Institutional Ownership Five9, Inc. (FIVN)
This table provides information about the institutional ownership of Five9, Inc. (FIVN). We have compiled data on the 355 institutions that hold shares in the stock, with a total of 77.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
97
shares
|
$2,962
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
87
shares
|
$2,656
0.0% of portfolio
|
Q4 2024
Added 123.08%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
84
shares
|
$2,565
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
82
shares
|
$2,504
0.0% of portfolio
|
Q4 2024
Added 256.52%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
81
shares
|
$2,473
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
60
shares
|
$1,832
0.0% of portfolio
|
Q2 2020
Added 4721.67%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
53
shares
|
$1,618
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
49
shares
|
$1,496
0.0% of portfolio
|
Q4 2024
Reduced 79.67%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
44
shares
|
$1,343
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
44
shares
|
$1,343
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
43
shares
|
$1,313
0.0% of portfolio
|
Q4 2024
Added 126.32%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
41
shares
|
$1,252
0.0% of portfolio
|
Q4 2024
Added 95.24%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
38
shares
|
$1,160
0.0% of portfolio
|
Q4 2024
Added 80.95%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
32
shares
|
$977
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
31
shares
|
$946
0.0% of portfolio
|
Q4 2024
Reduced 94.05%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
31
shares
|
$946
0.0% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
31
shares
|
$946
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
29
shares
|
$885
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
28
shares
|
$855
0.0% of portfolio
|
Q4 2024
Reduced 28.21%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
26
shares
|
$794
0.0% of portfolio
|
Q3 2024
Reduced 21.21%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
25
shares
|
$763
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
25
shares
|
$763
0.0% of portfolio
|
Q4 2024
Added 108.33%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
23
shares
|
$702
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
21
shares
|
$641
0.0% of portfolio
|
Q3 2021
Reduced 51.16%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
20
shares
|
$610
0.0% of portfolio
|
Q4 2024
Added 66.67%
|