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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $115.3M |
| Exits | 65 | $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 |
| AQR Capital Management | 0.00% | New | 81,327 | $2.2M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | No change | 80,120 | $2.1M |
| New York State Common Retirement Fund | 0.00% | Reduce -9.8% | 77,895 | $2.1M |
| Rock Creek Group LLC | 0.23% | New | 75,000 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +21.4% | 71,478 | $1.9M |
| Laird Norton Wetherby Wealth Management, LLC | 0.08% | — | 70,695 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +50.9% | 69,861 | $1.8M |
| California State Teachers Retirement System | 0.00% | Add +0.8% | 69,189 | $1.8M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -9.5% | 68,040 | $1.8M |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0.94% | Add +21.4% | 68,000 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +56.0% | 67,198 | $1.8M |
| Capital Fund Management S.A. | 0.02% | Reduce -50.6% | 65,138 | $1.7M |
| Brevan Howard Capital Management LP | 0.02% | Add +108.0% | 61,107 | $1.6M |
| Tudor Investment Corporation | 0.01% | Reduce -86.2% | 59,939 | $1.6M |
| Qsemble Capital Management, LP | 0.15% | Add +155.8% | 57,791 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.10% | Reduce -50.0% | 56,936 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -80.7% | 55,453 | $1.5M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -85.1% | 54,480 | $1.4M |
| State of Wisconsin Investment Board | 0.00% | Reduce -39.4% | 54,290 | $1.4M |
| Zacks Investment Management | 0.01% | Reduce -78.5% | 51,369 | $1.4M |
| Vestcor Inc | 0.04% | No change | 50,000 | $1.3M |
| IMC-Chicago, LLC | 0.03% | Add +21.4% | 48,983 | $1.3M |
| Holocene Advisors, LP | 0.00% | New | 48,716 | $1.3M |
| Franklin Resources Inc. | 0.00% | Reduce -12.8% | 48,297 | $1.3M |
| Bayesian Capital Management, LP | 0.20% | Add +14.7% | 46,926 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.33% | New | 46,880 | $1.2M |
| Quinn Opportunity Partners LLC | 0.10% | No change | 46,000 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | Add +901.0% | 45,646 | $1.2M |
| Danske Bank A/S | 0.00% | Add +22700.0% | 45,600 | $1.2M |
| Harvey Capital Management Inc. | 0.28% | Reduce -22.2% | 44,375 | $1.2M |
| Sei Investments Co. | 0.00% | Reduce -13.5% | 44,083 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +147.2% | 40,137 | $1.1M |
| Amundi | 0.00% | Reduce -7.1% | 37,427 | $1.0M |
| Group One Trading LLC | 0.03% | Add +1365.6% | 37,651 | $997K |
| Comerica Bank | 0.00% | Reduce -2.4% | 37,349 | $989K |
| Prentiss Smith & Co. Inc. | 0.56% | Reduce -1.1% | 35,381 | $937K |
| Cardinal Point Capital Management ULC | 0.07% | Add +72.8% | 35,225 | $933K |
| Point72 Hong Kong Ltd | 0.06% | Reduce -50.5% | 34,392 | $911K |
| Lecap Asset Management Ltd. | 0.32% | Reduce -33.5% | 34,343 | $909K |
| Wakefield Asset Management LLLP | 0.25% | Reduce -1.6% | 34,025 | $901K |
| Ceera Investments, LLC | 0.27% | Add +253.0% | 33,885 | $897K |
| Ameritas Advisory Services, LLC | 0.05% | Add +38.5% | 32,976 | $873K |
| Mirador Capital Partners LP | 0.14% | Reduce -1.4% | 31,673 | $839K |
| Mackenzie Financial Corp. | 0.00% | Add +33.0% | 31,628 | $838K |
| Fox Run Management, L.L.C. | 0.14% | Add +68.7% | 31,508 | $834K |
| Janus Henderson Group PLC | 0.00% | No change | 31,440 | $832K |
| Qube Research & Technologies Ltd | 0.00% | Add +52.6% | 31,182 | $826K |
| Gotham Asset Management | 0.00% | New | 29,890 | $791K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -15.6% | 28,993 | $768K |
| SG Americas Securities, LLC | 0.00% | Add +16.1% | 28,770 | $762K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -41.9% | 28,225 | $747K |
| Guggenheim Capital LLC | 0.01% | Add +95.7% | 27,826 | $737K |
| Intech Investment Management LLC | 0.01% | New | 27,145 | $719K |
| Bridgefront Capital, LLC | 0.19% | New | 27,070 | $717K |
| Stifel Financial Corp. | 0.00% | Add +14.0% | 26,513 | $702K |
| Inceptionr LLC | 0.16% | New | 26,330 | $697K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -79.9% | 26,320 | $697K |
| Quantinno Capital Management LP | 0.00% | Add +36.9% | 26,210 | $694K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 25,285 | $670K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 23,955 | $634K |
