FIVE9FIVN
13F holders, Q1 2026 (March 31)292holders +3
46new positions
44sold out
7famous investors
$15.18avg. 13F price*
At the end of Q1 2026, 292 institutions reported holding FIVE9 Inc. (FIVN) in their 13F filings, up 3 from Q4 2025. 46 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($106.9M), Vanguard Portfolio Management LLC ($101.9M) and Voss Capital, LP ($88.4M). 7 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $31.3M |
| Exits | 44 | $53.3M |
All 13F filers, Q4 2025 → Q1 2026: 12,820,635 shares bought and 13,930,387 shares sold, net −1,109,752 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 292 holders
| BlackRock, Inc. | 0.00% | Reduce -4.3% | 7,047,642 | $106.9M |
| Vanguard Portfolio Management LLC | 0.01% | — | 6,719,982 | $101.9M |
| Voss Capital, LP | 5.05% | Reduce -1.2% | 5,825,000 | $88.4M |
| Van Berkom & Associates Inc. | 1.64% | Reduce -7.3% | 3,333,136 | $50.6M |
| Vanguard Capital Management LLC | 0.00% | — | 3,329,054 | $50.5M |
| FIL Ltd | 0.03% | Reduce -2.1% | 2,561,141 | $38.9M |
| Point72 Asset Management | 0.06% | Add +229.8% | 2,316,334 | $35.1M |
| Ameriprise Financial Inc. | 0.01% | Add +24.4% | 2,159,000 | $32.8M |
| Anson Funds Management LP | 4.22% | Add +35.5% | 2,086,675 | $31.7M |
| Geode Capital Management, LLC | 0.00% | Add +3.3% | 2,062,852 | $31.3M |
| State Street Corp. | 0.00% | Add +2.4% | 2,048,238 | $31.1M |
| Armistice Capital, LLC | 0.80% | Reduce -20.4% | 1,592,000 | $24.2M |
| First Trust Advisors LP | 0.02% | Reduce -10.8% | 1,403,371 | $21.3M |
| Bank of America Corp. | 0.00% | Add +29.2% | 1,170,477 | $17.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.5% | 1,146,531 | $17.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +18.6% | 1,054,769 | $16.0M |
| Algert Global LLC | 0.23% | Add +269.4% | 1,029,386 | $15.6M |
| Invenomic Capital Management LP | 0.66% | Add +251.8% | 936,788 | $14.2M |
| AQR Capital Management | 0.01% | Add +118.4% | 947,171 | $14.2M |
| Morgan Stanley | 0.00% | Add +1.2% | 911,182 | $13.8M |
| Clark Capital Management Group, Inc. | 0.08% | Add +76.5% | 904,826 | $13.7M |
| UBS Group AG | 0.00% | Reduce -4.5% | 884,894 | $13.4M |
| Federated Hermes, Inc. | 0.02% | Reduce -11.7% | 843,302 | $12.8M |
| JPMorgan Chase & Co. | 0.00% | Add +1265.2% | 832,754 | $12.3M |
| Balyasny Asset Management L.P. | 0.02% | Add +147.1% | 737,594 | $11.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +10.6% | 719,738 | $10.9M |
| Northern Trust Corp. | 0.00% | Add +0.3% | 714,481 | $10.8M |
| Cooper Creek Partners Management LLC | 0.52% | No change | 709,281 | $10.8M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -1.1% | 703,899 | $10.7M |
| Susquehanna International Group, LLP | 0.01% | Add +8.3% | 666,343 | $10.1M |
| Gagnon Securities LLC | 2.18% | Reduce -0.6% | 622,064 | $9.4M |
| Citadel Advisors | 0.01% | Add +171.1% | 620,744 | $9.4M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -89.8% | 609,303 | $9.2M |
| Two Sigma Investments, LP | 0.01% | Add +10.3% | 594,442 | $9.0M |
| Legion Partners Asset Management, LLC | 6.52% | No change | 591,685 | $9.0M |
| Glenmede Trust Co. NA | 0.04% | Add +35.7% | 577,672 | $8.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 543,594 | $8.2M |
| S Squared Technology, LLC | 3.07% | Add +24.4% | 535,195 | $8.1M |
| Tudor Investment Corporation | 0.04% | Add +5.8% | 520,759 | $7.9M |
