FIVE9FIVN
13F holders, Q2 2026 (June 30)292holders
49new positions
50sold out
6famous investors
$21.30avg. 13F price*
At the end of Q2 2026, 292 institutions reported holding FIVE9 Inc. (FIVN) in their 13F filings, unchanged from Q1 2026. 49 opened new positions and 50 sold out. The largest holders were Vanguard Portfolio Management LLC ($151.0M), BlackRock, Inc. ($150.8M) and Voss Capital, LP ($103.7M). 6 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital 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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $137.2M |
| Exits | 50 | $80.4M |
All 13F filers, Q1 2026 → Q2 2026: 15,696,741 shares bought and 14,619,235 shares sold, net +1,077,506 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 292 holders
| Vanguard Portfolio Management LLC | 0.01% | Add +5.4% | 7,083,605 | $151.0M |
| BlackRock, Inc. | 0.00% | Add +0.4% | 7,074,625 | $150.8M |
| Voss Capital, LP | 5.18% | Reduce -16.5% | 4,865,000 | $103.7M |
| Ameriprise Financial Inc. | 0.02% | Add +91.8% | 4,140,003 | $88.3M |
| Vanguard Capital Management LLC | 0.00% | Reduce -0.5% | 3,312,397 | $70.6M |
| Van Berkom & Associates Inc. | 2.14% | Reduce -6.7% | 3,110,100 | $66.3M |
| Anson Funds Management LP | 5.02% | Add +19.8% | 2,499,481 | $53.3M |
| Driehaus Capital Management LLC | 0.28% | New | 2,265,900 | $48.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +110.8% | 2,222,894 | $47.4M |
| Geode Capital Management, LLC | 0.00% | Add +4.9% | 2,163,451 | $46.1M |
| State Street Corp. | 0.00% | Add +1.0% | 2,069,554 | $44.1M |
| First Trust Advisors LP | 0.02% | Add +32.9% | 1,865,447 | $39.8M |
| Armistice Capital, LLC | 0.91% | Reduce -3.5% | 1,536,000 | $32.7M |
| Bank of America Corp. | 0.00% | Add +17.7% | 1,377,873 | $29.4M |
| AQR Capital Management | 0.01% | Add +29.6% | 1,227,051 | $25.7M |
| Susquehanna International Group, LLP | 0.02% | Add +72.5% | 1,149,493 | $24.5M |
| Point72 Asset Management | 0.04% | Reduce -52.0% | 1,110,631 | $23.7M |
| Morgan Stanley | 0.00% | Add +19.6% | 1,089,516 | $23.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.6% | 1,024,736 | $21.8M |
| Invenomic Capital Management LP | 1.14% | Reduce -4.7% | 892,658 | $19.0M |
| Northern Trust Corp. | 0.00% | Add +21.4% | 867,751 | $18.5M |
| Gagnon Securities LLC | 2.97% | Add +16.2% | 722,698 | $15.4M |
| Cooper Creek Partners Management LLC | 0.63% | No change | 709,281 | $15.1M |
| Walleye Trading LLC | 0.20% | New | 684,809 | $14.6M |
| Algert Global LLC | 0.17% | Reduce -34.2% | 677,141 | $14.4M |
| UBS Group AG | 0.00% | Reduce -23.6% | 676,362 | $14.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -10.6% | 643,293 | $13.7M |
| Glenmede Trust Co. NA | 0.05% | Reduce -3.2% | 559,424 | $11.9M |
| Clark Capital Management Group, Inc. | 0.06% | Reduce -38.8% | 553,981 | $11.8M |
| Citadel Advisors | 0.01% | Reduce -16.1% | 520,586 | $11.1M |
| Principal Financial Group Inc. | 0.01% | Add +101.5% | 517,313 | $11.0M |
| S Squared Technology, LLC | 3.41% | Reduce -3.7% | 515,195 | $11.0M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -7.0% | 505,500 | $10.8M |
| Deutsche Bank AG | 0.00% | Add +25.8% | 489,292 | $10.4M |
| Bank of New York Mellon Corp | 0.00% | Add +2.7% | 489,185 | $10.4M |
| Public Sector Pension Investment Board | 0.03% | New | 486,517 | $10.4M |
| Royce & Associates LP | 0.08% | New | 485,862 | $10.4M |
