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
Legal & General Group Plc 0.00% Reduce -7.7% 78,602 $1.9M
Villanova Investment Management Co LLC 1.30% New 77,500 $1.9M
Radcliffe Capital Management, L.P. 0.38% New 77,500 $1.9M
T. Rowe Price Associates Inc. 0.00% Add +3.8% 74,159 $1.8M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.95% Add +8.8% 74,000 $1.8M
IMC-Chicago, LLC 0.03% Add +44.7% 70,890 $1.7M
Laird Norton Wetherby Wealth Management, LLC 0.07% Reduce -0.2% 70,522 $1.7M
HSBC Holdings PLC 0.00% Reduce -28.7% 70,363 $1.7M
California State Teachers Retirement System 0.00% Add +0.0% 69,193 $1.7M
Magnetar Financial LLC 0.01% Add +437.2% 68,618 $1.7M
Two Sigma Advisers, LP 0.00% New 67,800 $1.6M
Aurora Investment Counsel 0.84% New 66,627 $1.6M
Dark Forest Capital Management LP 0.06% Add +621.0% 65,130 $1.6M
SG Americas Securities, LLC 0.01% Add +125.9% 64,995 $1.6M
Graham Capital Management, L.P. 0.09% Reduce -41.9% 64,929 $1.6M
JPMorgan Chase & Co. 0.00% Reduce -5.8% 63,296 $1.5M
Jackson Creek Investment Advisors LLC 0.43% Add +31.6% 61,709 $1.5M
Prudential Financial Inc. 0.00% Reduce -52.9% 58,645 $1.4M
Massachusetts Financial Services Co. 0.00% Add +7.0% 58,314 $1.4M
Franklin Resources Inc. 0.00% Add +14.9% 55,496 $1.3M
Citigroup Inc. 0.00% Reduce -49.3% 54,679 $1.3M
Harvey Capital Management Inc. 0.28% Add +23.1% 54,650 $1.3M
Zacks Investment Management 0.01% Reduce -0.1% 51,320 $1.2M
Vestcor Inc 0.04% No change 50,000 $1.2M
XTX Topco Ltd 0.06% New 49,887 $1.2M
State of Wisconsin Investment Board 0.00% Reduce -13.3% 47,085 $1.1M
Group One Trading LLC 0.03% Add +23.9% 46,667 $1.1M
Quinn Opportunity Partners LLC 0.08% No change 46,000 $1.1M
MetLife Investment Management, LLC 0.01% No change 45,646 $1.1M
Hussman Strategic Advisors, Inc. 0.22% New 42,000 $1.0M
Ceera Investments, LLC 0.31% Add +22.8% 41,625 $1.0M
Mirador Capital Partners LP 0.14% Add +28.0% 40,544 $981K
ProShare Advisors LLC 0.00% Add +74.8% 40,356 $977K
Cardinal Point Capital Management ULC 0.07% Add +11.0% 39,090 $946K
Raymond James Financial Inc. 0.00% Reduce -91.0% 38,974 $943K
Envestnet Asset Management Inc. 0.00% Add +36.8% 38,611 $934K
Sei Investments Co. 0.00% Reduce -13.8% 37,979 $919K
Manufacturers Life Insurance Company, The 0.00% Reduce -6.2% 37,635 $911K
Teacher Retirement System of Texas 0.00% Add +70.0% 37,566 $909K
Caption Management, LLC 0.05% New 37,100 $898K
Mackenzie Financial Corp. 0.00% Add +15.3% 36,477 $883K
Guggenheim Capital LLC 0.01% Add +30.8% 36,404 $881K
Comerica Bank 0.00% Reduce -3.7% 35,973 $871K
Prentiss Smith & Co. Inc. 0.48% Reduce -1.7% 34,787 $842K
Point72 (DIFC) Ltd 0.06% Add +1439.3% 34,464 $834K
Janney Montgomery Scott LLC 0.00% Add +18.8% 34,447 $834K
Danske Bank A/S 0.00% Reduce -27.6% 33,022 $799K
Wakefield Asset Management LLLP 0.22% Reduce -3.4% 32,863 $795K
Janus Henderson Group PLC 0.00% No change 31,440 $762K