| Millennium Management | 0.01% | Add +86.2% | 499,687 | $7.6M |
| Bank of New York Mellon Corp | 0.00% | Add +2.7% | 476,207 | $7.2M |
| Acadian Asset Management LLC | 0.01% | Add +155.2% | 418,810 | $6.3M |
| Marshall Wace, LLP | 0.01% | New | 407,483 | $6.2M |
| Pacer Advisors, Inc. | 0.02% | Add +71.0% | 403,644 | $6.1M |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 397,083 | $6.0M |
| Deutsche Bank AG | 0.00% | Reduce -13.7% | 389,063 | $5.9M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.77% | No change | 362,000 | $5.5M |
| Engineers Gate Manager LP | 0.07% | Add +155.6% | 357,253 | $5.4M |
| Gagnon Advisors, LLC | 3.75% | No change | 336,277 | $5.1M |
| Squarepoint Ops LLC | 0.01% | Add +202.6% | 333,987 | $5.1M |
| Caisse de depot et placement du Quebec | 0.01% | New | 317,303 | $4.8M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -54.1% | 301,994 | $4.6M |
| Dana Investment Advisors, Inc. | 0.13% | Add +29.0% | 287,123 | $4.4M |
| OP Asset Management Ltd | 0.04% | Add +1122.8% | 267,361 | $4.1M |
| Jupiter Asset Management Ltd. | 0.02% | New | 258,150 | $3.9M |
| Principal Financial Group Inc. | 0.00% | Add +4.6% | 256,748 | $3.9M |
| P.A.W. Capital Corp. | 3.04% | Add +39.2% | 250,500 | $3.8M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -2.6% | 247,574 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.4% | 179,185 | $3.6M |
| Group One Trading LLC | 0.11% | Add +99.8% | 220,814 | $3.3M |
| Trexquant Investment LP | 0.02% | New | 209,889 | $3.2M |
| Victory Capital Management Inc. | 0.00% | Add +68.4% | 208,472 | $3.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -6.9% | 207,872 | $3.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +13.6% | 205,644 | $3.1M |
| BNP Paribas Financial Markets | 0.00% | Add +14.8% | 205,443 | $3.1M |
| Creative Planning | 0.00% | Add +116.8% | 205,051 | $3.1M |
| Invesco Ltd. | 0.00% | Add +21.4% | 203,850 | $3.1M |
| Quinn Opportunity Partners LLC | 0.15% | Add +35.8% | 189,693 | $2.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +35.2% | 183,998 | $2.8M |
| Susquehanna Fundamental Investments, LLC | 0.10% | Reduce -9.2% | 182,515 | $2.8M |
| FMR LLC | 0.00% | Reduce -73.3% | 182,181 | $2.8M |
| Barclays PLC | 0.00% | Reduce -73.3% | 178,301 | $2.7M |
| Nuveen, LLC | 0.00% | Reduce -62.7% | 165,375 | $2.5M |
| ABS Direct Equity Fund LLC | 1.91% | Add +10.0% | 165,000 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -84.2% | 164,802 | $2.5M |
| Oddo BHF Asset Management Sas | 0.10% | No change | 160,000 | $2.4M |
| Optimus Prime Fund Management Co., Ltd. | 0.23% | No change | 154,500 | $2.3M |
| LPL Financial LLC | 0.00% | Add +42.2% | 154,272 | $2.3M |
| Nordea Investment Management AB | 0.00% | Reduce -6.2% | 157,812 | $2.3M |
| Mackenzie Financial Corp. | 0.00% | Add +133.6% | 141,423 | $2.1M |
| Militia Capital Management LLC | 0.48% | — | 139,929 | $2.1M |
| Swiss National Bank | 0.00% | Add +1.5% | 139,200 | $2.1M |
| Nierenberg Investment Management Company, LLC | 1.03% | New | 135,810 | $2.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -18.8% | 123,731 | $1.9M |
| Dark Forest Capital Management LP | 0.16% | New | 119,732 | $1.8M |
| Atom Investors LP | 0.13% | Reduce -11.9% | 118,622 | $1.8M |
| XTX Topco Ltd | 0.03% | Add +107.6% | 117,407 | $1.8M |
| Vanguard Global Advisers, LLC | 0.00% | — | 117,252 | $1.8M |
| Quantinno Capital Management LP | 0.00% | Add +743.7% | 116,426 | $1.8M |
