FIVE9FIVN
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 289 institutions reported holding FIVE9 Inc. (FIVN) in their 13F filings, down 20 from Q3 2025. 47 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($201.2M), BlackRock, Inc. ($147.7M) and Pictet Asset Management Holding SA ($120.4M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ray Dalio (0.0% of Bridgewater Associates'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $41.4M |
| Exits | 66 | $172.2M |
All 13F filers, Q3 2025 → Q4 2025: 11,002,202 shares bought and 16,845,977 shares sold, net −5,843,775 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 289 holders
| Vanguard Group Inc. | 0.00% | Add +8.2% | 10,037,395 | $201.2M |
| BlackRock, Inc. | 0.00% | Add +4.5% | 7,366,669 | $147.7M |
| Pictet Asset Management Holding SA | 0.12% | Reduce 0.0% | 6,005,184 | $120.4M |
| Voss Capital, LP | 6.29% | Add +29.6% | 5,895,000 | $118.2M |
| Van Berkom & Associates Inc. | 2.08% | Add +28.0% | 3,596,380 | $72.1M |
| FIL Ltd | 0.04% | Reduce -0.2% | 2,616,040 | $52.5M |
| State Street Corp. | 0.00% | Add +1.8% | 2,000,099 | $40.1M |
| Armistice Capital, LLC | 0.98% | No change | 2,000,000 | $40.1M |
| Geode Capital Management, LLC | 0.00% | Add +1.9% | 1,996,382 | $40.0M |
| Ameriprise Financial Inc. | 0.01% | Add +14.5% | 1,735,229 | $34.8M |
| First Trust Advisors LP | 0.02% | Add +29.4% | 1,572,466 | $31.5M |
| Anson Funds Management LP | 4.36% | Add +0.3% | 1,539,371 | $30.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +43.9% | 1,226,253 | $24.6M |
| Jane Street Group, LLC | 0.03% | Add +47.1% | 1,041,080 | $20.9M |
| Federated Hermes, Inc. | 0.03% | Add +13.2% | 954,686 | $19.1M |
| UBS Group AG | 0.00% | Reduce -13.3% | 926,360 | $18.6M |
| Loomis Sayles & Co. L P | 0.02% | Add +1.9% | 914,868 | $18.3M |
| Bank of America Corp. | 0.00% | Reduce -13.6% | 906,225 | $18.2M |
| Morgan Stanley | 0.00% | Reduce -11.6% | 900,301 | $18.1M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -2.2% | 889,146 | $17.8M |
| Artisan Partners Limited Partnership | 0.02% | Reduce -28.8% | 786,016 | $15.8M |
| Northern Trust Corp. | 0.00% | Reduce -3.6% | 712,632 | $14.3M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -1.8% | 711,951 | $14.3M |
| Cooper Creek Partners Management LLC | 0.67% | No change | 709,281 | $14.2M |
| Point72 Asset Management | 0.02% | Add +16.5% | 702,408 | $14.1M |
| FMR LLC | 0.00% | Reduce -82.6% | 680,945 | $13.7M |
| Barclays PLC | 0.01% | Reduce -15.0% | 666,930 | $13.4M |
| Qube Research & Technologies Ltd | 0.02% | Add +55.7% | 658,181 | $13.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.0% | 650,932 | $13.1M |
| Gagnon Securities LLC | 2.58% | Add +109.0% | 625,726 | $12.5M |
| Susquehanna International Group, LLP | 0.02% | Add +47.9% | 615,587 | $12.3M |
| Legion Partners Asset Management, LLC | 6.91% | No change | 591,685 | $11.9M |
| Two Sigma Investments, LP | 0.02% | Add +101.9% | 538,919 | $10.8M |
| Clark Capital Management Group, Inc. | 0.06% | Add +10.4% | 512,744 | $10.3M |
| Tudor Investment Corporation | 0.06% | New | 492,210 | $9.9M |
| Bank of New York Mellon Corp | 0.00% | Add +11.7% | 463,833 | $9.3M |
| Bridgewater Associates | 0.03% | Add +62.8% | 457,821 | $9.2M |
| Deutsche Bank AG | 0.00% | Reduce -33.5% | 450,897 | $9.0M |
