investment Advisors, Inc. 0.10% Add +36.0% 117,595 $3.1M
Trexquant Investment LP 0.04% Reduce -43.8% 117,503 $3.1M
Rhumbline Advisers 0.00% Add +40.1% 116,630 $3.1M
Graham Capital Management, L.P. 0.09% Add +8.7% 111,821 $3.0M
Citigroup Inc. 0.00% Add +162.9% 107,787 $2.9M
Bullseye Asset Management LLC 1.35% No change 102,541 $2.7M
P.A.W. Capital Corp. 5.10% New 100,000 $2.6M
ABS Direct Equity Fund LLC 4.21% New 100,000 $2.6M
HSBC Holdings PLC 0.00% Add +1.1% 98,629 $2.6M
Lumbard & Kellner, LLC 1.07% Reduce -16.8% 92,667 $2.5M
Acadian Asset Management LLC 0.01% Add +139.9% 91,166 $2.4M
Invesco Ltd. 0.00% Reduce -4.2% 88,446 $2.3M
D. E. Shaw & Co. 0.00% Add +78.1% 87,847 $2.3M
Legal & General Group Plc 0.00% Add +4.6% 85,176 $2.3M

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

Show all 295 holders