| Segall Bryant & Hamill, LLC | 0.02% | Add +30.9% | 110,056 | $1.7M |
| Gsa Capital Partners LLP | 0.10% | Add +485.3% | 106,284 | $1.6M |
| Picton Mahoney Asset Management | 0.02% | Reduce -36.7% | 103,093 | $1.6M |
| Rhumbline Advisers | 0.00% | Add +1.4% | 100,398 | $1.5M |
| Rock Creek Group LLC | 0.15% | Add +1233.3% | 100,000 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +814.3% | 97,296 | $1.5M |
| Man Group plc | 0.00% | Add +139.0% | 96,147 | $1.5M |
| Cwm, LLC | 0.00% | Add +245.6% | 93,983 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.4% | 93,877 | $1.4M |
| Brevan Howard Capital Management LP | 0.01% | Add +62.7% | 92,015 | $1.4M |
| Villanova Investment Management Co LLC | 1.42% | Reduce -27.3% | 91,065 | $1.4M |
| California State Teachers Retirement System | 0.00% | Add +31.1% | 90,684 | $1.4M |
| Prospect Capital Advisors, LLC | 0.75% | No change | 89,340 | $1.4M |
| Radcliffe Capital Management, L.P. | 0.15% | No change | 85,000 | $1.3M |
| Capital Fund Management S.A. | 0.01% | Reduce -46.4% | 78,809 | $1.2M |
| Vinva Investment Management Ltd | 0.01% | Add +151.9% | 54,851 | $1.2M |
| ExodusPoint Capital Management, LP | 0.01% | Add +42.8% | 76,689 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -24.1% | 75,824 | $1.2M |
| Jump Financial, LLC | 0.02% | New | 75,656 | $1.1M |
| Graham Capital Management, L.P. | 0.05% | New | 75,058 | $1.1M |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0.58% | No change | 74,000 | $1.1M |
| Elo Mutual Pension Insurance Co | 0.02% | New | 73,782 | $1.1M |
| EntryPoint Capital, LLC | 0.31% | Add +169.6% | 68,983 | $1.0M |
| Aurora Investment Counsel | 0.57% | Reduce -1.2% | 67,625 | $1.0M |
| Legal & General Group Plc | 0.00% | Reduce -18.6% | 63,726 | $967K |
| Envestnet Asset Management Inc. | 0.00% | Add +60.2% | 62,336 | $946K |
| Mirador Capital Partners LP | 0.13% | Add +63.4% | 60,302 | $915K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 57,849 | $878K |
| Zacks Investment Management | 0.01% | Add +46.2% | 57,180 | $867K |
| Caption Management, LLC | 0.04% | Add +90.5% | 55,395 | $840K |
| LSV Asset Management | 0.00% | Add +330.1% | 52,900 | $802K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 51,534 | $782K |
| Walleye Capital LLC | 0.01% | Reduce -34.5% | 51,462 | $781K |
| CastleKnight Management LP | 0.04% | New | 50,500 | $766K |
| Vestcor Inc | 0.02% | No change | 50,000 | $759K |
| HSBC Holdings PLC | 0.00% | Reduce -8.9% | 48,701 | $737K |
| Mariner, LLC | 0.00% | Add +274.6% | 46,083 | $699K |
| Cardinal Point Capital Management ULC | 0.04% | Add +57.5% | 45,990 | $698K |
| MetLife Investment Management, LLC | 0.00% | Reduce -0.8% | 42,974 | $652K |
| Franklin Resources Inc. | 0.00% | Reduce -24.1% | 42,734 | $648K |
| Mercer Global Advisors Inc. | 0.00% | Add +173.5% | 42,492 | $645K |
| Credit Agricole S A | 0.00% | New | 42,000 | $637K |
| Guggenheim Capital LLC | 0.00% | Reduce -1.0% | 37,956 | $576K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -95.9% | 37,195 | $564K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.6% | 36,111 | $548K |
| American Century Companies Inc. | 0.00% | Add +43.6% | 33,464 | $508K |
| Cerity Partners LLC | 0.00% | New | 32,689 | $496K |
| Amundi | 0.00% | Add +27.7% | 32,324 | $490K |
| Wells Fargo & Company | 0.00% | Reduce -74.5% | 32,317 | $490K |