| Nuveen, LLC | 0.00% | Reduce -45.2% | 443,747 | $8.9M |
| AQR Capital Management | 0.00% | Add +288.7% | 433,720 | $8.7M |
| S Squared Technology, LLC | 3.34% | Add +22.9% | 430,195 | $8.6M |
| Glenmede Trust Co. NA | 0.04% | — | 425,698 | $8.5M |
| Royal Bank of Canada | 0.00% | Reduce -32.9% | 400,565 | $8.0M |
| First Eagle Investment Management, LLC | 0.01% | Add +22.8% | 363,000 | $7.3M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.95% | Add +28.4% | 362,000 | $7.3M |
| Gagnon Advisors, LLC | 4.28% | Add +100.9% | 336,277 | $6.7M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -54.3% | 298,537 | $6.0M |
| Algert Global LLC | 0.09% | New | 278,700 | $5.6M |
| Millennium Management | 0.00% | Add +122.5% | 268,338 | $5.4M |
| Invenomic Capital Management LP | 0.26% | New | 266,252 | $5.3M |
| Massachusetts Financial Services Co. | 0.00% | Add +335.9% | 254,190 | $5.1M |
| Two Sigma Advisers, LP | 0.01% | Add +265.9% | 248,100 | $5.0M |
| Principal Financial Group Inc. | 0.00% | Add +48.3% | 245,429 | $4.9M |
| Pacer Advisors, Inc. | 0.01% | New | 236,070 | $4.7M |
| Citadel Advisors | 0.00% | Reduce -19.3% | 228,949 | $4.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -7.4% | 223,218 | $4.5M |
| Dana Investment Advisors, Inc. | 0.13% | Add +74.5% | 222,515 | $4.5M |
| Susquehanna Fundamental Investments, LLC | 0.14% | New | 200,896 | $4.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -92.2% | 181,009 | $3.6M |
| P.A.W. Capital Corp. | 8.20% | Add +12.5% | 180,000 | $3.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.9% | 179,948 | $3.6M |
| Verition Fund Management LLC | 0.02% | Add +77.2% | 179,683 | $3.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -34.1% | 178,879 | $3.6M |
| Summit Creek Advisors LLC | 0.56% | Reduce -8.4% | 176,540 | $3.5M |
| Invesco Ltd. | 0.00% | Add +45.7% | 167,947 | $3.4M |
| Nordea Investment Management AB | 0.00% | Reduce -11.2% | 168,227 | $3.3M |
| Acadian Asset Management LLC | 0.01% | Add +863.7% | 164,145 | $3.3M |
| Picton Mahoney Asset Management | 0.04% | Add +690.5% | 162,772 | $3.3M |
| Oddo BHF Asset Management Sas | 0.12% | No change | 160,000 | $3.2M |
| Optimus Prime Fund Management Co., Ltd. | 0.25% | No change | 154,500 | $3.1M |
| SG Americas Securities, LLC | 0.00% | Add +134.5% | 152,413 | $3.1M |
| ABS Direct Equity Fund LLC | 3.58% | No change | 150,000 | $3.0M |
| Capital Fund Management S.A. | 0.03% | Reduce -37.5% | 147,153 | $3.0M |
| Engineers Gate Manager LP | 0.03% | Add +70.2% | 139,761 | $2.8M |
| Quinn Opportunity Partners LLC | 0.12% | Add +203.7% | 139,693 | $2.8M |
| Swiss National Bank | 0.00% | Reduce -2.4% | 137,200 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -16.8% | 136,080 | $2.7M |
| Atom Investors LP | 0.21% | Reduce -10.6% | 134,713 | $2.7M |
| Campbell & CO Investment Adviser LLC | 0.12% | Add +4.4% | 128,041 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +6.3% | 126,963 | $2.5M |
| Villanova Investment Management Co LLC | 1.77% | Add +61.6% | 125,261 | $2.5M |
| Victory Capital Management Inc. | 0.00% | Add +1330.5% | 123,827 | $2.5M |
| Rock Creek Group LLC | 0.27% | Reduce -92.5% | 7,500 | $2.4M |
| Holocene Advisors, LP | 0.00% | Add +26.4% | 112,124 | $2.2M |
| Group One Trading LLC | 0.07% | Add +136.8% | 110,505 | $2.2M |
| Squarepoint Ops LLC | 0.00% | Reduce -77.3% | 110,391 | $2.2M |