| Acadian Asset Management LLC | 0.01% | Add +13.7% | 476,148 | $10.1M |
| Cerity Partners LLC | 0.01% | Add +1351.3% | 474,428 | $10.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -44.8% | 459,891 | $9.9M |
| Two Sigma Investments, LP | 0.01% | Reduce -25.1% | 445,487 | $9.5M |
| Royal Bank of Canada | 0.00% | Add +12.0% | 444,565 | $9.5M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -41.3% | 432,758 | $9.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +3790.1% | 408,536 | $8.7M |
| Squarepoint Ops LLC | 0.02% | Add +12.1% | 374,506 | $8.0M |
| HERALD INVESTMENT MANAGEMENT Ltd | 1.02% | Reduce -2.1% | 354,500 | $7.6M |
| Gagnon Advisors, LLC | 4.56% | No change | 336,277 | $7.2M |
| Allianz Asset Management GmbH | 0.01% | New | 313,767 | $6.7M |
| Towle & Co. | 2.20% | New | 304,623 | $6.5M |
| Pacer Advisors, Inc. | 0.02% | Reduce -26.7% | 295,804 | $6.3M |
| BNP Paribas Financial Markets | 0.00% | Add +42.8% | 293,312 | $6.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +990.5% | 291,012 | $6.2M |
| Dana Investment Advisors, Inc. | 0.16% | Add +0.4% | 288,324 | $6.1M |
| Millennium Management | 0.00% | Reduce -48.0% | 260,085 | $5.5M |
| FMR LLC | 0.00% | Add +38.5% | 252,372 | $5.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +150.4% | 243,661 | $5.2M |
| OP Asset Management Ltd | 0.05% | Reduce -12.4% | 234,083 | $5.0M |
| P.A.W. Capital Corp. | 3.77% | Reduce -7.9% | 230,600 | $4.9M |
| Jupiter Asset Management Ltd. | 0.02% | Reduce -11.5% | 228,440 | $4.9M |
| Empowered Funds, LLC | 0.03% | New | 224,825 | $4.8M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -12.5% | 216,589 | $4.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +10.0% | 202,367 | $4.3M |
| Susquehanna Fundamental Investments, LLC | 0.08% | Add +10.2% | 201,081 | $4.3M |
| IMC-Chicago, LLC | 0.04% | New | 196,188 | $4.2M |
| Bastion Asset Management Inc. | 1.42% | New | 207,483 | $4.2M |
| Lisanti Capital Growth, LLC | 0.91% | New | 193,680 | $4.1M |
| Quantinno Capital Management LP | 0.00% | Add +65.7% | 192,920 | $4.1M |
| Alliancebernstein L.P. | 0.00% | Add +49.6% | 268,032 | $4.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -7.3% | 190,612 | $4.1M |
| Nomura Asset Management International Inc. | 0.01% | New | 184,448 | $3.9M |
| Invesco Ltd. | 0.00% | Reduce -12.0% | 179,351 | $3.8M |
| Capital Fund Management S.A. | 0.03% | Add +126.4% | 178,433 | $3.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.4% | 175,937 | $3.8M |
| Nuveen, LLC | 0.00% | Add +4.1% | 172,193 | $3.7M |
| Creative Planning | 0.00% | Reduce -16.8% | 170,615 | $3.6M |
| Nordea Investment Management AB | 0.00% | Add +3.9% | 163,904 | $3.4M |
| Trexquant Investment LP | 0.02% | Reduce -23.8% | 160,040 | $3.4M |
| Oddo BHF Asset Management Sas | 0.16% | No change | 160,000 | $3.4M |
| Optimus Prime Fund Management Co., Ltd. | 0.24% | No change | 154,500 | $3.3M |
| Vanguard Global Advisers, LLC | 0.00% | Add +23.9% | 145,281 | $3.1M |
| Credit Agricole S A | 0.01% | Add +238.1% | 142,000 | $3.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -32.9% | 139,951 | $3.0M |
| LPL Financial LLC | 0.00% | Reduce -9.6% | 139,398 | $3.0M |
| Swiss National Bank | 0.00% | Reduce -0.6% | 138,400 | $3.0M |
| Nierenberg Investment Management Company, LLC | 1.44% | No change | 135,810 | $2.9M |
| Segall Bryant & Hamill, LLC | 0.03% | Add +22.6% | 134,947 | $2.9M |
| Sei Investments Co. | 0.00% | Add +422.8% | 132,717 | $2.8M |