| State of Wyoming | 0.06% | Add +70.8% | 32,256 | $489K |
| Janus Henderson Group PLC | 0.00% | No change | 31,440 | $477K |
| Citigroup Inc. | 0.00% | Reduce -3.9% | 31,456 | $477K |
| CenterBook Partners LP | 0.03% | New | 31,429 | $477K |
| Cetera Investment Advisers | 0.00% | Add +10.1% | 31,418 | $477K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -9.8% | 31,400 | $476K |
| Ares Systematic Credit Ltd | 2.12% | No change | 31,262 | $462K |
| Verition Fund Management LLC | 0.00% | Reduce -83.5% | 29,643 | $450K |
| State of Wisconsin Investment Board | 0.00% | Reduce -4.6% | 28,605 | $434K |
| DRW Securities, LLC | 0.02% | Add +169.8% | 27,929 | $424K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +0.9% | 26,686 | $405K |
| Stifel Financial Corp. | 0.00% | Reduce -24.3% | 26,083 | $396K |
| Ameritas Advisory Services, LLC | 0.02% | Add +44.2% | 25,682 | $390K |
| Sei Investments Co. | 0.00% | Add +21.9% | 25,387 | $385K |
| Janney Montgomery Scott LLC | 0.00% | Reduce 0.0% | 24,943 | $378K |
| New York State Common Retirement Fund | 0.00% | Reduce -68.8% | 24,300 | $369K |
| MML Investors Services, LLC | 0.00% | Add +43.9% | 23,329 | $354K |
| Quantbot Technologies LP | 0.01% | Add +66.1% | 22,819 | $346K |
| Choreo, LLC | 0.00% | Add +59.0% | 22,477 | $341K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 22,358 | $339K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 22,169 | $336K |
| Oxford Asset Management LLP | 0.14% | New | 22,106 | $335K |
| Leonteq Securities AG | 0.02% | Reduce -8.8% | 21,925 | $333K |
| Summit Trail Advisors, LLC | 0.00% | Add +90.6% | 21,545 | $327K |
| ProShare Advisors LLC | 0.00% | Reduce -9.0% | 21,073 | $320K |
| Twinbeech Capital LP | 0.03% | Reduce -75.5% | 21,028 | $319K |
| Evergreen Capital Management LLC | 0.01% | New | 20,177 | $306K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 20,173 | $306K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,887 | $302K |
| Marex Group Ltd | 0.00% | New | 19,361 | $294K |
| Arizona State Retirement System | 0.00% | Add +0.1% | 19,335 | $293K |
| Handelsbanken Fonder AB | 0.00% | No change | 18,795 | $285K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +19.5% | 18,458 | $277K |
| Finivi Inc. | 0.15% | Add +21.4% | 18,107 | $275K |
| Magnetar Financial LLC | 0.00% | Add +11.1% | 16,874 | $256K |
| Intech Investment Management LLC | 0.00% | Reduce -41.5% | 16,613 | $252K |
| Wolverine Asset Management LLC | 0.01% | Add +3.1% | 16,289 | $247K |
| Gotham Asset Management | 0.00% | New | 15,238 | $231K |
| M Holdings Securities, Inc. | 0.02% | Reduce -0.9% | 10,610 | $227K |
| KLP Kapitalforvaltning As | 0.00% | No change | 14,800 | $225K |
| FNY Investment Advisers, LLC | 0.10% | Reduce -10.0% | 14,805 | $224K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | Reduce -85.9% | 14,574 | $221K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 14,147 | $215K |
| Voya Investment Management LLC | 0.00% | Reduce -1.5% | 13,519 | $205K |
| Swiss Life Asset Management Ltd | 0.00% | Add +17.8% | 13,018 | $197K |
| Teacher Retirement System of Texas | 0.00% | Reduce -72.7% | 12,956 | $197K |
| Prudential Financial Inc. | 0.00% | New | 12,535 | $190K |
| Stoneridge Investment Partners LLC | 0.14% | No change | 12,517 | $190K |
| VARCOV Co. | 0.07% | Reduce -19.9% | 11,977 | $182K |
| Mangrove Partners Im, LLC | 0.01% | Reduce -8.4% | 11,642 | $177K |