| LPL Financial LLC | 0.00% | Add +31.2% | 108,492 | $2.2M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +20.4% | 103,478 | $2.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -11.4% | 99,924 | $2.0M |
| Rhumbline Advisers | 0.00% | Reduce -12.2% | 99,041 | $2.0M |
| Creative Planning | 0.00% | Add +334.9% | 94,566 | $1.9M |
| Prospect Capital Advisors, LLC | 0.92% | Reduce -9.8% | 89,340 | $1.8M |
| Twinbeech Capital LP | 0.12% | Add +350.9% | 85,813 | $1.7M |
| Radcliffe Capital Management, L.P. | 0.24% | Add +9.7% | 85,000 | $1.7M |
| Segall Bryant & Hamill, LLC | 0.02% | Reduce -83.1% | 84,073 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.7% | 81,366 | $1.6M |
| Walleye Capital LLC | 0.01% | New | 78,610 | $1.6M |
| Legal & General Group Plc | 0.00% | Reduce -0.3% | 78,338 | $1.6M |
| New York State Common Retirement Fund | 0.00% | Reduce -18.6% | 77,971 | $1.6M |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0.72% | No change | 74,000 | $1.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | New | 70,879 | $1.4M |
| California State Teachers Retirement System | 0.00% | Reduce -0.0% | 69,188 | $1.4M |
| Aurora Investment Counsel | 0.72% | Add +2.8% | 68,463 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.6% | 60,997 | $1.2M |
| Mackenzie Financial Corp. | 0.00% | Add +66.0% | 60,553 | $1.2M |
| Circumference Group LLC | 1.34% | Reduce -39.7% | 60,000 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.35% | Reduce -3.2% | 59,731 | $1.2M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -49.9% | 56,550 | $1.1M |
| XTX Topco Ltd | 0.03% | Add +13.3% | 56,549 | $1.1M |
| Fox Run Management, L.L.C. | 0.17% | Add +103.2% | 56,469 | $1.1M |
| Franklin Resources Inc. | 0.00% | Add +1.4% | 56,303 | $1.1M |
| ExodusPoint Capital Management, LP | 0.01% | New | 53,711 | $1.1M |
| HSBC Holdings PLC | 0.00% | Reduce -24.0% | 53,447 | $1.1M |
| Vestcor Inc | 0.03% | No change | 50,000 | $1.0M |
| Teacher Retirement System of Texas | 0.00% | Add +26.5% | 47,528 | $953K |
| MetLife Investment Management, LLC | 0.00% | Reduce -5.1% | 43,317 | $869K |
| Man Group plc | 0.00% | New | 40,233 | $807K |
| Zacks Investment Management | 0.01% | Reduce -23.8% | 39,106 | $784K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.8% | 38,903 | $780K |
| Guggenheim Capital LLC | 0.01% | Add +5.3% | 38,342 | $769K |
| Raymond James Financial Inc. | 0.00% | Reduce -3.6% | 37,561 | $753K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.5% | 37,080 | $743K |
| Mirador Capital Partners LP | 0.10% | Reduce -9.0% | 36,909 | $740K |
| Woodline Partners LP | 0.00% | Add +84.3% | 36,640 | $735K |
| Simplex Trading, LLC | 0.02% | Add +19.5% | 35,629 | $714K |
| Canada Pension Plan Investment Board | 0.00% | Add +470.5% | 34,800 | $698K |
| Stifel Financial Corp. | 0.00% | Reduce -88.7% | 34,437 | $690K |
| Citigroup Inc. | 0.00% | Reduce -40.1% | 32,737 | $656K |
| Wakefield Asset Management LLLP | 0.18% | Reduce -0.9% | 32,552 | $653K |
| Vinva Investment Management Ltd | 0.01% | Add +29.8% | 21,775 | $650K |
| Deeter Investments LLP | 0.14% | — | 32,000 | $642K |
| Janus Henderson Group PLC | 0.00% | No change | 31,440 | $630K |
| Ares Systematic Credit Ltd | 2.42% | — | 31,262 | $627K |
| Harbor Capital Advisors, Inc. | 0.05% | Add +35.3% | 30,659 | $615K |
