FIVE9FIVN

13F holders, Q3 2025 (September 30)
309holders +14
51new positions
36sold out
8famous investors
$24.21avg. 13F price*

At the end of Q3 2025, 309 institutions reported holding FIVE9 Inc. (FIVN) in their 13F filings, up 14 from Q2 2025. 51 opened new positions and 36 sold out. The largest holders were Vanguard Group Inc. ($224.5M), BlackRock, Inc. ($170.5M) and Pictet Asset Management Holding SA ($145.4M). 8 famous investors held it, including Gavin Baker (0.5% of Atreides Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions51$66.0M
Exits36$128.5M

All 13F filers, Q2 2025 → Q3 2025: 11,654,412 shares bought and 12,355,186 shares sold, net −700,774 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 309 holders

Vanguard Group Inc. 0.00% Add +0.1% 9,278,158 $224.5M
BlackRock, Inc. 0.00% Reduce -2.1% 7,045,787 $170.5M
Pictet Asset Management Holding SA 0.14% Add +6.4% 6,005,460 $145.4M
Voss Capital, LP 6.33% Add +40.0% 4,550,000 $110.1M
FMR LLC 0.00% Reduce -31.4% 3,918,226 $94.8M
Van Berkom & Associates Inc. 1.97% Reduce -1.3% 2,808,754 $68.0M
FIL Ltd 0.05% Add +1.9% 2,620,786 $63.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +10.3% 2,320,745 $56.2M
Armistice Capital, LLC 1.52% Add +8.9% 2,000,000 $48.4M
State Street Corp. 0.00% Reduce -0.4% 1,965,137 $47.6M
Geode Capital Management, LLC 0.00% Add +5.2% 1,959,121 $47.4M
Fuller & Thaler Asset Management, Inc. 0.14% Add +0.6% 1,754,327 $42.5M
Anson Funds Management LP 4.27% Add +98.5% 1,534,272 $37.1M
Ameriprise Financial Inc. 0.01% Add +2.4% 1,515,813 $36.7M
First Trust Advisors LP 0.02% Reduce -24.3% 1,215,145 $29.4M
Artisan Partners Limited Partnership 0.04% Add +14.3% 1,104,582 $26.7M
UBS Group AG 0.01% Reduce -50.0% 1,068,755 $25.9M
Bank of America Corp. 0.00% Add +4.9% 1,048,675 $25.4M
Morgan Stanley 0.00% Add +14.2% 1,018,367 $24.6M
Dimensional Fund Advisors LP 0.00% Add +54.3% 908,996 $22.0M
Sylebra Capital LLC 1.21% No change 905,212 $21.9M
Loomis Sayles & Co. L P 0.03% Reduce -3.5% 897,395 $21.7M
Goldman Sachs Group Inc. 0.00% Add +258.0% 851,897 $20.6M
Federated Hermes, Inc. 0.04% Add +1.6% 843,759 $20.4M
Nuveen, LLC 0.01% Add +86.2% 810,314 $19.6M
Barclays PLC 0.01% Reduce -33.0% 784,707 $19.0M
Northern Trust Corp. 0.00% Add +0.5% 739,266 $17.9M
Atreides Management 0.46% Reduce -23.1% 735,151 $17.8M
Assenagon Asset Management S.A. 0.03% Add +238.8% 724,604 $17.5M
Cooper Creek Partners Management LLC 0.64% No change 709,281 $17.2M
Charles Schwab Investment Management Inc. 0.00% Add +11.7% 707,840 $17.1M
Jane Street Group, LLC 0.02% Add +386.0% 707,490 $17.1M
Deutsche Bank AG 0.01% Add +43.6% 677,901 $16.4M
Balyasny Asset Management L.P. 0.03% New 652,837 $15.8M
Tremblant Capital Group 1.62% Reduce -0.7% 646,883 $15.7M
Point72 Asset Management 0.03% Reduce -5.6% 603,131 $14.6M
Royal Bank of Canada 0.00% Add +3.0% 597,292 $14.5M
Legion Partners Asset Management, LLC 7.75% No change 591,685 $14.3M
Segall Bryant & Hamill, LLC 0.16% Reduce -28.4% 498,010 $12.1M
Squarepoint Ops LLC 0.03% Add +172.5% 485,763 $11.8M
Clark Capital Management Group, Inc. 0.07% Add +82.7% 464,545 $11.2M
Glenmede Investment Management, LP 0.05% Add +8.9% 462,202 $11.2M
Qube Research & Technologies Ltd 0.01% Add +1255.8% 422,772 $10.2M
Cubist Systematic Strategies, LLC 0.14% Reduce -4.3% 417,869 $10.1M