| Marshall Wace, LLP | 0.00% | Reduce -68.9% | 126,866 | $2.7M |
| Corient Private Wealth LP | 0.00% | New | 124,436 | $2.7M |
| Polen Capital Management LLC | 0.02% | New | 117,256 | $2.5M |
| Atom Investors LP | 0.22% | Reduce -2.4% | 115,838 | $2.5M |
| Gotham Asset Management | 0.01% | Add +635.4% | 112,056 | $2.4M |
| Group One Trading LLC | 0.07% | Reduce -49.6% | 111,234 | $2.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.5% | 108,418 | $2.3M |
| Rhumbline Advisers | 0.00% | Add +2.3% | 102,748 | $2.2M |
| ABS Investment Management LLC | 1.36% | — | 100,000 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Add +817.2% | 99,965 | $2.1M |
| American Century Companies Inc. | 0.00% | Add +172.1% | 91,068 | $1.9M |
| Prospect Capital Advisors, LLC | 0.86% | No change | 89,340 | $1.9M |
| Dark Forest Capital Management LP | 0.12% | Reduce -25.6% | 89,024 | $1.9M |
| Franklin Resources Inc. | 0.00% | Add +106.4% | 88,221 | $1.9M |
| California State Teachers Retirement System | 0.00% | Reduce -2.8% | 88,161 | $1.9M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -87.5% | 88,044 | $1.9M |
| Mackenzie Financial Corp. | 0.00% | Reduce -40.5% | 84,222 | $1.8M |
| Villanova Investment Management Co LLC | 1.64% | Reduce -10.9% | 81,125 | $1.7M |
| Mariner, LLC | 0.00% | Add +75.3% | 80,763 | $1.7M |
| Rock Creek Group LLC | 0.16% | Reduce -25.0% | 75,000 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +630.8% | 74,139 | $1.6M |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0.63% | No change | 74,000 | $1.6M |
| Quinn Opportunity Partners LLC | 0.07% | Reduce -62.2% | 71,693 | $1.5M |
| LSV Asset Management | 0.00% | Add +34.8% | 71,300 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +117.8% | 70,391 | $1.5M |
| Legato Capital Management LLC | 0.12% | New | 69,120 | $1.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -8.9% | 69,058 | $1.5M |
| Caption Management, LLC | 0.05% | Add +18.1% | 65,395 | $1.4M |
| Citigroup Inc. | 0.00% | Add +105.5% | 64,632 | $1.4M |
| Aurora Investment Counsel | 0.70% | Reduce -5.2% | 64,127 | $1.4M |
| Mirador Capital Partners LP | 0.16% | Reduce -0.1% | 60,244 | $1.3M |
| Zacks Investment Management | 0.01% | Add +5.3% | 60,237 | $1.3M |
| Legal & General Group Plc | 0.00% | Reduce -7.0% | 59,259 | $1.3M |
| Mutual Advisors, LLC | 0.02% | New | 59,099 | $1.3M |
| Ameritas Advisory Services, LLC | 0.03% | Add +127.7% | 58,477 | $1.2M |
| State of Wyoming | 0.13% | Add +80.4% | 58,199 | $1.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 57,849 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +27.5% | 54,188 | $1.2M |
| CastleKnight Management LP | 0.04% | No change | 50,500 | $1.1M |
| Vestcor Inc | 0.03% | No change | 50,000 | $1.1M |
| Cardinal Point Capital Management ULC | 0.06% | Add +5.7% | 48,590 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | New | 48,518 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.7% | 48,193 | $1.0M |
| XTX Topco Ltd | 0.01% | Reduce -59.8% | 47,226 | $1.0M |
| Bank of Montreal | 0.00% | New | 47,203 | $1.0M |
| Vinva Investment Management Ltd | 0.01% | Reduce -43.4% | 31,039 | $961K |
| VARCOV Co. | 0.36% | Add +272.8% | 44,647 | $952K |
| MetLife Investment Management, LLC | 0.00% | Add +3.8% | 44,593 | $951K |
| Prudential Financial Inc. | 0.00% | Add +226.7% | 40,945 | $873K |