| Mirabella Financial Services LLP | 0.06% | New | 30,474 | $611K |
| State of Wisconsin Investment Board | 0.00% | Reduce -36.3% | 29,992 | $601K |
| Cardinal Point Capital Management ULC | 0.04% | Reduce -25.3% | 29,190 | $585K |
| Caption Management, LLC | 0.03% | Reduce -21.6% | 29,074 | $583K |
| Cetera Investment Advisers | 0.00% | Add +15.7% | 28,544 | $572K |
| Intech Investment Management LLC | 0.01% | Reduce -8.3% | 28,421 | $570K |
| Walleye Trading LLC | 0.01% | New | 28,181 | $565K |
| IMC-Chicago, LLC | 0.01% | Reduce -60.6% | 27,941 | $560K |
| Cwm, LLC | 0.00% | Add +755.4% | 27,192 | $545K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +188.9% | 26,447 | $529K |
| EntryPoint Capital, LLC | 0.20% | New | 25,585 | $513K |
| Amundi | 0.00% | Reduce -12.5% | 25,311 | $507K |
| Prosperity Wealth Management, Inc. | 0.17% | New | 25,000 | $501K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -27.6% | 24,944 | $500K |
| Leonteq Securities AG | 0.03% | Add +46.4% | 24,041 | $482K |
| American Century Companies Inc. | 0.00% | Add +3.2% | 23,303 | $467K |
| ProShare Advisors LLC | 0.00% | Reduce -42.6% | 23,156 | $464K |
| Parallax Volatility Advisers, L.P. | 0.02% | New | 22,583 | $453K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 22,358 | $448K |
| OP Asset Management Ltd | 0.01% | New | 21,865 | $438K |
| Sei Investments Co. | 0.00% | Reduce -45.2% | 20,827 | $418K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -7.0% | 20,173 | $404K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,887 | $399K |
| Arizona State Retirement System | 0.00% | Reduce -9.9% | 19,325 | $387K |
| State of Wyoming | 0.04% | Add +269.3% | 18,887 | $379K |
| Handelsbanken Fonder AB | 0.00% | No change | 18,795 | $377K |
| WINTON GROUP Ltd | 0.01% | New | 18,200 | $365K |
| Gsa Capital Partners LLP | 0.03% | New | 18,159 | $364K |
| Ameritas Advisory Services, LLC | 0.01% | Add +5464.7% | 17,807 | $357K |
| FNY Investment Advisers, LLC | 0.09% | Add +37.3% | 16,450 | $329K |
| MML Investors Services, LLC | 0.00% | Add +18.1% | 16,212 | $325K |
| PharVision Advisers, LLC | 0.16% | Add +91.9% | 16,073 | $322K |
| Militia Capital Partners, LP | 0.12% | New | 16,000 | $321K |
| Wolverine Asset Management LLC | 0.02% | Add +19.9% | 15,803 | $317K |
| Mercer Global Advisors Inc. | 0.00% | New | 15,537 | $312K |
| PEAK6 LLC | 0.01% | New | 15,302 | $307K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 15,451 | $305K |
| Magnetar Financial LLC | 0.00% | Reduce -77.9% | 15,194 | $305K |
| VARCOV Co. | 0.12% | — | 14,955 | $300K |
| Finivi Inc. | 0.17% | Add +3.3% | 14,913 | $299K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -8.6% | 14,800 | $297K |
| Choreo, LLC | 0.00% | Reduce -3.4% | 14,138 | $283K |
| Quantinno Capital Management LP | 0.00% | Reduce -43.0% | 13,800 | $277K |
| Quantbot Technologies LP | 0.01% | New | 13,739 | $275K |
| Voya Investment Management LLC | 0.00% | No change | 13,726 | $275K |
| Natixis | 0.00% | No change | 13,500 | $271K |
| Mangrove Partners Im, LLC | 0.02% | New | 12,712 | $255K |
| Stoneridge Investment Partners LLC | 0.17% | Add +24.2% | 12,517 | $251K |
| LSV Asset Management | 0.00% | Add +127.8% | 12,300 | $247K |
| Mariner, LLC | 0.00% | New | 12,303 | $247K |
| Caxton Associates LLP | 0.00% | New | 11,565 | $232K |