Intech Investment Management LLC 0.01% Add +14.2% 30,989 $750K
Osaic Holdings, Inc. 0.00% Add +98.0% 29,916 $729K
Simplex Trading, LLC 0.02% New 29,809 $721K
Fox Run Management, L.L.C. 0.10% Reduce -11.8% 27,793 $673K
Amundi 0.00% Reduce -22.7% 28,918 $668K
Vinva Investment Management Ltd 0.01% New 16,777 $650K
Aigen Investment Management, LP 0.10% New 26,416 $639K
Cetera Investment Advisers 0.00% Add +57.2% 24,668 $597K
PNC Financial Services Group, Inc. 0.00% Add +254.1% 24,277 $588K
Quantinno Capital Management LP 0.00% Reduce -7.7% 24,204 $586K
Bradley Foster & Sargent Inc. 0.01% No change 23,955 $580K
Ensign Peak Advisors, Inc 0.00% Reduce -7.3% 23,435 $567K
Harbor Capital Advisors, Inc. 0.04% Add +21.3% 22,657 $548K
American Century Companies Inc. 0.00% New 22,589 $547K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 22,358 $541K
Bayesian Capital Management, LP 0.11% Reduce -52.5% 22,275 $539K
Creative Planning 0.00% Add +184.1% 21,746 $526K
Police & Firemen's Retirement System of New Jersey 0.00% Add +27.6% 21,700 $525K
Arizona State Retirement System 0.00% Add +1.6% 21,441 $519K
Jump Financial, LLC 0.01% Add +10.8% 20,993 $508K
Picton Mahoney Asset Management 0.01% New 20,590 $499K
State Board of Administration of Florida Retirement System 0.00% Reduce -70.8% 19,887 $481K
Woodline Partners LP 0.00% Add +99.2% 19,877 $481K
Twinbeech Capital LP 0.02% Reduce -87.3% 19,032 $461K
Russell Investments Group, Ltd. 0.00% Reduce -28.2% 18,887 $457K
Handelsbanken Fonder AB 0.00% No change 18,795 $455K
Sender Co & Partners, Inc. 0.16% Add +66.1% 17,270 $418K
Schonfeld Strategic Advisors LLC 0.00% Add +16.4% 17,222 $417K
Acadian Asset Management LLC 0.00% Reduce -81.3% 17,032 $411K
Wolverine Trading, LLC 0.01% Add +5.0% 16,079 $410K
Leonteq Securities AG 0.02% Add +15.2% 16,417 $397K
Elo Mutual Pension Insurance Co 0.01% New 16,268 $394K
KLP Kapitalforvaltning As 0.00% Add +14.9% 16,200 $392K
Moody National Bank Trust Division 0.03% Add +2.7% 15,331 $371K
Gotham Asset Management 0.00% Reduce -49.0% 15,240 $369K
Synovus Financial Corp. 0.00% Reduce -0.5% 14,865 $360K
Regal Investment Advisors LLC 0.02% Reduce -2.9% 14,765 $357K
Choreo, LLC 0.00% Add +14.8% 14,640 $354K
Finivi Inc. 0.22% Add +3.4% 14,438 $349K
Summit Trail Advisors, LLC 0.00% Reduce -5.2% 14,101 $341K
MML Investors Services, LLC 0.00% Add +35.5% 13,727 $332K
Voya Investment Management LLC 0.00% Reduce -33.2% 13,726 $332K
Natixis 0.00% Add +7400.0% 13,500 $327K
Wolverine Asset Management LLC 0.02% Add +1.4% 13,186 $319K
Bridgefront Capital, LLC 0.09% Reduce -52.9% 12,742 $308K
Headlands Technologies LLC 0.02% New 12,304 $298K
FNY Investment Advisers, LLC 0.10% Add +149.4% 11,980 $289K
Cambridge Investment Research Advisors, Inc. 0.00% Add +10.8% 11,423 $276K
HRT Financial LP 0.00% New 11,121 $269K
DRW Securities, LLC 0.01% Reduce -41.8% 10,759 $261K
Citizens Financial Group Inc. 0.00% New 10,582 $256K