| Principal Securities, Inc. | 0.00% | New | 11,341 | $172K |
| Raymond James Financial Inc. | 0.00% | Reduce -71.0% | 10,899 | $165K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 10,502 | $159K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 10,494 | $159K |
| Captrust Financial Advisors | 0.00% | New | 10,316 | $156K |
| Citizens Financial Group Inc. | 0.00% | Reduce -9.2% | 10,315 | $156K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.4% | 10,145 | $154K |
| State of Tennessee, Department of Treasury | 0.00% | New | 8,375 | $127K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,180 | $124K |
| Jones Financial Companies LLLP | 0.00% | Add +16.3% | 8,448 | $122K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 7,835 | $119K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -17.3% | 7,230 | $110K |
| New York State Teachers Retirement System | 0.00% | New | 7,162 | $109K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 6,386 | $97K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +138.4% | 5,236 | $79K |
| Bayforest Capital Ltd | 0.08% | Add +89.4% | 4,967 | $75K |
| Versant Capital Management, Inc | 0.01% | Add +922.4% | 4,928 | $75K |
| MAI Capital Management | 0.00% | Add +9.3% | 4,902 | $74K |
| Allworth Financial LP | 0.00% | Add +216.2% | 4,506 | $68K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 4,294 | $65K |
| Toronto Dominion Bank | 0.00% | No change | 4,000 | $61K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +28.9% | 3,652 | $55K |
| Arax Advisory Partners | 0.00% | Add +8.9% | 3,542 | $54K |
| State of Alaska, Department of Revenue | 0.00% | No change | 3,554 | $53K |
| Freestone Grove Partners LP | 0.00% | New | 3,410 | $52K |
| National Bank of Canada | 0.00% | New | 2,582 | $39K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.2% | 2,550 | $39K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.9% | 2,533 | $38K |
| NewEdge Advisors, LLC | 0.00% | New | 2,528 | $38K |
| Optiver Holding B.V. | 0.00% | Add +575.9% | 2,325 | $35K |
| C M Bidwell & Associates Ltd. | 0.02% | Reduce -24.4% | 2,307 | $35K |
| KBC Group NV | 0.00% | No change | 2,261 | $34K |
| Richardson Financial Services Inc. | 0.02% | Add +64.1% | 2,163 | $33K |
| Farther Finance Advisors, LLC | 0.00% | Add +96.0% | 1,862 | $28K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +378.7% | 1,728 | $26K |
| Quadrant Capital Group LLC | 0.00% | Add +19.4% | 1,546 | $23K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +45.5% | 1,462 | $22K |
| Advisory Services Network, LLC | 0.00% | New | 1,405 | $21K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +18.0% | 1,361 | $21K |
| GAMMA Investing LLC | 0.00% | Add +279.3% | 1,354 | $21K |
| Parallel Advisors, LLC | 0.00% | Add +22.9% | 1,300 | $20K |
| Financial Management Professionals, Inc. | 0.00% | New | 1,289 | $20K |
| Rockefeller Capital Management L.P. | 0.00% | Add +100.9% | 1,157 | $18K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -5.0% | 1,022 | $16K |
| Destiny Wealth Partners, LLC | 0.00% | New | 1,020 | $15K |
| Root Financial Partners, LLC | 0.00% | New | 939 | $14K |
| Nicholas Company, Inc. | 0.00% | Reduce -24.5% | 761 | $12K |
| Signaturefd, LLC | 0.00% | Add +89.0% | 760 | $12K |
| RMG Wealth Management LLC | 0.00% | New | 525 | $11K |
| Essential Partners LLC | 0.00% | Reduce -71.4% | 667 | $10K |