| Jefferies Financial Group Inc. | 0.01% | New | 40,408 | $861K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.2% | 38,354 | $818K |
| Amundi | 0.00% | Add +16.9% | 37,801 | $806K |
| Radcliffe Capital Management, L.P. | 0.08% | Reduce -55.9% | 37,500 | $800K |
| Guggenheim Capital LLC | 0.01% | Reduce -1.7% | 37,321 | $796K |
| SG Americas Securities, LLC | 0.00% | Reduce -69.9% | 37,255 | $794K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -59.9% | 36,895 | $787K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +150.1% | 36,443 | $777K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 35,152 | $749K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 33,800 | $721K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 30,976 | $720K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +52.0% | 28,050 | $713K |
| Freestone Grove Partners LP | 0.00% | Add +863.0% | 32,840 | $700K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -89.3% | 32,345 | $690K |
| Cetera Investment Advisers | 0.00% | Add +2.3% | 32,147 | $685K |
| Ares Systematic Credit Ltd | 1.39% | Add +2.7% | 32,101 | $684K |
| Jupiter Topco LLC | 0.00% | — | 31,440 | $670K |
| Lazard Asset Management LLC | 0.00% | New | 29,784 | $635K |
| Verition Fund Management LLC | 0.00% | No change | 29,643 | $632K |
| Martingale Asset Management L P | 0.01% | New | 29,582 | $631K |
| New York State Common Retirement Fund | 0.00% | Add +19.3% | 29,000 | $618K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -8.3% | 28,800 | $614K |
| Jackson Creek Investment Advisors LLC | 0.20% | New | 22,182 | $610K |
| State of Wisconsin Investment Board | 0.00% | Reduce -1.0% | 28,322 | $604K |
| Arax Advisory Partners | 0.00% | Add +670.2% | 27,282 | $582K |
| Watershed Asset Management, L.L.C. | 0.52% | New | 27,171 | $579K |
| EntryPoint Capital, LLC | 0.13% | Reduce -62.3% | 26,009 | $555K |
| Caitong International Asset Management Co., Ltd | 0.07% | Add +490.5% | 25,358 | $541K |
| Engineers Gate Manager LP | 0.01% | Reduce -93.6% | 22,710 | $484K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 22,358 | $477K |
| Choreo, LLC | 0.01% | Reduce -1.5% | 22,138 | $472K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +9.2% | 22,031 | $470K |
| Captrust Financial Advisors | 0.00% | Add +110.8% | 21,742 | $464K |
| ProShare Advisors LLC | 0.00% | Add +1.9% | 21,479 | $458K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -1.4% | 21,253 | $453K |
| Teacher Retirement System of Texas | 0.00% | Add +62.5% | 21,059 | $449K |
| MML Investors Services, LLC | 0.00% | Reduce -11.0% | 20,768 | $443K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,887 | $424K |
| Mirabella Financial Services LLP | 0.04% | New | 19,398 | $414K |
| Arizona State Retirement System | 0.00% | Reduce -1.7% | 19,014 | $405K |
| Phoenix Financial Ltd. | 0.00% | New | 19,012 | $404K |
| Barclays PLC | 0.00% | Reduce -89.5% | 18,783 | $400K |
| Wolverine Asset Management LLC | 0.02% | Add +14.7% | 18,682 | $398K |
| Fox Run Management, L.L.C. | 0.07% | New | 18,581 | $396K |
| Graham Capital Management, L.P. | 0.01% | Reduce -76.7% | 17,477 | $373K |
| Intech Investment Management LLC | 0.00% | Add +2.5% | 17,034 | $363K |
| Sterling Capital Management LLC | 0.01% | Add +3205.7% | 16,793 | $358K |
| Vanguard Investments Australia, Ltd. | 0.00% | Reduce -28.4% | 15,862 | $338K |
| SkyView Investment Advisors, LLC | 0.25% | New | 15,000 | $320K |
| KLP Kapitalforvaltning As | 0.00% | No change | 14,800 | $316K |