Stoneridge Investment Partners LLC 0.17% New 10,078 $244K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -2.2% 10,017 $242K
Asset Management One Co., Ltd. 0.00% Reduce -12.4% 9,818 $238K
Empowered Funds, LLC 0.00% Add +0.2% 9,665 $234K
Vanguard Personalized Indexing Management, LLC 0.00% New 9,499 $230K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Add +9.4% 9,300 $225K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 9,153 $222K
Victory Capital Management Inc. 0.00% Reduce -2.7% 8,656 $209K
PharVision Advisers, LLC 0.11% New 8,374 $203K
Public Employees Retirement Association of Colorado 0.00% No change 8,180 $198K
Bayforest Capital Ltd 0.09% Add +95.8% 7,590 $184K
Ameritas Investment Partners, Inc. 0.00% Reduce -18.2% 6,386 $155K
Point72 Hong Kong Ltd 0.01% Reduce -81.7% 6,302 $153K
Arax Advisory Partners 0.00% Add +12500.0% 6,300 $152K
Canada Pension Plan Investment Board 0.00% No change 6,100 $148K
LSV Asset Management 0.00% New 5,400 $131K
State of Wyoming 0.01% Add +0.2% 5,115 $124K
MAI Capital Management 0.00% No change 4,671 $113K
Lazard Asset Management LLC 0.00% Add +286.8% 4,641 $112K
Toronto Dominion Bank 0.00% No change 4,000 $102K
State of Alaska, Department of Revenue 0.00% New 3,554 $86K
Cwm, LLC 0.00% Add +800.6% 3,179 $77K
Principal Securities, Inc. 0.00% Add +130.4% 3,118 $75K
C M Bidwell & Associates Ltd. 0.04% Add +11.2% 3,053 $74K
US Bancorp \de 0.00% Reduce -7.9% 3,028 $73K
Conquis Financial LLC 0.07% No change 3,000 $73K
Neo Ivy Capital Management 0.02% New 2,744 $66K
Amalgamated Bank 0.00% No change 2,568 $62K
Tower Research Capital LLC (TRC) 0.00% Reduce -67.7% 2,475 $60K
KBC Group NV 0.00% No change 2,261 $55K
AlphaQuest LLC 0.00% Reduce -9.3% 2,254 $55K
Point72 Europe (London) LLP 0.00% New 1,883 $46K
Pilgrim Partners Asia Pte Ltd 0.02% — 1,860 $45K
Nisa Investment Advisors, LLC 0.00% Add +36.4% 1,630 $39K
Advisory Services Network, LLC 0.00% New 1,584 $38K
Parallel Advisors, LLC 0.00% Reduce -1.7% 1,518 $37K
Quarry LP 0.01% New 1,377 $33K
Jones Financial Companies LLLP 0.00% No change 1,192 $30K
Global Retirement Partners, LLC 0.00% Add +81.7% 1,228 $30K
Rockefeller Capital Management L.P. 0.00% New 1,155 $28K
Allworth Financial LP 0.00% Add +4.1% 1,095 $26K
Richardson Financial Services Inc. 0.01% Add +202.2% 982 $24K
Banque Transatlantique SA 0.00% New 900 $22K
Steward Partners Investment Advisory, LLC 0.00% Reduce -62.3% 827 $20K
Quadrant Capital Group LLC 0.00% New 779 $19K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +3.1% 721 $17K
Quent Capital, LLC 0.00% New 660 $16K
Shell Asset Management Co. 0.00% Reduce -60.2% 640 $15K
Wealthspire Advisors, LLC 0.00% New 600 $15K
Optiver Holding B.V. 0.00% Add +37.1% 554 $13K
Farther Finance Advisors, LLC 0.00% Reduce -20.7% 553 $13K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 491 $12K
Signaturefd, LLC 0.00% Add +2.2% 466 $11K