| Rothschild Investment LLC | 0.00% | Reduce -65.5% | 633 | $10K |
| Summit Securities Group LLC | 0.00% | New | 597 | $9K |
| Assetmark, Inc. | 0.00% | Add +1182.2% | 577 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -78.2% | 573 | $9K |
| IFP Advisors, Inc | 0.00% | Reduce -13.6% | 553 | $8K |
| Fifth Third Bancorp | 0.00% | New | 526 | $8K |
| Sterling Capital Management LLC | 0.00% | No change | 508 | $8K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 491 | $7K |
| US Bancorp \de | 0.00% | Reduce -46.4% | 488 | $7K |
| JNBA Financial Advisors | 0.00% | No change | 400 | $6K |
| Covestor Ltd | 0.00% | Add +29.4% | 370 | $6K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +14.3% | 383 | $6K |
| Los Angeles Capital Management LLC | 0.00% | No change | 321 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -32.9% | 284 | $4K |
| True Wealth Design, LLC | 0.00% | Add +143.9% | 278 | $4K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | New | 256 | $4K |
| UMB Bank, n.a. | 0.00% | New | 179 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Add +6.6% | 161 | $2K |
| Quarry LP | 0.00% | Reduce -87.2% | 150 | $2K |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 142 | $2K |
| Quent Capital, LLC | 0.00% | Reduce -45.9% | 124 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 120 | $2K |
| Abound Wealth Management | 0.00% | No change | 113 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $2K |
| Main Street Group, LTD | 0.00% | New | 97 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +278.3% | 87 | $1K |
| Activest Wealth Management | 0.00% | Add +1000.0% | 77 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 67 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 44 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 64 | $971 |
| Physician Wealth Advisors, Inc. | 0.00% | Add +62.5% | 39 | $592 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -35.7% | 36 | $546 |
| Fortitude Family Office, LLC | 0.00% | New | 34 | $516 |
| Bare Financial Services, Inc | 0.00% | Reduce -60.8% | 29 | $440 |
| MV Capital Management, Inc. | 0.00% | Add +123.1% | 29 | $440 |
| North Star Investment Management Corp. | 0.00% | Reduce -45.1% | 28 | $425 |
| Clearstead Advisors, LLC | 0.00% | Reduce -63.8% | 25 | $380 |
| Blue Trust, Inc. | 0.00% | New | 25 | $379 |
| SWAN Capital LLC | 0.00% | Reduce -4.3% | 22 | $334 |
| Harbour Investments, Inc. | 0.00% | Add +16.7% | 21 | $320 |
| Raffa Wealth Management, LLC | 0.00% | No change | 17 | $258 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -85.3% | 17 | $258 |
| Owl Creek Wealth Partners LLC | 0.00% | — | 15 | $228 |
| Elequin Capital, LP | 0.00% | Reduce -63.9% | 13 | $197 |
| ROSS\JOHNSON & Associates LLC | 0.00% | No change | 6 | $91 |
| Wealth Preservation Advisors, LLC | 0.00% | New | 6 | $91 |
| Huntington National Bank | 0.00% | Add +500.0% | 6 | $91 |
| CoreCap Advisors, LLC | 0.00% | No change | 6 | $91 |
| International Assets Investment Management, LLC | 0.00% | No change | 5 | $75 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -80.0% | 2 | $36 |
| PlanVest Financial, Inc | 0.00% | — | 2 | $30 |
| Dunhill Financial, LLC | 0.00% | Reduce -50.0% | 1 | $26 |
| Altshuler Shaham Ltd | 0.00% | Reduce -99.8% | 1 | $15 |
| Avion Wealth | 0.00% | Reduce -50.9% | 26 | $0 |
"% of holder's portfolio" is FIVN's weight in each manager's 13F, not the share of FIVE9 Inc. the manager owns.