| Voya Investment Management LLC | 0.00% | Add +9.0% | 14,741 | $314K |
| Leonteq Securities AG | 0.02% | Reduce -38.8% | 13,420 | $286K |
| Praxis Investment Management Inc. | 0.01% | New | 12,562 | $268K |
| Brighton Jones LLC | 0.00% | New | 12,331 | $263K |
| Merit Financial Group, LLC | 0.00% | New | 12,270 | $262K |
| Man Group plc | 0.00% | Reduce -87.7% | 11,853 | $253K |
| EP Wealth Advisors, LLC | 0.00% | New | 11,623 | $248K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -98.1% | 11,353 | $242K |
| Citizens Financial Group Inc. | 0.00% | Add +9.5% | 11,293 | $241K |
| Tactive Advisors, LLC | 0.06% | New | 10,865 | $232K |
| Lighthouse Investment Partners, LLC | 0.01% | New | 10,010 | $213K |
| Fulcrum Asset Management LLP | 0.02% | New | 9,694 | $206K |
| Globeflex Capital L P | 0.03% | New | 9,314 | $199K |
| Bayforest Capital Ltd | 0.17% | Add +70.8% | 8,484 | $181K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,180 | $174K |
| FNY Investment Advisers, LLC | 0.06% | Reduce -46.0% | 8,000 | $170K |
| Jones Financial Companies LLLP | 0.00% | Reduce -10.7% | 7,542 | $161K |
| Lanark Financial, Inc. | 0.01% | New | 7,503 | $160K |
| New York State Teachers Retirement System | 0.00% | No change | 7,162 | $153K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +8.8% | 6,950 | $148K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -13.4% | 6,785 | $145K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +45.1% | 5,298 | $113K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -31.2% | 4,971 | $106K |
| Allworth Financial LP | 0.00% | Add +6.8% | 4,811 | $103K |
| Toronto Dominion Bank | 0.00% | No change | 4,000 | $85K |
| State of Alaska, Department of Revenue | 0.00% | No change | 3,554 | $75K |
| Farther Finance Advisors, LLC | 0.00% | Add +88.9% | 3,518 | $75K |
| Federated Hermes, Inc. | 0.00% | Reduce -99.6% | 3,087 | $66K |
| NewEdge Advisors, LLC | 0.00% | Add +14.5% | 2,894 | $62K |
| Osaic Holdings, Inc. | 0.00% | Add +9.4% | 2,771 | $59K |
| National Bank of Canada | 0.00% | Reduce -2.0% | 2,530 | $54K |
| Covestor Ltd | 0.03% | Add +548.6% | 2,400 | $51K |
| Versant Capital Management, Inc | 0.00% | Reduce -52.4% | 2,347 | $50K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 2,307 | $49K |
| KBC Group NV | 0.00% | No change | 2,261 | $48K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -58.6% | 2,166 | $46K |
| Global Retirement Partners, LLC | 0.00% | — | 2,110 | $45K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -20.2% | 2,035 | $43K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +17.5% | 2,031 | $43K |
| Nykredit A/S | 0.00% | — | 1,846 | $39K |
| Tokio Marine Asset Management Co. Ltd. | 0.00% | New | 1,741 | $37K |
| Richardson Financial Services Inc. | 0.02% | Reduce -38.1% | 1,339 | $29K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.0% | 1,334 | $28K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -11.2% | 1,298 | $28K |
| Parallel Advisors, LLC | 0.00% | Reduce -6.2% | 1,219 | $26K |
| GAMMA Investing LLC | 0.00% | Reduce -23.6% | 1,035 | $22K |
| Essential Partners LLC | 0.01% | Add +49.5% | 997 | $21K |
| IFP Advisors, Inc | 0.00% | Add +57.1% | 869 | $19K |
| Banque Transatlantique SA | 0.00% | New | 900 | $18K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +3458.8% | 605 | $13K |
| Rothschild Investment LLC | 0.00% | Reduce -9.5% | 573 | $12K |