Aster Capital Management (DIFC) Ltd 0.01% New 452 $11K
Federation des caisses Desjardins du Quebec 0.00% Add +111.5% 423 $10K
JNBA Financial Advisors 0.00% No change 400 $10K
Cullen/Frost Bankers, Inc. 0.00% Reduce -10.2% 325 $8K
Ameritas Advisory Services, LLC 0.00% Reduce -99.0% 320 $8K
Altshuler Shaham Ltd 0.00% New 300 $7K
Covestor Ltd 0.00% Add +11.0% 272 $7K
GAMMA Investing LLC 0.00% Reduce -21.1% 261 $6K
Pier Capital, LLC 0.00% No change 221 $5K
Sterling Capital Management LLC 0.00% No change 185 $4K
Versant Capital Management, Inc 0.00% No change 184 $4K
EverSource Wealth Advisors, LLC 0.00% Add +219.6% 163 $4K
Fortitude Family Office, LLC 0.00% No change 127 $3K
MassMutual Private Wealth & Trust, FSB 0.00% No change 116 $3K
Abound Wealth Management 0.00% No change 113 $3K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -95.8% 108 $3K
Smartleaf Asset Management LLC 0.00% Add +910.0% 101 $3K
Geneos Wealth Management Inc. 0.00% Reduce -46.5% 100 $2K
Main Street Group, LTD 0.00% No change 97 $2K
Huntington National Bank 0.00% Reduce -89.4% 91 $2K
Stephens Consulting, LLC 0.00% New 81 $2K
Sachetta, LLC 0.00% No change 74 $2K
CIBC Private Wealth Group LLC 0.00% Add +3.5% 60 $1K
Parkside Financial Bank & Trust 0.00% Reduce -64.6% 58 $1K
True Wealth Design, LLC 0.00% No change 55 $1K
WealthCollab, LLC 0.00% New 53 $1K
Rothschild Investment LLC 0.00% Reduce -64.3% 50 $1K
IFP Advisors, Inc 0.00% Add +0.0% 49 $1K
N.E.W. Advisory Services LLC 0.00% Reduce -8.6% 32 $774
Mascoma Wealth Management LLC 0.00% No change 30 $726
SBI Securities Co., Ltd. 0.00% Reduce -36.6% 26 $629
Activest Wealth Management 0.00% No change 24 $581
Cherry Tree Wealth Management, LLC 0.00% No change 23 $557
Essential Partners LLC 0.00% New 22 $532
Bogart Wealth, LLC 0.00% No change 22 $532
Bare Financial Services, Inc 0.00% New 20 $484
Transamerica Financial Advisors, LLC 0.00% New 19 $460
Hughes Financial Services, LLC 0.00% No change 22 $457
TFC Financial Management, Inc. 0.00% No change 18 $436
Harbour Investments, Inc. 0.00% No change 18 $436
Raffa Wealth Management, LLC 0.00% No change 17 $411
Kilter Group LLC 0.00% New 15 $363
MV Capital Management, Inc. 0.00% Add +16.7% 14 $339
NewEdge Advisors, LLC 0.00% No change 11 $266
SouthState Bank Corp 0.00% No change 10 $242
Bell Investment Advisors, Inc 0.00% Reduce -40.0% 9 $218
TD Private Client Wealth LLC 0.00% No change 8 $194
ROSS\JOHNSON & Associates LLC 0.00% No change 6 $145
CoreCap Advisors, LLC 0.00% No change 6 $145
Creative Financial Designs Inc. 0.00% No change 5 $121
Private Wealth Asset Management, LLC 0.00% No change 5 $121
Turning Point Benefit Group, Inc. 0.00% New 2 $47
National Bank of Canada 0.00% New 1 $24
Grey Fox Wealth Advisors, LLC 0.00% New 1 $24
Capital Advisors, Ltd. LLC 0.00% No change 6 $0
Avion Wealth 0.00% Add +86.4% 41 $0

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