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 |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
194
shares
|
$5,501
0.0% of portfolio
|
Q1 2025
Added 1516.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
189
shares
|
$5,360
0.0% of portfolio
|
Q1 2025
Added 33.1%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
184
shares
|
$5,218
0.0% of portfolio
|
Q2 2025
Reduced 72.5%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
176
shares
|
$4,991
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
155
shares
|
$4,395
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
153
shares
|
$4,339
0.0% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
145
shares
|
$4,112
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
141
shares
|
$3,998
0.0% of portfolio
|
Q1 2025
Added 35.58%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
140
shares
|
$3,970
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
140
shares
|
$3,970
0.0% of portfolio
|
Q1 2025
Reduced 59.18%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
127
shares
|
$3,601
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
126
shares
|
$3,573
0.0% of portfolio
|
Q1 2025
Added 18.87%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
125
shares
|
$3,545
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
120
shares
|
$3,403
0.0% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
116
shares
|
$3,289
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
116
shares
|
$3,289
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
114
shares
|
$3,233
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
113
shares
|
$3,204
0.0% of portfolio
|
Q3 2024
Reduced 36.87%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
106
shares
|
$3,006
0.0% of portfolio
|
Q1 2025
Added 265.52%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
97
shares
|
$2,750
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
92
shares
|
$2,609
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
84
shares
|
$2,382
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
82
shares
|
$2,325
0.0% of portfolio
|
Q4 2024
Added 256.52%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
75
shares
|
$2,127
0.0% of portfolio
|
Q1 2025
Reduced 83.3%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
64
shares
|
$1,815
0.0% of portfolio
|
Q1 2025
Added 120.69%
|