| Citizens Financial Group Inc. | 0.00% | Add +7.3% | 11,358 | $228K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -19.8% | 11,304 | $227K |
| Swiss Life Asset Management Ltd | 0.00% | New | 11,047 | $221K |
| M Holdings Securities, Inc. | 0.02% | New | 10,710 | $215K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -43.6% | 10,642 | $213K |
| Alpine Global Management, LLC | 0.05% | New | 10,469 | $210K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.0% | 10,396 | $208K |
| DRW Securities, LLC | 0.02% | Reduce -3.8% | 10,352 | $208K |
| Centiva Capital, LP | 0.01% | New | 10,216 | $205K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -12.8% | 8,737 | $175K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,180 | $164K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -66.6% | 7,835 | $157K |
| Jones Financial Companies LLLP | 0.00% | Add +509.5% | 7,265 | $146K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 6,386 | $128K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -50.0% | 4,913 | $98K |
| MAI Capital Management | 0.00% | Reduce -3.9% | 4,487 | $90K |
| Comerica Bank | 0.00% | Reduce -88.8% | 4,024 | $81K |
| Toronto Dominion Bank | 0.00% | No change | 4,000 | $80K |
| State of Alaska, Department of Revenue | 0.00% | No change | 3,554 | $71K |
| Arax Advisory Partners | 0.00% | Reduce -48.4% | 3,252 | $65K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 3,053 | $61K |
| Conquis Financial LLC | 0.05% | No change | 3,000 | $60K |
| AlphaQuest LLC | 0.00% | Add +29.3% | 2,915 | $58K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 2,832 | $57K |
| Osaic Holdings, Inc. | 0.00% | Reduce -91.0% | 2,693 | $54K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -89.2% | 2,635 | $53K |
| Bayforest Capital Ltd | 0.04% | Reduce -65.4% | 2,623 | $53K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2327.8% | 2,622 | $53K |
| Amalgamated Bank | 0.00% | Reduce -5.2% | 2,434 | $49K |
| Essential Partners LLC | 0.01% | Add +10495.5% | 2,331 | $47K |
| KBC Group NV | 0.00% | No change | 2,261 | $45K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -11.3% | 2,196 | $44K |
| Pilgrim Partners Asia Pte Ltd | 0.02% | Add +5.4% | 1,960 | $39K |
| Rothschild Investment LLC | 0.00% | Add +3572.0% | 1,836 | $37K |
| Global Retirement Partners, LLC | 0.00% | Add +17.5% | 1,443 | $29K |
| Allworth Financial LP | 0.00% | Add +30.1% | 1,425 | $29K |
| Danske Bank A/S | 0.00% | Reduce -95.8% | 1,400 | $28K |
| Richardson Financial Services Inc. | 0.01% | Add +34.2% | 1,318 | $26K |
| Quadrant Capital Group LLC | 0.00% | Add +66.2% | 1,295 | $26K |
| Quarry LP | 0.00% | Reduce -14.7% | 1,175 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +39.4% | 1,153 | $23K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -34.0% | 1,076 | $22K |
| Parallel Advisors, LLC | 0.00% | Reduce -30.3% | 1,058 | $21K |
| Nicholas Company, Inc. | 0.00% | Reduce -99.5% | 1,008 | $20K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +39.4% | 1,005 | $20K |
| Farther Finance Advisors, LLC | 0.00% | Add +71.8% | 950 | $19K |
| US Bancorp \de | 0.00% | Reduce -69.9% | 911 | $18K |
| Banque Transatlantique SA | 0.00% | No change | 900 | $18K |
| IFP Advisors, Inc | 0.00% | Add +1206.1% | 640 | $13K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -50.1% | 576 | $12K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 540 | $11K |