Susquehanna International Group, LLP 0.01% Reduce -43.9% 416,146 $10.1M
Bank of New York Mellon Corp 0.00% Add +7.3% 415,141 $10.0M
Oberweis Asset Management Inc./ 0.37% Reduce -28.7% 396,600 $9.6M
S Squared Technology, LLC 3.22% Add +89.2% 350,000 $8.5M
Divisadero Street Capital Management, LP 0.36% Add +0.7% 316,216 $7.7M
Stifel Financial Corp. 0.01% Add +1050.5% 305,027 $7.4M
Gagnon Securities LLC 1.45% Reduce -26.5% 299,403 $7.2M
Kopp Family Office, LLC 4.71% No change 298,870 $7.2M
First Eagle Investment Management, LLC 0.01% New 295,500 $7.2M
Citadel Advisors 0.01% Reduce -49.3% 283,836 $6.9M
HERALD INVESTMENT MANAGEMENT Ltd 0.91% Add +7.6% 282,000 $6.8M
Bridgewater Associates 0.03% New 281,193 $6.8M
BNP Paribas Financial Markets 0.01% Reduce -22.8% 271,537 $6.6M
Two Sigma Investments, LP 0.01% Add +381.3% 266,905 $6.5M
Royce & Associates LP 0.06% Reduce -26.6% 258,450 $6.3M
Nishkama Capital, LLC 0.52% Reduce -53.8% 241,115 $5.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -10.2% 240,978 $5.8M
Capital Fund Management S.A. 0.06% Add +261.6% 235,534 $5.7M
Intrinsic Edge Capital Management LLC 0.83% New 225,231 $5.5M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -51.9% 212,990 $5.2M
Summit Creek Advisors LLC 0.68% Reduce -7.1% 192,718 $4.7M
Nordea Investment Management AB 0.00% Add +38.6% 189,459 $4.7M
Nicholas Company, Inc. 0.08% Add +22.7% 187,998 $4.5M
Alliancebernstein L.P. 0.00% Add +10.6% 181,604 $4.4M
CANADA LIFE ASSURANCE Co 0.01% Add +26.1% 163,522 $4.2M
Gagnon Advisors, LLC 2.50% No change 167,386 $4.1M
Principal Financial Group Inc. 0.00% New 165,482 $4.0M
P.A.W. Capital Corp. 7.01% Add +60.0% 160,000 $3.9M
Oddo BHF Asset Management Sas 0.15% No change 160,000 $3.9M
Optimus Prime Fund Management Co., Ltd. 0.33% No change 154,500 $3.7M
Atom Investors LP 0.28% New 150,603 $3.6M
ABS Direct Equity Fund LLC 5.19% Add +50.0% 150,000 $3.6M
Swiss National Bank 0.00% Add +1.6% 140,500 $3.4M
Dana Investment Advisors, Inc. 0.09% Add +8.4% 127,483 $3.1M
Campbell & CO Investment Adviser LLC 0.22% Add +115.5% 122,688 $3.0M
Millennium Management 0.00% Reduce -57.3% 120,625 $2.9M
Wells Fargo & Company 0.00% Reduce -1.8% 119,462 $2.9M
Invesco Ltd. 0.00% Add +30.3% 115,275 $2.8M
Brevan Howard Capital Management LP 0.04% Add +84.7% 112,844 $2.7M
D. E. Shaw & Co. 0.00% Add +28.4% 112,803 $2.7M
Rhumbline Advisers 0.00% Reduce -3.3% 112,780 $2.7M
AQR Capital Management 0.00% Add +37.2% 111,588 $2.7M
Susquehanna Portfolio Strategies, LLC 0.04% New 111,175 $2.7M
Weiss Asset Management LP 0.05% New 107,638 $2.6M
Bullseye Asset Management LLC 1.30% No change 102,541 $2.5M
Verition Fund Management LLC 0.01% Reduce -55.6% 101,407 $2.5M
Rock Creek Group LLC 0.25% Add +33.3% 100,000 $2.4M
Circumference Group LLC 2.83% Reduce -17.1% 99,500 $2.4M
Prospect Capital Advisors, LLC 1.24% Reduce -43.9% 99,040 $2.4M
New York State Common Retirement Fund 0.00% Add +22.9% 95,764 $2.3M
Holocene Advisors, LP 0.00% Add +82.0% 88,687 $2.1M
Lumbard & Kellner, LLC 0.78% Reduce -5.0% 88,046 $2.1M
Y-Intercept (Hong Kong) Ltd 0.05% New 85,957 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +19.4% 83,382 $2.0M
LPL Financial LLC 0.00% Add +283.0% 82,684 $2.0M
Engineers Gate Manager LP 0.02% Reduce -58.8% 82,129 $2.0M

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

Show all 309 holders