| ProShare Advisors LLC | 0.00% | Add +198.4% | 23,080 | $611K |
| King Luther Capital Management Corp. | 0.00% | Reduce -58.1% | 22,818 | $604K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 22,358 | $592K |
| Prelude Capital Management, LLC | 0.06% | New | 22,100 | $585K |
| Teacher Retirement System of Texas | 0.00% | Add +38.4% | 22,091 | $585K |
| LPL Financial LLC | 0.00% | Add +33.9% | 21,589 | $572K |
| Arizona State Retirement System | 0.00% | Reduce -2.0% | 21,108 | $559K |
| Voya Investment Management LLC | 0.00% | Reduce -35.4% | 20,555 | $544K |
| Jump Financial, LLC | 0.01% | Reduce -84.1% | 18,955 | $502K |
| Handelsbanken Fonder AB | 0.00% | Reduce -24.5% | 18,795 | $498K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +3.2% | 18,685 | $495K |
| DRW Securities, LLC | 0.03% | New | 18,483 | $489K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -37.9% | 17,012 | $450K |
| Hudson Bay Capital Management LP | 0.00% | New | 15,719 | $416K |
| Cetera Investment Advisers | 0.00% | Reduce -12.0% | 15,693 | $416K |
| Osaic Holdings, Inc. | 0.00% | Add +682.8% | 15,108 | $410K |
| Wolverine Trading, LLC | 0.01% | New | 15,309 | $409K |
| Regal Investment Advisors LLC | 0.03% | Add +0.3% | 15,207 | $403K |
| Synovus Financial Corp. | 0.00% | Reduce -26.9% | 14,943 | $396K |
| Moody National Bank Trust Division | 0.04% | Reduce -4.2% | 14,925 | $395K |
| Summit Trail Advisors, LLC | 0.01% | New | 14,878 | $394K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 14,793 | $392K |
| Leonteq Securities AG | 0.02% | Add +104.8% | 14,246 | $377K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -8.4% | 14,100 | $373K |
| Finivi Inc. | 0.25% | New | 13,959 | $370K |
| Ossiam | 0.00% | No change | 13,320 | $353K |
| Wolverine Asset Management LLC | 0.02% | New | 12,998 | $344K |
| Magnetar Financial LLC | 0.00% | Reduce -84.2% | 12,774 | $338K |
| Choreo, LLC | 0.00% | Add +28.6% | 12,751 | $338K |
| Sherbrooke Park Advisers LLC | 0.14% | Reduce -30.0% | 12,150 | $322K |
| Two Sigma Securities, LLC | 0.04% | New | 11,907 | $315K |
| Asset Management One Co., Ltd. | 0.00% | New | 11,212 | $297K |
| Sender Co & Partners, Inc. | 0.08% | New | 10,396 | $275K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.9% | 10,308 | $273K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +10.3% | 10,240 | $271K |
| MML Investors Services, LLC | 0.00% | Reduce -14.6% | 10,128 | $268K |
| Woodline Partners LP | 0.00% | Reduce -27.0% | 9,980 | $264K |
| Empowered Funds, LLC | 0.00% | New | 9,643 | $255K |
| Cibc World Markets Corp. | 0.00% | New | 9,419 | $249K |
| Dark Forest Capital Management LP | 0.01% | Reduce -75.3% | 9,033 | $239K |
| Victory Capital Management Inc. | 0.00% | Reduce -0.8% | 8,898 | $236K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -26.7% | 8,500 | $225K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,180 | $217K |
| Ameritas Investment Partners, Inc. | 0.01% | New | 7,805 | $207K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +2005.2% | 7,663 | $203K |
| Creative Planning | 0.00% | Reduce -36.7% | 7,654 | $203K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.3% | 6,856 | $182K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -21.8% | 6,100 | $162K |
| State of Wyoming | 0.02% | Reduce -2.9% | 5,106 | $135K |
| LJI Wealth Management, LLC | 0.02% | New | 5,000 | $132K |
| FNY Investment Advisers, LLC | 0.06% | Add +118.4% | 4,804 | $127K |
| MAI Capital Management | 0.00% | Reduce -11.3% | 4,671 | $124K |
| Toronto Dominion Bank | 0.00% | Add +26.7% | 4,000 | $106K |
| Walleye Trading LLC | 0.00% | New | 3,942 | $104K |
| Bayforest Capital Ltd | 0.04% | Reduce -16.8% | 3,876 | $103K |
| Arax Advisory Partners | 0.00% | New | 50 | $102K |
| US Bancorp \de | 0.00% | Reduce -1.6% | 3,288 | $87K |
| Conquis Financial LLC | 0.08% | No change | 3,000 | $79K |
| C M Bidwell & Associates Ltd. | 0.04% | New | 2,745 | $73K |
| Amalgamated Bank | 0.00% | Reduce -49.4% | 2,568 | $68K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -20.5% | 2,557 | $68K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +11.9% | 2,509 | $66K |
| AlphaQuest LLC | 0.01% | Reduce -80.9% | 2,485 | $66K |
| KBC Group NV | 0.00% | Reduce -33.0% | 2,261 | $60K |
| Point72 (DIFC) Ltd | 0.00% | Reduce -87.1% | 2,239 | $59K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,191 | $58K |