| Altshuler Shaham Ltd | 0.00% | Add +80.0% | 540 | $11K |
| Sterling Capital Management LLC | 0.00% | Add +174.6% | 508 | $10K |
| Versant Capital Management, Inc | 0.00% | Add +162.0% | 482 | $10K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 491 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 423 | $8K |
| Signaturefd, LLC | 0.00% | Reduce -13.7% | 402 | $8K |
| JNBA Financial Advisors | 0.00% | No change | 400 | $8K |
| Los Angeles Capital Management LLC | 0.00% | New | 321 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +121.5% | 361 | $7K |
| GAMMA Investing LLC | 0.00% | Add +36.8% | 357 | $7K |
| Optiver Holding B.V. | 0.00% | Reduce -37.9% | 344 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +3.1% | 335 | $7K |
| Covestor Ltd | 0.00% | Add +5.2% | 286 | $6K |
| Quent Capital, LLC | 0.00% | Reduce -65.3% | 229 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | Add +193.3% | 176 | $4K |
| Private Trust Co. NA | 0.00% | New | 175 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Add +480.8% | 151 | $3K |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 142 | $3K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 120 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 116 | $2K |
| True Wealth Design, LLC | 0.00% | Add +107.3% | 114 | $2K |
| Abound Wealth Management | 0.00% | No change | 113 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $2K |
| Sachetta, LLC | 0.00% | No change | 74 | $1K |
| Bare Financial Services, Inc | 0.00% | Add +270.0% | 74 | $1K |
| Clearstead Advisors, LLC | 0.00% | New | 69 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Add +3.5% | 60 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +194.7% | 56 | $1K |
| North Star Investment Management Corp. | 0.00% | New | 51 | $1K |
| Avion Wealth | 0.00% | Add +29.3% | 53 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 35 | $1K |
| Assetmark, Inc. | 0.00% | New | 45 | $902 |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 40 | $802 |
| Elequin Capital, LP | 0.00% | New | 36 | $722 |
| Optima Capital LLC | 0.00% | New | 26 | $521 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 24 | $482 |
| SJS Investment Consulting Inc. | 0.00% | New | 23 | $462 |
| SWAN Capital LLC | 0.00% | New | 23 | $461 |
| Harbour Investments, Inc. | 0.00% | No change | 18 | $361 |
| Raffa Wealth Management, LLC | 0.00% | No change | 17 | $341 |
| MV Capital Management, Inc. | 0.00% | Reduce -7.1% | 13 | $261 |
| Investors Portfolio Services LLC | 0.00% | — | 11 | $220 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -90.1% | 10 | $200 |
| Activest Wealth Management | 0.00% | Reduce -70.8% | 7 | $140 |
| ROSS\JOHNSON & Associates LLC | 0.00% | No change | 6 | $120 |
| CoreCap Advisors, LLC | 0.00% | No change | 6 | $120 |
| International Assets Investment Management, LLC | 0.00% | New | 5 | $100 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 5 | $100 |
| DV Trading LLC | 0.00% | — | 2 | $40 |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 2 | $40 |
| Elyxium Wealth, LLC | 0.00% | New | 2 | $40 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $35 |
| Huntington National Bank | 0.00% | Reduce -98.9% | 1 | $20 |
"% of holder's portfolio" is FIVN's weight in each manager's 13F, not the share of FIVE9 Inc. the manager owns.