Latest Institutional Transactions on Five9, Inc. (FIVN)
This table provides information on the latest institutional transactions involving Five9, Inc. (FIVN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-198K- 99.99% |
$7.84M - $12.3M
|
14
$402
|
|
|
Jul 26, 2024
Q2 2024
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-1.08K- 4.85% |
$42.6K - $66.8K
|
21.1K
$608K
|
|
|
Jul 26, 2024
Q2 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-3.77K- 13.4% |
$149K - $234K
|
24.4K
$701K
|
|
|
Jul 26, 2024
Q2 2024
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
21.4K+ 14.77% |
$846K - $1.32M
|
166K
$4.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
61+ 1.1% |
$2.41K - $3.78K
|
5.63K
$162K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11New |
$435 - $681
|
11
$316
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.38K+ 68.52% |
$173K - $271K
|
10.8K
$310K
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-139- 2.31% |
$5.5K - $8.61K
|
5.88K
$169K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.17K+ 10.55% |
$362K - $568K
|
96K
$2.76M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17New |
$672 - $1.05K
|
17
$489
|
|
|
Jul 18, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-28.8K- 16.06% |
$1.14M - $1.79M
|
151K
$4.33M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
18New |
$712 - $1.11K
|
18
$517
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20New |
$791 - $1.24K
|
20
$575
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
20New |
$791 - $1.24K
|
20
$575
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
980KNew |
$55.7M - $78.2M
|
980K
$28.2M
|
|
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
82+ 49.7% |
$4.66K - $6.54K
|
247
$7.1K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
97+ 2.71% |
$5.52K - $7.74K
|
3.68K
$106K
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
237KNew |
$13.5M - $18.9M
|
237K
$6.83M
|
|
|
Jun 03, 2024
Q1 2024
|
Cota Capital Management, LLC
San Francisco, CA |
BUY
|
- |
16.4KNew |
$935K - $1.31M
|
16.4K
$473K
|
|
|
May 15, 2024
Q1 2024
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.27K+ 0.73% |
$243K - $341K
|
589K
$16.9M
|
|
|
May 15, 2024
Q1 2024
|
Tremblant Capital Group
Stamford, CT |
BUY
|
CALL |
75KNew |
$4.27M - $5.98M
|
75K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
7.54K+ 202.44% |
$429K - $602K
|
11.3K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-637- 7.99% |
$36.2K - $50.8K
|
7.34K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
77.6K+ 95.45% |
$4.42M - $6.19M
|
159K
$4.57M
|
|
|
May 15, 2024
Q1 2024
|
Calixto Global Investors, LP
Coral Gables, FL |
SELL
|
- |
-200K- 79.64% |
$11.4M - $16M
|
51.1K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
492+ 21.29% |
$28K - $39.3K
|
2.8K
$80.6K
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5KNew |
$284K - $399K
|
5K
$144K
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
15KNew |
$853K - $1.2M
|
15K
$431K
|
|
|
May 15, 2024
Q1 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
5.53KNew |
$315K - $441K
|
5.53K
$159K
|
|
|
May 15, 2024
Q1 2024
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
CALL |
32KNew |
$1.82M - $2.55M
|
32K
$920K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
3.3KNew |
$188K - $263K
|
3.3K
$94.8K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-117- 4.41% |
$6.65K - $9.34K
|
2.54K
$72.9K
|
|
|
May 15, 2024
Q1 2024
|
Melqart Asset Management (Uk) LTD
London, X0 |
SELL
|
- |
-4.6K- 3.56% |
$262K - $367K
|
125K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
42KNew |
$2.39M - $3.35M
|
42K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Tenor Capital Management Co., L.P.
New York, NY |
BUY
|
- |
70.9KNew |
$4.03M - $5.65M
|
70.9K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
First Sabrepoint Capital Management LP
Dallas, TX |
BUY
|
- |
67K+ 50.32% |
$3.81M - $5.34M
|
200K
$5.75M
|
|
|
May 15, 2024
Q1 2024
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
25KNew |
$1.42M - $1.99M
|
25K
$719K
|
|
|
May 15, 2024
Q1 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
90.1K+ 98.95% |
$5.13M - $7.19M
|
181K
$5.21M
|
|
|
May 15, 2024
Q1 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-144K- 50.82% |
$8.2M - $11.5M
|
139K
$4.01M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
8.58KNew |
$488K - $685K
|
8.58K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
116KNew |
$6.61M - $9.27M
|
116K
$3.34M
|
|
|
May 15, 2024
Q1 2024
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
12.5K+ 83.33% |
$711K - $997K
|
27.5K
$790K
|
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
6.37KNew |
$362K - $508K
|
6.37K
$183K
|
|
|
May 15, 2024
Q1 2024
|
Vista Equity Partners Management, LLC
San Francisco, CA |
SELL
|
- |
-42.8K- 34.45% |
$2.44M - $3.42M
|
81.5K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-8.3K- 67.48% |
$472K - $662K
|
4K
$115K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
50New |
$2.84K - $3.99K
|
50
$1.44K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-476- 96.75% |
$27.1K - $38K
|
16
$460
|
|
|
May 14, 2024
Q1 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
58KNew |
$3.3M - $4.62M
|
58K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-48.1K- 33.49% |
$2.74M - $3.84M
|
95.6K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
728+ 6.57% |
$41.4K - $58.1K
|
11.8K
$339K
|
|