| Assetmark, Inc. | 0.00% | Reduce -6.1% | 542 | $12K |
| WealthCollab, LLC | 0.00% | New | 537 | $11K |
| LRI Investments, LLC | 0.00% | New | 529 | $11K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 491 | $10K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -60.9% | 452 | $10K |
| JNBA Financial Advisors | 0.00% | No change | 400 | $9K |
| True Wealth Design, LLC | 0.00% | Add +40.6% | 391 | $8K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +2.1% | 391 | $8K |
| Continuum Advisory, LLC | 0.00% | New | 323 | $7K |
| Los Angeles Capital Management LLC | 0.00% | No change | 321 | $7K |
| Fifth Third Bancorp | 0.00% | Reduce -41.4% | 308 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -47.5% | 301 | $6K |
| US Bancorp \de | 0.00% | Reduce -40.0% | 293 | $6K |
| SJS Investment Consulting Inc. | 0.00% | Add +231.0% | 288 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 284 | $6K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 256 | $5K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -80.3% | 201 | $4K |
| Quarry LP | 0.00% | Add +29.3% | 194 | $4K |
| UMB Bank, n.a. | 0.00% | No change | 179 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -5.0% | 153 | $3K |
| Signaturefd, LLC | 0.00% | Reduce -81.8% | 138 | $3K |
| Marquette Asset Management, LLC | 0.00% | New | 136 | $3K |
| Bell Investment Advisors, Inc | 0.00% | New | 120 | $3K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 120 | $3K |
| Abound Wealth Management | 0.00% | No change | 113 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +67.2% | 107 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +47.8% | 99 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +172.2% | 98 | $2K |
| Main Street Group, LTD | 0.00% | No change | 97 | $2K |
| Clearstead Advisors, LLC | 0.00% | Add +276.0% | 94 | $2K |
| TD Private Client Wealth LLC | 0.00% | New | 84 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +46.1% | 57 | $1K |
| Larson Financial Group LLC | 0.00% | New | 57 | $1K |
| Parkside Financial Bank & Trust | 0.00% | New | 40 | $854 |
| North Star Investment Management Corp. | 0.00% | Add +32.1% | 37 | $789 |
| Fortitude Family Office, LLC | 0.00% | No change | 34 | $725 |
| Bare Financial Services, Inc | 0.00% | Add +13.8% | 33 | $704 |
| Blue Trust, Inc. | 0.00% | No change | 25 | $533 |
| SWAN Capital LLC | 0.00% | No change | 22 | $469 |
| Harbour Investments, Inc. | 0.00% | Reduce -4.8% | 20 | $432 |
| Raffa Wealth Management, LLC | 0.00% | No change | 17 | $362 |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 15 | $320 |
| JPL Wealth Management, LLC | 0.00% | New | 14 | $299 |
| MV Capital Management, Inc. | 0.00% | Reduce -75.9% | 7 | $150 |
| ROSS\JOHNSON & Associates LLC | 0.00% | No change | 6 | $128 |
| Huntington National Bank | 0.00% | No change | 6 | $128 |
| International Assets Investment Management, LLC | 0.00% | No change | 5 | $116 |
| CoreCap Advisors, LLC | 0.00% | Reduce -16.7% | 5 | $107 |
| Activest Wealth Management | 0.00% | Reduce -94.8% | 4 | $85 |
| Smartleaf Asset Management LLC | 0.00% | No change | 2 | $52 |
| Elequin Capital, LP | 0.00% | Reduce -84.6% | 2 | $43 |
| PlanVest Financial, Inc | 0.00% | No change | 2 | $43 |
| Altshuler Shaham Ltd | 0.00% | No change | 1 | $21 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -47.7% | 23 | $0 |
"% of holder's portfolio" is FIVN's weight in each manager's 13F, not the share of FIVE9 Inc. the manager owns.