Institutional Ownership Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN). We have compiled data on the 364 institutions that hold shares in the stock, with a total of 78.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
900
shares
|
$25,524
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
822
shares
|
$23,311
0.0% of portfolio
|
Q1 2025
Reduced 20.73%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
758
shares
|
$21,496
0.0% of portfolio
|
Q1 2025
Added 1446.94%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
697
shares
|
$19,766
0.0% of portfolio
|
Q2 2025
Reduced 22.12%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
667
shares
|
$18,916
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
626
shares
|
$17,753
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
605
shares
|
$17,157
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
544
shares
|
$15,427
0.0% of portfolio
|
Q1 2025
Reduced 36.3%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
524
shares
|
$14,860
0.0% of portfolio
|
Q4 2023
Reduced 0.38%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
491
shares
|
$13,924
0.0% of portfolio
|
Q4 2024
Added 991.11%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
480
shares
|
$13,612
0.0% of portfolio
|
Q1 2025
Added 313.79%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
456
shares
|
$12,932
0.0% of portfolio
|
Q2 2025
Reduced 54.99%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
400
shares
|
$11,344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
372
shares
|
$10,549
0.0% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
364
shares
|
$10,323
0.0% of portfolio
|
Q1 2025
Reduced 93.7%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
331
shares
|
$9,387
0.0% of portfolio
|
Q2 2025
Reduced 24.08%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
325
shares
|
$9,217
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
319
shares
|
$9,046
0.02% of portfolio
|
Q2 2022
Reduced 0.31%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
251
shares
|
$7,118
0.0% of portfolio
|
Q1 2025
Added 151.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
243
shares
|
$6,891
0.0% of portfolio
|
Q1 2025
Reduced 79.49%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
239
shares
|
$6,778
0.0% of portfolio
|
Q3 2018
Added 35.03%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
230
shares
|
$6,522
0.0% of portfolio
|
Q3 2024
Reduced 94.29%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
220
shares
|
$6,239
0.0% of portfolio
|
Q1 2025
Added 89.66%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
202
shares
|
$5,728
0.0% of portfolio
|
Q1 2025
Added 23.17%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
200
shares
|
$5,672
0.0% of portfolio
|
Q4 2024
Added 42.86%
|