| Shell Asset Management Co. | 0.00% | Reduce -9.8% | 1,608 | $43K |
| Parallel Advisors, LLC | 0.00% | Reduce -21.9% | 1,544 | $41K |
| Walleye Capital LLC | 0.00% | Reduce -78.3% | 1,478 | $39K |
| Principal Securities, Inc. | 0.00% | Add +1550.0% | 1,353 | $36K |
| Jones Financial Companies LLLP | 0.00% | Add +1762.5% | 1,192 | $32K |
| Nisa Investment Advisors, LLC | 0.00% | New | 1,195 | $32K |
| Lazard Asset Management LLC | 0.00% | Reduce -73.4% | 1,200 | $31K |
| Allworth Financial LP | 0.00% | Add +14.0% | 1,052 | $28K |
| Brooklyn Investment Group | 0.00% | Add +18.9% | 977 | $26K |
| Huntington National Bank | 0.00% | Add +13.1% | 857 | $23K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | Reduce -72.7% | 818 | $22K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 699 | $19K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -22.1% | 697 | $18K |
| Global Retirement Partners, LLC | 0.00% | — | 676 | $18K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 491 | $13K |
| Signaturefd, LLC | 0.00% | Reduce -55.0% | 456 | $12K |
| Optiver Holding B.V. | 0.00% | New | 404 | $11K |
| JNBA Financial Advisors | 0.00% | No change | 400 | $11K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +687.0% | 362 | $10K |
| Cwm, LLC | 0.00% | Reduce -74.8% | 353 | $9K |
| GAMMA Investing LLC | 0.00% | Reduce -24.1% | 331 | $9K |
| Richardson Financial Services Inc. | 0.01% | No change | 325 | $9K |
| Covestor Ltd | 0.00% | Reduce -80.8% | 245 | $7K |
| Pier Capital, LLC | 0.00% | Reduce -99.8% | 221 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $5K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -25.5% | 187 | $5K |
| Sterling Capital Management LLC | 0.00% | Reduce -23.9% | 185 | $5K |
| Versant Capital Management, Inc | 0.00% | Reduce -72.5% | 184 | $5K |
| Natixis | 0.00% | New | 180 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Add +7.2% | 164 | $4K |
| Clearstead Advisors, LLC | 0.00% | No change | 141 | $4K |
| Rothschild Investment LLC | 0.00% | New | 140 | $4K |
| Fortitude Family Office, LLC | 0.00% | New | 127 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +33.3% | 116 | $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% | No change | 92 | $2K |
| Park Square Financial Group, LLC | 0.00% | New | 84 | $2K |
| Sachetta, LLC | 0.00% | New | 74 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -45.3% | 58 | $2K |
| True Wealth Design, LLC | 0.00% | New | 55 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +30.8% | 51 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | New | 50 | $1K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -91.3% | 42 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -78.9% | 41 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 35 | $927 |
| Mascoma Wealth Management LLC | 0.00% | No change | 30 | $794 |
| Montag A & Associates Inc. | 0.00% | Reduce -7.4% | 25 | $661 |
| Activest Wealth Management | 0.00% | Add +0.0% | 24 | $636 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 23 | $610 |
| Bogart Wealth, LLC | 0.00% | New | 22 | $583 |
| Hughes Financial Services, LLC | 0.00% | New | 22 | $570 |
| CENTRAL TRUST Co | 0.00% | No change | 21 | $557 |
| TFC Financial Management, Inc. | 0.00% | New | 18 | $477 |
| Harbour Investments, Inc. | 0.00% | Reduce -85.7% | 18 | $477 |
| Raffa Wealth Management, LLC | 0.00% | No change | 17 | $450 |
| Bell Investment Advisors, Inc | 0.00% | No change | 15 | $398 |
| MV Capital Management, Inc. | 0.00% | Reduce -67.6% | 12 | $318 |
| NewEdge Advisors, LLC | 0.00% | No change | 11 | $291 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -97.3% | 10 | $267 |
| SouthState Bank Corp | 0.00% | Reduce -93.1% | 10 | $265 |
| TD Private Client Wealth LLC | 0.00% | New | 8 | $212 |
| ROSS\JOHNSON & Associates LLC | 0.00% | No change | 6 | $159 |
| CoreCap Advisors, LLC | 0.00% | Reduce -96.8% | 6 | $159 |
| Creative Financial Designs Inc. | 0.00% | New | 5 | $132 |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -81.5% | 5 | $132 |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 2 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 6 | $0 |
| Avion Wealth | 0.00% | New | 22 | $0 |
"% of holder's portfolio" is FIVN's weight in each manager's 13F, not the share of FIVE9 Inc. the manager owns.